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West Monroe · 1 day ago

Experienced Consultant, High Tech & Software

Chicago, IL

Full-time

Hybrid

Entry, Mid Level

$89K/yr - $105K/yr

2+ years exp

West Monroe is a global business and technology consulting firm seeking an Experienced Consultant with a strong passion for the Software & High-Tech industry. The role involves serving clients in financial modeling, market growth strategy, and operational improvements within the Software & High-Tech sector.

Business DevelopmentConsultingInformation ServicesInformation TechnologyService Industry

No H1B

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 M&A 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), focusing 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.), and analysis of key software functions (R&D/Engineering, sales & marketing, customer success/support, etc.)

Develop financial models, including multi-year P&L forecasts, revenue projections, and margin analyses, to support M&A decision-making and operational improvement strategies

Drive creation of project deliverables such as executive-level PowerPoint decks summarizing findings/analysis, synthesizing recommendations, and presenting financial insights

Build data-driven methodologies and assets for evaluating Software & High-Tech businesses with a focus on financial modeling and M&A analysis

Enhance analysis and presentation frameworks used in Software & High-Tech advisory, particularly in areas related to transaction readiness and financial performance

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

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, with a focus on financial modeling and M&A advisory

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, incorporating financial analysis and modeling expertise

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

Qualification

Financial modelingM&A experienceSoftware & High-Tech expertiseClient relationship managementAnalytical skillsCommunication skillsProblem-solving skillsOrganizational skills

Required

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 a strategic acquirer, including financial modeling and transaction analysis

Proficiency in financial modeling and analysis, including multi-year P&L forecasting, margin optimization, and SaaS metrics evaluation

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 travel to client sites 50%-75% annually

Ability to work permanently in the United States without sponsorship