Portfolio Engagement Lead

Elios, Inc.; Houston (TX); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Elios, Inc. in Houston seeks a Portfolio Engagement Lead to own a portfolio of client accounts across Houston and the Texas market, overseeing retention, expansion, and client outcomes.

This full-time hybrid role sits at the intersection of account growth, delivery oversight, and AI deployment consulting. You will manage executive relationships, run quarterly business reviews, identify expansion opportunities, and shape proposals and statements of work.

Qualifications

• 3–7 years in management consulting, Big 4 advisory, or comparable professional services.
• Exposure to AI, data, or analytics programs.
• Credible with VP Engineering, CDO, and Chief AI Officer stakeholders.

Responsibilities

• Own a portfolio of client accounts across Houston and Texas, driving retention and expansion.
• Manage executive relationships and run quarterly business reviews.
• Identify expansion opportunities and shape proposals/SOWs for new and existing engagements.
• Translate ambiguous client needs into well-scoped engagements and support discovery calls.
• Lead portfolio management across service models like Talent on Demand and Embedded Teams.

Skills

Account expansion

Executive communication

Proposal development

Pricing strategy

Portfolio management

Discovery & scoping

AI deployment

LLM deployment

Client relationship management

Job description

Account expansion QBRs Proposal development SOWs Pricing strategy AI deployment LLM deployment Agentic systems AI connectors Data infrastructure Portfolio management Managed services Professional services Relationship mapping Management consulting Big 4 advisory AI Data analytics Embedded teams Staff augmentation Executive presentations Client discovery

Job Description

We are hiring a Portfolio Engagement Lead to own a portfolio of client accounts across Houston and the broader Texas market, with accountability for retention, expansion, and client outcomes. This full-time hybrid role sits at the intersection of account growth, delivery oversight, and AI deployment consulting. The hire will manage executive relationships, run quarterly business reviews, identify expansion opportunities, and act as the escalation point across active engagements. They will also support new business pursuits by joining discovery and scoping calls, shaping proposals and statements of work, and helping translate ambiguous client needs into well-scoped engagements. The ideal candidate brings 3 to 7 years of management consulting, Big 4 advisory, or comparable professional services experience, with exposure to AI, data, or analytics programs. They should be credible with VP Engineering, CDO, and Chief AI Officer stakeholders, and comfortable discussing frontier LLM deployment, agentic systems, custom AI connectors, and modern data infrastructure in a client-facing context. This role requires strong experience with account expansion, executive communication, proposal development, pricing support, and portfolio management across service models such as Talent on Demand, Embedded Teams, and Co-Managed Resources. The person will help grow existing accounts, support selected net-new opportunities, and contribute market insight, case studies, and playbooks that strengthen the AI deployment practice.