Senior Consultant, Mergers & Acquisitions (high tech & software)

West Monroe•Los Angeles, NY

2d•$118,200 - $159,900

About The Position

West Monroe is seeking a Senior Consultant with experience and a strong interest in the Software & High-Tech industry. The role serves Software & High-Tech clients and Private Equity investors, particularly in software, TMT, and tech-enabled services. Work is performed in small teams and spans market growth and product strategy, operational improvement, margin optimization, due diligence, and merger integrations and carve-outs. The role also contributes to business development and internal practice development. The Senior Consultant supports client engagements and works with senior client counterparts, including C-level executives, business unit general managers, and Private Equity deal and operating partners. The role contributes to due diligence by evaluating market opportunities, product technology, operating models, and their effects on margins, revenue, and growth risks. It also supports strategy and operational projects such as post-merger integration, carve-outs and divestitures, operating model transformation, product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory. The position involves conducting market research and analyzing software financials and functions; creating executive-level presentations, recommendations, and financial models; and applying AI tools to improve analysis, delivery efficiency, insights, and client outcomes while critically evaluating the outputs. Additional work includes developing methodologies and delivery capabilities, participating in performance management and recruiting, and supporting proposals, work plans, pricing estimates, risk assessments, industry events, and professional networking. The position is associated with West Monroe offices in Chicago, New York, Los Angeles, or San Francisco. Salary varies by location, ranging from $118,200 to $159,900 USD across the listed locations. West Monroe describes itself as a global business and technology consulting firm focused on delivering measurable client value through business and technology collaboration.

Requirements

At least 4 years of work experience, including experience in at least one of the following: team-based client-facing management, technology, or strategy consulting for B2B SaaS companies; an operational role at a B2B SaaS company such as Product Manager, Product Owner, or CSM; or M&A experience at a B2B SaaS strategic acquirer.
Previous experience independently leading a workstream and managing 1–2 team members.
Sound understanding of software/SaaS business models and economics.
Knowledge of technology-business go-to-market practices, such as sales effectiveness, pricing, and sales operations.
Excellent organizational, verbal, and written communication skills.
Experience managing client relationships.
Strong analytical, problem-solving, and quality assurance experience.
Ability to communicate and work with C-level clients.
Ability to work permanently in the United States without sponsorship.
Experience integrating AI tools into day-to-day workflows, with critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

Nice To Haves

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

Responsibilities

Support teams serving Software & High-Tech and Private Equity clients, demonstrating advisory capabilities with senior client counterparts.
Contribute to due diligence engagements by evaluating market opportunities, product technology, operating models, and effects on margins, revenue, and growth risks.
Play a key role in Software & High-Tech strategy and operational projects, including post-merger integration, carve-outs and divestitures, and operating model transformation.
Conduct market research on total addressable markets, market growth dynamics, headwinds and tailwinds, and competitive landscapes.
Analyze software financials, including revenue mix, retention, churn, and SaaS margins, and analyze key software functions such as R&D, sales and marketing, customer success, and support.
Create project deliverables, including executive-level presentations, synthesized recommendations, and multi-year P&L forecasts.
Use AI tools to accelerate analysis, synthesize information, support data-driven recommendations, improve delivery efficiency, and enhance client outcomes while applying sound judgment to outputs.
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 enhance delivery capabilities across practice areas.
Participate in performance management and in recruiting and retaining consultants, including campus and experienced recruiting.
Support business development opportunities and collaborate with practice partners to tailor proposals to client needs.
Develop go-to-market messaging and sales materials, and create work plans, pricing estimates, and risk assessments for potential engagements.
Participate in Software, Technology, and M&A industry events and build a professional and affiliate network in the local community.