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Client Partner

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<p>Cleartelligence is a data, analytics, and AI consultancy focused on helping enterprise and private equity clients envision, design, and implement solutions that solve complex business problems and accelerate value creation through data-driven insights.</p> <p>We are seeking a visionary and commercially minded <strong>Portfolio Lead/Client Partner</strong> to lead and scale a specific portfolio of accounts. This executive leadership role carries full P&L ownership including accountability for revenue, strategic growth initiatives, and margin performance. The Portfolio Lead will drive client engagement strategies, lead opportunity origination efforts, and ensure consistent delivery excellence across a matrixed consulting team.</p> <p>The ideal candidate brings deep experience in analytics, data, and business consulting, strong C-suite relationship capabilities, and the ability to lead go-to-market efforts in a fast-evolving data and AI landscape.</p> <p><strong><u>Key Responsibilities: </u></strong></p> <p>P&L Ownership & Strategic Growth</p> <ul> <li>Fully accountable for portfolio-level P&L, including top-line revenue, organic growth, and targeted margin delivery</li> <li>Develop and execute a strategic growth plan for assigned portfolio accounts, aligned with Cleartelligence’s firm-wide goals</li> </ul> <p>Client Development & Relationship Expansion</p> <ul> <li>Drive opportunity origination across both new and existing clients by leveraging your own network and existing firm channels. Actively lead client pursuits and proposals in collaboration with practice leads and marketing teams</li> <li>Build deep, trust-based relationships with C-suite and executive stakeholders across the private equity and mid-market ecosystem</li> <li>Represent the firm at industry events, conferences, and in strategic partnerships</li> </ul> <p>AI & Innovation Advisory</p> <ul> <li>Possess a working knowledge of AI/ML technologies and market trends, with the ability to advise clients on pragmatic, business-aligned AI investments</li> <li>Translate emerging AI capabilities into business value narratives that resonate with executive audiences</li> </ul> <p>Team Leadership & Engagement Oversight</p> <ul> <li>Provide executive sponsorship and strategic guidance across active engagements</li> <li>Collaborate with Principal Consultants and delivery teams to align execution with client vision and value realization. Promote best-in-class delivery methodologies and service standardization across portfolio accounts</li> <li>Foster a culture of collaboration, performance, and innovation. Recruit, mentor, and retain a high-performing team of consulting and account management talent</li> </ul> <p><strong><u>What we are looking for:</u></strong></p> <ul> <li>15+ years of consulting and data strategy experience, with 5+ years in a senior leadership or P&L-owning role</li> <li>Demonstrated success growing client portfolios in the Technology, Manufacturing, Media, Financial Services, Private Equity or Mid-Market sector</li> <li>Executive-level experience in account strategy, sales, and client delivery leadership</li> <li>Knowledge of the modern data and AI landscape, including the ability to position and sell AI-driven services and solutions</li> <li>Experience with data engineering principles and technologies, including data integration, data warehousing, and ETL processes working with platforms like Snowflake and DataBricks</li> <li>Strong communication, executive presence, and stakeholder influence skills</li> <li><em> </em>Bachelor’s degree required; MBA or advanced degree preferred</li> </ul> <p><em> </em></p> <p><em>It is our policy to provide and promote equal employment opportunity to all employees and applicants for employment following all local, state, and federal laws and regulations governing personnel activities. Under federal guidelines we are committed to a program of affirmative action for work sites in the United States</em><em>.</em></p> <p><strong> </strong></p> <p> </p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...