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  Business Development Associate - Private Equity - M & A  

  Optimatum Solutions LLC

  full_time - New York

  Posted: 08/08/2026

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  Job DescriptionJob DescriptionOptimatum SolutionsOptimatum Solutions i... Read More

  Job DescriptionJob DescriptionOptimatum Solutions
  
  Optimatum Solutions is seeking a Business Development Associate - Private Equity -  M & A who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.
  
  We’re looking for a driven professional ready to take ownership in a role that blends sales support with hands-on marketing execution. In this position, you’ll have the autonomy to shape how we grow revenue by:
  ·       Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking·       Managing client relationships and expansion efforts with a proactive, independent approach·       Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact·       Designing and refining sales materials that directly influence client engagement and deal success This is an in-person role designed for someone who thrives in environments where initiative is valued and independence is encouraged. With flexibility to expand responsibilities based on your availability and business needs, you’ll have the chance to make a visible impact while growing your career.
  
  If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you.
  
  Our Story
  
  Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. Our turnkey solutions improve the financial and operational performance of health care plans for our clients located nationwide through our unique multidisciplinary approach, which includes forensic analysis and the maintenance of existing vendor relationships, while at the same time increasing HR vendor transparency and accountability.
  
  We’re a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you’ll find an environment that encourages continuous learning and personal development—without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions.
  
  
  The Opportunity
  The Business Development Associate will support the growth initiatives of the organization by providing strategic sales support, client development coordination, and operational execution across the full business development lifecycle.
  
  
  Key ResponsibilitiesBusiness Development & Sales Support
  
  Working with leadership on coordinating business development activities; including pipeline tracking, opportunity management, and CRM updates.Support the organization in preparing pitch materials, proposals, capability decks, and engagement summaries tailored to private equity clients.Conduct background research on target PE firms, portfolio companies, industry trends, and deal activity to support pursuit strategy.Maintain and update sales collateral, case studies, and thought leadership relevant to private equity value creation, due diligence, and portfolio optimization.Client Development & Relationship Management
  
  Coordinate outreach campaigns, client touchpoints, and follow‑up activities with PE firms, operating partners, and portfolio company executives.Track client engagement metrics and prepare reports for leadership on relationship health, cross‑sell opportunities, and market penetration.Support planning and execution of marketing events including: roundtables, webinars, and conferences. 
  
  Operational Support
  
  Maintain accurate tracking of activities and action items for the leadership team.Assist with scheduling and logistics for meetings and marketing initiatives.Ensure compliance with firm policies, risk management procedures, and brand standards.Required Qualifications
  
  2–4 years of experience in business development, client development, sales support, or marketing within a professional services, consulting, financial services, or private equity environment.Bachelors Direct experience supporting teams that work with private equity firms or portfolio companies is required.Strong understanding of private equity and M & A deal cycles, value creation levers, and the consulting services typically provided to PE clients.Exceptional organizational skills with the ability to manage multiple priorities and deadlines.Strong written and verbal communication skills, with experience preparing client‑facing materials.Proficiency with CRM platforms and Microsoft Office Suite Preferred Qualifications
  
  Experience in Professional Services OrganizationFamiliarity with transaction advisory services, commercial due diligence, or PE value creation consulting.Ability to synthesize market intelligence and translate it into actionable insights for BD strategy.Experience supporting senior‑level stakeholders in a matrixed organization.Key Competencies
  
  Detail‑oriented with strong project management skillsProactive, resourceful, and able to anticipate team needsStrong business acumen and understanding of PE industry dynamicsCollaborative mindset with the ability to work across service linesHigh level of professionalism and client‑service orientationWe offer a competitive compensation and generous employee benefits package that includes: 
  
  ·       Salary and bonus·       Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD·       401(k) with company match·       Flexible time off policy – including vacation, personal days and holidays 
  
  Join the Optimatum Team, bring your talent, and work in our New York City office located in Midtown, NYC.  
  
   
  
  ** The expected annual salary ranges from $75,000-$120,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. Read Less

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• O

  Sales Enablement Associate  

  Optimatum Solutions LLC

  full_time - New York

  Posted: 27/07/2026

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  Job DescriptionJob DescriptionSales Enablement AssociateOptimatum Solu... Read More

  Job DescriptionJob DescriptionSales Enablement Associate
  Optimatum Solutions is seeking a Sales Enablement Associate who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.
  
  We're looking for a driven professional ready to take ownership in a role that blends sales support, CRM ownership, and marketing execution with market and M&A/PE research. In this position, you'll have the autonomy to shape how we grow revenue by:
  
  · Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking 
  
  · Designing and refining sales materials that directly influence client engagement and deal success 
  
  · Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact 
  
  · Researching M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials
  
  This is a fully in-office role, five days a week, based at our Midtown location in our New York City office. It's designed for someone who thrives in environments where initiative is valued and independence is encouraged, and who wants the chance to make a visible impact while growing their career alongside senior leadership.
  
  If you're ready to leverage your experience in a setting where agility, creativity, and impact matter and where your work will be seen and felt this is the role for you.
  
  Our Story 
  
  Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value. Our end-to-end point solutions are seamless to implement and maintain and drive operational efficiency through vendor accountability.
  
  We're a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you'll find an environment that encourages continuous learning and personal development without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions.
  The Opportunity
  
   The Sales Enablement Associate supports our Business Development and Marketing efforts end to end from the relationships and data that keep the pipeline moving, to the research and content that build our market visibility. You will manage the CRM and client tracking, help develop and execute marketing campaigns, and conduct research on M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials that directly influence client engagement. You will work closely with senior management, translating both relationship data and market insight into materials, campaigns, and events that promote Optimatum's brand and win business.
  
  The Optimatum Team is looking for a highly skilled and experienced individual to:
  
  · Own CRM data integrity to ensure accurate pipelines, reporting, and client tracking · Manage client relationships and expansion efforts with a proactive, independent approach
  
  · Maintain organized electronic file systems to effectively monitor and track administrative and business development activities
  
  · Execute marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
  
  · Design and refine sales materials that directly influence client engagement and deal success
  
  · Draft thought leadership content based on research findings · Assist in developing and executing marketing materials by segment
  
  · Coordinate business development events and meetings · Conduct ongoing research on M&A, Private Equity, Healthcare, and related sectors using publicly available and industry sources
  
  · Review and synthesize insights from industry publications on a weekly, monthly, or quarterly cadence
  
  · Extract key data points for use in marketing communications and sales materials
  
  · Provide sales-related administrative support to senior management as needed
  
  Qualifications
  
  · Bachelor's degree required; enrollment in or completion of a master's degree/equivalent a plus
  
  · Minimum of 2 years of work experience in a similar capacity (sales support, marketing, research, or related field)
  
  · Prior experience in Private Equity, Investment Banking, M&A, or Sales Support desired, not required
  
  · Interest in M&A, PE, Finance, and/or Healthcare/Benefits preferred
  
  · Prior course experience in Finance and/or with Private Equity is highly desirable
  
  · Strong technical proficiency in CRM systems and MS Office
  
  · Strong research, synthesis, and presentation skills, paired with sharp attention to detail
  
  · Ability to execute marketing strategies across multiple platforms
  
  · Comfortable with unstructured problems and competing priorities across multiple workstreams
  
  · Ability to work independently as well as within a team environment
  
  · Excellent interpersonal, presentation, verbal and written communication and listening skills
  
  · Knowledge and familiarity with project management tools and processes
  
  · Energy and commitment to deliver high quality results in condensed timeframes
  
   We offer a competitive compensation and generous employee benefits package that includes:
  
   · Salary and bonus
  
  · Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
  
  · 401(k) with employer match
  
  · Flexible time off policy including vacation, personal days and holidays
  
  Join the Optimatum team, bring your talent, and work in our Midtown NY office. This is a fully in-office position, five days a week.
  
   
  
  ** The expected annual salary ranges from $75,000-$110,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.
  
  
  Equal Employment Opportunity Statement Optimatum Solutions is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. All employment decisions are based on qualifications, merit, and business need. Read Less

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