Manager, High tech & Software Value Creation

West Monroe is seeking a Manager 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 Manager, you will work in small teams to serve Software & High-Tech clients and Private Equity investors and their portfolio companies with a focus on software and tech-enabled services businesses.  Engagements range across market growth strategy, product strategy, operational transformation of functions such as R&D / Engineering, Customer Support, Customer Success, etc., AI strategy and roadmap development, AI solution design, and customer retention improvement strategy.

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. Managers within West Monroe have three main responsibilities:

Client Delivery

Own and drive day-do-day execution of Strategy & Operations engagements (analysis, research, content development, project management, project team leadership) for 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 Investment and Operating Teams

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