Gurgaon, India On-site Full-time

Portage Point Partners is hiring a Vice President, Commercial Strategy // CRM Enablement & Adoption

Responsibilities

  • Collaborate with executive leaders to shape and sustain a product roadmap aligned with commercial goals and responsive to stakeholder input
  • Act as Product Owner for Intapp DealCloud, overseeing business and technical management including configuration, workflows, permissions, page layouts, access controls, and system integrations
  • Work closely with Marketing and Commercial Strategy leaders to synchronize platforms, enable customer segmentation, target audiences, manage customer lifecycles, and coordinate journey flows using integrated data
  • Assess and deploy platform improvements, automation features, and third-party tools to enhance functionality and user experience
  • Establish and uphold data governance policies for DealCloud, covering definitions, mandatory fields, workflow rules, and usage standards, ensuring quality via regular audits, exception tracking, and deduplication efforts
  • Ensure CRM data enables reliable reporting, pipeline tracking, account planning, and commercial analysis by collaborating with Data Analytics, Marketing, and Account teams to standardize reporting and generate meaningful insights
  • Assist Commercial Enablement leaders with designing performance dashboards and conducting operational assessments
  • Document business workflows, processes, and standard operating procedures to promote consistency and work with cross-functional teams to uncover automation and efficiency opportunities
  • Lead onboarding, training, and adoption programs to increase platform engagement and effectiveness
  • Disseminate best practices and conduct internal training sessions as needed
  • Support recruitment initiatives and organizational growth activities
  • Help foster a high-performance, inclusive workplace culture

Work Arrangement

On-site — Gurgaon

Other

Must be willing to relocate to or primarily reside in Gurgaon

About company
Portage Point Partners
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.
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Job Details
Department Commercial Strategy
Category other
Posted 3 months ago