Enterprise Systems Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee sell-side technology diligence, which includes evidence evaluation, management interviews, buyer readiness assessments, remediation priorities, and responses to buyer inquiries.

• Direct buy-side technology diligence, evaluating systems, infrastructure, organizations, vendors, contracts, expenditures, scalability, resilience, and investment needs.

• Analyze ERP, warehouse, WMS, CRM, and PSA environments alongside the business processes they support.

• Review end-to-end business processes through process walkthroughs, interviews with management and users, system evidence, reports, and operating metrics.

• Evaluate data centers, colocation, networks, identity management, end-user computing, backup solutions, disaster recovery strategies, hybrid cloud environments, and the migration of traditional COTS systems to IaaS or limited PaaS settings.

• Examine MSP and MSSP agreements, focusing on scope, pricing, contracts, service levels, performance metrics, transition risks, and governance structures.

• Assess IT operational procedures, including service desk operations, incident management, problem and change management, onboarding and offboarding processes, access management, asset and configuration management, escalation protocols, service levels, and reporting practices.

• Identify and quantify both one-time and ongoing technology investments.

• Convert technical and operational insights into clear, evidence-driven conclusions tailored for investors and senior non-technical stakeholders.

• Formulate post-close systems roadmaps and assist clients in vendor selection, governance of delivery, enhancement of operational discipline, or provision of interim leadership.

• Work alongside Crosslake specialists covering cybersecurity, data and AI, product and software, integration, and carve-out services.

• Contribute to the development of Crosslake methods, benchmarks, training programs, and service offerings.

⛳️ Requirements

• A minimum of 15 years of pertinent experience in enterprise systems, IT operations, technology leadership, systems transformation, transaction advisory, or a blend of these areas.

• Proven experience leading multiple sell-side, buy-side, or similar rapid technology assessments for private equity, corporate M&A, or portfolio company clients.

• Leadership-level expertise in ERP and warehouse systems, PSA, CRM, as well as traditional infrastructure and managed services.

• Extensive operational or delivery experience in at least two of the aforementioned areas.

• Direct responsibility for significant business process or systems outcomes, transformation programs, budgets, service providers, or IT operations.

• Demonstrated capability to conduct process walkthroughs and evaluate end-to-end business processes across various functions.

• Hands-on experience in several areas such as order-to-cash, project-to-cash, procure-to-pay, record-to-report, month-end close, recruit-to-retire, warehouse and fulfillment operations, and IT service management.

• Experience in selecting, implementing, upgrading, recovering, or rationalizing enterprise systems.

• Solid understanding of process and data interdependencies.

• Familiarity with traditional and hybrid infrastructure, including data center or colocation environments and the migration of packaged applications to cloud-based infrastructure.

• Experience in selecting, transitioning, managing, or significantly renegotiating MSP or MSSP services.

• Strong analytical skills and financial judgment, including the ability to assess one-time and recurring technology investments.

• Exceptional written and verbal communication skills with investors, boards, executives, functional leaders, and technical teams.

• Self-motivated and hands-on work style suitable for dynamic, remote client engagements.

• Preferred: Previous roles as a CIO, VP of IT, Head of Enterprise Applications, enterprise systems program leader, technology operating partner, or senior M&A technology advisor.

• Preferred: Experience in professional services, technology-enabled services, distribution, logistics, manufacturing, or other sectors where enterprise systems impact revenue and operational delivery.

• Preferred: Familiarity with Salesforce and relevant PSA and professional services platforms.

• Preferred: Experience with WMS and warehouse operations; exposure to eCommerce is an added advantage.

• Preferred: Experience in translating diligence findings into systems roadmaps, vendor selections, implementation governance, or interim leadership roles.

• Preferred: Bachelor's degree in information systems, computer science, engineering, business, or a related discipline.

🏝️ Benefits

• Contract employment.

• Remote work arrangement.

• Opportunity to engage in private equity diligence and value-creation projects.

• Collaboration with specialists in cybersecurity, data and AI, product and software, integration, and carve-out services.

• Contribution to methods, benchmarks, training, and service development.