Director (Coverage)
ExternalPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
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
Additional Information
What we believe Technology is no longer just an enabler of business strategy. It is the business strategy. And with AI reshaping how companies operate, compete and grow - while rapidly accelerating the pace of change - the stakes have never been higher. Our role We're focused on helping private equity investors and portfolio company leaders drive value creation through technology. In a world where investors deploy trillions annually into software and tech-enabled businesses, we're the team that makes sure the underlying technology actually delivers. Our approach The expert judgment of our experienced practitioners is complemented by proven frameworks, tech-enabled solutions, and objective data to help organizations navigate critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution. What we value Everything we do is grounded in five core values: Service. Curiosity. Credibility. Commitment. Creativity. If you're energized by solving complex technology challenges and helping others succeed in critical moments, you'll fit right in. In addition to meeting the bar above, we're looking for individuals who show a clear spike of excellence in at least one of: Creating, Scoping or Delivering in Technical Due Diligence and Value Creation - alongside a baseline ability to cultivate and grow client relationships. Creating - Shape / create opportunity for Crosslake rather than just responding to client asks (proactively developing growth within greenfield and underpenetrated relationships); actively manage relationships to ensure clients benefit from Crosslake's comprehensive services, balancing commercial acumen with partner mindset, doing what's right for the client above all; strategically drive relationships with adjacent providers (banking, legal, QoE, etc.) to grow awareness of how Crosslake serves their clients Scoping - Demonstrate a balance of client understanding and technical competency to properly frame a compelling engagement, whether a common Crosslake offer or bespoke deliverable Delivering - Execute with excellence in 3 areas: developing technical insights, conveying those insights' strategic impact on a business (i.e., generating Partner- / CxO- / Board-level "so what" insights), and managing a project (attention to detail, excellent communication, proactive mindset, etc.)
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at crosslaketech? Share your experience