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, operating model, and their effects on margins, revenue, and growth risks
Play a key role in strategy & operational transformation 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
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 6+ years of work experience including at least one of the following:
Operational role within a B2B SaaS company (i.e., Corporate Strategy Manager, FP&A Manager, Chief of Staff to BU Leadership)
M&A experience at B2B SaaS strategic acquirer
Experience in specific Software & High-Tech sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.) preferred, but not mandatory
Previous experience independently leading a workstream managing 1-2 team members
Sound understanding of software / SaaS business model and economics, including emerging developments and trends in AI and agentic capabilities
Knowledge of go-to-market practices in a technology business, e.g., sales effectiveness, pricing, sales operations, renewals etc.
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
Excellent organizational, verbal and written communication skills
Experience managing client relationships
Strong analytical, problem solving, and quality assurance experience
Demonstrated experience designing and building financial or operational models (e.g., financial projections, capacity forecasting, pricing & margin analysis) across research, assumption design & refinement, and model development
Strong communication skills to be able to work with C-level clients
Ability to work permanently in the United States without sponsorship
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.
Seattle or Washington, D.C.
$171,300—$201,500 USD
Los Angeles
$179,400—$211,100 USD
New York City or San Francisco
$187,600—$220,700 USD
A location not listed above
$163,100—$191,900 USD
- Other consultancies talk at you.
- At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes 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.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
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. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to recruiting@westmonroe.com.
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.
