We are seeking a highly organized and detail-oriented Corporate Clerk / Paralegal to join our Legal team. This role is essential to maintaining the infrastructure across Beacon and its growing portfolio of companies. The successful candidate will be responsible for managing corporate records, entity administration, minute books, DBAs, and compliance obligations across multiple jurisdictions in both the U.S. and Canada.

Responsibilities

• Corporate Records & Entity Management: Maintain and organize all corporate records, minute books, registers, and governing documents for Beacon and each portfolio company. Ensure records are current, complete, and accessible for internal stakeholders and external advisors.
• Minute Book Management: Prepare, circulate, and file board and shareholder resolutions, meeting minutes, written consents, and annual organizational documents. Coordinate board and shareholder meeting logistics and maintain proper documentation of all governance actions.
• Entity Administration: Support the formation, registration, qualification, and dissolution of entities across U.S. states and Canadian provinces. Coordinate tax ID applications (EIN/BN), registered agent appointments, and ongoing entity maintenance.
• DBA & Trade Name Filings: Manage the registration, renewal, and withdrawal of “Doing Business As” (DBA) and trade name filings across all relevant jurisdictions. Maintain a centralized tracker of all active DBAs and renewal deadlines.
• Cross-Jurisdictional Compliance: Monitor and ensure compliance with corporate filing obligations across multiple U.S. states and Canadian provinces, including annual reports, business licenses, and foreign qualification requirements. Track regulatory deadlines and proactively flag upcoming obligations.
• Regulatory Filings & Government Correspondence: Prepare and file state/provincial annual reports, amendments, and other statutory filings. Track and respond to correspondence from regulatory authorities, including CRA surveys, IRS notices, and state/provincial information requests.
• Advisor Coordination: Serve as the primary point of contact for external counsel, registered agents, accountants, and other service providers on entity-level matters. Coordinate information requests, manage timelines, and ensure deliverables are completed on schedule.
• KYC & Compliance Documentation: Gather, maintain, and organize Know Your Customer (KYC) documentation for Beacon’s stakeholders, investors, and banking relationships. Prepare and maintain W-9 forms, beneficial ownership filings, and other compliance documentation.
• Post-Acquisition Integration Support: Assist with corporate governance integration following portfolio company acquisitions, including entity restructuring, name changes, officer/director updates, and alignment with Beacon’s governance standards.
  Intellectual Property Portfolio: Create, manage, and maintain an intellectual property database across portfolio companies. Coordinate with external counsel on trademark, patent, and other IP registrations, renewals, and filings.
• Process Improvement & Systems: Develop and maintain compliance calendars, tracking systems, and standard operating procedures. Identify opportunities to streamline corporate governance processes and reduce risk across the portfolio.

Qualifications

• 3–5 years of experience as a corporate clerk, paralegal, or in a corporate governance / legal support role, ideally within a multi-entity environment (private equity, venture capital, or holding company experience preferred).
• Strong knowledge of corporate governance practices, minute book management, and entity lifecycle administration, including a strong working understanding of Canadian and U.S. corporate entity law (federal and provincial/state) and how it applies to multi-entity structures.
• Familiarity with U.S. state and Canadian provincial corporate filing requirements, including annual reports, foreign qualifications, and DBA registrations.
• Experience managing cross-jurisdictional compliance obligations and coordinating with registered agents and external counsel.
• Exceptional organizational and project management skills, with the ability to manage multiple deadlines, entities, and advisors simultaneously.
• Excellent written and verbal communication skills for coordinating with internal teams and external stakeholders.
• High attention to detail and commitment to accuracy in all documentation and filings.
• Proficiency with Microsoft Office and/or Google Workspace; experience with entity management software (e.g., Diligent Entities, Athennian, or similar) is a plus.
• Paralegal certificate or diploma preferred; law clerk designation (in Canada) is an asset.
• AI-proficient and comfortable using modern AI tools (e.g., ChatGPT, Claude, Copilot, and workflow automation platforms) to accelerate research, drafting, tracking, and repetitive legal operations work. You don’t wait for a tool to be handed to you – you find ways to use technology to work faster and smarter.
• Self-directed operator who can own the corporate governance function end-to-end with minimal supervision – setting priorities, driving deadlines, managing advisors, and leading cross-functional projects independently. Comfortable making judgment calls, escalating only what truly needs escalation, and running this workstream as the internal expert.

What You Will Get From Beacon

• Dedicated mentor.
• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Operate in an environment that encourages initiative and rapid development.
• Strong development of interpersonal and presentation skills.
• Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.

We are seeking a highly ambitious M&A lawyer to join Beacon’s legal team and serve as the day-to-day legal lead on mergers and acquisitions transactions end-to-end, from LOI through post-closing. Reporting to Beacon’s VP, Legal, you will be the hands-on lawyer responsible for managing and executing deals – owning the legal workstreams, driving diligence, drafting and negotiating transaction documents, and ensuring deals get across the finish line. This is a high-impact, high-autonomy role for a lawyer who thrives in a fast-paced environment and wants to be at the center of Beacon’s acquisition strategy. You will run deals internally as the primary legal resource on each transaction, conducting due diligence in-house, working directly with our M&A team, managing relationships with opposing counsel, and handling post-closing matters across our growing portfolio. We are looking for someone who is ready to do the heavy lifting on deals – someone with broad legal judgment who can spot and address general legal issues beyond the four corners of the purchase agreement, and who is prepared to leverage AI tools to drive efficiency across the entire deal lifecycle.

Responsibilities

• End-to-End Internal Deal Execution: Own and execute all legal aspects of M&A transactions internally from LOI through closing and post-closing. Drafting, reviewing, and negotiating purchase agreements, ancillary documents, disclosure schedules, and all related transaction documents. You will be the primary lead lawyer on each deal - managing deal timelines, coordinating workstreams, and ensuring seamless execution across multiple simultaneous transactions without reliance on external counsel for core deal work.
• Direct Business Partnership: Work directly with Beacon’s investment and operations teams as the embedded legal partner on each deal. Provide real-time legal guidance on deal structure, risk allocation, and negotiation strategy, in accordance with Beacon’s standard playbooks, escalating to the VP, Legal or external counsel on material issues as needed.
• Internal Due Diligence: Lead and conduct legal due diligence internally on acquisition targets across all key areas - corporate, commercial contracts, employment, IP, litigation, regulatory, and real property. Identify key risks, flag material issues, and work with the deal team to develop appropriate risk mitigation strategies, including through representations, warranties, indemnities, and escrow arrangements. Synthesize findings into clear, actionable diligence summaries for the investment team.
• AI-Powered M&A/Legal: Leverage AI tools and technology to accelerate contract review, due diligence, document drafting, and legal research. Continuously identify opportunities to build and improve AI-assisted legal workflows that increase speed and reduce cost across the deal process.
• External Counsel Coordination: Directly manage and direct external legal counsel on specialized matters (tax, employment, IP, regulatory) as needed. You will own the day-to-day relationship with outside counsel on each deal, ensuring efficient use of outside resources and alignment with Beacon’s deal objectives and budget.
• Post-Closing Matters: Own post-closing legal obligations across the portfolio, including assisting with coordinating legal aspects of any working capital adjustments, earnout calculations and disputes, indemnification claims, escrow releases, consent and notice requirements, and integration-related legal matters. Track and manage all closing conditions, post-closing covenants, and transition services agreements to ensure timely fulfillment.
• Broad-Based Legal Review: Apply broad legal judgment to identify and address general legal issues that arise in the course of transactions. You are expected to spot issues across disciplines, triage appropriately, and either resolve them directly or engage specialized counsel when needed.

Qualifications

• J.D. from an accredited law school and member in good standing of at least one bar (California or Ontario preferred).
• 3–5 years of M&A experience at a top-tier law firm or in a transactionally heavy in-house role, with direct experience drafting and negotiating purchase agreements and related deal documents.
• Demonstrated ability to independently run an M&A transaction end-to-end - from LOI through closing and post-closing - including conducting due diligence internally, managing opposing counsel, and advising business stakeholders without requiring constant supervision.
• Highly Proficient with AI tools for legal work (e.g., AI-assisted contract review, document drafting, legal research). A genuine enthusiasm and need for integrating AI into day-to-day legal practice is essential.
• Strong knowledge of U.S. and/or Canadian M&A legal frameworks, including asset and share purchase structures, representations and warranties, indemnification, and regulatory considerations. Broad familiarity with adjacent legal areas - corporate governance, employment, IP, commercial contracts, privacy - sufficient to identify and triage general legal issues in the course of transactions and portfolio company operations.
• Comfortable operating in a fast-paced, high-volume deal environment with multiple concurrent transactions and shifting priorities.
• Excellent written and verbal communication skills, with the ability to translate complex legal concepts into clear, actionable guidance for non-legal business partners.
• Experience with vertical market software, SaaS, or technology-focused M&A transactions is a strong plus.

What You Will Get From Beacon

• Dedicated mentor.
• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Operate in an environment that encourages initiative and rapid development.
• Strong development of interpersonal and presentation skills.
• Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.

This is an exciting and entrepreneurial opportunity to join a fast-paced technology company with a very significant growth trajectory. Beacon Software is looking for an experienced HR Business Partner, with a background working for a high growth technology company. This individual will manage and oversee the HR function, at Beacon and across our acquired companies. This role is suited for an entrepreneurial individual with a strong HR and people’s operations background. The role involves building and subsequently optimizing processes, working across companies, and building/improving the company’s existing HR processes. The individual will report to Beacon's VP Business Operations and will work closely with the company's COO&CPO as well as the Group CPO’s across the different industry pods where Beacon owns companies. 

To succeed in this role, this individual should be an enthusiastic and energetic self-starter with strong attention to detail. The ability to multitask and manage multiple projects at the same time will be an important asset. We are seeking a collaborative professional who likes to put forward suggestions and ideas on how to improve the status quo and create best-practices. Teamwork and positivity are key foundations of this growing finance group’s culture and ethos. As Beacon continues to grow, there is significant opportunity for growth, both individually and for the HR department. 

Responsibilities

• Partner closely with the executive team to align Beacon’s people strategy aligned with business priorities and execution - both at the parent level of Beacon, in addition to the businesses Beacon partners with.
• Build and drive annual or multi-year people, org, and talent strategies tied to business goals.
• Advise leaders on talent planning, retention, leadership capability, and change management.
• Coach managers and leaders on performance management, feedback, development planning, employee engagement, and leading through change.
• Own or support employee relations matters, including performance issues, conflict resolution, and sensitive employee concerns.
• Run or improve core people programs such as onboarding, performance cycles, review processes, manager calibrations, compensation planning, engagement surveys, and career frameworks.
• Oversee and improve end-to-end People Operations across the workforce lifecycle, from candidate and hiring operations through onboarding and offboarding.
• Own workforce data integrity and operational controls, including documentation, auditability, and readiness for compliance or SOX-relevant requirements.
• Oversee People systems and vendors, including ATS, HRIS, onboarding, payroll, and benefits tools, ensuring reliability and strong handoffs.

Qualifications

• 7–12+ years of progressive HR / People experience, including significant experience in HRBP or People Operations roles; one role specifically asks for leadership of complex global teams.
• Bachelor’s or Master’s degree preferred, especially in an HR-related field, or equivalent experience.
• Strong business acumen and the ability to translate business strategy into people, org, and talent decisions.
• Proven experience partnering with senior leaders, executives, founders, or C-suite stakeholders on complex organizational and people topics. Working across multiple offices / geographies is a plus.
• Deep knowledge across core HR disciplines such as talent management, org design, employee relations, performance management, retention, and change management.
• Strong analytical and data orientation, including interpreting people data, identifying trends or risks, and using insights to influence decisions.
• Experience designing or improving org structures, talent strategies, and workforce planning to support scale, speed, and reduced friction.
• Experience leading organizational change and building change leadership capability in others.
• Strong relationship-building and influence skills across HR, cross-functional partners, leadership teams, managers, and employees.
• Excellent judgment, emotional intelligence, tact, calm under pressure, and the ability to navigate sensitive situations with trust and empathy.
• Ability to thrive in fast-paced, ambiguous, high-growth environments and adapt as priorities shift.
• Builder/operator mindset: able to create scalable structure, processes, and systems while staying pragmatic and flexible.
• Experience coaching leadership teams and managers, including performance, feedback, career development, and leadership effectiveness.
• Strong written, verbal, and interpersonal communication skills, including comfort working with async and global teams.
• Understanding of labor/employment law and, for the operations role, strong familiarity with HR controls, audit readiness, compliance, and ideally SOX-related environments.
• Experience with HR systems / people operations infrastructure such as ATS, HRIS, onboarding, payroll, benefits administration, and vendor management.
• Experience supporting distributed or global teams is a plus.
• Curiosity and willingness to use AI tools.

What You Will Get From Beacon

• Dedicated mentor.
• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Operate in an environment that encourages initiative and rapid development.
• Strong development of interpersonal and presentation skills.
• Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.