CrossCountry Consulting

Director

• Serve as a strategic thought partner to C-suite executives on data initiatives, understanding client personas (CFO, CIO, CHRO, CAO) and advising on harnessing data to support strategic goals
• Advise clients on establishing a technology and data strategy program that democratizes data, leverages modern cloud platforms, promotes data management, uncovers critical control needs, monitors data quality, and more
• Enhance clients’ technology stack and serve as Solution Architect to implement, collect, store, transform, process, and analyze data in a single source of truth consistently, efficiently, and without siloes
• Architect and design scalable, secure, and high-performance data solutions across multiple cloud platforms
• Lead end-to-end data solution implementation, including ingestion, storage, transformation, and visualization using tools like Snowflake, Databricks, Amazon Redshift, Google BigQuery, Azure Synapse Analytics, Fivetran, Talend, PowerBI, Tableau, and Sigma Computing
• Collaborate with business stakeholders, data engineers, and developers to define technical requirements and best practices
• Develop and enforce data governance, security, and compliance standards across data platforms
• Optimize data pipelines and ETL processes for performance, scalability, and cost efficiency
• Evaluate emerging technologies and recommend solutions to improve data infrastructure and analytics capabilities
• Provide technical guidance and mentorship to data engineers and other team members
• Ensure seamless integration of data platforms within the enterprise architecture
• Support clients with the design and implementation of forecasting and predictive analytics models
• Interview clients to identify root causes of challenges; define and document business requirements
• Conduct current state / future state gap analysis for business and data processes
• Create executive level communications and presentations
• Mentor team members by coaching colleagues, providing regular ongoing feedback and annual performance reviews, and helping project teams resolve complex issues
• Support business development by building relationships with key internal and external stakeholder
• Contribute to go-to-market strategy and practice-specific programs

Associate Director – Data Strategy, Enterprise Reporting and Implementation

Revenue Operations

• Obtain updates from leaders in the Private Equity practice on sales opportunities and projects, including new client accounts, project opportunities, pipeline stage, active projects, staffing assignments, utilization allocations, and project extensions.
• Update the applicable data fields in Salesforce and Kantata to ensure that the sales opportunities and projects are accurate, complete, and timely.
• Perform regular data quality checks, audits, and cleanups to ensure downstream reporting accuracy.
• Support system enhancements by assisting with testing, validation, and documentation.
• Identify recurring user issues or patterns and partner with the IT Team and senior RevOps team members on scalable solutions and improvements specific to the PE practice.
• Provide timely, thoughtful support to PE practice users, including troubleshooting issues, answering questions, and resolving data or access-related requests.
• Develop scalable and repeatable processes to ensure pipeline and project data is kept up to date as the practice continues to grow and scale.
• Surface trends, gaps, and data issues to the broader RevOps, IT, FP&A, and Staffing teams as well as to the leadership of the Private Equity practice.
• Work collaboratively with key stakeholders across the business to ensure the Private Equity practice pipeline and project data are kept timely and up to date.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Revenue Operations Associate – Private Equity

Recruitment

• Support the recruitment team by efficiently scheduling interviews and managing candidate communications
• Provide in-person interview facilitation support as required in our McLean, VA office by welcoming candidates and assisting them throughout the interview process
• Assist in recruiting operations, including job creation, postings, and ensuring accurate tracking in our ATS
• Generate and maintain recurring weekly recruiting reports for leadership using Excel, Alteryx, ATS, and Smartsheet
• Analyze recruiting data to ensure reporting accuracy and deliver clear insights to support Talent initiatives
• Collaborate with the Talent team on process improvement initiatives and special projects
• Identify opportunities for enhancing candidate experience and scheduling processes for efficiency
• Cultivate strong partnerships with recruiters, hiring managers, and coordinators to ensure prompt and thorough follow-ups
• Develop and customize templates, candidate messaging, and resources to improve communication throughout the interview process
• Communicate effectively with global teams across different time zones
• Demonstrate strong problem-solving skills, proactively implementing solutions within the talent acquisition process
• Provide an exceptional candidate experience, ensuring a white glove candidate experience

Talent Acquisition Coordinator

Manager

• Apply your strategic and analytical skills as Chief of Staff to the National Private Equity Practice Leader (PL).
• Partner with senior leadership to develop and drive strategy and operational processes.
• Balance between operations, project and process management, change management, execution, and strategy.
• Responsibility for enabling leadership to be as effective as possible in driving the strategy for the PE Practice.
• Serve as a fully aligned strategic partner to the Private Equity PL.
• Leverage the PL to be in the market by keeping the engine running and all wheels turning in the same direction.
• Drive and support strategic initiatives specific to the PE practice, coordinate with and support Local Service Line Leaders (LSLLs).
• Own weekly, monthly, and quarterly agendas, materials, and facilitation for various audiences.
• Connect staffing, recruiting, finance, and pipeline to drive workforce efficiency.
• Increase connectivity between Marketing and the PE practice.

Senior Business Manager – National Private Equity Practice

Business Development Rep

• Hunt, build, and close — identify target clients across Chicago and the Midwest, within the Office of the CFO, and work collaboratively with CrossCountry’s practice leaders and delivery teams to convert opportunities into new engagements.
• Develop, nurture, and maintain strong relationships with key decision-makers at target companies — including C-Suite, controllers, finance leadership, board members, and centers of influence.
• Leverage your network across the CFO, Controller, and finance leadership communities to position CrossCountry as the go-to advisory partner in the Chicago and Midwest market.
• Plan and execute unique, high-impact business development networking events.
• Serve as a visible market ambassador for CrossCountry — representing the firm at industry events, client forums, and community networks to build brand presence and pipeline simultaneously.
• Work closely with marketing resources to develop effective, targeted go-to-market plans for the industry teams they support.
• Be part of building and scaling a world-class national sales organization and BD capability.
• Track and report on pipeline performance, providing regular updates to firm leadership on activity, opportunities, and revenue forecast.

Director, Business Development – Chicago & Midwest Region

Affiliate Manager

• Serve as a key leader of the Private Equity practice by setting, guiding, and directing strategic initiatives
• Cultivate new private equity relationship connections and expand existing client relationships
• Have a solid understanding of clients’ business, and ensure quality of deliverables and satisfaction on engagements
• Serve as a role model, mentor, and liaison for others; provide coaching and training opportunities for team members
• Manage project teams by guiding performance against objectives, creating an atmosphere of trust and collaboration
• Take an active role in attracting, interviewing, hiring and retaining top talent
• Share technical expertise through various mediums such as case studies and white papers
• Provide high-quality consulting services by taking ownership for delivering on technical requirements of client engagements
• Partner with our clients and delivery teams, including subject matter experts across the firm, to enable, lead, and manage various deliverables
• Manage client accounts, projects, and engagements, including work plans, staffing, deadlines, and budgets throughout all lifecycle
• Supervise execution teams, providing senior project leadership

Partner – Private Equity Advisory

Human Resources

• Conduct routine reconciliations across all benefit programs and escalate discrepancies
• Complete monthly payroll reconciliations
• Manage monthly Evidence of Insurability reviews
• Help support Canada benefits administration as needed
• Review and validate weekly and monthly data files to carriers
• Generate and review weekly HRIS reports
• Audit 401(k) deferral and loan change reports
• Prepare benefits census files as needed to support plan administration
• Send new hire benefit communications
• Provide timely and accurate responses to employee benefit questions.
• Support the administration and processing of benefit-related events within the HRIS
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Senior Benefits Specialist

• Serve clients across the “Office of the CFO” at private equity portfolio companies specializing in Software, SaaS, and AI-enabled technology businesses by evaluating current billing and revenue recognition practices and providing recommendations to enhance the efficiency and effectiveness of the quote-to-cash and revenue management functions.
• Act as a billing and revenue management SME across platforms (NetSuite Advanced Revenue Management (ARM)/ SuiteBilling, Zone Billing, Zuora Revenue (RevPro), and related subscription/usage-based tools), including guidance on configuring revenue rules, allocations, amortization schedules, and automated revenue waterfall reporting.
• Lead the design, implementation, and optimization of usage-based and consumption billing models to support AI-era pricing strategies, including metered billing, tiered consumption, prepaid credit drawdown, and hybrid subscription-plus-usage structures.
• Help companies operationalize ASC 606 / IFRS 15 -compliant revenue recognition policies, including multi-element arrangements, variable consideration, stand-alone selling price (SSP) allocation, and contract modification accounting within their billing and ERP systems.
• Lead cross-functional project teams (NetSuite consultants, billing platform specialists, Private Equity consultants, and client stakeholders) across billing, revenue, and financial reporting workstreams, while mentoring team members through coaching, feedback and annual performance reviews to resolve multi-faceted issues.
• Design and implement integration architectures between billing platforms, CRM (Salesforce, HubSpot), ERP (NetSuite), CPQ tools, and data warehouses to create a seamless quote-to-revenue data flow.
• Work with your project team to develop management reporting and analytics around key SaaS metrics, including ARR, MRR, net revenue retention, usage/consumption trends, and product-level profitability.
• Develop and maintain relationships with portfolio company representatives and Private Equity sponsors, collaborating with CrossCountry team members to scope, clarify, and deliver excellent client service.
• Actively participate in business development opportunities and market a full range of billing, revenue, and technology enablement services to prospective clients, including using existing relationships to generate new opportunities.
• Guide customers through the change management process associated with billing system migrations and revenue recognition policy changes, providing resources and strategies to ensure a smooth and effective transition.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
• Proactively identify and address project risks and issues related to billing accuracy, revenue compliance, and system integration, implementing effective mitigation strategies.