What we believe
Technology is no longer just an enabler of business strategy. It is the business strategy. And with AI reshaping how companies operate, compete and grow — while rapidly accelerating the pace of change — the stakes have never been higher.
Our role
We’re focused on helping private equity investors and portfolio company leaders drive value creation through technology. In a world where investors deploy trillions annually into software and tech-enabled businesses, we're the team that makes sure the underlying technology actually delivers.
Our approach
The expert judgment of our experienced practitioners is complemented by proven frameworks, tech-enabled solutions, and objective data to help organizations navigate critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution.
What we value
Everything we do is grounded in five core values: Service. Curiosity. Credibility. Commitment. Creativity.
If you're energized by solving complex technology challenges and helping others succeed in critical moments, you'll fit right in.
Job Role
Role Responsibilities
- Manage client-facing project teams to deliver projects that meet their objectives on time and on budget
- Drive and participate in company-wide strategy and vision discussions
- Cultivate and build client relationships with top-tier accounts (site visits, QBRs, etc.)
- Drive specific practice areas and set roadmaps/plans
- Capable of scoping an engagement
- Interview practitioner candidates and help make engagement determinations
- Onboard, train and mentor new practitioners
- Accountable for internal budgeting, scheduling and resource utilization
- Approve SOWs, budgets and timesheets
- Contribute to evolving practice templates, methodologies, and artifacts
- Serve as project lead or second on engagements as needed
- Play a leading role in shaping and closing engagements, including solutioning, scoping, and proposal development
- Set and enforce a high bar for written communication, including grammar, formatting, and visual quality across all outputs
- Review and elevate client deliverables to ensure clarity, rigor, and executive-level polish (content, structure, and presentation)
Requirements
- Entrepreneurial DNA with clear ownership of execution and delivery client satisfaction
- Some element of professional services firm experience at manager level or more senior, ideally with tech and/or PE specific focus
- Excellent manager of people
- Strong strategic and analytical mindset with exceptional problem-solving skills
- Strong interpersonal and presentation skills
- Exceptional communicator and listener, particularly with clients and prospects.
- Willingness and natural tendency to ‘roll up one’s sleeves’ and assist wherever needed
- Team player who will work across the organization and company to continue improving the way we serve our clients
- Coachable and embracing of best practices and feedback as a means of continuous improvement
- Demonstrated expertise in contemporary technology stacks, development methodologies, enterprise IT solutions, and security protocols with an awareness of disruptive technologies and how they might shape the future landscape / competitive environment
- The ability to demonstrate a balance of client understanding and technical competency to properly frame a compelling engagement
- Approach critical tasks with drive and energy, with an eye on the bottom line and emphasis on predictable completion
- Demonstrated experience operating in B2B consulting environments, preferably with exposure to private equity-backed companies
- Deep experience leading enterprise systems initiatives end-to-end, guiding architecture, design, and integrations while aligning technology to business objectives
- Proven experience leading large, multi-workstream programs, establishing governance, managing risk, and driving disciplined execution
- Skilled in managing third-party system implementers, vendors holding them accountable while advocating for client priorities and outcomes
- Demonstrated experience leading process design and optimization, translating current-state challenges into scalable, future-state operating models
- Hands-on experience with enterprise systems (e.g. ERP, CRM, HCM), including design, implementation, and post-go-live optimization
Skills Required
- Some element of professional services firm experience at manager level or more senior
- Strong strategic and analytical mindset with exceptional problem-solving skills
- Demonstrated expertise in contemporary technology stacks
- Deep experience leading enterprise systems initiatives end-to-end
- Hands-on experience with enterprise systems (e.g. ERP, CRM, HCM)
What We Do
Crosslake was founded in 2008 by an original member of Microsoft’s Engineering Excellence team with the intent to help changemakers buy, build and run technology that creates value. Crosslake’s unmatched community of technical practitioners – former CTOs, CIOs, architects and engineers – are skilled at translating technology buzzwords into actionable, business-focused insight. Their seasoned judgement is supported by the patented Corsis® platform, which leverages data from more than 3,500 prior technology M&A transactions to define objective, measurable TechIndicators® that private equity investors and management teams rely upon to deliver strategic value creation initiatives and inform diligence. Learn more at www.crosslaketech.com.
Why Work With Us
Our guiding values Service- Our passion is empowering the success of our clients and colleagues. Curiosity- We believe great advice starts with deep understanding. Credibility- Our expertise is earned and proven. Commitment- It’s our privilege to serve clients in their critical moments. Creativity- We are inspired by the constant pursuit of better.
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