Vice President, Commercial Strategy – Account Planning

Portage Point Partners

Vice President of Commercial Strategy leading account planning and business development initiatives for a Chicago advisory firm. Focused on integrating strategies with senior leadership for revenue growth.

Posted 6/8/2026full-timeGurgaon • 🇮🇳 IndiaLeadWebsite

About the role

Key responsibilities & impact

Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
Share and manage best practices as well as lead internal trainings where required
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture

Requirements

What you’ll need

Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
Share and manage best practices as well as lead internal trainings where required
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Portage Point Partners Website LinkedIn All Job Openings 11 - 50 employees Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex challenges ranging from transaction advisory services to performance improvement to accelerated transformation to complex financial restructuring Vice President, Commercial Strategy – Account Planning Job not on LinkedIn 🔥 4 minutes ago 🏢🏡 Gurgaon – Hybrid ⏰ Full Time 🔴 Lead 👔 Vice President Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
Share and manage best practices as well as lead internal trainings where required
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture 🎯 Requirements
Manage the firm’s account planning framework, including planning templates, planning cadence and ownership standards
Run the account planning cycle end to end, coordinating inputs from Account Leaders, Industry Vertical Leaders and practice line teams
Maintain account plans as living documents, ensuring updates, next steps and accountability after each planning session
Produce account-level coverage maps that capture relationship strength, history and active coverage across priority accounts
Prepare quarterly account plan reviews for the Head of Commercial Strategy and Head of Commercial Enablement, including adherence analysis and plan-versus-actual assessment
Conduct whitespace analysis across priority accounts to identify cross-sell and expansion opportunities
Build and maintain account intelligence profiles, including organizational structure, decision-makers, recent activity and relevant market signals
Translate account intelligence into prioritized opportunities and surface them to the relevant Account Leaders and Industry Vertical Leaders
Partner with the Industry Vertical Leaders to ensure sector-specific insight is reflected in account plans and pursuit strategy
Maintain a firmwide view of cross-sell activity, conversion and outcomes to inform planning and identify patterns
Own the template, standard and cadence for bi-annual client value review across Tier 1 Core and Tier 2 Strategic accounts
Coordinate inputs from the Account Team and Industry Vertical Leaders to assemble pre-reads, value quantification and relationship health analysis
Partner with Delivery Excellence and Account Leaders to ensure value quantification is rigorous, defensible and consistent across accounts
Produce cross-account synthesis from completed reviews, surfacing patterns in client priorities, value drivers and relationship risks
Maintain the signed-off summary, joint goals document and named workstream owners as durable artifacts in DealCloud
Share and manage best practices as well as lead internal trainings where required
Support talent acquisition and firm development efforts
Contribute to creating a high-performing and inclusive culture Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Vice President – Loss Forecasting and Stress Testing Analytics 🕒 May 27 Citi 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Quantitative Analyst in Loss Forecasting and Stress Testing analytics at Citi. Fostering financial stability and compliance for mortgage and retail bank portfolios through advanced analysis and collaboration. 🏢🏡 Gurgaon – Hybrid 💰 Post-IPO Equity on 2018-05 ⏰ Full Time 🔴 Lead 👔 Vice President Vice President, Loss Forecasting and Stress Testing Analytics 🕒 May 27 Citi 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Quantitative Analyst shaping financial resilience through analysis and strategic foresight for a significant mortgage and retail bank portfolio in a global financial services leader. 🏢🏡 Gurgaon – Hybrid 💰 Post-IPO Equity on 2018-05 ⏰ Full Time 🔴 Lead 👔 Vice President Vice President – Credit Portfolio Officer 🕒 January 22 Citi 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings Vice President Credit Portfolio Officer responsible for credit risk analytics and strategic decision-making in the US Consumer Credit Card business. Lead acquisition strategies and analytics while collaborating with various teams to optimize growth. 🏢🏡 Gurgaon – Hybrid 💰 Post-IPO Equity on 2018-05 ⏰ Full Time 🔴 Lead 👔 Vice President View More Vice President Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

account planningwhitespace analysisvalue quantificationrelationship health analysisaccount intelligence profilesadherence analysiscross-sell opportunitiescoverage mapsplanning templatesbi-annual client value review

Soft Skills

coordinationcollaborationcommunicationleadershiptrainingorganizational skillsaccountabilityinsight generationpattern identificationinclusive culture contribution