The Role
The Senior Vice President, Commercial Strategy will drive revenue generation, manage client relationships, lead the P2P initiative, and enhance pipeline management at Portage Point Partners.
Summary Generated by Built In
At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and getting rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB), Valuations and Turnaround & Restructuring Services (TRS).
The Delivery Enablement (DE) team powers Portage Point’s growth as a scalable, high-quality operational backbone. Including Commercial Strategy, Data Analytics, Delivery Excellence, Finance & Accounting, Human Resources, Marketing, Operations and Talent Acquisition, the DE team drives excellence, efficiency and automation across every practice line.
The Senior Vice President, Commercial Strategy will be a commercial leader alongside the Chief Revenue Officers (CRO) and responsible for enabling and advancing revenue generation across Portage Point’s solutions. This individual will strengthen the firm’s capacity to originate, develop and close client opportunities. The Senior Vice President, Commercial Strategy will play a visible role in the market, actively participating in client and prospect meetings to advance relationships and model commercial excellence. A core mandate is to serve as a material driver of the firm’s Prospecting-to-Proposal (P2P) initiative and to partner closely with Marketing to institutionalize a repeatable, tech-enabled and content-driven commercial model. The role requires hands-on leadership of the P2P process, proactive management of firmwide pipeline discipline, KPI analysis and insight and consistent origination activity. Success will be measured not only by sourced and converted revenue but also by the ability to strengthen Portage Point’s commercial operating system and scale institutional capabilities.
Responsibilities
- Build and nurture relationships, converting introductions from events, conferences and networks into active opportunities
- Operate in an apprenticeship model by shadowing the CRO in client and prospect interactions to learn the firm’s commercial approach in order to expand Portage Point’s visibility across the middle market
- Contribute to Coverage meetings by capturing insights, managing follow-ups, and driving next steps to maintain momentum
- Build fluency in the full P2P process, progressing from shadowing to independent client coverage
- Serve as a visible leader of the P2P initiative, ensuring consistent adoption of Activator disciplines across the funnel
- Qualify opportunities, frame value and prepare client-ready deliverables, with growing accountability over 12 to 24 months
- Ensure CRM (Intapp) data integrity and partner with Data & Analytics to enhance dashboards and translate insights into decisions
- Run disciplined pipeline reviews, ensuring accountability, commentary and clear next steps
- Oversee consistent, strategic account management, supported by offshore resources for administrative execution
- Partner with Marketing and firm leaders to shape messaging, proposals and campaigns aligned with Portage Point’s solutions
- Apply a program management discipline to business development campaigns, client pursuits and sales enablement initiatives
- Lead the rebuild of the account management process, providing thought leadership, structure and accountability across coverage teams
- Deliver KPI analysis and insights to the CRO and leadership team; recommend improvements to coverage models and plays
- Monitor and report out on market dynamics and competitor activity to refine go-to-market priorities
- Provide coaching and mentorship to junior team members
- Lead or support internal trainings and best practice sharing
- Support business development and client relationship efforts
- Support talent acquisition and firm-building initiatives
- Contribute to a high-performing, inclusive and values-driven culture
Qualifications
- Bachelor’s degree from a top undergraduate program
- Located in or willing to relocate to Chicago or New York
- Invested in a team-based culture, motivated to collaborate in office four days per week and willing to visit client sites as needed
- Seven plus years of experience and at least four years in professional services
- Familiarity with middle market dynamics, particularly private equity sponsors, lenders, and operators
- Experience executing solutions across one or more of Portage Point solutions
- Demonstrated business development capabilities: origination, relationship advancement and revenue conversion
- Strong understanding of professional services sales cycles from prospecting through proposal
- PMO discipline to run multi-threaded pursuits and campaigns
- Proficiency with AI tools and workflows and an ability to apply them in commercial processes
- Intapp proficiency preferred and advanced PowerPoint and Excel required
- Strong executive presence and communication 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, client-facing environments
Top Skills
Ai Tools
Excel
Intapp
PowerPoint
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The Company
What We Do
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from performance improvement to accelerated transformation to complex financial restructuring
