Director – Coverage

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Crosslake Technologies

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

Consulting • Finance • Technology

Crosslake Technologies is a global advisory firm that specializes in serving private equity investors and their portfolio companies. The company focuses on technology due diligence, digital transformation strategy, and technology value creation. Crosslake Technologies provides executive leadership consulting through the private equity investment lifecycle, offering expertise in security, architecture, engineering alignment, and Software Development Life Cycle (SDLC) processes. They also provide interim leadership roles for CTOs, CISOs, CIOs, and chief engineers. Their proprietary platform delivers actionable insights to guide critical technology decisions, informed by data from over 4,000 technology M&A transactions. Their mission is to support private equity through the M&A investment lifecycle by optimizing technology and creating value across portfolio operations.

📋 Description

• Develop and expand relationships with top-tier Private Equity clients, Portfolio Companies and Advisors to drive business growth • Scope engagements by collaborating with clients to understand their needs and bring Crosslake’s diverse technical capabilities to drive tangible outcomes and solve real problems • Lead client-facing project teams to deliver projects that meet their objectives on time and on budget (accountable for internal budgeting, scheduling and resource utilization) • Participate in and drive company-wide strategy and vision discussions • Lead specific product/practice areas, including setting roadmaps/plans and contributing to the evolution of templates and artifacts • Onboard and sponsor new practitioners, including interviewing practitioner candidates and helping make engagement determinations • Approve SOWs, budgets and timesheets for accuracy and reasonableness • Serve as project lead or second on engagements as needed • Participate in sales calls/SOW writing as needed

🎯 Requirements

• Entrepreneurial DNA with clear ownership of client satisfaction in relation to project execution • Exceptional communicator and listener, particularly with clients and prospects (i.e., strong interpersonal and presentation skills) • Knack for establishing “trusted advisor” relationship with clients and demonstrated ability to own the strategic development of such relationships independently • Strong strategic and analytical mindset with exceptional problem-solving skills • Extraordinary time management and organizational skills with an ability to adapt quickly in a fast-paced and dynamic environment • Deep familiarity with modern technology stacks, enterprise IT, AI and disruptive technologies and how they might shape the future landscape / competitive environment • Ability to demonstrate a balance of client understanding and technical competency to properly frame a compelling engagement • Mindset of approaching critical tasks with drive and energy, with an eye on the bottom line and an emphasis on predictable completion • Team player who will work across the firm to continue improving the way we serve our clients, including exuding a natural tendency to “roll up one’s sleeves” and assist wherever needed • Coachable and embracing of best practices and feedback as a means of continuous improvement • Professional services firm experience at manager level or more senior, ideally with tech and/or PE specific focus • Demonstrated history of excellence in people management

🏖️ Benefits

• Service • Curiosity • Credibility • Commitment • Creativity