Vice President, Commercial Strategy // Account Planning

Portage Point Partners is a Chicago-headquartered advisory, interim management and investment banking firm focused on serving the middle-market. Backed by New Mountain Capital, the firm has grown at over 30% annually since its founding in 2016 and today operates from ten offices across the United States.

The firm delivers integrated financial and operational solutions across Transaction Advisory Services, Transaction Execution Services, Office of the CFO, Valuations, Performance Improvement, Turnaround & Restructuring and Investment Banking. Engagement teams are lean and execution-oriented, working directly with senior stakeholders to navigate complex transitions and transformations.

Triple P India (TPI) is a strategic extension of the firm’s platform, established to build a high-quality team that operates as an integrated part of U.S.-based teams. Professionals in TPI are involved in live engagements from the outset, contributing to analysis, execution and client deliverables in coordination with colleagues across the firm. The platform is designed to provide meaningful responsibility, direct exposure to senior leadership and long-term growth in a high-performance environment.

The Commercial Strategy team is responsible for optimizing the firm’s go-to-market strategy, commercial operations and business development infrastructure. The team partners closely with firm leadership and practice leaders to drive revenue growth, enhance client engagement, improve pipeline visibility and strengthen decision-making through technology, data and process optimization. By leveraging platforms such as Intapp DealCloud and related business systems, the Commercial Strategy team delivers scalable solutions that improve collaboration, increase operational efficiency and support the firm’s continued expansion.

#LI-Hybrid

Responsibilities

Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards

Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams

Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session

Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts

Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment

Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities

Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals

Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders

Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy

Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns

Own the template, standard and cadence for bi-annual client value review across Tier One Core and Tier Two Strategic accounts

Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis

Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts

Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks

Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud

Share and manage best practices as well as lead internal trainings where required

Support talent acquisition and firm development efforts

Contribute to creating a high-performing and inclusive culture

Qualifications