Vice President, Commercial Strategy CRM Enablement & Adoption

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 firms 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 firms 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 firms continued expansion.

The Vice President CRM Enablement & Adoption is the strategic owner of the firms core Commercial Enablement (CE) platform serving as the system of record for business development client relationship management and pipeline intelligence. Reporting to the local Head of CE this role is responsible for ensuring DealCloud is scalable governed integrated and continuously optimized to support the firms growth strategy.

This Vice President treats DealCloud as an enterprise product with a defined roadmap governance standards and evolving business priorities. Responsibilities include platform configuration workflow optimization data integrity integrations vendor management and enhancement requests intake and prioritization. The Vice President CRM Enablement & Adoption partners closely with Commercial Strategy Marketing Practice Leadership Data Analytics and IT to deliver scalable solutions that improve user adoption operational efficiency and commercial insights. This role also supports select commercial operations activities including reporting enablement process documentation dashboard development and user training. Success is measured by platform reliability data quality roadmap execution user adoption and the degree to which the firm trusts DealCloud as a critical tool for driving growth and strategic decision-making.

Responsibilities

• Partner with senior team members to develop and maintain a product roadmap that reflects Commercial Strategy objectives and priorities while incorporating ongoing stakeholder feedback
• Serve as the Product Owner for Intapp DealCloud managing the platform from both a business and technical perspective including configuration workflows permissions page layouts user access governance and all integrations
• Partner with Marketing and Commercial Strategy leadership to ensure alignment across platforms support customer segmentation audience targeting lifecycle management and journey orchestration through connected platform data
• Evaluate and implement enhancements automation opportunities and third-party solutions that improve platform functionality and user experience
• Define and enforce data governance standards across DealCloud including data definitions required fields workflow controls and usage protocols maintaining integrity through recurring audits exception reporting and deduplication
• Ensure platform data supports accurate reporting pipeline visibility account planning and commercial analytics collaborating with Data Analytics Marketing and Account Teams to drive reporting consistency and actionable insights
• Support Commercial Enablement leadership with dashboard development and operational analysis
• Document workflows business processes and SOPs to drive consistency and partner with cross-functional stakeholders to identify opportunities for automation and operational efficiency
• Support user onboarding training and adoption initiatives to maximize platform utilization
• 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

• Bachelors degree from a top undergraduate program required
• Willing to relocate to or be primarily present in Gurgaon
• Six plus years of experience in product management CRM administration commercial operations or enterprise platform ownership ideally supporting business development or go-to-market functions
• Experience in professional services consulting investment banking or private equity firm serving U.S. clients is preferred
• Deep hands-on expertise with Intapp DealCloud including platform configuration data management workflow automation permissions reporting system integrations and enhancement roadmaps with a strong track record of maintaining platform governance and data integrity
• Experience partnering with marketing technology teams and working within integrated CRM and marketing automation ecosystems exposure to HubSpot is preferred
• Proven ability to translate business needs and stakeholder feedback into scalable technology and process solutions
• Strong understanding of customer data management relationship intelligence pipeline management and commercial workflows with hands-on experience in reporting dashboard development and KPI tracking
• Effective project management and prioritization skills with the ability to manage multiple initiatives simultaneously in a fast-paced environment
• Experience implementing workflow automation AI-enabled tooling or advanced analytics within commercial platforms is preferred
• Experience leading platform adoption user training and change management initiatives is preferred
• Exposure to data visualization and reporting tools such as Power BI Tableau or similar business intelligence platforms is preferred
• Superior written and verbal communication skills including executive-ready presentation and reporting skills
• 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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Required Experience:

Exec

Employment Type : Full Time
Experience: years
Vacancy: 1