Coverage Director

Overview

This Role is a unique opportunity to join a fast-growing firm at an inflection point and help shape the future of Crosslake in EMEA.

As a Director in our Coverage team, you won't just be managing client relationships. You'll be building them from the ground up, operating with real autonomy, and working at the intersection of private equity, technology transformation and — increasingly — AI-driven disruption. The market context has never been more interesting: deal activity is recovering, AI is forcing every portfolio company to rethink its tech strategy, and clients need advisors who can cut through the noise.

This is an entrepreneurial role. You'll own relationships, develop new business, shape engagement strategy and contribute to how we evolve our service offering in the region. You'll have the backing of a global firm and the freedom to build something meaningful locally.

Expected results

Develop and expand relationships with top-tier Private Equity clients, Portfolio Companies and Advisors to drive business growth
Scope engagements by collaborating with clients to understand their needs and bring Crosslake’s diverse technical capabilities to drive tangible outcomes and solve real problems
Lead client-facing project teams to deliver projects that meet their objectives on time and on budget (accountable for internal budgeting, scheduling and resource utilization)
Participate in and drive company-wide strategy and vision discussions
Lead specific product/practice areas, including setting roadmaps/plans and contributing to the evolution of templates and artifacts
Onboard and sponsor new practitioners, including interviewing practitioner candidates and helping make engagement determinations
Approve SOWs, budgets and timesheets for accuracy and reasonableness
Serve as project lead or second on engagements as needed
Participate in sales calls/SOW writing as needed

Required qualifications

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