Portfolio Lead
Cleartelligence is a data, analytics, and AI consultancy focused on helping enterprise and private equity clients envision, design, and implement solutions that solve complex business problems and accelerate value creation through data-driven insights.
We are seeking a visionary and commercially minded Portfolio Lead to lead and scale a specific portfolio of accounts. This executive leadership role carries full P&L ownership including accountability for revenue, strategic growth initiatives, and margin performance. The Portfolio Lead will drive client engagement strategies, lead opportunity origination efforts, and ensure consistent delivery excellence across a matrixed consulting team.
The ideal candidate brings deep experience in analytics, data, and business consulting, strong C-suite relationship capabilities, and the ability to lead go-to-market efforts in a fast-evolving data and AI landscape.
Key Responsibilities:
P&L Ownership & Strategic Growth
- Fully accountable for portfolio-level P&L, including top-line revenue, organic growth, and targeted margin delivery
- Develop and execute a strategic growth plan for assigned portfolio accounts, aligned with Cleartelligence’s firm-wide goals
Client Development & Relationship Expansion
- Drive opportunity origination across both new and existing clients by leveraging your own network and existing firm channels. Actively lead client pursuits and proposals in collaboration with practice leads and marketing teams
- Build deep, trust-based relationships with C-suite and executive stakeholders across the private equity and mid-market ecosystem
- Represent the firm at industry events, conferences, and in strategic partnerships
AI & Innovation Advisory
- Possess a working knowledge of AI/ML technologies and market trends, with the ability to advise clients on pragmatic, business-aligned AI investments
- Translate emerging AI capabilities into business value narratives that resonate with executive audiences
Team Leadership & Engagement Oversight
- Provide executive sponsorship and strategic guidance across active engagements
- Collaborate with Principal Consultants and delivery teams to align execution with client vision and value realization. Promote best-in-class delivery methodologies and service standardization across portfolio accounts
- Foster a culture of collaboration, performance, and innovation. Recruit, mentor, and retain a high-performing team of consulting and account management talent
What we are looking for:
- 15+ years of consulting and data strategy experience, with 5+ years in a senior leadership or P&L-owning role
- Demonstrated success growing client portfolios in the Technology, Manufacturing, Media, Financial Services, Private Equity or Mid-Market sector
- Executive-level experience in account strategy, sales, and client delivery leadership
- Knowledge of the modern data and AI landscape, including the ability to position and sell AI-driven services and solutions
- Experience with data engineering principles and technologies, including data integration, data warehousing, and ETL processes working with platforms like Snowflake and DataBricks
- Strong communication, executive presence, and stakeholder influence skills
- Bachelor’s degree required; MBA or advanced degree preferred
It is our policy to provide and promote equal employment opportunity to all employees and applicants for employment following all local, state, and federal laws and regulations governing personnel activities. Under federal guidelines we are committed to a program of affirmative action for work sites in the United States.