AI Services Lead - Client Services (Private Equity)

About this role

Join phData , a remote-first data and AI consultancy company with employees across the United States, Latin America, and India. We partner with industry leaders, including Snowflake, AWS, Anthropic, Glean, and dbt, to solve the complex data and AI challenges that slow large enterprises. We're growing fast, and we give our people real ownership over their work. We hire top performers and trust them to deliver results. Why phData ? Snowflake Implementation Partner of the Year — 7 consecutive years, and 2026 Snowflake AI Partner of the Year AWS Premier Tier Services Partner — the highest tier of recognition in the AWS Partner Network 2025 Fivetran Partner of the Year (4th consecutive year) 2025 dbt Labs Partner of the Year (3x winner) with Visionary partner status 2026 KNIME Customer Excellence Partner of the Year Preferred Partner in the Anthropic Claude Partner Network #1 Partner in Snowflake Advanced Certifications 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, and more) Recognized as an award-winning workplace in the US, India and LATAM We are looking for an AI Services lead to join our Client Services team. This role will lead our commercial strategy, methodology, and client success for the Anthropic private equity channel. To succeed, you will build credibility with Anthropic and with operating and investment partners at PE firms, demonstrating that you and phData can guide them in integrating Anthropic - and data and AI more broadly - into their value-creation strategies. You understand the different types of PE firms and how they think about EBITDA improvement, hold periods, and exit multiples. You know how operating and investment partners evaluate the business value of data and AI, where AI can create measurable enterprise value across a portfolio, and how to translate those opportunities into a pipeline of high-conviction engagements that phData and Anthropic can win and deliver together. Key Responsibilities Own the private equity vertical within the Anthropic partnership, building and managing relationships at the fund level and driving AI activation and client success across portfolio companies. Partner with funds and portcos to develop and apply AI value creation frameworks tailored to PE investment theses, connecting Claude-powered solutions to EBITDA improvement, operational efficiency, and exit readiness. Lead the origination and shaping of engagements across the PE portfolio lifecycle: due diligence, post-close integration, value creation, and exit preparation. Act as the primary executive sponsor for PE-focused accounts present in partner-level conversations, credible in CFO and operating partner discussions, and accountable for the outcome. Build and maintain account plans that extend across fund relationships, not just individual portfolio companies, turning a single PE firm into a multi-portfolio, multi-year program. Partner with Anthropic's financial services and enterprise field teams to coordinate go-to-market motions, co-develop proposals, and align on account strategy. Shape how phData engages the PE market by building playbooks, value frameworks, and repeatable patterns that form the foundation for a scalable vertical. Mentor delivery leaders and account teams embedded in PE engagements, ensuring the quality of client relationships and AI outcomes meets the bar this industry demands. About You You are financially fluent, commercially aggressive, and deeply familiar with how private equity firms evaluate and create value. You understand that in PE, everything is measured, and you hold your AI programs to the same standard. The traits below aren't aspirational; they describe who you already are: Extreme Ownership: You consider "business as usual" in your account plan a failure. Stagnant accounts are a personal problem you refuse to tolerate. You push action, create momentum, and treat every week without a clear next use case as a gap you need to close. Order Maker, Not Order Taker: PE fir

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