Catalant Technologies

Account Executive

• Design a comprehensive engagement plan that includes high-value stakeholders, communication strategies, and activities to deepen the relationship over time.
• Engage with clients early in their planning phases to position Catalant as a key enabler in successfully executing their strategic initiatives.
• Develop customized consulting solutions and expert talent that align with the client's strategic goals. Present these solutions in a way that highlights Catalant’s unique value proposition.
• Position yourself as a strategic advisor and problem-solving partner to senior executives at the client including the C-level executives and VPs.
• Engage additional departments across the organization including common consulting buyers (corporate strategy, operations leadership, supply chain, procurement, CTO/CIO, and more).
• Maintain a robust pipeline of potential projects and track them through all stages of the sales cycle (from lead to close to extension).
• Work closely with Associates to match expert talent to project needs. For strategic projects, directly engage with Catalant experts to vet, prepare, and advise.
• Ensure experts are well-prepared for interviews and proposal development by providing them with a clear set of client needs and preferences.
• Manage externally and internally facing summaries of Catalant work at assigned accounts to help communicate the value we are creating as well as monitor that the work is going well.
• Build productive partnerships with internal stakeholders across Catalant.

Client Partner, Private Equity

Customer Support

• Effectively resolve customer (both Experts and clients) queries in a considerate, accurate, and timely manner.
• Triage incoming requests and spot trends in customer issues to flag for the wider team, including Product, Legal, and Finance.
• Provide targeted customer support at pivotal points in the Expert customer life cycle, leveraging thoughtful, personalized communication through email and live phone calls.
• Partner with leadership to spearhead cross-functional workstreams, embedding Customer Support as a critical component of the Catalant go-to-market strategy, and helping the function scale and mature with Catalant’s business.
• Identify and implement support process improvements throughout the support request life cycle.
• Develop a deep understanding of Catalant’s product offering to anticipate customer needs and problems before they surface.
• Proactively surface customer feedback and highlight improvement opportunities to inform Product, Marketing, and Customer Experience initiatives.
• Identify, reproduce, and document bugs for our Product and Engineering teams.
• Review and evaluate newly signed-up experts to determine readiness and fit for the Catalant marketplace.
• Establish trust-based relationships with newly signed-up & established experts to coach them on competitively marketing their experience.
• Provide ongoing advisory services to experts on an as-needed, as-requested basis.
• Help create content and communications for helping our Experts stay informed, navigate, and succeed on the platform.
• Support Catalant team members in identifying and recommending the best possible candidates for marketplace opportunities.
• Develop a deep understanding of the independent consulting business model and anticipate market needs and product opportunities before they surface.
• Work with Expert Operations leadership to support various cross-functional, strategic projects and tactics to drive company goals

Customer Support Operations Associate

Client Partner

• Act as a Strategic Advisor: Serve as a trusted partner to senior leaders at Private Equity firms and their portfolio companies, understanding their unique investment theses, value creation plans, and operational priorities.
• Drive Executive Engagement: Cultivate strong relationships with key stakeholders including Deal Partners, Operating Partners, and C-level executives across functions such as Strategy, Operations, Technology, and Procurement.
• Design High-Impact Solutions: Build tailored consulting and expert talent solutions that address the most pressing challenges facing PE clients and portcos — from diligence to post-acquisition transformation.
• Own the Full Sales Cycle: Lead all phases of the engagement, from proactive opportunity identification and consultative selling to negotiation, onboarding, and expansion.
• Leverage Deep Internal Expertise: Collaborate closely with Catalant’s expert network and internal teams to ensure clients receive best-in-class talent, thought partnership, and outcomes.
• Manage Complex Stakeholder Networks: Develop and execute account plans that align Catalant’s capabilities with client priorities and evolve over time to drive growth and retention.
• Track and Extend Value: Monitor ongoing engagements, ensure satisfaction, and uncover opportunities for additional value through project extensions and adjacent use cases.

Senior Client Partner – Private Equity

Financial Planning and Analysis

• Serve as a thought partner to the CEO and leadership team in defining and executing Catalant’s financial and strategic roadmap.
• Lead the annual and long-range financial planning process, aligning financial goals with company objectives and investor expectations.
• Develop strategic insights into Catalant’s business model, platform dynamics, and margin structure to guide pricing, investment, and capital allocation decisions.
• Oversee accounting, reporting, and financial operations, ensuring GAAP compliance and operational excellence.
• Strengthen Catalant’s financial infrastructure, systems, and controls to support scalability and speed of insight.
• Lead FP&A to provide forward-looking, data-driven decision support to business leaders.
• Develop and implement the right reporting cadence to help drive performance and accountability and to inform changes to how we operate and to our strategy.
• Manage banking relationships, including debt facilities, covenants, and refinancing strategies.
• Lead board and investor communications, ensuring transparency and credibility.
• Evaluate capital structure and financing opportunities to support growth, including potential M&A or strategic investments.
• Build, mentor, and develop a high-performing finance team.
• Foster a culture of accountability, curiosity, and continuous improvement consistent with Catalant’s values.
• Collaborate cross-functionally with Product, Sales, and Operations leaders to drive operational efficiency and alignment.

Chief Financial Officer

Director

• Own the end-to-end sales strategy for an assigned industry vertical, including segmentation, target account planning, and pipeline development.
• Position Catalant as a disruptive competitor to large consulting firms by emphasizing agility, cost-efficiency, and access to top independent talent.
• Partner with Catalant’s product, marketing, and expert network teams to tailor offerings to industry-specific client needs.
• Lead, coach, and scale a team of Sales Directors, Client Partners and Associates focused on enterprise accounts in the vertical.
• Establish and drive aggressive revenue targets, capturing wallet share from Fortune 1000 clients typically served by MBB and Big 4 firms.
• Guide strategic pursuits, RFP responses, and proposal development, ensuring competitive differentiation.
• Build C-suite and senior executive relationships across target accounts to influence strategy and drive adoption of Catalant’s model.
• Act as an industry thought leader, representing Catalant at conferences, client forums, and sector-specific events.
• Ensure delivery excellence and account growth.
• Recruit, mentor, and retain top sales talent with consulting or enterprise services backgrounds.
• Create a culture of performance, accountability, and consultative selling.
• Own vertical P&L accountability, including pipeline management, forecasting accuracy, and quarterly business reviews with the executive team.

Managing Director, Industrials

Operations

• Serve as the operational liaison between Sales, Platform Operations, Clients, and Experts, ensuring accurate contract terms, billing requirements, and smooth project kickoff and execution.
• Oversee project delivery: check in with experts and buyers, manage project plans (scope, timing, resources, budget), and implement recovery actions for missed milestones.
• Own billing operations: manage invoice schedules, maintain unbilled receivables, ensure timely expert payments, and prepare closeout documentation.
• Monitor financial performance: analyze revenue reports, identify unbilled balances/trends, escalate risks, and coordinate change orders to protect margins.
• Lead status updates with Client Communities, AR, Finance, and Leadership, while providing responsive, professional support on project and invoicing concerns.
• Uphold professionalism, accountability, and clear communication across all client, expert, and internal interactions.
• Assist designing, developing and optimizing operational processes and flow from Order to Cash. Identify opportunities for automation and AI.

Delivery Operations Manager

Manager

• Practice Operations & Community Engagement
• Support the development, organization, and execution of activities within Catalant’s practice community, including Independent consultant onboarding, capability mapping, and engagement initiatives.
• Coordinate the planning and implementation of practice-level priorities in collaboration with the Practice Director and other stakeholders.
• Help identify and nurture high-potential Independent consultants for practice leadership roles and client-facing opportunities within the community.
• Respond to practice-related Independent consultant inquiries and ensure a seamless experience across touch-points.
• Independent Consultant Activation & Demand Alignment
• Partner with the Proposal Office, Sales, and Customer Success teams to align Independent consultants to client opportunities, including team builds and custom solutions.
• Monitor Independent consultant engagement metrics, gather feedback, and identify opportunities for continuous improvement.
• Support ongoing Independent consultant recruitment campaigns to ensure adequate supply and capability depth within each practice.
• Offering Support & Enablement
• Help codify reusable offerings, tools, and templates in partnership with Independent Consultants and internal stakeholders.
• Work with Proposal Office and marketing team to maintain libraries of case studies, diagnostics, and proposal-ready materials to accelerate client delivery and scale knowledge transfer.
• Collaborate with the Expert Products and Services team to identify relevant learning and development (L&D) content for Independent Consultants, design the appropriate courses, and oversee their implementation where applicable.
• Events & Thought Leadership Coordination
• Coordinate logistics, communications, and content for practice-level events including roundtables, practice events, webinars, and community calls.
• Support the Practice Director and Marketing in the production and promotion of thought leadership content featuring Catalant Independent consultants.
• Collaborate on Independent consultant spotlight campaigns and storytelling that highlight the value of Catalant’s community.

Practice Manager

Project Manager

• Catalant connects leading companies with independent consultants to solve critical business challenges.
• Senior Project Manager, Billing & Operations to drive execution across client engagements and improve operational processes.
• Serve as the operational liaison between Sales, Platform Operations, Clients, and Experts, ensuring accurate contract terms, billing requirements, and smooth project kickoff and execution.
• Oversee project delivery: check in with experts and buyers, manage project plans (scope, timing, resources, budget), and implement recovery actions for missed milestones.
• Own billing operations: manage invoice schedules, maintain unbilled receivables, ensure timely expert payments, and prepare closeout documentation.
• Monitor financial performance: analyze revenue reports, identify unbilled balances/trends, escalate risks, and coordinate change orders to protect margins.
• Lead status updates with Client Communities, AR, Finance, and Leadership, while providing responsive, professional support on project and invoicing concerns.
• Assist designing, developing and optimizing operational processes and flow from Order to Cash; identify opportunities for automation and AI.

Senior Project Manager, Billing and Operations

AI Engineer

• Help drive adoption of AI on the Catalant platform and within our business, including:
• AI Feature Development: Build and deploy enterprise-ready, AI-driven features that harness Catalant’s rich data to optimize our technology platform and internal workflows.
• Building GenAI Systems With Cutting-Edge Design Patterns: Create and maintain systems that use technologies like advanced RAG, agents, and others to provide precise, contextually relevant information across our technology platform and internal processes.
• Data Infrastructure: Team with data engineering to help ensure Catalant’s AI-focused data infrastructure is properly evolving, integrating multiple data sources into a robust, highly optimized data warehouse tailored specifically for AI applications.
• Technical ownership over AI project lifecycles - own the projects you work on from planning to execution, with a team of friendly and helpful engineers that will provide assistance and feedback along the way.
• Work cross-functionally by partnering with product, design, data analytics, business systems, etc. to plan and gather requirements for projects.
• Deliver new product features to our clients quickly with a focus on accuracy, quality, usability, performance, and scalability

• At least 8-years of professional software engineering experience, including 4+ years focused on generative AI and ML systems.
• Hands-on experience bringing AI solutions to production in an enterprise setting (i.e., you don’t just write code in notebooks)
• Integrating LLM APIs into responsive, real-time applications
• Hands on, professional experience with common genAI design patterns, such as RAG, agentic systems, evals, model fine-tuning
• Familiarity with a variety of genAI models and frameworks
• Familiar with basic AI/ML concepts such as collection and utilization of testing/training data, validation and testing; basic ML algorithms; and an understanding of how LLMs work
• Grounding in data science fundamentals, such as regression analysis, cross-validation, and techniques to address overfitting and underfitting
• Experience in the full lifecycle of enterprise AI projects, including evaluation, guardrails, and monitoring, and maintaining AI systems in production.
• Experience in MLOps / deploying models locally with GPUs and packages such as pytorch is a plus
• Ability to work with stakeholders to understand requirements, collecting and incorporating feedback during and after deployment
• Knowledge of OOP language(s); Deep and demonstrated python fluency required.
• Deep working knowledge of one or more gen AI frameworks (such as Langgraph, LlamaIndex, or others)
• Experience working with relational and vector databases; MySQL and Databricks experience a plus.
• Demonstrated experience staying up to date with industry developments
• Excitement about coaching peers in a constructive and positive way and ability to lead technically while also working independently and showing initiative to make an impact
• Strong partnership with company leadership, engineering peers, product, and design during requirement discovery and solutioning
• Ability to work with urgency, a strong sense of curiosity, and demonstrated ability to learn new technologies.

Senior AI Engineer

Community Manager

• As an Associate within our Client Community, you will play a pivotal role in supporting clients, experts, and the broader Catalant team throughout the entire go-to-market lifecycle.
• Our internal Client Community team is made up of driven, sales-focused professionals dedicated to sparking business growth, nurturing strategic partnerships, and unlocking new opportunities for our clients.
• Your core responsibilities will include identifying talent needs through proactive outreach to prospective customers, expertly matching consultants to client requirements, vetting and coaching experts, and managing key projects and processes.
• This role is tailored for individuals eager to develop a diverse skill set, with a clear trajectory toward more senior positions in sales and client management.
• This position offers the opportunity to make a tangible impact while building a strong foundation for career advancement.