Advisory Lead, Software- TTS

Are you ready to make an impact?

West Monroe is looking for a Technology Transaction Advisory Lead to join our Technology and Experience Practice (TechEx) and support technology M&A due diligence projects. The consultant will collaborate with software due diligence architects to provide strategic and technical guidance across a variety of industries, including Private Equity, High-Tech & Software, Healthcare, and Financial Services. As a technology-focused firm with experience across a diverse set of technologies, we provide opportunities to continuously expand both technical and business skillsets while working with cutting-edge tools, platforms, and frameworks. This is an exciting opportunity to contribute to our newly formalized (but long-standing) technology M&A offering and support strategic enterprise architecture initiatives, software and product due diligence engagements, post-merger integrations, and carve-out advisory work.

Responsibilities:

• Collaborate consultants from other competencies (i.e. Cloud, Cybersecurity) in support of holistic, tech due diligence assessments for client M&A activity, and identify remediation opportunities through analysis of existing technology systems, software applications, and business processes
• Assess an organization's underlying technical environment and provide recommendations to achieve scalability to support growth, reduce operational costs, and improve security to mitigate risks
• Evaluate IT and technical development processes for best practices and levels of maturity
• Identify key process issues and risks in the context of an investment thesis while evaluating potential acquisitions for our Private Equity clients
• Formulate projects and strategies to support the client's investment thesis, key risk mitigation, and long-term technology-based initiatives in the form of betterment and post-close engagements
• Demonstrate expertise in designing technology solutions through systems integration and application development
• Develop presentations to communicate due diligence findings and potential recommendations to client leadership
  

Qualifications:

• Bachelor's degree in relevant field preferred, or equivalent experience required
• Consulting firm/industry experience preferred
• 8-10+ years of hands-on software development experience, preferably within greenfield projects
• Knowledge of and experience with complex business systems integration, custom object-oriented design/development (C#, Java, Python, etc.), and the Software Development Life Cycle (SDLC)
• Experience applying Agile/Lean methodologies to manage project tasks
• Confident in leading requirements gathering sessions with executive stakeholders at external clients
• Demonstrated experience leading technical engagements including proposal development, estimation, and day-to-day project management (time tracking, budgeting, status reporting)
• Experience developing or using agentic AI/LLMs, orchestration frameworks, and tool integration to enable autonomous decision-making and task execution is a plus
• Strong sense of urgency with ability to deliver solutions in fast-paced, dynamic environments
• Excellent critical thinking and communication (written and presentation) skills to distill complex technical concepts into clear, actionable insights for business executives
• Experience working within a collaborative, cross-functional, team-based environment
• Willingness to travel for out-of-town for client engagements (30 to 50% travel)
• Hybrid role: 1 to 2 days a week in office (you can work in any of our office locations in the US)
• You must be authorized to work in the US without sponsorship now or in the future

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 orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to [email protected].

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