Overview
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 Coverage, 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.
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
$185,000 - $255,000 a year
The City of New York and the State of California require Portage Point to provide compensation for this role. This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. The final compensation for this position will be set based on the applicant's qualifications (education, training and / or experience related to this role), and therefore, may fall outside the range shown, depending on the circumstances.
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Senior Vice President • Chicago, Illinois, United States