Manager, High tech & Software Value Creation

West Monroe•Chicago, NY

About The Position

West Monroe is seeking a Manager with experience and interest in the Software & High-Tech industry for its Chicago, New York, or San Francisco office. The role serves Software & High-Tech clients, Private Equity investors, and portfolio companies, especially software and tech-enabled services businesses. Engagements may include market growth and product strategy, operational transformation across functions such as R&D/Engineering and Customer Support/Success, AI strategy and roadmap development, AI solution design, and customer retention improvement. Managers work in small teams and lead Strategy & Operations engagement execution, including analysis, research, content development, project management, and team leadership. They advise senior client counterparts, contribute to due diligence and transformation work, and develop executive-ready recommendations and financial models. The role also supports practice development, business development, proposal creation, networking, and internal performance management activities.

Requirements

At least 6 years of work experience.
Experience in at least one of the following: an operational role within a B2B SaaS company; M&A experience at a B2B SaaS strategic acquirer; or experience in a Software & High-Tech sub-sector.
Previous experience independently leading a workstream and managing 1–2 team members.
Sound understanding of software/SaaS business models and economics, including emerging AI and agentic capabilities.
Knowledge of go-to-market practices in a technology business, such as sales effectiveness, pricing, sales operations, and renewals.
Experience integrating AI tools such as ChatGPT into day-to-day workflows, with critical thinking to assess accuracy, mitigate bias, and ensure quality.
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, including research, assumption design and refinement, and model development.
Strong communication skills and ability to work with C-level clients.
Ability to work permanently in the United States without sponsorship.

Nice To Haves

Experience in specific Software & High-Tech sub-sectors such as FinTech, Healthcare IT, or Marketing Tech.

Responsibilities

Own and drive day-to-day execution of Strategy & Operations engagements, including analysis, research, content development, project management, and project team leadership.
Advise senior client counterparts, including C-level executives, business unit general managers, and Private Equity investment and operating teams.
Contribute to due diligence engagements for Private Equity and corporate strategic clients investing in Software & High-Tech, assessing market opportunity, operating models, margins, revenue, and growth risks.
Lead or play a key role in strategy and operational transformation projects, including post-merger integration, carve-outs/divestitures, operating model transformation, product strategy, post-sales operations, retention improvement, and transaction program advisory.
Conduct market research on total addressable market, growth dynamics, headwinds and tailwinds, and competitive landscapes.
Analyze software financials, including revenue mix, retention and churn, and SaaS margins, as well as key software functions such as R&D/Engineering, sales and marketing, customer success, and support.
Create executive-level PowerPoint deliverables that synthesize findings, analysis, and recommendations, and develop financial models such as multi-year P&L forecasts.
Use AI tools and technologies to accelerate analysis, synthesize information, improve delivery efficiency, and support data-driven client recommendations while evaluating outputs with sound judgment.
Build data-driven methodologies and assets for evaluating Software & High-Tech businesses and manage related internal initiatives.
Enhance analysis and presentation frameworks for Software & High-Tech advisory.
Collaborate with industry, technology, and operational consulting teams to develop and improve delivery capabilities across practice areas.
Participate in the performance management process.
Support business development opportunities for Software & High-Tech businesses and Private Equity investors in collaboration with practice partners.
Understand client investment needs and constraints and help tailor proposals.
Develop go-to-market messaging and sales materials.
Create work plans, pricing estimates, and risk assessments for potential engagements.
Participate in Software/Technology and M&A industry events, attend networking events, and build and leverage professional and affiliate networks in the local community.