Senior Consultant, high tech & software

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, or San Francisco office.  Our offices serve an array of interesting and exciting Software & High-Tech, Private Equity, and Corporate Strategic clients across the nation.

As a Senior 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.

In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationships with existing), along with contributing to internal practice development leadership. Senior Consultant's within West Monroe have three main responsibilities:

Client Delivery

• 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
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.​
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

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 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

• Experienced in specific Software & High-Tech sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.) preferred, but not mandatory
• Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupledwith strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

• Skills & Tags

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