AI Services Lead - Client Services (Private Equity)

📋 Description

• Own the PE vertical within the Anthropic partnership; manage fund-level relationships and AI
• Partner with funds and portcos to develop AI value creation frameworks tied to EBITDA improvement.
• Lead origination and shaping of engagements across the PE portfolio lifecycle: due diligence to
• Act as the primary executive sponsor for PE accounts in partner conversations; credible with CFOs.
• Build and maintain account plans spanning fund relationships into multi-year programs.
• Coordinate go-to-market with Anthropic teams and align on account strategy.

🎯 Requirements

• 10–15+ years in a hybrid client advisory and commercial role within consulting, professional
• Experience with private equity firms, portfolio companies, or financial services; understanding PE
• Track record scoping and delivering $500K–$5M+ services programs with measurable outcomes.
• History building multi-account, multi-engagement programs; growth of overall portfolio.
• Proven ability to operate with GP, CFO, and operating partner as trusted advisor.
• Experience building AI or data value creation frameworks linking tech to EBITDA impact.

🎁 Benefits

• Remote-First Work Environment
• 401k plan with company match
• Dental and Vision insurance
• Home Office Equipment Stipend
• Annual Learning and Development stipend
• Competitive comp, Flexible PTO plan plus 10 Holidays