White Oak Solutions recently joined forces with CXponent as part of Shore Capital Partners' newly formed national technology advisory platform to create a category-leading technology advisory business—combining the scale and technology integration capabilities of a national platform while maintaining the client-first focus and entrepreneurial motivation of a local partner.
We put the Client First, Vendor Second, Us Third—and that mindset is baked into everything we do.
This is a foundational, high-impact role that blends data analysis, project coordination, sales support, and vendor strategy. You’ll partner closely with our Client Directors and Practice Leaders to drive deals forward, manage the details, and keep projects humming from first conversation through implementation.
If you’re hungry to learn, sharp with numbers, and thrive in fast-paced, high-ownership environments—this is your launchpad.
What You’ll Do
Client, Vendor & Sales Support
Track opportunities and manage CRM data hygiene (HubSpot)
Help craft persuasive decks, “Case for Change” narratives, and client-facing proposals
Coach vendors on aligning to client needs
Support pricing strategy with quote comparisons and solution modeling
Project Delivery Coordination
Keep timelines on track and meetings flowing across client, vendor, and internal teams
Coordinate change management activities to support successful rollouts
Financial & Data Analysis
Build and explain models: Total Cost of Ownership (TCO), Return on Investment (ROI), rolling budgets
Analyze client spend and vendor cost breakdowns
Gather operational metrics to support strategic decisions
What You Bring
Experience in consulting, sales support, operations, or analyst roles (strong interns welcome)
Advanced Excel or Google Sheets fluency; confident building financial models
CRM familiarity (HubSpot preferred)
Strong communication and deck-building skills
Curiosity + critical thinking—comfortable asking questions and proposing solutions
Bonus: experience with AI tools or automation platforms
Bachelor’s in Business, Engineering, Finance, Econ, Info Systems, or similar
Career Path
This role is built for growth. Once you’ve mastered the foundations, you can specialize into:
Financial/Data Analyst – Deepen your modeling skills and drive insights from metrics
Business Analyst – Own discovery, solution design, and documentation
Sales Strategy – Shape go-to-market plays, vendor coaching, and deal execution
Why Join CXponent?
Join a high-velocity team with clear backing and real traction
Work alongside proven founders and senior leaders
Step into a role that sets you up for growth, not a box to stay in
Help shape a next-gen tech advisory platform that’s rewriting the rules
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