The Director oversees product diligence practice, managing teams and client engagements, driving business development, and innovating service offerings.
What we believe
In the past two years, more than a trillion dollars have been invested in software companies at record prices. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?
We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.
Our role
We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.
What we value
You could be a good fit for Crosslake if you see yourself reflected in our guiding values:
Service. We effect change by empowering others.
Curiosity. We believe great advice starts with deep understanding.
Credibility. Our expertise is earned and proven.
Commitment. It’s our privilege to serve clients in their critical moments.
Creativity. We are inspired by the constant pursuit of better.
Overview
Reporting to the Managing Director, this Director position is aligned to the product and technology buy-side and sell-side diligence practice. Product diligence services are focused on commercial aspects of the product technology, bridging traditional technical diligence to market and commercial analyses. The Director is accountable for managing teams to the successful delivery of client engagements, maintaining and evolving the product diligence practice materials, supporting business development efforts, and innovating new service offerings.
Role Responsibilities
- Client Service
- Practice Management
- Business Development
Manage client-facing project teams to deliver engagements that meet their objectives on time and on budget
Serve as project lead or team member on engagements as needed
Track practitioner skills and support practitioner recruiting efforts
Drive specific product/practice areas and set roadmaps/plans
Manage staffing of product practitioners
Onboard and mentor new practitioners
Contribute to evolving practice/product templates and artifacts
Maintain relationships with practice partners (expert networks, etc.)
Maintain and evolve practice qual materials
Cultivate and build client relationships with top-tier accounts (site visits, QBRs, etc.)
Develop proposals for new diligence opportunities
Scope product diligence engagements; participate in sales calls/SOW writing as needed
Qualifications
- Strong analytical skills evidenced by the development and application of product management-related analysis frameworks
- Strong written and oral communication skills demonstrated in management consulting or strategy consulting experience
- Experience analyzing markets and customer needs, preferably in the context of commercial diligence or growth strategy consulting
- Experience managing defining/delivering new software/SaaS offerings and managing product-level P&Ls
- Experience managing teams and developing team members
- Experience managing consulting engagements with executive-level clients
- Willingness and natural tendency to ‘roll up one’s sleeves’ and assist wherever needed
- Team player who will work across the organization and company to continue improving the way we serve our clients
- Coachable, embracing best practices and feedback as a means of continuous improvement
- Approach critical tasks with drive and energy, with an eye on the bottom line and emphasis on predictable completion
- Technology industry experience, corporate strategy/MBA preferred
Top Skills
Product Management
SaaS
Software
Crosslake Technologies Charlotte, North Carolina, USA Office
Charlotte, NC, United States
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
