AI Services Lead – Client Services, Private Equity

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AI services lead guiding private equity clients through Anthropic-powered data and AI value creation. Building fund-level relationships, commercial programs, and measurable EBITDA-impacting engagements.

Posted 8/21/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading commercial strategy and client success within the private equity sector, with a strong focus on AI value creation frameworks and measurable financial outcomes. Proven ability to build and manage fund-level relationships while driving operational efficiency and exit readiness.

Highest-signal resume keywords

Private Equity ExperienceAI Value Creation FrameworksFinancial ModelingClient Relationship ManagementRevenue Growth Accountability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AI/Data FluencyFinancial ModelingBusiness Case DevelopmentROI ModelingAI EvaluationsAgentic AILLM-Powered WorkflowsData InfrastructureMCP-Style IntegrationsAgent Orchestration

Soft Skills

Trusted AdvisorMentoringClient Success ManagementStrategic ThinkingCollaboration

Tools & Technologies

Claude for WorkAPIEnterprise LLM Platforms

Certifications & Qualifications

CPACFAMBA

Industry Keywords

Private EquityFinancial ServicesConsultingProfessional ServicesPortfolio GrowthEngagement QualityHigh-Growth EnvironmentDue DiligencePost-Close IntegrationExit Preparation

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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