Business Development Leader — Dallas

Equiforte; Dallas (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

Equiforte is seeking a senior business development leader to drive growth in Dallas, leveraging an established network of CFOs and mid-market private capital executives. You will originate new clients, act as a trusted partner, and guide CFOs through AI-enabled finance workflows from discovery to implementation.

This role demands an entrepreneurial mindset, strong private capital experience, and the ability to translate finance needs into tangible AI outcomes.

Qualifications

• Senior business development leader with private capital network.
• Experience in CFO conversations, reporting, forecasting.
• Entrepreneurial mindset with ownership in early-stage environment.
• Strong capability to translate CFO needs into AI solutions.
• Ability to manage end-to-end client lifecycle.

Responsibilities

• Lead Equiforte's capital markets CFO go-to-market strategy in Dallas.
• Leverage your existing CFO and C-suite network to originate new clients at private capital firms.
• Act as a trusted partner to CFOs, helping them identify high-value finance workflows for AI adoption.
• Own relationships end-to-end — from initial conversations through implementation and long-term success.
• Partner with Equiforte's finance and AI experts to translate CFO needs into implemented AI solutions.
• Support onboarding and adoption to ensure accuracy, trust, and measurable ROI.
• Develop repeatable playbooks, case studies, and implementation frameworks for scaling your vertical.
• Provide direct feedback to founders on product direction, messaging, and CFO-specific use cases.

Skills

C‑suite networking

Private capital experience

Entrepreneurial mindset

Strategic business development

Client relationship management

Job description

Business Development | Dallas | Full-time

About The Role

Private capital firms are on a clear path to becoming AI-native over the next five years. While most firms have begun experimenting with AI, many remain behind the curve because their data, documents, and analytics are not ready for AI at scale.

CFOs know this gap exists. They also know they need to act now.

Equiforte partners directly with CFOs at mid-market private capital firms managing $10B+ in AUM to bridge this gap — identifying the highest-value finance workflows that can be infused with AI without disrupting existing processes. Our finance and AI experts implement agentic AI as an extension of the finance team, enabling instant, accurate answers across firm-wide, fund, and portfolio data so finance teams can focus on value creation.

We are looking to partner with a senior business development leader to drive business development in Dallas with their existing network of C‑suite executives at mid-market capital markets firms including private capital, venture capital, and private credit.

This partnership is ideal for someone who has worked in a financial role within private capital, understands how CFOs think, and has a strong network of mid-market C‑suite executives or CFOs.

Responsibilities

• Lead Equiforte's capital markets CFO go-to-market strategy in Dallas
• Leverage your existing CFO and C‑suite network to originate new clients at private capital firms
• Act as a trusted partner to CFOs, helping them identify the highest-value finance workflows for AI adoption
• Own relationships end-to-end — from initial conversations through implementation and long-term success
• Partner with Equiforte's finance and AI experts to translate CFO needs into implemented agentic AI solutions
• Support onboarding and adoption to ensure accuracy, trust, and measurable ROI
• Develop repeatable playbooks, case studies, and implementation frameworks for scaling your vertical
• Provide direct feedback to founders on product direction, messaging, and CFO‑specific use cases

You Might Be a Fit If

• You have previous experience in a financial role within private capital
• You have a trusted network of mid-market private capital C‑suites, ideally GPs or CFOs
• You are at a point in your career where you want to be an entrepreneur rather than an employee
• You are credible in CFO conversations around reporting, forecasting, data integrity, and value creation
• You understand the realities of capital markets finance teams — tight timelines, imperfect data, and high expectations for accuracy
• You have been involved in technology, automation, analytics, or AI initiatives within finance functions
• You enjoy blending business development with hands‑on execution and client success
• You thrive in an early‑stage environment and want real ownership and influence

Application Questions

Please be prepared to address the following when you apply:

• Tell us about your network of private capital CFOs and how you built it.
• This is a partnership opportunity where we provide the AI platform, domain expertise, and delivery team — you bring your relationships and credibility with mid-market private capital CFOs. How does this align with your current goals?
• Please give an example of 3 specific firms where you have strong CFO relationships and how you would approach conversations about AI adoption.