AI Services Lead – Client Services, Private Equity

This is a fully remote position, open to applicants in United States.

📋 Description

• Spearhead the commercial strategy, methodology, and client success for the Anthropic private equity channel.

• Oversee the private equity vertical within the Anthropic partnership.

• Establish and nurture fund-level relationships while driving AI activation and client success across portfolio companies.

• Create and implement AI value creation frameworks customized to private equity investment theses.

• Link Claude-powered solutions to enhancements in EBITDA, operational efficiency, and exit preparedness.

• Lead the origination and development of engagements in areas such as due diligence, post-close integration, value creation, and exit readiness.

• Serve as the primary executive sponsor for accounts focused on private equity and engage in partner-level discussions.

• Develop and sustain fund-level account plans that encompass multiple portfolios and years.

• Collaborate with Anthropic's financial services and enterprise field teams on go-to-market strategies, proposals, and account planning.

• Create playbooks, value frameworks, and replicable strategies for a scalable private equity vertical.

• Guide delivery leaders and account teams involved in private equity engagements.

• Ensure that the quality of client relationships and AI outcomes adheres to industry standards.

⛳️ Requirements

• 10–15+ years of experience in a blended client advisory and commercial capacity within consulting, professional services, or financial services, with direct responsibility for engagement quality and revenue growth.

• Proven experience collaborating with or within private equity firms, portfolio companies, or financial services entities.

• A successful track record in scoping and delivering services programs valued between $500K and $5M+, resulting in measurable financial outcomes.

• Experience in developing multi-account, multi-engagement programs with a focus on overall portfolio growth.

• Established ability to operate at the GP, CFO, and operating partner level as a credible, trusted advisor.

• Experience in creating AI or data value creation frameworks linked to quantifiable business and financial results.

• Comfort in navigating a high-growth, matrixed environment with limited structure.

• Willingness to travel up to 50% of the time.

• Proficiency in AI/data concepts, including 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 similar LLM platform.

• Capabilities in financial modeling and business case development, including ROI modeling and linking AI outcomes to EBITDA impact.

• CPA, CFA, or MBA with a concentration in finance or accounting is preferred but not mandatory.

• Preferred experience in building or operating within a private equity-focused practice.

• Previous success in designing and implementing AI value creation programs within PE-backed portfolio companies is preferred.

• Existing relationships within the private equity ecosystem are preferred.

• Experience in 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 compensation.

• Excellent benefits.

• Flexible PTO plan.

• 10 Holidays.

• Access to challenging projects, mentorship, and structured development pathways.

• Supportive, high-performing global team.

• Transparency, autonomy, and a focus on continuous improvement.