Experienced Consultant, Mergers & Acquisitions (High tech & Software Value Creation) at West Monroe | CA, US | Rezi

Experienced Consultant, Mergers & Acquisitions (High tech & Software Value Creation) at West Monroe

Experienced Consultant, Mergers & Acquisitions (High tech & Software Value Creation)

West Monroe · CA, US

1 weeks ago

Experienced Consultant, Mergers & Acquisitions (High tech & Software Value Creation)

West Monroe · CA, US

11 days ago
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About the Role

West Monroe is seeking an Experienced Consultant to join our Software & High-Tech practice in Chicago, New York, or San Francisco. This role involves serving clients in the Software & High-Tech and Private Equity sectors, focusing on areas like market growth strategy, product strategy, operational transformation, and AI strategy. You will also contribute to business development and internal practice development.

Responsibilities

  • Support teams serving Software & High-Tech and Private Equity clients, demonstrating advisory capabilities with C-level executives and Private Equity Deal and Operating Partners.
  • Contribute to fast-paced due diligence engagements for Private Equity and Corporate Strategic clients, evaluating market opportunity, product technology, and operating model impacts.
  • Play a key role in strategy & operational projects within the Software & High-Tech sector, focusing on product strategy, operating model development, post-sales operations, and transaction program advisory.
  • Drive market research (TAM, market growth dynamics, competitive landscape) and analysis of software financials (revenue mix, retention, churn, SaaS margins).
  • Analyze key software functions including R&D/Engineering, sales & marketing, and customer success/support.
  • Drive creation of project deliverables such as executive-level PowerPoint decks and financial models.
  • Build data-driven methodologies and assets for evaluating Software & High-Tech businesses.
  • 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 advisory services for Software & High-Tech businesses and Private Equity Investors.
  • Understand client investment needs/constraints and help tailor proposals.
  • Develop go-to-market messaging and sales materials.
  • 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 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. FinTech, 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 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 knowledge
  • Private Equity client service
  • Market growth strategy
  • Product strategy
  • Operational transformation
  • AI strategy and roadmap development
  • AI solution design
  • Customer retention improvement strategy
  • Due diligence
  • Market research
  • Financial analysis
  • Data-driven methodologies
  • Presentation frameworks
  • Go-to-market practices
  • Sales effectiveness
  • Pricing
  • Sales operations
  • Client relationship management
  • Analytical skills
  • Problem-solving skills
  • Quality assurance

Location

  • Chicago
  • New York
  • San Francisco

Work Type

  • Full-time

Experience Level

  • Experienced Consultant
  • 2+ years of work experience

Salary/Compensations

  • Seattle or Washington, D.C.: $93,800—$110,300 USD
  • Los Angeles: $98,200—$115,500 USD
  • New York City or San Francisco: $102,700—$120,800 USD
  • A location not listed above: $89,300—$105,000 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 combine business and technology expertise, relying on data to adapt and solve challenges.
  • We focus 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.
  • 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.