Enterprise Systems Consultant

Crosslake Technologies

. Lead sell-side technology diligence, including evidence review, management interviews, buyer-readiness assessment, remediation priorities, and support for buyer questions .

Posted 10/16/2026contractRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in leading technology diligence for sell-side and buy-side assessments, with a strong focus on enterprise systems, IT operations, and transformation initiatives. Capable of translating complex technical findings into actionable insights for stakeholders while managing vendor relationships and technology investments.

Highest-signal resume keywords

Technology Diligence LeadershipEnterprise Systems TransformationProcess Walkthrough AssessmentVendor Selection and ManagementAnalytical and Financial Judgment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ERP Systems EvaluationCRM Systems AssessmentWMS EvaluationData Centre AssessmentHybrid Infrastructure ManagementBusiness Process AnalysisTechnology Investment EstimationService Level ManagementIT Service ManagementProcess and Data Dependency Analysis

Soft Skills

Excellent Written CommunicationStrong Verbal CommunicationSelf-Directed Working Style

Tools & Technologies

SalesforcePSA PlatformsCloud InfrastructureManaged ServicesColocation Services

Industry Keywords

Private EquityCorporate M&AProfessional ServicesTechnology-Enabled ServicesLogisticsManufacturing

Tech Stack

Tools & technologies

CloudCyber SecurityERPITSM

About the role

Key responsibilities & impact

Lead sell-side technology diligence, including evidence review, management interviews, buyer-readiness assessment, remediation priorities, and support for buyer questions
Lead buy-side technology diligence and assess systems, infrastructure, organisation, vendors, contracts, spend, scalability, resilience, and investment requirements
Evaluate ERP, warehouse, WMS, CRM, and PSA environments and the business processes they support
Assess end-to-end business processes using process walkthroughs, management and user interviews, system evidence, reports, and operating metrics
Assess data centres, colocation, networks, identity, end-user computing, backup, disaster recovery, hybrid cloud, and migration of traditional COTS systems to IaaS or limited PaaS environments
Assess MSP and MSSP arrangements, including scope, pricing, contracts, service levels, performance, transition risk, and governance
Evaluate IT operating procedures, including service desk, incident, problem and change management, onboarding and offboarding, access management, asset and configuration management, escalation, service levels, and reporting
Identify and size one-time and recurring technology investments
Translate technical and operational findings into concise, evidence-based conclusions for investors and senior non-technical stakeholders
Develop post-close systems roadmaps and help clients select vendors, govern delivery, improve operating discipline, or fill interim leadership gaps
Collaborate with Crosslake specialists across cybersecurity, data and AI, product and software, integration, and carve-out services
Contribute to Crosslake methods, benchmarks, training, and service development

Requirements

What you’ll need

At least 15 years of relevant experience in enterprise systems, IT operations, technology leadership, systems transformation, transaction advisory, or a combination of these fields
Experience leading multiple sell-side, buy-side, or comparable rapid technology assessments for private-equity, corporate M&A, or portfolio-company clients
Leadership-level knowledge across ERP and warehouse systems, PSA, CRM, and traditional infrastructure and managed services
Deep operating or delivery experience in at least two of those three areas
Direct accountability for major business-process or systems outcomes, transformation programmes, budgets, service providers, or IT operations
Demonstrated ability to conduct process walkthroughs and assess end-to-end business processes across multiple functions
Direct experience in several of order-to-cash, project-to-cash, procure-to-pay, record-to-report and month-end close, recruit-to-retire, warehouse and fulfilment operations, and IT service management
Experience selecting, implementing, upgrading, recovering, or rationalising enterprise systems
Practical understanding of process and data dependencies
Experience with traditional and hybrid infrastructure, including data-centre or colocation environments and migrations of packaged applications to cloud infrastructure
Experience selecting, transitioning, managing, or materially renegotiating MSP or MSSP services
Strong analytical and financial judgment, including the ability to estimate one-time and recurring technology investments
Excellent written and verbal communication with investors, boards, executives, functional leaders, and technical teams
Self-directed and hands-on working style suited to fast-moving, remote client engagements
Preferred: Former CIO, VP of IT, Head of Enterprise Applications, enterprise systems programme 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 directly affect revenue and operational delivery
Preferred: Experience with Salesforce and industry-relevant PSA and professional-services platforms
Preferred: Experience with WMS and warehouse operations; eCommerce exposure is an additional advantage
Preferred: Experience converting diligence findings into systems roadmaps, vendor selections, implementation governance, or interim leadership assignments
Preferred: Bachelor's degree in information systems, computer science, engineering, business, or a related field

Benefits

Comp & perks

Contract employment
Remote work arrangement
Opportunity to work on private-equity diligence and value-creation engagements
Collaboration with specialists in cybersecurity, data and AI, product and software, integration, and carve-out services
Contribution to methods, benchmarks, training, and service development