About Unity Advisory
Unity Advisory is a modern advisory business built for today's CFO. It combines deep expertise with an AI-native operating model designed to deliver better evidence, faster execution and stronger client outcomes.
Through direct access to the expertise needed to solve complex challenges and a pace of delivery that enables organisations to seize opportunities, Unity delivers advisory as it should be, through a model that is free from audit conflict.
The Role
As a Senior Manager in our Deals and Value Capture team, you'll lead commercial performance improvement and value capture engagements for PE-backed and corporate clients across the deal and ownership lifecycle; from value-focused CDD and GTM diagnostics, through implementation and ongoing performance improvement, to exit readiness.
Our work spans the full commercial operating system: market, customer and value proposition; GTM model and channel strategy; marketing and sales effectiveness; pricing and monetisation; customer success, retention and expansion; commercial operations and Lead-to-Cash; and AI, analytics and data enablement. You'll bring these levers together into a practical, integrated plan rather than treating them as separate workstreams.
This is a hands-on delivery role. You'll lead workstreams day-to-day, build trusted relationships with senior client stakeholders and take ownership for moving from diagnosis to implementation. You'll also work closely with the Director/Partner group to shape the practice, feed in what is working on the ground and sharpen our proposition as we build it out.
Key Responsibilities
Lead end-to-end commercial performance improvement engagements, spanning value-focused GTM diagnostics, value capture execution, and ongoing performance improvement.
Diagnose where commercial value is created or lost using customer, commercial, operational and financial qualitative and quantitative data points; quantify the opportunity and link recommendations to revenue, margin, EBITDA and cash outcomes.
Design and deliver work across market segmentation, ICP and value proposition; GTM and channel strategy; marketing effectiveness; sales productivity, pipeline and forecasting; pricing and monetisation; and customer success, retention and expansion.
Help clients to build the commercial operating system required to sustain improvement, including GTM processes, commercial governance and operating cadence, and KPI definitions and incentives.
Translate analysis into execution through prioritised value cases, 100-day plans, pilots, playbooks, sales motions, adoption measures and benefits tracking, taking ownership for delivered outcomes, not just recommendations.
Create clear, decision-ready materials for management teams, boards and investors, including KPI baselines, performance dashboards, value creation roadmaps and diligence-ready evidence packs.
Manage day-to-day client relationships with senior stakeholders across commercial, finance, operations, technology and data, acting as the primary point of contact for engagement delivery.
Project manage multidisciplinary engagement teams, ensuring quality, pace and commercial impact while coaching and developing junior team members.
Contribute to proposals and pitches, including scoping, costing and drafting client-ready materials; identify follow-on opportunities within existing client relationships.
Develop Unity's commercial performance improvement IP, tools and methodology based on live engagement experience and reusable approaches across the portfolio.
Qualifications
8-10 years of consulting or relevant industry experience in front-office, GTM, commercial transformation or performance improvement.
A track record of leading commercial transformation or value creation engagements from diagnosis through implementation, ideally including PE-backed portfolio company work.
Strong grounding across several commercial levers - for example GTM strategy, marketing or sales effectiveness, pricing, customer success, RevOps or Lead-to-Cash - with the judgement to connect them into an integrated answer.
Experience translating commercial strategy into practical operating models, processes, governance, performance cadence, capabilities and technology-enabled ways of working.
Strong analytical skills and confidence working with CRM, finance, marketing, customer and operational data to build value cases, identify performance drivers and track realisation.
Comfortable managing senior stakeholders, leading cross-functional teams and running complex workstreams with limited oversight.
Excellent communication skills, with the ability to turn complex analysis into a clear client narrative, pragmatic choices and an executable plan.
Experience applying advanced analytics, automation or AI to commercial decision-making and workflows is advantageous.
Desirable: an existing network within the corporate mid-market or Private Equity, and experience working in a smaller, fast-moving advisory environment.
Work Environment
This is a hybrid role based out of London. You'll work with AI-native tools built into how we deliver, and get a level of exposure to how the practice is run that's hard to find at a larger firm.
Additional Information
At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. Please let us know if you need any adjustments when scheduling your interview or in your cover letter.
PLEASE NOTE: We do not accept unsolicited CVs from third-party agencies.
Skills Required
- 8-10 years of consulting or relevant industry experience in front-office, GTM, commercial transformation, or performance improvement
- Track record leading commercial transformation or value creation engagements from diagnosis through implementation
- Experience with PE-backed portfolio company work
- Strong grounding across commercial levers such as GTM strategy, marketing or sales effectiveness, pricing, customer success, RevOps, or Lead-to-Cash
- Experience translating commercial strategy into operating models, processes, governance, performance cadence, capabilities, and technology-enabled ways of working
- Strong analytical skills and confidence working with CRM, finance, marketing, customer, and operational data
- Ability to build value cases, identify performance drivers, and track value realization
- Experience managing senior stakeholders, leading cross-functional teams, and running complex workstreams with limited oversight
- Excellent communication skills, including translating complex analysis into clear client narratives and executable plans
- Experience applying advanced analytics, automation, or AI to commercial decision-making and workflows
- Existing network within the corporate mid-market or Private Equity
- Experience working in a smaller, fast-moving advisory environment
What We Do
At Unity Advisory we offer a new perspective. Focused on the office of the CFO, with big firm experience, deep expertise and sector knowledge. We are an AI and Cloud first business which strives to use all that we have and know to deliver services and products that are valued and provide value, always. We are a partner led, client first and adaptable business. Free from the traditional conflicts of interest. Our portfolio of services and products currently covers, Tax, Office of the CFO, Advisory, Transformation and Managed Services. This will evolve as we adapt in response to the needs of our clients. Our target client segment is mid to upper mid-market businesses, including PE backed businesses. We’re building a culture that’s Straightforward, Intentionally Commercial, Open, Experimental, and Team-First. Unity Advisory is scaling fast — driven by client demand, clear ambition, and a team of experienced people who want to work differently. We’re supported by long-term investment from Warburg Pincus, one of the world’s leading private equity firms. We’re looking for high performers who want more — more ownership, more variety, and more impact. If you’re ready to help shape something new and do your best work in a team that does things differently, we’d love to hear from you. Get in touch at [email protected]
