Key responsibilities
· Lead a structured assessment across six workstreams: Security, Infrastructure & Cloud, Tech Governance & Policy, IT Operations & Helpdesk, Vendor & Partner Ecosystem, and Data Security (including DLP and data quality)
· Develop and own the prioritized roadmap and resourcing plan that flow from the assessment
· Direct the workstream leads; resolve cross-workstream dependencies and trade-offs
· Build and run a weekly executive cadence with the client and the engagement sponsor; produce executive-ready status updates each cycle
· Author the operating model and governance framework deliverables (with practitioner support); ensure they land as durable, documented artifacts (not slideware)
Required experience and capability
· Seniority: CTO, Head of Technology, or equivalent senior IT leadership. Prior interim / fractional / advisory engagements at PE-backed portfolio companies strongly preferred.
· PE fluency: Comfortable in a PE-sponsor-to-firm-leadership room. Understands portfolio operating-partner cadence, sponsor reporting, and Board funding mechanics.
· Security and NIST: Working knowledge of NIST CSF 2.0; able to lead a controls assessment, identify gaps, and produce a prioritized roadmap.
· Infrastructure and cloud range: Credible cloud-vs-on-prem strategy, identity and access posture, backup and DR architecture, end-of-life infrastructure decisions.
· Tech governance and policy: Has built tech operating models (role definitions, decision rights, policy framework) in environments where this structure needs to be created rather than refined. Real estate or property management vertical exposure helpful, not required.
· IT operations and helpdesk: Credible on service-desk maturity, ticketing and ITSM hygiene, incident and request management, and the small-team operating discipline that keeps day-to-day IT running while transformation work is underway.
· Vendor and partner ecosystem: Has rationalized vendor portfolios, established vendor governance and contract hygiene, and managed an MSP or co-managed-IT relationship as the client-side accountable leader.
· Data security, DLP, and data quality: Comfortable directing work on data classification, DLP posture, access controls over sensitive data, and the data-quality fundamentals (ownership, lineage, source-of-truth discipline) that determine whether downstream reporting and analytics can be trusted.
· Executive presence: Can hold a Board room and a senior sponsor''''s attention. Produces narrative and decks at the quality level executive audiences expect.
· Comfort with single-point-of-knowledge dynamics: This role works alongside a existing senior IT leadership. The right candidate builds trust quickly.