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, the Associate Director is responsible for the successful delivery of client projects while collaborating on the strategic direction and vision of the region and company as a whole. As a part of this role, an Associate Director will also assist in streamlining project delivery by supporting post-sales activities including project set-up tasks, coordination of project-initiation steps with the client and/or target companies, analysis of client/target situations, and internal coordination of project team members as necessary. The Associate Director will collaborate with and be supported by other key team members responsible for the project team.
• Serve as a subject matter expert (SME) on engagements as needed
• Coordinate and perform internal project kick-off tasks.
• Research client/target information as part of a project and provide assessments to advance overall project delivery
• Facilitate internal team communication and ensure team members have the necessary information for the next steps.
• Initiate and maintain delivery-related data in Salesforce and/or PSA systems as needed.
• Ensure all necessary project tasks are completed in a timely manner and client deadlines are consistently met.
• Excellent manager of people and clients
• Previous project management experience
• Experience managing multiple small-to-mid sized projects at once
• Ability to work independently and with a team in an extremely fast-paced environment
• Exceptional written and verbal communications skills
• Experience in Information Technology and/or M&A
• Insightful and curious attitude towards business operations in a variety of industries
• Strong strategic and analytical mindset with exceptional problem-solving skills
• Strong interpersonal and presentation skills
• Exceptional communicator and listener, particularly with clients and prospects.
• 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 customers
• Coachable and embracing of 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
Crosslake is a global advisory providing technical due diligence and value creation services for private equity investors and portfolio companies.
Key team members
Neal Calanni
Ankur Sharma
Thomas Shelford
Mike Jenkins PMP MBA
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