Who We Are:

We are on a mission to modernize the Logistics industry. We partner with our clients who are leading the industry beyond disruption. We bring transformational business strategies and digital products to our clients that make the world more efficient, connected, and viable.  We are inspired by people who are passionate, curious and want to innovate.

What You’ll Do:

As a Subject Matter Expert at Metafora, you will directly impact recommendations and results for Metafora clients, ranging from privately held to Fortune 50 companies. This role will enable you to enhance your consulting skills in business and networking while working with a team of highly skilled professionals. This is a client facing role with direct access to C-suite executives and the life cycle of their accounts.

Your Responsibilities:

• Interfacing with clients to understand how their businesses operate today, identifying areas for improvement, and utilizing your industry expertise to create future state solutions to demonstrate how changes will help them reach their organizational goals
• Collaborate with Metafora Management Consulting team and P&E teams to provide industry expertise to ensure we deliver the right solutions to our clients
• Building rapport and credibility with key client stakeholders by actively participating in client calls, meetings and presentations, challenging the client when necessary, sharing industry trends and insights and becoming a trusted advisor for the client
• Driving revenue for assigned accounts through account management activities 
• Using your deep knowledge of the transportation and logistics industry to provide subject matter expertise across consulting projects covering:
  • Technology Strategy, including Build vs. Buy analysis
  • Project Management and System Implementation Support
  • Organization Transformation and Change Management
  • Business Assessments and Benchmarking
  • Business Process Assessment and Redesign
  • Operating Model and Organization Design 
    • Compensation Assessment and Restructure
  • Leading client engagements where you’ll be analyzing business operations, communicating recommendations, and executing suggested changes
• Providing input into multiple consulting engagements concurrently (up to 3) providing subject matter expertise e.g., workshopping solutions to pain points, providing teams with industry context based on your industry experience
• Working closely with the business development team to support and own the development of proposals and Statements of Work (SoWs) 
• Utilizing Metafora best practices and practitioner guidelines to deliver high-quality, branded services
• Communicating effectively across the business with other concentration and/or niche leaders to deliver the best solution for the client 
• Utilize your professional network to keep a pulse on market trends, and best practices across the brokerage and 3PL industry
• Contribute to the development of the Metafora consulting practice by participating in firm initiatives including development of company intellectual property and thought leadership

Minimum Requirements:

• Bachelor's degree
• 10 + years working within the Transportation and Logistics space with deep expertise in Trucking and Brokerage. Additional experience in the following areas are a bonus:
  • TMS and/ or WMS Selection and Implementation
  • Warehousing and Distribution
  • Drayage and Intermodal Transportation
  • Carrier Procurement as a Shipper
  • LTL
  • Parcel/ E-Commerce
• Intimate experience with Logistics processes and best practices
• Hands on experience using a variety of common brokerage technologies and tools 
• Experience leading a change initiative, examples includes
  • TMS selection process
  • Expansion a new service offering
  • Supporting software selection and implementation
  • Compensation design and implementation
  • Department wide training of new process
• Well-rounded experience within the transportation and logistics space, and proven client-facing skills and experience
• Combination of experience both in operational roles and management positions
• Strong critical thinking, analytical and problem-solving skills
• Polished communication skills - both verbal and written
• Advanced presentation skills, including the ability to tell a story and deliver messaging through Google Slides and/or Powerpoint
• Demonstrated project management skills with ability to prioritize high impact activities and keep complicated projects moving forward to meet deadlines
• Ability to simultaneously work independently and within a team culture
• Exceptional time Management and prioritization skills
• Executive presence and ability to challenge clients based on deep knowledge and understanding of industry best practices

Preferred Requirements:

• 10 + years working directly within a Transportation department of a Shipper, Asset based trucking company, Warehousing and Distribution
• 2 + years consulting / client engagement experience (working directly with clients) is a plus
• Experience with a variety of Transportation Management Systems (TMS) and other industry technologies
• Participation in product development and/ or design
• Proven ability to add value across multiple project delivery teams
• Exhibits strong interpersonal skills as related to building trusted relationships with internal and external business partners

Additional Information:

• Familiarity with Google suite, Salesforce, Jira, Slack
• Candidates must have right to work in the U.S. as this role is not offering sponsorship of visas

Why Work Here:

Our values are: Win Together, Live Fearlessly, Speak Your Truth, Be Flexible and Choose Your Hard. We work in an open environment where feedback is welcomed and encouraged and we are continuously seeking out how we can be better as individuals, as a team, and as a company. As a growing company, we encourage people that want to have a visible impact in how we build, operate, and perform to apply and join us!

Practice Lead, M&A 

Location: New York, NY / Remote

Reports to: CEO

The Mission

Metafora is on a mission to modernize the Transportation & Logistics (T&L) industry. We have proven the market for our M&A services—primarily in high-stakes operational and technical due diligence and post-close Integration / Ad-On work — and have successfully delivered high-impact work for private equity and strategic buyers.

Now, we are ready to move from success to market leadership. As the M&A Practice Lead, you will lead the M&A Advisory Capability by designing the growth strategy and scaling the practice. You will bridge the gap between commercial origination and elite delivery, building a predictable pipeline while partnering with our established delivery leaders to ensure every deal we touch creates lasting value.

The Role

This is a high-visibility, hybrid role that combines commercial leadership with delivery oversight.  You are coming in to professionalize and scale an existing, winning offering leveraging our current success and relationships along with your expertise and network.

1. Commercial & Channel Growth (70%)

• Origination & Network Management: Actively manage and grow relationships with mid-market Investment Bankers, Law Firms, PE Firms, and Corporate Development teams at major Strategics. This combines managing introductions from our team, network relationships you already have, and developing new relationships as necessary to meet our goals. 
• Market Positioning: Transform Metafora’s M&A capabilities from an internal secret into a marketed industry offering.
• Quota Accountability: Carry a sales quota specifically for M&A advisory services, fueled by Metafora’s existing relationships and M&A pipeline, accelerated by your network and efforts to ensure Metafora is "in the room" for T&L transactions.

2. Practice Development & Delivery Strategy (10%)

• M&A Practice Development: you’ll ultimately own defining, marketing and selling Metafora’s M&A Capabilities.
• The M&A Playbook: Formalize our "Diligence & Integration Playbook." You will partner with Delivery leadership to document and enhance our methodology to ensure consistency, speed, and high-quality outcomes.
• Collaborative Delivery: Support project scoping and high-level strategy for M&A engagements. You will partner closely with our Delivery Leaders—who lead scoping and  execution—ensuring a "no-ego" environment where sales and delivery are perfectly aligned.

3. Subject Matter Expertise (20%)

• Support Diligence Efforts: Serve as the Executive "face" of our diligence engagements, providing senior-level oversight leveraging your experience and executive-ready insights to our clients.
• Industry Thought Leadership: Stay at the forefront of T&L trends (e.g., industry consolidation, nearshoring, AI) to advise clients on the long-term viability of their targets.
• M&A Training: Serve as the internal subject matter expert on M&A, cross-training our existing consulting and tech teams on the nuances of the M&A lifecycle.

Who You Are

• The T&L Expert: You have spent significant time within the Transportation & Logistics ecosystem. You don't just know the players; you understand the "pipes"—the operational and technical complexities that make or break a logistics business.
• The M&A Professional: You have you have direct experience in a merger or acquisition with M&A - whether having participated in transactions or supported Integration in a Strategy or Operations role.
• The Connector: You have an existing "Rolodex" of decision makers in the T&L industry who trust your industry perspective. You’re willing to build a rolodex of M&A influencers (Investment Bankers, Attorneys, Accountants, PE firms, Operators) in this role
• The Diplomat: You thrive in a collaborative environment. You understand that in a consultancy, "selling" is only half the battle—earning the respect of the customers receiving your recommendations and the delivery teams who execute the work is equally vital.

How you’ll do it 

P&L Owner Mentality - in addition to your sales quota, as the practice grows you will have accountability for the P&L of the M&A practice. This includes allocations from the Delivery organization.

Required Qualifications

• Education: Undergraduate degree is required, an MBA from a top-tier program is preferred.
• Professional Background: Experience at an Investment Bank (focused on T&L) OR a Corporate Development/Strategy/Operations role at a major logistics firm with experience with M&A transactions or Integrations.
  • Experience at a management consultancy is highly preferred.
• Network: Demonstrable relationships within the M&A community (PE, Banking) specifically related to the logistics space.
• Experience: 10+ years of professional experience, with at least 4+ years focused specifically on transaction advisory, due diligence, or corporate M&A.
• Travel: Ability to travel frequently as business need arises, up to 70%

Why Metafora?

Metafora is a place of "authenticity and grit." We are small enough for you to have an outsized impact on our P&L, but established enough to have a proven track record with some of the biggest names in the industry. You will have the autonomy to build this practice as you see fit, backed by a world-class team of technologists and logistics veterans.

Location: Remote with 50% Travel Expectations; Austin TX, Chicago IL or Boulder CO preferred

Reports To: Chief of Staff

Position Summary

The Operating Partner will be a primary driver of Metafora’s growth trajectory. You will serve as a trusted Executive Advisor and strategic partner who creates opportunity rather than waiting for it. You are responsible for identifying and framing the most critical, complex challenges facing C-Suite leaders then driving interest and excitement for advisory solutions. The ideal candidate pairs the drive of a growth-oriented leader with the strategic depth of a consultant. You will be expected to uncover the ‘why’ behind a client’s challenges through rigorous discovery, bridging the gap between complex problems and lasting, transformational change..

The Role

1. Strategic Growth & Partnership

   1. Strategic Engagement: Cultivate relationships within the C-suite and Board to anticipate long-term strategic needs and jointly build high-impact engagements.. You will keep a pulse on the recent industry events & trends and identify new high-value tech and management consulting engagements. You’ll do this through regular engagement with contacts on calls, proactive travel, conference outreach, and targeted email campaigns

   2. Portfolio Leadership: Serve as the executive sponsor for high-value accounts, working in lockstep with the Delivery organization to ensure strategic vision is delivered, value is realized, and the firm operates as a single, solution-focused partner to the client

   3. Strategic Foresight: Conduct deep-dive market intelligence to formulate the organization’s perspective on emerging industry trends, allowing you to proactively challenge and shape client strategy.

2. Executive Stewardship and P&L

   1. High-Value Accounts: Directly manage and nurture relationships with the company's largest or most strategic accounts

   2. Risk & Governance: Own the governance layer of key partnerships, proactively mitigating critical business risks and ensuring partnership success at an executive level.

   3. Economic Ownership: Take P&L accountability for your book of business, demonstrating the financial acumen to forecast, manage budgets, and drive margin expansion.

3. Strategic Sales Enablement

   1. Process Productization: Observe what works in your own sales cycle and contribute to the documentation, templates, and frameworks to turn that success into a company-wide process

   2. CRM Discipline: Take full ownership of CRM data integrity for your portfolio, utilizing the system not just for tracking but as a strategic tool to budget, forecast and identify market gaps

   3. Pricing Strategy: Collaborate with Finance and Delivery to define pricing strategies, discount policies, and commission plans

   4. Coach and Develop: As your commercial success grows, assist in developing newer sellers to the organization

4. External Brand & Thought Leadership

   1. Public Profile: Represent Metafora as a domain expert at industry conferences, through published articles, and in media engagements to enhance the firm’s brand and generate high-level commercial leads

   2. Perspective Development: Drive the creation of foundational ‘Metafora point-of-view’ content on emerging industry trends 

Who You Are

• Enterprise Architect: Ability to deconstruct complex organizational challenges into their component parts, designing holistic, enterprise-wide solutions
• Executive Influencer: A proven ability to cultivate and leverage a C-suite network for strategic insights and business development.
• Curious: You’re motivated by learning about how businesses in our industry work, what challenges our industry friends are facing, and where the industry is headed
• Entrepreneurial Initiative: Operate with a “Founders Mindset" requiring minimal oversight to initiate action. Self-directed in their outreach, travel planning and professional development consistently pushing for net new opportunities
• Boardroom Communicator: Exceptional ability to synthesize complexity into clear, actionable narratives that drive executive-level decision-making and consensus.
• Team Leader: A fundamental commitment to firm-wide success, sharing best practices and actively contributing to the firm’s thought leadership.

Required Qualifications

• Industry Depth: 15+ years of experience in the Transportation and Logistics industry, with a career spanning multiple organizations
• Economic Ownership: 2+ years of direct P&L ownership or accountability demonstrating the ability to manage budgets, forecasts and bottom-line impact
• Complex Sales Mastery: Proven track record of navigating and closing high-stakes, multi-stakeholder engagements with sales cycles typically ranging from 6-12 months
• Technical / Product Liaison: Direct experience interfacing with Product, Engineering and Data Science teams to translate market needs into requirements
• Executive Presence: Exceptional communication, negotiation, and presentation skills, specifically with C-suite stakeholders

Why Metafora?

Metafora is a place of "authenticity and grit." We are small enough for you to have an outsized impact on our P&L, but established enough to have a proven track record with some of the biggest names in the industry. You will have the autonomy to build this practice as you see fit, backed by a world-class team of technologists and logistics veterans.

This job description is intended to provide a general framework for the Operating Partner role and is subject to change based on organizational needs.