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← phData

AI Services Lead - Client Services (Private Equity)

phData
Location
US - Remote
Posted
1 month ago
Department
Sales
What they actually want (must-haves)
  • 10–15+ years of experience in a hybrid client advisory and commercial role within consulting, professional services, or financial services with direct accountability for engagement quality and revenue growth.
  • Demonstrated experience working with or within private equity firms, portfolio companies, or financial services organizations with a clear understanding of how PE firms make investment and operating decisions.
  • Track record scoping and delivering $500K–$5M+ services programs with measurable financial outcomes (EBITDA improvement, cost reduction, revenue acceleration, or operational efficiency).
  • History of building multi-account, multi-engagement programs, not just managing individual projects with responsibility for the growth of the overall portfolio.
  • Proven ability to operate at the GP, CFO, and operating partner level as a credible, trusted advisor, not just a delivery contact.
  • Experience building AI or data value creation frameworks that connect technology investment to quantifiable business and financial outcomes.
Nice to have
  • CPA, CFA, or MBA with a finance or accounting concentration, or equivalent, demonstrating financial fluency in a client-facing role.
  • Direct experience building or operating within a PE-focused practice at a consulting or technology services firm.
  • Prior success designing and executing AI value creation programs specifically within PE-backed portfolio companies with documented financial impact.
  • Existing relationships within the private equity ecosystem (GPs, operating partners, portfolio CFOs) that are relevant to the Anthropic partnership.
  • Experience in structuring fund-level AI strategies that span multiple portfolio companies under a single investment thesis.
What the job really is

The AI Services Lead will spearhead the commercial strategy and client success for phData's partnership with Anthropic in the private equity sector. This role involves building relationships with private equity firms, developing AI value creation frameworks, and leading engagements throughout the PE portfolio lifecycle, ensuring measurable outcomes and driving AI activation across portfolio companies.

Benefits
  • Remote-First Work Environment
  • 401k plan with company match
  • Dental and Vision insurance
  • Home Office Equipment Stipend
  • Annual stipend for Learning and Development
  • Competitive comp, excellent benefits, Flexible PTO plan plus 10 Holidays (and other cool perks)
Things to weigh
  • No salary listed
  • Role requires significant experience in private equity and AI, which may limit candidate pool
  • High travel requirement (up to 50%) may not suit all candidates
Job score3.4/5
Benefits3/5
Freshness4/5
Career value5/5
Role clarity5/5
Pay transparency0/5

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