Engagement Manager ( Private Equity )

Easy Applyremote; Camden Town; Remote; GBP 70,000 - 90,000; Full time

Job summary

A leading consultancy in private equity is seeking an Engagement Manager to ensure customer satisfaction and engagement. This remote role requires 4-8 years of experience in private equity, strong client-facing abilities, and knowledge of complex equity mechanics. You will collaborate with sales and product teams to enhance customer experiences and drive growth.

Qualifications

• 4-8 years in Private Equity transaction advisory or deal execution.
• Strong understanding of fund flows and investment structures.
• Exceptional client-facing skills.

Responsibilities

• Ensure customer satisfaction and drive engagement.
• Build long-term relationships with clients.
• Collaborate with sales and product teams.

Skills

Private Equity transaction advisory

Cap tables knowledge

Client-facing skills

Complex equity mechanics

SaaS environment experience

Tools

Digital document management tools

Workflow automation tools

Job description

We are seeking a dynamic and customer-focused individual to join my client as an Engagement Manager - Private Equity. In this role, you will be responsible for ensuring the success and satisfaction of our customers, driving adoption and engagement, and building long-term relationships. You will work closely with cross-functional teams, including sales and product to deliver exceptional customer experiences and help drive the growth of our business.

• 4-8 years in Private Equity transaction advisory, tax structuring, or deal execution - ideally from a Big 4, investment bank, or PE firm.
• Strong understanding of cap tables, fund flows, investment holding structures, and closing documentation ("closing bibles").
• Experience with complex equity mechanics (ratchets, sweet equity, waterfall models).
• Exceptional client-facing skills, with the ability to explain technical concepts to non-technical users.
• Comfortable working in a fully remote, fast-paced SaaS environment.
Nice-to-Have:
• Experience working with or implementing SaaS platforms for financial services.
• Familiarity with digital document management and workflow automation tools.
• Knowledge of competitor deal stacks and PE market dynamics., Investment BankingSoftware as a Service (SaaS)Document ManagementFinancial Services