---
title: 'Vice President, Commercial Strategy // CRM Enablement & Adoption at Portage Point Partners'
canonical: 'https://feeny.ai/job/vice-president-commercial-strategy-crm-enablement-adoption-portage-point-y6danws57zcx'
type: 'job'
last_seen: '2026-09-12'
---

# Vice President, Commercial Strategy // CRM Enablement & Adoption at Portage Point Partners

- **Company:** Portage Point Partners
- **Location:** Gurgaon, India
- **Work type:** hybrid
- **Posted:** 2026-04-15
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/portagepointpartners/66b22162-57f5-438b-9444-42f021ed2678

## Job description

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 Vice President, CRM Enablement & Adoption is the strategic owner of the firm’s 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 firm’s 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

- Bachelor’s 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

#LI-Hybrid

## About Portage Point Partners

## Company Overview
- **One-liner**: A middle market business advisory, interim management, investment banking, and turnaround & restructuring firm that provides integrated solutions across the business and investment lifecycle.
- **Entity Type**: Private (Backed by New Mountain Capital via a growth investment in October 2024)
- **Headquarters**: Chicago, Illinois, USA
- **Founded**: 2016
- **Founders**: Matthew Ray (CEO)

## Core Business
- Primary industry/industries: Business Consulting and Services, Investment Banking, Financial Advisory
- Target customers: Middle market companies, alternative investment managers, corporate clients, and other sophisticated market participants.
- Mission or purpose statement: The firm is "purpose built to deliver blue chip advisory and hands-on execution capabilities to middle market stakeholders" and "rapidly close knowledge gaps and provide actionable insights geared to maximize value at every stage of the business and investment lifecycle."

## Products & Services
For each major offering:
- **Transaction Advisory Services (TAS)**: Provides financial and operational due diligence for buy-side and sell-side transactions, leveraging Big 4 pedigrees without independence conflicts.
- **Valuations (VAL)**: Independent, data-driven valuations for illiquid assets, private companies, complex securities, and intellectual property across the investment lifecycle.
- **Transaction Execution Services (TES)**: Supports transaction execution, synergy identification, value creation initiatives, and integration/divestiture project management.
- **Office of the CFO (OCFO)**: Holistic finance and accounting solutions, including strategic finance, operational/technical accounting support, and controllership transformation.
- **Performance Improvement (PI)**: Operational turnaround and value capture strategies for middle market companies, combining strategy, operations, and implementation.
- **Interim Management (IM)**: Experienced leaders to stabilize, reposition, and grow companies facing transitions, complexity, or underperformance.
- **Investment Banking (IB)**: M&A advisory and capital raising with a focus on the middle market, including sector expertise in Technology, Healthcare, and Industrials.
- **Turnaround & Restructuring Services (TRS)**: Crisis management, operational transformations, and financial restructurings for companies facing urgent challenges.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Received a Private Equity growth investment from **New Mountain Capital** in October 2024 (amount not disclosed). Prior to that, was bootstrapped/private.
- **Notable Investors/Partners**: New Mountain Capital (lead investor in 2024). The firm also highlights deep partnerships with private equity sponsors and corporate clients.
- **Growth Signals**: Significant headcount growth (+38.3% YoY), expanding office footprint (Chicago, New York, Dallas, Houston, Los Angeles, Atlanta, Philadelphia), and a strong hiring pipeline as evidenced by 60+ open positions [linkedin.com/company/portage-point-partners].

## Competitive Advantages
- **Integrated Platform**: Unlike many boutique firms, Portage Point offers a fully integrated "cross-functional platform" combining advisory, interim management, and investment banking under one roof, allowing them to serve clients from "ideation to monetization." [portagepointpartners.com]
- **Blue Chip Pedigree**: The team is comprised of professionals with deep experience from Big 4 accounting firms, bulge bracket banks, elite consulting firms, and the private equity sector, specifically tailored to the needs of the middle market.
- **Founder-Led & Agile**: Founded in 2016, the firm has maintained an entrepreneurial, ownership-minded culture while scaling rapidly, allowing for quicker decision-making and a more hands-on approach than larger firms.
- **Culture of Excellence & Care**: The firm explicitly markets a "Culture of Excellence, Intensity, Pace, Impact & Care" and commitment to developing next-generation leaders through active mentorship. [portagepointpartners.com]

## Strategic Focus
- **Scale & Market Expansion**: Following the New Mountain Capital investment, a key focus is on scaling the platform across all service lines and expanding geographic and sector presence.
- **Talent Development**: Actively recruiting to build a "premier advisory, interim management and investment banking firm," with a strong emphasis on hiring and developing early-career talent (Associates) as well as senior leaders (Directors, Managing Directors) [jobs.lever.co/portagepointpartners].
- **Sector Specialization**: Investing in deep sector expertise, particularly in Healthcare, Industrials, and Technology, to differentiate in the middle market.
- **Lifecycle Coverage**: Continues to strengthen its holistic capabilities to provide a seamless client experience from idea execution through performance improvement and eventual monetization.

## Why Work Here
- **High-Impact Work**: Early and mid-level professionals gain unique exposure across multiple service lines (TAS, IB, TRS, OCFO, PI) and work directly on complex, high-stakes client situations.
- **Accelerated Development**: The firm promises direct mentorship from senior leaders (operators, investors, and bankers) and a performance-driven environment where "initiative is expected and advancement is earned through results." [portagepointpartners.com]
- **Entrepreneurial Culture**: Described as a high-performing, intense, and pace-driven environment where senior professionals operate with an "owner mindset" and have a clear earnings framework tied to performance.
- **Workplace & Locations**: Offices in major US hubs (Chicago, New York, Dallas, Los Angeles, Philadelphia, Atlanta). The firm is likely hybrid/office-first given its client-facing nature, with a strong on-the-ground presence.
- **Culture**: Firm emphasizes "Care" as a core value, alongside excellence and intensity, fostering a supportive environment for career growth.

## Sources
1. [portagepointpartners.com](https://portagepointpartners.com/)
2. [jobs.lever.co/portagepointpartners](https://jobs.lever.co/portagepointpartners)
3. [linkedin.com/company/portage-point-partners](https://www.linkedin.com/company/portage-point-partners)
4. [cbinsights.com](https://www.cbinsights.com/company/portage-point-partners)

## Other roles at Portage Point Partners

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