Product Management Lead Consultant (Remote, US)

Crosslake Technologies LLC is focused on empowering changemakers in technology and investment. The Product Management Lead Consultant will leverage their expertise to evaluate product strategies and AI integration for investment firms, guiding them through the investment lifecycle and assessing risks and growth opportunities.

Responsibilities:

• Lead and contribute to product assessments for investment firms and portfolio companies across the full investment lifecycle. From pre-close diligence through post-close value creation and exit preparation
• Evaluate the strength, credibility, and competitive defensibility of a target company's product strategy, roadmap, and go-to-market approach
• Assess how AI and machine learning are embedded in a company's product distinguishing genuine capability from surface-level positioning, and articulate the implications for competitive advantage, risk, and value creation
• Analyze product-market fit, customer segmentation, expansion opportunity, and the assumptions underlying growth projections
• Review product team structure, delivery capability, execution track record, and organizational readiness for growth
• Conduct primary research including executive interviews, customer discovery conversations, and expert network engagements
• Synthesize findings from documentation, market research, and interviews into structured, investment-grade deliverables
• Communicate complex product and market dynamics clearly and concisely to deal teams, investment committees, and company leadership
• Advise portfolio company product leaders on strategy, prioritization, and capability development post-close

Requirements:

• 15+ years of product management experience, with significant time in senior or executive leadership roles (Director, VP, CPO, or equivalent) at B2B software or SaaS companies
• Demonstrated track record shipping products at scale, including ownership of product strategy, roadmap prioritization, and cross-functional delivery in agile environments
• Hands-on experience building or leading AI/ML-powered products — not just roadmap familiarity, but direct involvement in defining AI product strategy, making build/partner/buy decisions, managing model risk, and navigating the user trust and experience challenges unique to AI
• Ability to critically evaluate a company's AI strategy from the outside. Assessing data assets, model dependencies, technical differentiation, competitive vulnerability, and the realism of AI-driven roadmap assumptions
• Strong analytical capability: fluency using market research, customer data, and competitive intelligence to form defensible, evidence-based conclusions
• Exceptional written and verbal communication; able to translate product and technology complexity into concise narratives for non-technical executive audiences
• Broad experience across enterprise software, B2B SaaS, and the full SDLC from discovery through delivery and growth
• Comfort working in fast-moving, ambiguous environments and high accountability for output quality
• Prior experience in management consulting, investment due diligence, or advisory roles serving PE-backed companies
• Familiarity with private equity investment models, deal processes, and value creation frameworks
• Experience at or advising PE-backed software companies through periods of rapid growth, operational improvement, or M&A
• Vertical domain depth in one or more relevant markets (FinTech, HealthTech, GovTech, LegalTech, MarTech, HR Tech, etc.)
• Experience building or scaling product organizations, not just leading individual product lines
• Exposure to sell-side advisory, exit preparation, or investor-facing product storytelling