Principal, Financial Sponsor Partnerships — Remote

Phocas Software; United States; Remote; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health Plan (Medical, Dental & Vision)

Life Insurance (Basic, Voluntary)

Paid Time Off (Vacation, Sick & Public

Holidays

Work From Home

Wellness Resources

Job summary

Phocas Software in the United States is seeking a Principal, Financial Sponsor Partnerships to build and activate sponsor relationships, own the sponsor book, and drive portfolio deals.

You will collaborate with RevOps, Legal, FP&A and account teams to scale a sponsor program across PE firms, family offices and holdcos, with a twelve-month decision point on scale/hold/exit.

The role offers a build-first mandate with broad cross-functional exposure and a direct pathway to impact ARR growth.

Qualifications

• Experience building sponsor or partner ecosystems in B2B software.
• Ability to identify target sponsor platforms and navigate portfolio discussions.
• Strong financial acumen: hold periods, value creation, unit economics.

Responsibilities

• Develop the sponsor value proposition and what sponsors care about.
• Prioritize target sponsors and build the sponsor book by priority and connection path.
• Engage operating partners and CFOs to earn introductions and deliver sponsor pitches.
• Negotiate portfolio agreements with Legal, FP&A and Ops at approved terms.
• Monitor weekly sponsor deal flow, verify ownership, and report cohort movement.
• Coordinate opportunities with AEs, register sponsor influence, and manage group licenses.
• Create sponsor-level account plans with Account Managers and Customer Success; run quarterly reviews.
• Own the sponsor data model in HubSpot with RevOps and support marketing narratives.

Skills

Sponsor relationships

B2B software sales

PE/portfolio experience

CRM & HubSpot

Tools

HubSpot

Job description

Phocas Software in the United States is seeking a Principal, Financial Sponsor Partnerships to build and activate sponsor relationships, own the sponsor book, and drive portfolio deals.

You will collaborate with RevOps, Legal, FP&A and account teams to scale a sponsor program across PE firms, family offices and holdcos, with a twelve-month decision point on scale/hold/exit.

The role offers a build-first mandate with broad cross-functional exposure and a direct pathway to impact ARR growth.