7-12 years in technology consulting, private equity operations, investment banking tech diligence, or revenue ops leadership.
Experience with executive teams and investors.
Strong understanding of financial concepts, especially value creation in EBITDA.
Responsibilities
Lead technology assessments for private equity portfolio companies preparing for sale.
Evaluate CRM and marketing automation effectiveness, data architecture, and RevOps maturity.
Develop the technology narrative for Confidential Information Memorandums and buyer diligence.
Present analytical findings to private equity teams and executives.
Translate technical insights into value drivers and risk mitigation for investors.
Refine and standardize assessment frameworks and delivery methodology.
Identify opportunities for service expansion to improve profitability.
Benefits
Competitive base salary with performance-based bonuses and incentives tied to practice growth.
Opportunities for ownership in practice performance through P&L management.
Clear prospects for career advancement in team development and revenue growth.
Full Job Description
Job Description
What You'll Do (First 12 Months)
Client Leadership & Delivery
Lead GTM technology assessments for PE-backed portfolio companies preparing for sale.
Evaluate CRM, marketing automation, data architecture, RevOps maturity, reporting integrity, scalability, and risk exposure.
Shape the technology narrative for CIMs and buyer diligence.
Present findings directly to PE deal teams and portfolio company executives.
Translate technical complexity into investor-relevant value drivers and risk mitigation themes.
Offering Development
Refine assessment frameworks and delivery methodology.
Standardize deliverables and playbooks.
Improve margin profile through repeatable processes.
Identify adjacent service expansion opportunities.
Business Development Support
Partner with the leadership team in PE relationship development.
Support proposal development and scoping.
Begin owning select client relationships.
What You'll Own (12-18 Months)
Revenue growth and forecasting for the GTM Advisory practice.
Gross margin performance.
Team hiring and development.
Offering roadmap and pricing strategy.
Select PE firm relationships.
Annual operating plan and P&L management.
Qualifications
Profile
7-12 years of experience in technology consulting, private equity operations, investment banking technology diligence, or revenue operations leadership.
Experience interfacing with executive teams and investors.
Strong financial acumen and comfort discussing value creation in EBITDA terms.
Critical Traits
Builder mindset - energized by creating structure where none exists.
Commercial instinct - understands how advisory firms make money.
Executive presence - credible with PE partners and C-suite.
Hungry for ownership - wants to run something.
What This Role Is Not
Not a pure delivery role.
Not a back-office RevOps job.
Not a purely academic strategy role.
Additional Information
Compensation
Competitive base salary.
Performance-based bonus tied to practice growth.
Clear compensation expansion tied to P&L ownership.
Long-term incentive structure aligned with practice performance.
Other:
All your information will be kept confidential according to EEO guidelines.
All communication regarding your application status will come from a Resultant.com, SmartRecruiters.com or Libertyadvisorgroup.com email domain. We will not call you without a pre-arranged interview being scheduled.
