Solutions Engineer, Private Equity

About Our TeamJoin the Technical Success team at OpenAI, where we prioritize our customers' experience with our cutting-edge suite of AI products. Our mission is to empower developers and enterprises to unlock the full potential of our advanced models, catering to a diverse clientele that ranges from innovative startups to established global corporations.About the OpportunityWe are on the lookout for a Solutions Engineer to collaborate with our key Private Equity clients, ensuring they derive measurable business outcomes from our AI solutions. In this role, you will engage with senior business leaders to assess their pre-sales requirements, shape their AI strategies, and pinpoint the most impactful use cases. You will partner with both business and technical teams to illustrate the value of our offerings, suggesting architectural frameworks to facilitate their implementation. This role requires close interaction with our Private Equity and Large Enterprise Sales, Security, and Product teams.This position is available in San Francisco, CA, or New York, NY, and follows a hybrid work model of three days in the office each week. We also provide relocation assistance to new team members.Your Responsibilities Will Include:Delivering an outstanding pre-sales experience for major Private Equity prospects by offering technical insights, articulating the value proposition, and addressing queries related to our products, APIs, and language models.Demonstrating how OpenAI's product suite can fulfill customer business objectives and yield significant value, which includes creating and showcasing demos, scoping relevant use cases, recommending architectural strategies, and providing comprehensive technical guidance.Documenting and maintaining guides, FAQs, and resources that address common inquiries and requirements identified during the pre-sales phase.Building and nurturing robust customer relationships throughout the evaluation, validation, and purchasing phases.Advocating for customers and ensuring their voices are heard internally by collecting feedback, identifying common themes, and integrating insights into product development.Serving as the initial contact for security and compliance inquiries, providing standardized information, guiding customers to relevant resources (such as the trust portal), and escalating complex issues to specialized teams.You Will Excel in This Role If You Have:Strong technical background in AI and machine learning.Exceptional communication skills, with the ability to simplify complex concepts for diverse audiences.Experience in pre-sales or customer-facing technical roles.Proven ability to build relationships and influence stakeholders.Capacity to thrive in a fast-paced and collaborative environment.

Join Decagon as a Private Equity Lead within our Founder's Office, where you will play a pivotal role in shaping our investment strategies and driving growth initiatives. Your expertise in private equity will be crucial in identifying new opportunities and optimizing our existing portfolio. Collaborate with our executive team to align our investment goals with the overall vision of the company.

About aptura aptura partners with Mentis AI, a team combining deep asset management experience with advanced machine learning research. Drawing on backgrounds from firms such as Lazard and Partners Group, the group operates in both London and San Francisco. Together, they work with leading AI labs to improve model reasoning, generalization, and decision-making for institutional investment settings. Part-time AI Residency: Role Overview This part-time residency is designed for senior research analysts and portfolio managers interested in the intersection of AI and private markets. The program offers hands-on exposure to advanced AI systems and their impact on investment workflows. Key Responsibilities Prompt Development: Design and refine prompts for junior staff to use in evaluating AI-generated insights. Human vs. Machine Evaluation: Analyze differences between professional investment logic and AI output. Framework Design: Translate investor decision-making into structured challenges for testing AI reasoning. Expert Benchmarking: Build and validate real financial models, return analyses, and case studies to assess advanced AI systems. What Makes This Residency Distinct Direct exposure to how AI is reshaping deal processes, from screening and due diligence to portfolio management and exits. Be among the first investment professionals to work hands-on with AI models analyzing private market scenarios. Who Should Apply 3 to 7 years of experience in Private Equity or Growth Equity at a large-cap or upper-middle market fund in Europe or the US. Currently at the Associate, VP, or Principal level (industry focus is flexible). Strong skills in financial modeling and valuation across the deal lifecycle. Demonstrated curiosity about how AI can be applied in finance. Residency Details This is a part-time role requiring approximately 15 hours per week. Location: USA.

At Slash Financial, we are reimagining the future of business banking, crafting tailored financial infrastructure that meets the unique operational needs of various industries. By merging the dependability of traditional banking with specialized financial tools, we empower businesses to enhance their operational efficiency.Founded in 2021, Slash is among the fastest-growing fintech companies globally, facilitating over ten billion dollars in annual business purchasing across diverse sectors.We are actively seeking a Partnerships Lead to forge and nurture relationships with private equity firms and investment groups.

Join Us in Transforming Healthcare AccessAt Assort Health, our mission is to make exceptional healthcare accessible anytime, anywhere, for anyone. We envision a healthcare experience that feels seamless and connected—quick responses, clear communication, and easy access to care. Our innovative platform builds a new foundation for patient-provider interactions, powered by AI and tailored to meet the unique complexities of the healthcare landscape.As the most comprehensive patient experience platform, we leverage specialty-specific agentic AI to enhance interactions. Our omnichannel AI agents integrate effortlessly with EHR/PMS systems to minimize wait times and streamline processes, ensuring patients receive the care they need without hassle.Since our inception in 2023, we have facilitated over 125M+ patient interactions, reducing average hold times from 11 minutes to just 1 minute. Our platform supports thousands of providers, boasting a 98%+ resolution rate and 99% scheduling accuracy. We take pride in a patient satisfaction score of 4.5/5 from over 52K reviews and have experienced 20× revenue growth in 2025. With rapid scaling, we are expanding our footprint across the healthcare industry.About the RoleWe are seeking a Principal, Strategic Partnerships (Private Equity) to spearhead and scale one of Assort’s key growth channels. This high-impact role combines elements of private equity, enterprise sales, and operator-led go-to-market strategy. You will cultivate and manage relationships with healthcare-focused private equity firms, converting these connections into a consistent pipeline of high-value opportunities across their portfolio companies.Your objectives are twofold:Generate immediate revenue by sourcing and converting opportunities derived from private equity.Create a scalable playbook that positions Assort as the preferred AI partner for healthcare-focused private equity firms.This role transcends traditional partnerships; you will act as a hybrid of an enterprise seller, strategic operator, and relationship builder.

The Company You’ll JoinCarta revolutionizes the connection among founders, investors, and limited partners through cutting-edge software crafted for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies in more than 160 countries, Carta’s comprehensive platform of software and services empowers you to build, invest, and scale with assurance.Carta’s Fund Administration platform manages over 9,000 funds and SPVs, representing nearly $185 billion in assets under management, equipped with tools designed to amplify the strategic influence of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.Together, we are developing an all-encompassing ERP platform tailored for private markets. Traditional ERP systems fall short for Private Funds; the private capital markets demand a holistic software solution that supersedes outdated spreadsheets and disjointed service providers. Carta’s software for the Office of the Fund CFO meets this need, creating a new category of software that aligns private markets with the efficiency of public markets—a cohesive ERP for private capital.For insights into our offices and culture, visit our Carta careers page.The Team You’ll Work WithThe Sales Development Representative teams are the engine of Carta’s growth trajectory. In this role, you will directly contribute to private equity pipeline development by identifying and qualifying leads within the PE sector. We are committed to investing in our team and fostering internal advancement. All SDRs undergo comprehensive training on Carta software, private market finance, and equity administration, coupled with continuous education in consultative sales, client management, negotiation, and sales operations.The Problems You’ll Solve Identify and qualify leads from PE-backed companies Develop expertise on Carta’s core product suite and essential private equity principlesEngage actively with new and existing leads through innovative follow-up, fostering heightened interest and enthusiasm in CartaCollaborate with cross-functional teams to optimize top-of-funnel acquisition By supporting the SDR teams, you will enhance the overall company pipelineDeliver prompt and precise front-line support for all prospective customers interested in Carta Interact with potential customers in real-time via phone or video conferencingImplement cold outreach campaigns using a "customer-first" approach targeting finance leaders

At CrossCountry Consulting, we are committed to redefining the advisory experience. Our firm is built on our Core Values, which emphasize collaboration, enthusiasm, generosity, and perseverance. We strive to create a positive environment for both our clients and our team members. Our diverse advisory solutions encompass accounting and risk management, technology-driven transformation, and transactional assistance, ensuring we address contemporary challenges while delivering long-term value.Our dedication to employee satisfaction has garnered us accolades such as Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our unique culture through the voices of our employees by visiting here.As a key member of our expanding Financial Due Diligence practice, you will act as a trusted advisor to our clients. Leveraging your expertise and insights, you will craft customized solutions that tackle current challenges while laying the groundwork for future success. Supported by seasoned leaders and a dedicated mentor, you will thrive in a collaborative environment that encourages contributions beyond client engagements.This role presents the chance to engage in intricate M&A transactions, providing clients with vital insights into financial performance and associated risks. Your projects will encompass large-scale transactions, high-volume consolidations, carve-outs, divestitures, and sell-side transactions, working closely with private equity firms, corporate acquirers, and lenders to deliver top-tier analyses that inform strategic decision-making.

Role Overview West Monroe Partners is seeking a Senior Consultant focused on Mergers & Acquisitions in the high-tech and software private equity sectors. This position is available in Chicago, Los Angeles, New York, or San Francisco. What You Will Do Work closely with clients in high-tech and software private equity to support complex transactions and strategic partnerships. Apply analytical skills and industry knowledge to deliver solutions that address client needs. Contribute to projects that help clients navigate mergers, acquisitions, and related challenges. Who We’re Looking For Experience in M&A within high-tech or software private equity sectors. Strong analytical approach and familiarity with transaction processes. Ability to collaborate with clients and internal teams on high-impact projects.

At CrossCountry Consulting, we aim to redefine the advisory landscape by prioritizing our Core Values and ensuring a positive impact for both our clients and our team members. We strongly advocate for collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting and risk management, technology-driven transformation, and transactional support, enabling us to partner effectively with clients to address their current challenges while delivering sustainable value into the future.Our dedication to our team has garnered us prestigious accolades, including recognition in Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our vibrant culture through the insights shared by our employees by visiting here.As a key member of our dynamic Financial Due Diligence practice, you will act as a trusted advisor to our clients, leveraging your hands-on experience and unique insights to provide customized, integrated solutions. You'll address today's pressing issues while establishing a foundation for future achievements. With mentorship from seasoned leaders and a supportive team, you'll join a collaborative environment that encourages contributions beyond client engagements.This position involves working on intricate M&A transactions, equipping clients with essential analyses regarding financial performance and associated risks. You will engage in significant projects, including large-scale transactions, high-volume roll-ups, carve-outs, divestitures, and sell-side engagements, collaborating with private equity firms, corporate acquirers, and lenders to deliver meticulous analyses that inform strategic decision-making.

Are you ready to drive transformative change in the tech industry?West Monroe is on the lookout for a Senior Manager with extensive experience and a fervent interest in the Software and High-Tech sectors to enhance our national practice. Our team collaborates with a diverse range of dynamic Software and High-Tech, Private Equity, and Corporate Strategic clients across the country.In your role as a Senior Manager, you will provide strategic guidance to Software and High-Tech clients as well as Private Equity investors, emphasizing software, SaaS, TMT, and tech-enabled services businesses. Your engagements will cover value creation initiatives, including product and growth strategy, technological innovation, operational enhancements, and due diligence—spanning product, technology, and operational assessments, along with merger integrations and carve-outs.Beyond client delivery, you will play a vital role in business development—seeking new clients and nurturing existing relationships—while also contributing to the internal leadership of our practice. Senior Managers at West Monroe are entrusted with three primary responsibilities:Client DeliveryLead rapid due diligence engagements for Private Equity and Corporate Strategic clients investing in Software and High-Tech, assessing market opportunities, product technologies, operating models, and their impact on margins, revenues, growth, and overall value creation.Evaluate functional and technology investment strategies, benchmarking operational models and organizational structures against industry-leading practices.Oversee teams serving Software and High-Tech clients while showcasing advisory skills with high-level client executives, including C-suite leaders, Business Unit GMs, and Private Equity Deal and Operating Partners.Drive value creation projects for Software and High-Tech companies and Private Equity clients.Engage in complex transactions within the Software and High-Tech sector, focusing on initiatives like post-merger integration, carve-outs/divestitures, operating model transformations, product strategy, target operating model development, and enhancements in post-sales operations and retention.Practice DevelopmentCreate data-driven methodologies and resources for effective practice development.

About FluidstackAt Fluidstack, we are revolutionizing the future of intelligence by creating cutting-edge infrastructure. Our collaborations with leading AI labs, government entities, and enterprises such as Mistral, Poolside, and Meta enable us to deliver computing capabilities at unprecedented speeds.Our mission is to make artificial general intelligence (AGI) a reality. We pride ourselves on our urgency, commitment, and excellence in delivering world-class infrastructure. We treat our customers' success as our own, ensuring we build reliable systems and earn their trust. If you are driven by purpose and ready to contribute to shaping the future of intelligence, we invite you to join our innovative team.About the RoleAs the Equity Operations Lead, you will play a crucial role in establishing and expanding our global equity program. Your primary responsibilities will include managing the cap table, validating vested and exercised options and warrants, and optimizing our Shareworks platform. You will navigate the complexities of multi-jurisdictional operations, particularly in the UK. The ideal candidate is a forward-thinking professional who can proactively enhance our equity infrastructure for a post-IPO landscape and seamlessly connect Shareworks data with our financial systems. This position offers the exciting opportunity to build a team and processes from the ground up while collaborating with a world-class team.What You'll DoOversee and maintain the cap table, addressing any discrepancies and issuing share certificates as necessary.Ensure the accuracy of vested and exercised options and warrants, maintaining data integrity across all equity records.Lead the implementation and continuous optimization of Shareworks as our equity management platform.Connect Shareworks data to downstream accounting and financial reporting systems accurately.Develop and document equity operations processes and controls from scratch.Manage equity activities across multiple jurisdictions, ensuring compliance with local regulations, especially in the UK.Collaborate closely with finance, legal, and accounting teams to facilitate equity-related reporting and audits.Proactively strategize on post-IPO equity structures, including transitioning RSUs to single-trigger vesting, ensuring scalability of the program.Recruit and nurture a high-performing equity operations team over time.

Role overview The Senior Manager of Global Equity Programs at Lyft, based in San Francisco, CA, shapes the company’s equity compensation strategy. This position is responsible for designing and launching equity programs that support Lyft’s business needs and encourage employee engagement. Key responsibilities Develop and implement equity compensation programs for a global employee base Collaborate with teams throughout the company to ensure smooth program operations and adherence to regulatory requirements Ensure equity offerings align with Lyft’s goals and organizational culture Collaboration and compliance This role works closely with cross-functional partners to deliver effective equity solutions. Maintaining compliance with regulatory standards is an essential part of the position.

About Forge Global Forge Global, Inc. builds technology for private markets. The team’s work supports companies and investors shaping fields from space exploration to artificial intelligence. The company’s core values are innovation, responsibility, and humility. What Forge Offers Forge provides a suite of liquidity solutions, proprietary data insights, custody services, and a marketplace for private securities. The platform helps employees sell private shares, lets employers offer pre-IPO liquidity, and connects both individual and institutional investors to private company growth. The marketplace serves a global audience and aims to make private markets more transparent and accessible. Why Forge Is Growing Interest from investors and customers continues to increase as demand for private company stock exposure rises. Forge’s expanding network is driving the need for new team members to support companies, investors, and innovators in this evolving market.

Join New Relic as a Senior Manager of Equity, where you will play a pivotal role in shaping our equity strategies and ensuring equitable practices across our organization. You will lead a dedicated team, providing guidance and fostering a culture of transparency and fairness in equity-related initiatives.

About Loop Loop is committed to unlocking profits trapped in the supply chain while reducing costs for consumers. Inefficient workflows and bad data create friction that hampers working capital and increases expenses for all stakeholders in the supply chain. Our cutting-edge audit and payment platform utilizes domain-driven AI to simplify the complexities associated with supply chain data and documentation. By enhancing visibility into transportation expenditures, we empower companies to manage costs and boost profitability. This is why renowned industry leaders such as J.P. Morgan Chase, ABB, Tyson Foods, and Estée Lauder partner with Loop. Our investors include J.P. Morgan, Index Ventures, Founders Fund, 8VC, Flexport, and numerous industry-leading angel investors. Our team boasts expertise from esteemed organizations like Uber, Google, Flexport, Meta, Samsara, Intuit, Rakuten, and long-standing industry stalwarts like C.H. Robinson. About the Role We are seeking an Enterprise Solutions Engineer to work collaboratively with Sales, Engineering, and Customer Success teams to ensure a smooth technical closing and implementation process for clients. This position involves designing and configuring complex workflows, serving as a primary contact for client implementations, orchestrating data integration, and bridging processes between the client's systems and Loop's proprietary platform. The Solutions Engineer collaborates with operations and sales teams to ensure that proposed deals include technical solutions that accurately meet client requirements and have the backing of key technical decision-makers. You will provide onsite and virtual support for client implementations, delivering technical expertise as an extension of the Sales and Customer Success teams. Key Responsibilities Facilitate project management for solution scoping and implementations, including but not limited to: Leading kick-off calls: remote (sometimes onsite) sessions to introduce the Loop solution. Coordinating integration solutions with internal stakeholders across a variety of commercial and legacy client systems. Overseeing integrations between Loop and the client's external software systems (TMS/ERP) with guidance from the Integrations Engineer, including schema mapping. Conducting tailored product demonstrations for prospective clients, acting as the product expert in pre-sales discussions. Defining use cases aligned with Loop’s product and roadmap. Collaborating with sales and operations teams to inform the cost structure for client proposals.

Canvas Medical is at the forefront of transforming everyday healthcare through our Electronic Medical Record (EMR) platform, designed specifically for healthcare automation. We develop contemporary and intuitive front-end and back-end tools that empower developers and clinicians to seamlessly integrate data, automate workflows, and collaborate in overcoming the most challenging issues in healthcare. Our mission is to provide care teams with extraordinary capabilities through the power of software.Backed by some of the world’s leading technology investors, Canvas Medical has supported notable health tech companies, including GoodRx, Oscar Health, and Hims & Hers Health.Role OverviewWe are seeking a passionate Solutions Engineer to join our Engineering team, serving as the technical liaison between customer requirements and our platform capabilities. In this role, you will work closely with our Solutions Consultants to translate customer needs into actionable requirements, transforming them into robust and scalable technical solutions that enhance our platform.As a Solutions Engineer, you will design and implement custom solutions utilizing the Canvas SDK, create reusable plugins and integrations, and extend the functionality of our platform to address intricate healthcare automation challenges. Collaborating closely with Solutions Consultants, you will rapidly prototype, validate technical strategies, and deliver production-ready solutions that exceed customer expectations. This is a vital role where your contributions will directly influence how healthcare providers utilize our EMR platform, while also aiding the advancement of our developer tools and SDK.The ideal candidate will possess a solid foundation in engineering principles, a fervor for healthcare technology, and an exceptional ability to oscillate between rapid prototyping and high-quality production code. You will thrive in collaborative settings, balancing the urgency of customer needs with engineering excellence, and drive technical decisions that support scalability. We seek someone who is unafraid to experiment, quick to iterate, and capable of crafting elegant solutions from the ground up while ensuring the robustness necessary for healthcare systems.

Join allspice as a Solutions Engineer, where you will play a pivotal role in delivering innovative technology solutions to our esteemed clients. In this position, you will collaborate closely with cross-functional teams to understand client needs, design comprehensive solutions, and ensure successful implementation. Your expertise will help drive customer satisfaction and foster long-term partnerships.

Join Cloudflare as a Senior Solutions Engineer, where you will be at the forefront of delivering cutting-edge solutions to our clients. In this role, you will leverage your technical expertise to engage with customers, understand their needs, and provide innovative solutions that drive their success.As a Senior Solutions Engineer, you will collaborate with cross-functional teams to create tailored solutions, ensuring our products meet the unique requirements of each client. Your ability to articulate complex concepts and foster relationships will be crucial in this fast-paced, dynamic environment.

At Stytch, we are transforming the landscape of user authentication and anti-fraud tools, empowering developers to create intricate authentication systems with ease and speed. Our mission is to simplify complex processes and enhance security for our clients.We are seeking a seasoned Solutions Engineer who excels in educating and solving problems, while building strong relationships with developers from leading companies. In this pivotal role, you will assess our clients' needs, articulate design solutions, and guide technical assessments. As the authentication expert, you will work closely with our customers’ engineering teams to ensure a seamless evaluation experience.This is a hybrid, full-time role based in the San Francisco Bay Area. While we value in-person collaboration, we understand the importance of flexibility, so we're looking for someone who is eager to meet in the office 2-3 days a week.

OverviewAt Pulse, we are revolutionizing data infrastructure by addressing the critical challenge of extracting precise, structured data from intricate documents on a large scale. Our innovative approach to document understanding melds intelligent schema mapping with finely-tuned extraction models, effectively conquering the limitations faced by traditional OCR and parsing tools.We are a dynamic and rapidly expanding team of engineers located in San Francisco, serving Fortune 100 companies, Y Combinator startups, public investment firms, and fast-growing enterprises. Our growth is fueled by top-tier investors and a commitment to excellence.What sets our technology apart is our sophisticated multi-stage architecture:Expert layout comprehension with specialized component detection modelsLow-latency OCR models designed for targeted data extractionAdvanced algorithms for reading-order in complex document structuresProprietary recognition and parsing of table structuresFine-tuned vision-language models for interpreting charts, tables, and figuresIf you are enthusiastic about the convergence of computer vision, natural language processing, and data infrastructure, your contributions at Pulse will profoundly influence our clients and help shape the future of document intelligence.What We're SeekingAvailability for in-office work 5 days a week at our San Francisco locationA strong desire to learn and adapt swiftlyPrevious experience in a startup or founding role is advantageousRole OverviewAs a Solutions Engineer at Pulse, you will bridge the gap between customer deployments and our core engineering capabilities. Your role will involve designing, deploying, and managing Pulse within live production environments, frequently integrated within customer infrastructures, with a strong emphasis on reliability, performance, and precision.This hands-on and technical position requires collaboration with customer engineering teams and engagement with Pulse’s platform, ML, and product teams to guarantee successful deployments and continuous enhancements.Key ResponsibilitiesDeploy, manage, and troubleshoot Pulse services in Kubernetes-based environmentsCollaborate directly with customer engineering teams to ensure optimal implementation