Vice President, Commercial Strategy // Account Planning

Job description

Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States. The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations. Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment. The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion. ### Responsibilities - Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards - Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams - Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session - Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts - Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities - Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals - Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders - Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy - Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns - Own the template, standard and cadence for bi-annual client value review across Tier One Core and Tier Two Strategic accounts - Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis - Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts - Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks - Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud - Share and manage best practices as well as lead internal trainings where required - Support talent acquisition and firm development efforts - Contribute to creating a high-performing and inclusive culture ### Qualifications - Bachelor's degree from a top undergraduate program required - Willing to relocate to or be primarily present in Gurgaon - Seven plus years of experience in account management, business development, sales operations or a related commercial discipline - Relevant experience in professional services, consulting, investment banking and / or private equity, preferably with exposure to the middle market ecosystem - Demonstrated experience building or running an account planning framework, key-account program or equivalent commercial discipline - Strong analytical capabilities, including whitespace analysis, account intelligence and cross-account synthesis - Experience producing executive-ready account materials, including planning documents, coverage maps and client review pre-reads - Working knowledge of Intapp DealCloud or equivalent CRM platforms, including account data structures and reporting - Strong project management and prioritization skills, with the proven ability to simultaneously manage multiple initiatives - Experience supporting key-account or strategic-account programs in a global services firm with U.S.-based account leadership - Exposure to cross-sell strategy across a multi-service-line professional services platform - Familiarity with account-based marketing, value quantification frameworks or client value review programs - Experience with data visualization and reporting tools such as Power BI, Tableau or similar business intelligence platforms - Superior written and verbal communication, including executive-ready presentation and reporting, with the ability to work effectively across technical and non-technical teams - Track record of success in high-pressure, client-facing environments