Vice President, Commercial Strategy // Pipeline

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. The Vice President, Pipeline is responsible for the firm's pipeline discipline within the Commercial Enablement (CE) function. Reporting to the local Head of CE, the Vice President, Pipeline will own the opportunity pipeline integrity and the pipeline review rigor across industry verticals. This role institutionalizes pipeline discipline: how opportunities are staged, reviewed and forecast and how risk and aging are surfaced and acted on. This Vice President will turn pipeline data into reliable commercial intelligence for Practice Line Leaders (PLLs) and firm leadership. Success is measured by forecast reliability and the degree to which firm leadership relies on the pipeline as a single source of truth for commercial performance. ### Responsibilities - Partner with senior team members across all practice lines to strategically embed pipeline discipline into firm's commercial cadence - Own pipeline standards and hygiene, including stage definitions, probability discipline and required data at each stage - Run pipeline reviews with clarity and accountability, ensuring no opportunity drifts without commentary or next steps - Track opportunity aging, conversion ratios, stage velocity and forecast accuracy - Surface pipeline risk signals and data gaps for escalation to the relevant owners - Produce pipeline dashboards and forecast reporting on a defined cadence for practice line and firm leadership - Translate pipeline data into actionable commercial intelligence on performance, risk and opportunity - Support board-level reporting preparation and ensure pipeline figures are verified with PLLs and opportunity owners - Coordinate with the Intapp DealCloud Product Manager ensuring pipeline workflows and reporting are well supported by firm systems - Support business development efforts while maintaining strong relationships with existing clients - 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 - Six plus years in sales operations, revenue operations, pipeline management or a related commercial discipline - Demonstrated experience running pipeline reviews and forecasting for a senior audience - Experience operating within professional services, consulting, investment banking or private equity environments (preferably serving U.S. clients) - Strong analytical skills with the ability to translate pipeline data into commercial insight - Experience within the middle market private equity and advisory ecosystem is preferred - Familiarity with CRM platforms, ideally Intapp DealCloud - Exposure to revenue analytics and forecast governance is preferred - Superior written and verbal communication skills, including executive-ready presentation and reporting skills - Proven ability to thrive in lean, fast-moving teams - High attention to detail, responsiveness and ownership mindset - Track record of success in high-pressure environments