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.
The Director, Commercial Strategy // Business Services Insights is a credentialed industry Subject Matter Expert (SME) who owns the commercial agenda for the Business Services vertical within the firm's Commercial Enablement (CE) function. Reporting to the Head of Commercial Enablement, this leader is the firm's sector SME and the source of market insight that equips MDs, Practice Line Leaders (PLLs) and Account Teams to drive origination in the sector.
The role owns the vertical's commercial point of view (POV) – the market updates, sector analysis and origination-focused thought leadership that position the firm with prospects and clients – working closely with PLLs, MDs, Account Teams and Marketing to translate that insight into firm-facing content and external presence.
Success is measured by the firm's positioning in the Business Services sector, the quality and timeliness of the vertical's commercial intelligence, its presence in firm marketing and external content, and the degree to which market-facing teams treat the vertical as the firm's authoritative source for sector insight.
Responsibilities
- Own the commercial agenda for the Business Services vertical, serving as the firm’s sector SME
- Partner with senior team members across the firm to drive recurring deliverables, including sector POVs, quarterly outlooks, market maps, origination theses, account whitespace analysis, MD briefing packs and pitch / proposal support
- Equip MDs, PLLs and Account Teams with the sector context and briefings needed to pursue whitespace and cross-sell opportunities ahead of priority meetings and pursuits
- Monitor industry trends, market signals and competitive dynamics specific to the Business Services sector and translate them into actionable commercial direction
- Support business development efforts with sector-specific positioning, insight and supporting analysis
- Provide the expertise to maintain a credible external presence in the Business Services sector by developing materials and content to be used for bylined content, conference participation and other public-facing channels
- Partner with Marketing to align vertical content, campaigns and external presence with firm go-to-market strategy and thought leadership
- Coordinate with peer industry vertical leaders to maintain a consistent commercial POV format and cadence across the CE function
- Partner with the VP, Account and VP, Pipeline to ensure sector insight is reflected in account plans and pursuit strategy
- 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
- Bachelor's degree from a top undergraduate program required
- Willing to relocate to or be primarily present in Gurgaon
- 10 plus years in the Business Services sector, in commercial strategy, business development, consulting, investment banking or an industry-facing advisory role
- Recognized subject matter expertise in Business Services, with a credible origination, investment banking or advisory track record in that sector
- Demonstrated track record of producing credible, market-facing commercial content for an external audience
- Experience operating within professional services, consulting, investment banking or private equity environments
- High attention to detail, responsiveness and a process- and ownership-oriented mindset
- Strong project management and prioritization skills, with the ability to manage multiple initiatives simultaneously in a fast-paced environment
- Experience within the middle market private equity and advisory ecosystem, preferably serving U.S. clients
- Familiarity with Intapp DealCloud, HubSpot or equivalent commercial platforms preferred
- Experience producing thought leadership or market commentary published in industry-recognized channels preferred
- Superior written and verbal communication, including executive-ready presentation and reporting, with the ability to influence stakeholder and work effectively across technical and non-technical teams
- 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
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