PE Alliances Associate

About Zone & Co.

Zone & Co is a leading SaaS company committed to freeing finance teams from the limitations of clunky, disparate systems and manual processes. Our rapidly growing portfolio of solutions is built on the oracle NetSuite platform (the leading cloud-based ERP software platform) and offers advanced automation and integration solutions to a wide spectrum of business-critical functions, including complex billing & revenue recognition, to off-the-shelf advanced reporting, Payroll, AP automation, payments, reconciliations, approvals and more. 

Zone helps over 3,000 companies worldwide work smarter, faster and more securely, whilst maximizing platform value. We do this with a growing innovation-minded team of over two hundred folks, based across North America, Europe and Asia Pacific. 

Our journey has only just begun and we are excited to welcome talented individuals looking to grow alongside us. If this sounds interesting to you, we’d love to hear from you!

Learn more at www.zoneandco.com or follow us on LinkedIn: linkedin.com/company/zoneandco.

About the role:

The PE Alliances Associate is a high-impact, strategic development role focused on navigating the complex hierarchies of Private Equity (PE) and Venture Capital (VC) firms to drive growth for Zone & Co. Unlike a traditional BDR role, this position requires a consultative approach to identify, qualify, and nurture investment partnerships and portfolio-wide enhancement opportunities.

You will be the engine behind our PE Practice, responsible for mapping thousands of Portfolio Companies (PortCos) to Zone’s solutions, bridging the gap between our Salesforce ecosystem and PE partners, and providing the "PortCo Intelligence" that allows our leadership to walk into meetings with data-backed white-space analyses.

Essential Job Functions

• Market Intelligence: Utilize Pitchbook and other financial intelligence tools to map PE portfolio hierarchies. Identify and qualify PortCos that fit Zone’s Ideal Customer Profile (ICP) based on investment stage, tech stack (NetSuite/Salesforce), and financial complexity.
• White Space Analysis: Execute programmatic "White Space" reporting to show PE Operating Partners exactly which companies in their portfolio are missing Zone’s mission-critical solutions (ZoneBilling, ZoneCapture, etc.).
• High-Level Prospecting: Navigate PE/VC firms to engage with VP and Associate-level stakeholders, effectively communicating how Zone increases EBITDA and streamlines the "Exit-Readiness" of their investments.
• Pipeline Management: Drive the top-of-funnel activity required to bridge the PE Practice’s 2026 pipeline goals, ensuring a consistent flow of qualified Opportunities.
• Support the  growth of the private equity alliance vertical -  Assist in executing strategies to engage with private equity firms and their portfolio companies
• Collaborate with  internal teams to develop outreach campaigns tailored to PE Partners
• Research private equity firms, portfolio companies, and key decision-makers to identify PE partner leads
• Manage the tracking of all PE partner and portfolio company pipeline to provide awareness and ensure strategic alignment and effectiveness
• Stay informed on trends in private equity and the fintech SaaS industries
• Provide feedback to the sales and marketing teams to refine messaging and outreach strategies

Responsibilities / Duties / Tasks

• Conduct market research on PE/VC firms, industry sectors, and target companies to identify potential partner lead and opportunities
• Analyze and monitor competitive activity with the PE  partner landscape and SaaS/ fintech industries
• Conduct personalized outreach via e-mail, phone calls, and networking events to initiate relationships with private equity firms and their portfolio companies 
•  Maintain ongoing communication to uncover partnership opportunities
• Track and manage outreach activities and lead progression of potential PE partners 
• Track, manage, and communicate portfolio company traction of both existing PE and prospective partners 
• Collaborate with the Director and Sr. Manager to ensure seamless handoffs of qualified PE partner leads for further engagement
• Work closely with the direct sales and account management team to ensure that  pre-negotiated rates and terms are appropriately applied to all sales opportunities involving portfolio companies of PE partners
• Provide the sales and account management teams with data to generate new leads from existing VC/PE partnerships, fostering the creation of new opportunities.
• Support the creation, development, and maintenance of training programs and materials to enhance internal teams' effectiveness in leveraging partnerships
• Collaborate with sales and marketing to share insights to refine messaging and outreach strategies to portfolio companies
• Assist with the preparation for industry events, webinars, and meetings that target PE firm stakeholders
• Support the organization of tools and data to effectively communicate the benefits of Zone apps
• Other duties as prescribed - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice

Job Qualifications / Skill Requirements

• Experience: 1–3 years in Business Development, Alliances, or Finance. Experience selling to the "Office of the CFO" or working within the NetSuite/Salesforce ecosystem is a major plus.
• Technical Savvy: Proficiency in Salesforce (CRM) and Pitchbook is required. Familiarity with Workato or CPQ tools is highly preferred.
• Analytical Mindset: Ability to take raw portfolio data and transform it into a "White Space" story that demonstrates clear ROI to an investor.
• Gravitas: Exceptional verbal and written communication skills with the professional "teeth" required to call into PE firms and speak the language of IRR, EBITDA, and digital transformation.

Benefits