AI Services Lead - Client Services (Private Equity)
Core
Lead commercial strategy and client success for Anthropic's private equity channel, guiding PE firms on integrating AI to drive EBITDA improvement and operational efficiency.
Role type
Senior client advisory and commercial lead (Private Equity)
Builds
AI value creation frameworks, engagement pipelines, and multi-portfolio programs for PE firms
Domain
Private Equity / Financial Services / Generative AI
Deliverable
client delivery
Required skills
Private equity investment and operating strategy, financial modeling and ROI analysis, agentic AI and LLM workflow design, account management at GP/CFO level, go-to-market strategy, stakeholder management
Preferred skills
CPA/CFA/MBA, PE practice experience, existing PE ecosystem relationships, fund-level AI strategy structuring
Technologies
Anthropic (Claude), RAG, agent orchestration, MCP-style integrations
Responsibilities
Own the PE vertical within the Anthropic partnership; partner with funds to develop AI value creation frameworks; lead origination across the PE portfolio lifecycle; act as executive sponsor for PE accounts; build multi-year account plans; coordinate with Anthropic field teams; shape market engagement playbooks; mentor delivery leaders
Seniority
Senior, hands-on IC with strategic ownership
