Senior Consultant, Mergers & Acquisitions (high tech & software) at West Monroe | CA, US | Rezi

Senior Consultant, Mergers & Acquisitions (high tech & software) at West Monroe

Senior Consultant, Mergers & Acquisitions (high tech & software)

West Monroe · CA, US

2 weeks ago

Senior Consultant, Mergers & Acquisitions (high tech & software)

West Monroe · CA, US

15 days ago
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About the Role

West Monroe is seeking a Senior Consultant with prior experience in and a strong passion for the Software & High-Tech industry to join our Chicago, New York, Los Angeles or San Francisco office. As a Senior Consultant, you will work in small teams to serve Software & High-Tech clients and Private Equity investors, focusing on market growth strategy, product strategy, operational improvement, margin optimization, due diligence, and merger integrations. You will also have opportunities to assist with business development and contribute to internal practice development.

Responsibilities

  • Support teams serving Software & High-Tech and Private Equity clients, demonstrating advisory capabilities with high-level client counterparts.
  • Contribute to fast-paced due diligence engagements, evaluating 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 focused on initiatives such as product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory.
  • Drive market research and analysis of software financials and key software functions.
  • Drive creation of project deliverables such as executive-level PowerPoint decks and financial models.
  • Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations.
  • Apply AI technologies to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.
  • 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 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.
  • Support opportunities to provide prospects and clients with advisory services for Software & High-Tech businesses and Private Equity Investors.
  • Understand client investment needs/constraints and help tailor proposals appropriately.
  • Develop go-to-market messaging and sales materials to support business development.
  • 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.

Requirements

  • Minimum of 4+ years of work experience including at least one of the following: Team-based, client-facing management, technology, or strategy consulting for B2B SaaS Companies; Operational role within a B2B SaaS company (i.e., Product Manager, Product Owner, CSM); M&A experience at B2B SaaS strategic acquirer.
  • Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
  • Previous experience independently leading a workstream managing 1-2 team members.
  • Sound understanding of software / SaaS business model and economics.
  • 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 relationships.
  • Strong analytical, problem solving, and quality assurance experience.
  • Strong communication skills to be able to work with C-level clients.
  • Ability to work permanently in the United States without sponsorship.

Skills

  • Software & High-Tech industry
  • Market growth strategy
  • Product strategy
  • Operational improvement
  • Margin optimization
  • Due diligence
  • Merger integrations / carve-outs
  • AI tools
  • Data analysis
  • Financial modeling
  • Go-to-market practices
  • Sales effectiveness
  • Pricing
  • Sales operations
  • Client relationship management
  • Analytical skills
  • Problem solving
  • Quality assurance
  • Communication skills

Location

  • Chicago
  • New York
  • Los Angeles
  • San Francisco
  • Remote

Work Type

  • Full-time

Experience Level

  • Senior

Salary/Compensations

  • Seattle or Washington, D.C.: $124,100—$146,000 USD
  • Los Angeles: $130,000—$152,900 USD
  • New York City or San Francisco: $135,900—$159,900 USD
  • A location not listed above: $118,200—$139,000 USD

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Basic life insurance
  • 401k plan
  • Employee stock ownership program
  • Annual bonuses
  • Unlimited flexible time off
  • Ten paid holidays
  • Ten weeks of paid parental leave

About the Company

  • West Monroe is a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
  • We are fluent in both business and technology, understanding that technology alone is not the answer, but how we apply it is.
  • We rely on data to constantly adapt and solve new challenges, focusing on actions that generate value for years to come.
  • At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
  • Collaboration is a daily action, working together to turn vision into clear action with lasting impact.

Equal Opportunity

  • West Monroe is an Equal Employment Opportunity Employer.
  • We believe in treating each employee and applicant for employment fairly and with dignity.
  • We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law.
  • To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
  • If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.
  • Please review our company disclosures regarding use of artificial intelligence during the hiring process.
  • West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process.
  • If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.