Portfolio Leader

    • Emeryville, CA

The Bay Area Portfolio Leader is responsible for leading all aspects of Point B's engagement at a portfolio of clients to drive client specific business objectives and success measurements. The Portfolio Leader is responsible for growing and managing a healthy portfolio for revenue and profitability growth and providing and ensuring quality customer service delivery for their individual projects and those in their portfolio. The Portfolio Leader is a client-supporting leadership role within the Technology sector. The Portfolio Leader internalizes, upholds and models our leadership and culture tenets in all interactions.


  • Grow the Technology client portfolio in size and profitability, collaborating with relevant Industry and Service Line leaders
  • Develop Account Leader skills and capabilities in others
  • Deliver quality Client Service Delivery
  • Cultivate strong culture and communities within the market
  • Oversight, Quality Management and People Development


Growing Our Business and Selling Solutions
  • Develop client relationships within the Technology portfolio. Direct and lead overall sales and delivery of team-based solutions for a portfolio of clients
  • Develop strong relationships at the executive level and serve as the executive contact for clients
  • Evaluate the roadmap for a client's long-term vision, leading the team to sell solutions that appropriately match business needs
  • Collaborate with Market Practice Director and Industry/Services leadership teams within their portfolio to architect and deliver team-based solutions
  • Lead by example by generating, closing, and managing team-based solution engagements and growing a book of business
  • Make strategic staffing decisions to resolve resource contention and support client and firm goals
  • Continuously evaluate portfolio, assessing portfolio balance and services and making changes and recommendations as necessary
  • Develop and execute a portfolio growth plan defining expectations for sales and execution and communicate through effective messaging and positioning
  • Engage in community and industry organizations to drive growth for Point B

Client Service Delivery
  • Deliver exceptional service and strategic value to our clients at 40% billable time
  • Connect clients within their portfolios and within the market
  • Be accountable for quality CSD and for overall client satisfaction within their portfolio
  • Gather client feedback and determine actions resulting from client facing service delivery check ins
  • Act as trusted client advisor and earn loyalty through superior service and responsiveness; actively share Point B's expertise
  • Serve as escalation point for clients and account leaders in their portfolio

Developing Others
  • Develop Account Leader skills in all key areas by providing feedback, identifying gaps and actively guiding progress in closing gaps
  • Provide associate and peer support, review and feedback
  • Support Account Leaders in account planning and Account Leader succession planning

Running the Business
  • Set the overall strategic direction for client relationships, long-term planning and new business development for accounts in the portfolio.
  • Drive profitability of market portfolio, managing the levers of the business to deliver financial results
  • Own pricing strategies for individual portfolios in collaboration with Market, Industry and Service Line input
  • Connect associates within their portfolio and market through culture and community building activities
  • Conduct interviews; Collaborate with market leadership on hiring decisions

  • Demonstrated expertise in business development, community development and associate culture experience
  • Demonstrated ability to sell team-based solutions
  • Demonstrated ability to innovate
  • Demonstrated ability to provide potentially challenging viewpoints
  • Proven delivery track record
  • Executive presence
  • Effective public speaking and organizational promotion (both internal and external)
  • Ability to work effectively with internal leadership groups and client executives
  • Ability to build and develop high-performing teams
  • Ability to generate respect and trust from Associates and external constituencies
  • Effective teaming and collaboration with peers, with directs, across functional areas, with Associates
  • Strong communication / interpersonal skills
  • Demonstrated ability to provide Associate support and development
  • Strategic thinker
  • Ability to lead through ambiguity

  • B.A. or B.S. degree required. MBA encouraged
  • Minimum of 7 years of business experience (combined internal or external to Point B)
  • Minimum of 5 years consulting experience
  • Minimum of 2 years of managing and developing people in a delivery or business development capacity
  • Strong client and business community relationships in the Bay Area
  • Experience in technology and communications
  • Demonstrated project management or leadership
  • Strong track record of client relationship management in delivery capacity, business development and account leadership
  • Excellent interpersonal, communications, public speaking, and presentation skills
  • Solid working knowledge of budgeting, and strategic planning

  • Ability to travel to and work at client sites
  • Ability to work from home
  • Ability to work non-standard work hours as necessary

Your Office Home Base:

Chicago, IL

Intrigued To Learn More:

When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back within 48 hours with feedback if we think there could be a fit and what next steps look like.

About Point B:

At Point B , we work with some of the country's most respected companies to help them form, execute, and thrive. With capabilities including Management Consulting , Venture Investment and Advisory , and Property Development , our integrated businesses provide value to the organizations and communities we serve.

What makes Point B Different?
  • Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients
  • 100% Employee Ownership - Giving you a voice in directing your career and building our firm
  • Equity, Diversity & Inclusion is proud to be the foundation of Point B. Point B exists for the benefit of our people. From the beginning, putting our people first meant embracing our differences
  • The ability to chart your individual career path based on your expertise and passions. Diverse leadership opportunities to expand your skills, along with the support needed to deliver great results
  • Work-Life Balance – A unique culture that recognizes the importance of flexibility and collaboration. Our local model, mixed with the option to pick your projects, empowers you to choose the life you want.
  • Award winning – We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor.

We are an equal opportunity employer committed to a diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability.


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