Experienced Consultant, Tech & Software

Experienced Consultant, High Tech & Software

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Are you ready to make an impact? West Monroe is seeking an Experienced Consultant with prior experience in and a strong passion for the Software & High-Tech industry to join our Chicago or San Francisco office.

As an Experienced Consultant, you will work in small teams to serve Software & High-Tech clients and Private Equity investors with a focus on software, TMT, and tech-enabled services businesses. Engagements range across market growth strategy, product strategy, operational improvement of functions such as R&D / Engineering, Customer Support, Customer Success, etc., margin optimization, due diligence, and merger integrations / carve-outs.

Responsibilities

• Support teams serving Software & High-Tech and Private Equity clients while demonstrating advisory capabilities with high level client counterparts such as C-level executives, Business Unit GMs, and Private Equity Deal and Operating Partners
• Contribute to fast-paced due diligence engagements for Private Equity and Corporate Strategic clients investing in Software & High-Tech, with an ability to evaluate the market opportunity, product technology, operating model, and their effects on margins, revenue, and growth risks.
• Play a key role in strategy & operational projects within the Software & High-Tech sector (e.g., post-merger integration, carve-out/divestitures, operating model transformation) focused on initiatives such as product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory.
• Drive market research (TAM, market growth dynamics, headwinds / tailwinds, competitive landscape), analysis of software financials (revenue mix by product/geo/BU, gross /net retention and churn, SaaS margins, etc.), analysis of key software functions (R&D / Engineering, sales & marketing, customer success / support, etc.)
• Drive creation of project deliverables such as executive-level PowerPoint decks summarizing findings / analysis and synthesizing recommendations, development of financial models e.g. multi-year P&L forecasts

Practice Development

• Build data-driven methodologies and assets for evaluating Software & High-Tech businesses and manage related internal initiatives
• Enhance analysis and presentation frameworks used in Software & High-Tech advisory
• Collaborate with a team of Software & High-Tech industry, technology and operational consulting teams to develop and enhance delivery capabilities across West Monroe’s practice areas
• Actively participate in the performance management process
• Actively participate in recruiting and retaining top quality consultants
• Assist with company campus and experienced recruiting

Business Development

• Support opportunities to provide prospects and clients with advisory services for Software & High-Tech businesses and Private Equity Investors; collaborate with practice partners to support these opportunities
• Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs
• Develop go-to-market messaging and sales materials to support business development for prospects and clients
• Create work plans, pricing estimates, and risk assessments for potential engagements
• Actively participate in Software / Technology and M&A industry events
• Attend networking events and actively build and leverage a professional network and affiliate network in the local community

Qualifications

• Minimum of 2+ years of work experience including at least one of the following:
• Team-based, client-facing management, technology, or strategy consulting to Software and/or high-tech clients
• Operational role within the Software & High-Tech sector
• M&A experience at strategic acquirer
• Experienced in specific Software & High-Tech sub-sectors (e.g. Fin Tech, Healthcare IT, Marketing Tech, etc.) preferred, but not mandatory
• Knowledge of go-to-market practices in a technology business, e.g., sales effectiveness, pricing, sales operations, etc.
• Excellent organizational, verbal and written communication skills
• Experience managing client…