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. 5000, The Financial Times and Consulting Magazine. 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).
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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.
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
Serve as a visible leader of the P2P initiative, ensuring consistent adoption of Activator disciplines across the funnel
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
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
Support talent acquisition and firm-building initiatives
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
Familiarity with middle market dynamics, particularly private equity sponsors, lenders, and operators
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
This range represents the anticipated minimum and maximum cash compensation for this position based upon a good faith and reasonable estimate. xklufbp 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.
Freelance Vp Media • Chicago, Illinois, US