AI Services Lead - Client Services (Private Equity)

About the role

This role will own the private equity vertical with a focus on driving AI-enabled value creation across portfolio companies. The leader in this role will partner closely with executive stakeholders, including GPs, CFOs, and operating partners, to shape strategic programs and guide high-impact commercial conversations. You will also help build scalable frameworks, tools, and account strategies that support growth across multi-account relationships and the broader private equity market.

Responsibilities

• Own the private equity vertical, managing relationships and driving AI activation for portfolio companies.
• Develop tailored AI value creation frameworks for private equity investment theses.
• Lead engagements throughout the private equity portfolio lifecycle, including due diligence, integration, and exit preparation.
• Act as the primary executive sponsor for private equity-focused accounts, engaging in high-level discussions.
• Create account plans that extend across fund relationships, enhancing multi-portfolio programs.
• Collaborate with field teams to coordinate market strategies and align on proposals.
• Build foundational tools, including playbooks and frameworks, for scalable engagement in the private equity market.

Qualifications

• 10–15+ years in client advisory and commercial roles in consulting or financial services.
• Experience working with private equity firms and portfolio companies, with an understanding of investment decision-making.
• Track record of delivering services programs valued at $500K–$5M+ with measurable financial outcomes.
• Ability to manage multi-account programs, not just individual projects, contributing to overall portfolio growth.
• Experience successfully operating at the GP, CFO, and operating partner levels as a trusted advisor.
• Proficient in building AI value creation frameworks linking technology investments with business outcomes.
• Comfortable working in a dynamic, high-growth environment with limited structure.

Benefits

• Remote-first work environment.
• 401k plan with company match.
• Dental and vision insurance.
• Home office equipment stipend.
• Annual learning and development stipend.
• Flexible PTO and ten holidays, plus extra perks.

Location: Remote – US-based candidates only, no visa sponsorship available

Compensation: $150,000 – $180,000 annually