Director, Portfolio Operations at Beacon Software

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Feb, 26

Salary

0.0

Posted On

04 Nov, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Technology, Software, P&L Fluency, C-Level Engagement, Execution, Organizational Skills, Empathy, AI Deployment, Communication, Strategic Planning, Financial Management, Project Management, Advisor Engagement, Value Creation, Business Operations, Performance Visibility

Industry

Software Development

Description

Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade. We are growing our team in Toronto, San Francisco, and New York. Apply below. Director, Portfolio Operations This is a high-impact, high-trust operating role designed for someone who wants to help shape how real businesses grow. You’ll be embedded in the Operating Partner’s office and serve as a force-multiplier across dozens of software companies. You’ll work closely with portfolio General Managers (GMs), Beacon’s value creation and finance teams, and other key executives. This role is both strategic and executional. You will help build the “operating system” that lets Beacon drive real outcomes without linear team growth. This includes defining how GMs access help, how Beacon's advisors are deployed, and how we manage financial visibility and accountability across the portfolio. You’ll attend weekly business reviews, run annual planning, prepare quarterly reviews, and, when needed, represent the Operating Partner in meetings. Successful individuals in this role will either move into direct company involvement as either a player in or leading a Beacon portfolio company. This role spans six core pillars: Initiative Execution (25%): Drive top-priority initiatives that impact multiple companies (e.g. pricing rollout, back-office migration, Advisor deployment). Own execution rhythm and cross-functional accountability. GM Engagement & Enablement (20%): Work directly with GMs to surface blockers, share playbooks, and connect them to Beacon resources. Serve as a facilitator and occasional decision-maker on behalf of the Operating Partner. Planning & Operating Rhythms (20%): Design and lead the annual planning process. Manage cadence for business reviews, QBRs, and budgeting. Portfolio Performance Visibility (15%): Partner with Finance to ensure companies are operating to budget. Improve tools and dashboards that help Beacon manage the portfolio. Program & Playbook Oversight (10%): Evaluate whether Beacon’s value creation playbooks are actually working. Shape roadmap for what new programs or support we need to build. Advisor Network Deployment (10%): Define and run the engagement strategy for Beacon's advisors. Track impact and ensure companies are getting value from expert support. The other main functions of the role include: Represent the Operating Partner internally and externally as needed. Step into high-leverage projects when bandwidth gaps emerge across the team. Provide leverage on internal initiatives that help Beacon scale without bureaucracy. Qualifications Strong academic foundation and professional track record in technology or software. 10+ years experience with SMB vertical SaaS or tech-enabled services Strong P&L fluency; you understand the levers of profitable growth. Experience working with or advising C-level executives. Track record of execution across functions (e.g. product, ops, finance). Comfortable in ambiguity — you know how to build without a playbook. Exceptional communicator — clear, concise, and trusted in the room. Highly organized and systems-oriented. Deep empathy for operators — you know how hard it is to run a business. Curious about AI and experienced in deploying AI-enabled tools or processes. Our Values at Beacon Software Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time. Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant. Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected. Horizon: We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth.

Responsibilities

The Director of Portfolio Operations will drive top-priority initiatives across multiple companies and work closely with General Managers to surface blockers and connect them to resources. This role also involves designing and leading the annual planning process and managing financial visibility across the portfolio.