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Engagement Manager ( Private Equity )
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Engagement Manager ( Private Equity )
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
Tools
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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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