GTM Advisory Lead

What You’ll Do (First 12 Months)

Client Leadership & Delivery

• Lead GTM technology assessments for PE-backed portfolio companies preparing for sale.
• Evaluate CRM, marketing automation, data architecture, RevOps maturity, reporting integrity, scalability, and risk exposure.
• Shape the technology narrative for CIMs and buyer diligence.
• Present findings directly to PE deal teams and portfolio company executives.
• Translate technical complexity into investor-relevant value drivers and risk mitigation themes.

Offering Development

• Refine assessment frameworks and delivery methodology.
• Standardize deliverables and playbooks.
• Improve margin profile through repeatable processes.
• Identify adjacent service expansion opportunities.

Business Development Support

• Partner with the leadership team in PE relationship development.
• Support proposal development and scoping.
• Begin owning select client relationships.

What You’ll Own (12–18 Months)

• Revenue growth and forecasting for the GTM Advisory practice.
• Gross margin performance.
• Team hiring and development.
• Offering roadmap and pricing strategy.
• Select PE firm relationships.
• Annual operating plan and P&L management.