Head of Business Development & Partnerships, Insights

Remote / San Francisco

CircleUp is a technology company that leverages Helio, a data aggregation and machine learning platform, to power every stage of private investing from sourcing and diligence to value creation. CircleUp is bringing the data-driven revolution that occurred in the public markets to the private markets, starting with consumer & retail. With high-performing internal equity and credit funds, we are launching a brand new Insights business for external customers, enabling better decision making for investors, companies, retailers, and more. CircleUp’s mission is to help entrepreneurs thrive by giving them the capital and resources they need. By introducing our insights externally, we plan to exponentially increase our impact on entrepreneurs. 

We are seeking a Head of Business Development & Partnerships to be a founding team member of the business. This person will help launch this new venture, source and onboard pilot customers, test and iterate on business hypotheses, and build out a team for scale. We are looking for someone with a data-driven sales approach, a mind for creative partnership, who excels in a fast-paced environment. The ideal candidate will have the resiliency to deliver results, solve ambiguous problems, and help write the roadmap for CircleUp’s newest business unit for years to come.  

CircleUp was recently honored as one of Fast Company's Top 10 Most Innovative Companies in Data Science and has been named a CB Insights FinTech 250, a Top 5 Most Disruptive Company in Finance by CNBC, and to the Forbes FinTech 50. Founded in 2012, CircleUp is headquartered in San Francisco and backed by Union Square Ventures, GV, Canaan Partners, QED Advisors, and others.


  • Serve as a founding team member and key leader on our Insights business to drive a new revenue stream for the company
  • Evaluate new customer segments, the addressable market, the intensity of their need, and Helio’s product market fit.
  • Own the hiring and training of our customer facing team - business development, partnerships, account management
  • Design sales strategies, processes, and go to market approach to help us scale in a thoughtful, collaborative fashion
  • Collaborate cross-functionally with investing teams and the product team to optimize for CircleUp equity value


  • 8-12+ years of experience with a proven track record of strong execution in SaaS enterprise sales and management experience of a direct sales and partnerships team
  • Experience selling a data product, ideally within CPG or financial markets.
  • Comfort with ambiguity and a rapid test-and-learn approach. Ideally comfortable working in a startup environment.
  • Passion for metrics, operational efficiency, and process; detail-oriented with the ability to work fluently with large and diverse datasets
  • Willingness to roll up sleeves and quickly shift from high-level planning to day-to-day execution
  • A skilled project manager who can inspire the team while holding them accountable for performance.
  • Ability to think creatively to help us tackle new go to market approaches and new customer segments
  • Exceptional integrity, highly intelligent and strong work ethic

If you got to this point, we hope you’re feeling excited about the job description you just read! Even if you feel that you don't meet all of the requirements and qualifications, we still encourage you to apply. We’re eager to speak with those who share our passion to help entrepreneurs thrive - not just those who match every bullet point in our job descriptions. 

CircleUp is an equal opportunity employer. We do not discriminate based upon race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age, sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law. We encourage those who really want to make an impact to apply for our open positions.


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