Portfolio MD, Vertical Market SaaS & AI Growth

Circeus; Greater London; Hybrid; GBP 180,000 - 320,000; Full time

Job summary

Circeus is seeking an operator with a proven track record in owning P&L for multiple software businesses across Europe. You will lead growth, margin improvement and AI-enabled transformations within a portfolio of embedded SaaS bets.

You will collaborate with founders, M&A and central AI, define budgets, monitor execution and drive value creation. Travel across the portfolio will be required and ownership of outcomes is expected.

Qualifications

• 8+ years of full P&L ownership in a software/SaaS business.
• Experience as a serial acquirer, software executive, or operating role in multi-entity setups.
• Evidence of using AI to drive real operational improvements and margin growth.
• Background in budget cycles, forecasting and cross-functional leadership.

Responsibilities

• Own margin and growth across a portfolio of up to seven software businesses in Europe.
• Set annual budgets with management teams and monitor performance.
• Lead a consistent operating cadence with clear targets, reporting and accountability.
• Deploy AI across businesses with the central AI team to improve margin and revenue.
• Sponsor deals originated by the M&A team and lead value creation diligence.
• Oversee integration, set priorities and operating rhythm from day one.
• Own portfolio review and variances to management; drive leadership across companies.
• Hire, coach, and upgrade leadership within the portfolio entities.
• Report portfolio performance to Circeus leadership with a data-driven lens.

Skills

P&L ownership

SaaS leadership

Cross-border ops

Budgeting

AI in business

M&A collaboration

Executive leadership

Stakeholder mgmt

Job description

Circeus is seeking an operator with a proven track record in owning P&L for multiple software businesses across Europe. You will lead growth, margin improvement and AI-enabled transformations within a portfolio of embedded SaaS bets.

You will collaborate with founders, M&A and central AI, define budgets, monitor execution and drive value creation. Travel across the portfolio will be required and ownership of outcomes is expected.