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Leads renewal strategy across portfolio SaaS companies, diagnosing revenue leakage, implementing sales processes, building reporting systems, and influencing leadership teams to improve retention and renewal performance.

Owns firm-wide talent development, onboarding, performance management, career development, manager enablement, talent reviews, and succession planning. Designs practical learning programs, partners with senior leaders and subject matter experts, supports performance and leveling processes, and measures program effectiveness. This hands-on role builds talent systems from the ground up within a lean People organization.

Manage and oversee accounting and financial reporting for investment funds: review fund statements, liaise with administrators and auditors, analyze investment transactions, monitor cash and credit lines, assist capital call/distribution calculations, respond to investor inquiries, review investor communications, maintain documented processes, and support ad hoc projects including process improvements and AI-related initiatives.

Lead customer retention and growth initiatives across 2–3 portfolio companies at a time. Diagnose churn and net revenue retention issues, implement customer success best practices, improve onboarding and adoption, establish reporting systems, advise on pricing and packaging, and help build CS teams. The role requires hands-on execution, cross-functional influence, and applying repeatable retention playbooks across B2B SaaS businesses.

Lead development of production AI agents across portfolio companies: identify recurring backlog patterns, design agent task hierarchies and orchestration, prototype end-to-end agents, technically lead teams, instrument agent performance, and scale playbooks across companies while earning CTO/CPO buy-in.

Partner with portfolio company sales leaders to drive new and expansion revenue by improving pipeline volume, conversion, and pricing. Contribute to the sales playbook, foster repeatable sales processes, collaborate with marketing and customer success, and support due diligence by analyzing sales org performance.

Partner with portfolio company CHROs to design and strengthen executive and GTM organizations via executive hiring, rigorous leader assessments, org design, coaching, comp and incentive advice, onboarding and performance frameworks, and scalable GTM people practices across the portfolio.

Own and build the AI and automation layer for revenue operations. Identify and re-engineer high-value workflows across pipeline, forecasting, renewals, and churn using LLMs, AI agents, and automation frameworks. Partner with sales, CS, finance, data teams, and portfolio companies to deploy production systems, measure impact, and iterate to increase predictable revenue and retention.