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

Are you ready to make an impact?

West Monroe is seeking a Senior Consultant with prior experience in and a strong passion for the Software & High-Tech industry to join our Chicago, New York, Los Angeles 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 Senior Consultant, you will work in small teams to serve Software & High-Tech clients and Private Equity investors with a focus on software, TMT, and tech-enabled services businesses. Engagements range across market growth strategy, product strategy, operational improvement of functions such as R&D / Engineering, Customer Support, Customer Success, etc., margin optimization, due diligence, and merger integrations / carve-outs.

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. Senior Consultant's within West Monroe have three main responsibilities:

Client Delivery

Support teams serving 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 Deal and Operating Partners

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, product technology, operating model, and their effects on margins, revenue, and growth risks.

Play a key role in strategy & operational 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

Actively participate in recruiting and retaining top quality consultants

Assist with company campus and experienced recruiting

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 4+ years of work experience including at least one of the following:

Team-based, client-facing management, technology, or strategy consulting for B2B SaaS Companies

Operational role within a B2B SaaS company (i.e., Product Manager, Product Owner, CSM)

M&A experience at B2B SaaS strategic acquirer

Experienced in specific Software & High-Tech sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.) preferred, but not mandatory

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.

Previous experience independently leading a workstream managing 1-2 team members

Sound understanding of software / SaaS business model and economics

Knowledge of go-to-market practices in a technology business, e.g., sales effectiveness, pricing, sales operations, etc.

Excellent organizational, verbal and written communication skills

Experience managing client relationships

Strong analytical, problem solving, and quality assurance experience

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.

$124,100 — $146,000 USD

Los Angeles

$130,000 — $152,900 USD

New York City or San Francisco

$135,900 — $159,900 USD

A location not listed above

$118,200 — $139,000 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 orien