---
title: 'Vice President, Commercial Strategy // Pipeline at Portage Point Partners'
canonical: 'https://feeny.ai/job/vice-president-commercial-strategy-pipeline-portage-point-partners-gurgaon-r9swrf9b8wzh'
type: 'job'
last_seen: '2026-09-12'
---

# Vice President, Commercial Strategy // Pipeline at Portage Point Partners

- **Company:** Portage Point Partners
- **Location:** Gurgaon, India
- **Work type:** hybrid
- **Posted:** 2026-06-08
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.lever.co/portagepointpartners/6621ffa8-678c-45cb-94e9-9e54de8f185b

## 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, Pipeline is responsible for the firm's pipeline discipline within the Commercial Enablement (CE) function. Reporting to the local Head of CE, the Vice President, Pipeline will own the opportunity pipeline integrity and the pipeline review rigor across industry verticals. This role institutionalizes pipeline discipline: how opportunities are staged, reviewed and forecast and how risk and aging are surfaced and acted on. This Vice President will turn pipeline data into reliable commercial intelligence for Practice Line Leaders (PLLs) and firm leadership. Success is measured by forecast reliability and the degree to which firm leadership relies on the pipeline as a single source of truth for commercial performance.

## Responsibilities

- Partner with senior team members across all practice lines to strategically embed pipeline discipline into firm's commercial cadence
- Own pipeline standards and hygiene, including stage definitions, probability discipline and required data at each stage
- Run pipeline reviews with clarity and accountability, ensuring no opportunity drifts without commentary or next steps
- Track opportunity aging, conversion ratios, stage velocity and forecast accuracy
- Surface pipeline risk signals and data gaps for escalation to the relevant owners
- Produce pipeline dashboards and forecast reporting on a defined cadence for practice line and firm leadership
- Translate pipeline data into actionable commercial intelligence on performance, risk and opportunity
- Support board-level reporting preparation and ensure pipeline figures are verified with PLLs and opportunity owners
- Coordinate with the Intapp DealCloud Product Manager ensuring pipeline workflows and reporting are well supported by firm systems
- Support business development efforts while maintaining strong relationships with existing clients
- 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 in sales operations, revenue operations, pipeline management or a related commercial discipline
- Demonstrated experience running pipeline reviews and forecasting for a senior audience
- Experience operating within professional services, consulting, investment banking or private equity environments (preferably serving U.S. clients)
- Strong analytical skills with the ability to translate pipeline data into commercial insight
- Experience within the middle market private equity and advisory ecosystem is preferred
- Familiarity with CRM platforms, ideally Intapp DealCloud
- Exposure to revenue analytics and forecast governance 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 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

- [Director, Transaction Advisory Services // Federal Transaction Tax](https://feeny.ai/job/director-transaction-advisory-services-federal-transaction-tax-portage-point-h9067qj7kcxs) — Atlanta, GA / Boston, MA / Chicago, IL / Dallas, TX / Houston, TX / Los Angeles, CA / Nashville, TN / New York, NY / Palm Beach, FL / Philadelphia, PA
- [Director, Transaction Advisory Services // Financial Services](https://feeny.ai/job/director-transaction-advisory-services-financial-services-portage-point-345anqhkfj2k) — New York, NY
- [Director, Transaction Advisory Services // Healthcare & Life Sciences](https://feeny.ai/job/director-transaction-advisory-services-healthcare-life-sciences-portage-point-4hz01d6j3p2d) — New York, NY
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