AI Services Lead – Client Services, Private Equity

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

📁 Client Services

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👻 Ghost score 10%

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phData

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2014

💼 Consulting

🏥 Healthcare

🏭 Manufacturing

💰 $2.5M Seed Round on 2018-03

Consulting • Healthcare • Manufacturing

phData is a company specializing in providing data engineering, analytics, and cloud migration solutions. They offer services including AI and machine learning strategies, analytics and visualization, and elastic operations to help businesses build and operationalize modern data products and applications. phData is an elite partner of Snowflake and provides end-to-end consulting for developing modern data applications and processing vast datasets efficiently. They cater to industries such as healthcare, financial services, and manufacturing by optimizing data platforms and delivering actionable insights using cutting-edge technology and expertise.

📋 Description

• Lead commercial strategy, methodology, and client success for the Anthropic private equity channel • Own the private equity vertical within the Anthropic partnership • Build and manage fund-level relationships and drive AI activation and client success across portfolio companies • Develop and apply AI value creation frameworks tailored to PE investment theses • Connect Claude-powered solutions to EBITDA improvement, operational efficiency, and exit readiness • Lead origination and shaping of engagements across due diligence, post-close integration, value creation, and exit preparation • Act as primary executive sponsor for PE-focused accounts and participate in partner-level conversations • Build and maintain fund-level account plans spanning multiple portfolios and years • Partner with Anthropic financial services and enterprise field teams on go-to-market motions, proposals, and account strategy • Build playbooks, value frameworks, and repeatable patterns for a scalable PE vertical • Mentor delivery leaders and account teams embedded in PE engagements • Ensure client relationship quality and AI outcomes meet industry standards

🎯 Requirements

• 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 • Track record scoping and delivering $500K–$5M+ services programs with measurable financial outcomes • History of building multi-account, multi-engagement programs with responsibility for overall portfolio growth • Proven ability to operate at the GP, CFO, and operating partner level as a credible, trusted advisor • Experience building AI or data value creation frameworks connected to quantifiable business and financial outcomes • Comfort operating with limited structure in a high-growth, matrixed environment • Willingness to travel up to 50% • AI/data fluency involving agentic AI, LLM-powered workflows, data infrastructure, RAG, agent orchestration, MCP-style integrations, and AI evaluations • Direct experience with Anthropic (Claude for Work, API, or Enterprise) or a comparable LLM platform • Financial modeling and business case development capability, including ROI modeling and connecting AI outcomes to EBITDA impact • CPA, CFA, or MBA with a finance or accounting concentration is preferred, not required • Direct experience building or operating within a PE-focused practice is preferred • Prior success designing and executing AI value creation programs within PE-backed portfolio companies is preferred • Existing private equity ecosystem relationships are preferred • Experience structuring fund-level AI strategies is preferred

🏖️ Benefits

• 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 • 10 Holidays • Access to challenging projects, mentorship, and structured development pathways • Supportive, high-performing global team • Transparency, autonomy, and continuous improvement