AI Services Lead - Client Services (Private Equity)

Why phData?

• Snowflake Implementation Partner of the Year — 7 consecutive years, and 2026 Snowflake AI Partner of the Year
• AWS Premier Tier Services Partner — the highest tier of recognition in the AWS Partner Network
• 2025 Fivetran Partner of the Year (4th consecutive year)
• 2025 dbt Labs Partner of the Year (3x winner) with Visionary partner status
• 2026 KNIME Customer Excellence Partner of the Year
• Preferred Partner in the Anthropic Claude Partner Network
• #1 Partner in Snowflake Advanced Certifications
• 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, and more)
• Recognized as an award-winning workplace in the US, India and LATAM

Key Responsibilities

• Own the private equity vertical within the Anthropic partnership, building and managing relationships at the fund level and driving AI activation and client success across portfolio companies.
• Partner with funds and portcos to develop and apply AI value creation frameworks tailored to PE investment theses, connecting Claude-powered solutions to EBITDA improvement, operational efficiency, and exit readiness.
• Lead the origination and shaping of engagements across the PE portfolio lifecycle: due diligence, post-close integration, value creation, and exit preparation.
• Act as the primary executive sponsor for PE-focused accounts present in partner-level conversations, credible in CFO and operating partner discussions, and accountable for the outcome.
• Build and maintain account plans that extend across fund relationships, not just individual portfolio companies, turning a single PE firm into a multi-portfolio, multi-year program.
• Partner with Anthropic's financial services and enterprise field teams to coordinate go-to-market motions, co-develop proposals, and align on account strategy.
• Shape how phData engages the PE market by building playbooks, value frameworks, and repeatable patterns that form the foundation for a scalable vertical.
• Mentor delivery leaders and account teams embedded in PE engagements, ensuring the quality of client relationships and AI outcomes meets the bar this industry demands.

About You

• Extreme Ownership: You consider "business as usual" in your account plan a failure. Stagnant accounts are a personal problem you refuse to tolerate. You push action, create momentum, and treat every week without a clear next use case as a gap you need to close.
• Order Maker, Not Order Taker: PE firms don't hire advisors who respond to RFPs. They hire people who come in with a point of view on where value is being left on the table and a concrete plan to capture it. You are that person. You walk into every GP meeting with a proposed next chapter, not a recap of the last one.
• Financially Grounded: You speak the language of private equity fluently, EBITDA, hold period, operating leverage, portfolio roll-up, and exit multiple. You don't need someone to translate business outcomes into financial impact. You do that yourself, and you build it into every proposal you write.
• Attention to Detail: You believe sloppy account management is a trust destroyer, and trust is harder to rebuild in PE than in any other industry. The account plan is accurate. The value creation tracker is live. The engagement status reflects reality. You don't let things drift.

Required Qualifications

• 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.
• Comfort operating with limited structure in a high-growth, matrixed environment where the playbook is still being written.
• Willingness to travel up to 50% based on client and partner needs.

Technical / Functional Skills

• Sufficient AI/data fluency to shape engagements involving agentic AI, LLM-powered workflows, and data infrastructure, including RAG, agent orchestration, MCP-style integrations, and AI evals without requiring a technical co-lead to define the solution.
• Direct experience with Anthropic (Claude for Work, API, or Enterprise) or a comparable LLM platform, with the ability to articulate where Claude creates differentiated value for financial services use cases.
• Financial modeling and business case development capability able to build or validate an ROI model, connect AI outcomes to EBITDA impact, and present it credibly to a PE investment committee or operating partner.

Preferred Qualifications

• 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.

Why phData?

• Impactful Work: Partner with leading organizations on meaningful data and AI initiatives.
• Collaborative Culture: Work with a supportive, high-performing global team that values transparency, autonomy, and continuous improvement.
• Growth Opportunities: Access to challenging projects, mentorship, and structured development pathways.
• Values-Driven: We prioritize doing the right thing for our clients, our teams, and our community.

Benefits at phData

• US:
  • 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)

phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.