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.

The Role

We're looking for an Associate to help build the Onboarding & Integration business at Beacon, owning how we successfully integrate newly acquired businesses into the portfolio at scale. This role sits at the center of everything that happens before and after a new partnership closes; managing the onboarding process that serves our HQ teams, building trust with our new founders, and developing the scalable systems that make integration better with each repetition as our business evolves.

This role is positioned at the intersection of our Engineering, Product, Investment, Finance and Operations teams, interfacing daily with founders and Beacon’s functional leaders. You will be the right hand person building a mission critical function at a fast growing business, working directly alongside the Director of Integration with real input into how this business operates. You will become an expert on how software businesses are bought, sold and scaled across dozens of verticals, with a front-row seat to every Beacon deal from pre-close through integration and successful operation.

What You’ll Own

Integration Execution: Project tracking across various functional workstreams for multiple newly acquired businesses during onboarding and integration. Serve as the primary point of contact for incoming CEOs, managing the relationship from pre-close through integration and building the trust that makes a permanent partnership work.

Cross-Functional Leadership: Embody the connective tissue between Investment, Engineering, Product, Finance and Operations, managing the CEO relationship, resolving blockers, sharing context, and holding stakeholders accountable to integration timelines. Support deal teams in presenting Beacon’s integration approach to prospective acquisitions prior to close. Represent the integration function in cross-functional forums and escalate strategic priorities.

Function Building: Build and improve automation tools and AI-enabled workflows that make the integration process faster, more consistent, and more scalable across a growing portfolio. Develop and deploy integration playbooks, templates, and systems that reduce reliance on any single person. Identify patterns across integrations and translate them into structural improvements that raise the floor for every new acquisition.

Who You Are

There is no single background that defines this role. We care more about how you think, operate, and lead than where you came from. That being said, the team members who will be most successful, likely look something like this:

• The Corp Dev Doer: You’ve acquired and integrated businesses as a corporate development leader at a strategic business. You understand how acquisitions are consummated and you’re ready to be the person who ensures they succeed long-term. You understand what it’s like to contribute to a strategic business, work with a diverse set of functional leaders and build a culture of both founder and customer empathy.
• The Hungry Consultant: You’ve spent years advising on M&A transactions and/or integrations. You’ve run the workstreams, managed stakeholders, and built the decks, but you’ve evolved to desire more accountability for the outcome, rather than the recommendation. You likely started in investment banking or consulting and worked on enough projects to realize you wanted to be on the operating side.
• The Startup Operator: You’ve been an early employee or operator at your own business, worn every hat, and built things from scratch that worked, some that didn’t. You have a deep understanding of what it’s like to be in the operator's shoes at a small business, how to move quickly, how to manage change and how to speak to executives with confidence.

What We're Looking For

Must Have

• 2 to 4 years of experience in corporate development, investment banking, M&A integration, management consulting, and/or business operations
• Demonstrated ability to run complex, multi-stakeholder projects independently from start to finish
• Familiarity with the M&A process and genuine curiosity about how businesses are bought, integrated, and scaled
• Strong founder empathy and ability to communicate effectively with both executives and junior team members
• Comfortable with AI tools and automation platforms
• Self-starter who thrives in ambiguous, high-autonomy environments
• Can articulate why software isn’t dead

Nice to Have

• Experience with software businesses, and mid-market businesses
• Genuine interest in buy-and-build investment strategies

The Role

We're looking for an Associate to help build the Onboarding & Integration business at Beacon, owning how we successfully integrate newly acquired businesses into the portfolio at scale. This role sits at the center of everything that happens before and after a new partnership closes; managing the onboarding process that serves our HQ teams, building trust with our new founders, and developing the scalable systems that make integration better with each repetition as our business evolves.

This role is positioned at the intersection of our Engineering, Product, Investment, Finance and Operations teams, interfacing daily with founders and Beacon’s functional leaders. You will be the right hand person building a mission critical function at a fast growing business, working directly alongside the Director of Integration with real input into how this business operates. You will become an expert on how software businesses are bought, sold and scaled across dozens of verticals, with a front-row seat to every Beacon deal from pre-close through integration and successful operation.

What You’ll Own

Integration Execution: Project tracking across various functional workstreams for multiple newly acquired businesses during onboarding and integration. Serve as the primary point of contact for incoming CEOs, managing the relationship from pre-close through integration and building the trust that makes a permanent partnership work.

Cross-Functional Leadership: Embody the connective tissue between Investment, Engineering, Product, Finance and Operations, managing the CEO relationship, resolving blockers, sharing context, and holding stakeholders accountable to integration timelines. Support deal teams in presenting Beacon’s integration approach to prospective acquisitions prior to close. Represent the integration function in cross-functional forums and escalate strategic priorities.

Function Building: Build and improve automation tools and AI-enabled workflows that make the integration process faster, more consistent, and more scalable across a growing portfolio. Develop and deploy integration playbooks, templates, and systems that reduce reliance on any single person. Identify patterns across integrations and translate them into structural improvements that raise the floor for every new acquisition.

Who You Are

There is no single background that defines this role. We care more about how you think, operate, and lead than where you came from. That being said, the team members who will be most successful, likely look something like this:

• The Corp Dev Doer: You’ve acquired and integrated businesses as a corporate development leader at a strategic business. You understand how acquisitions are consummated and you’re ready to be the person who ensures they succeed long-term. You understand what it’s like to contribute to a strategic business, work with a diverse set of functional leaders and build a culture of both founder and customer empathy.
• The Hungry Consultant: You’ve spent years advising on M&A transactions and/or integrations. You’ve run the workstreams, managed stakeholders, and built the decks, but you’ve evolved to desire more accountability for the outcome, rather than the recommendation. You likely started in investment banking or consulting and worked on enough projects to realize you wanted to be on the operating side.
• The Startup Operator: You’ve been an early employee or operator at your own business, worn every hat, and built things from scratch that worked, some that didn’t. You have a deep understanding of what it’s like to be in the operator's shoes at a small business, how to move quickly, how to manage change and how to speak to executives with confidence.

What We're Looking For

Must Have

• 2 to 4 years of experience in corporate development, investment banking, M&A integration, management consulting, and/or business operations
• Demonstrated ability to run complex, multi-stakeholder projects independently from start to finish
• Familiarity with the M&A process and genuine curiosity about how businesses are bought, integrated, and scaled
• Strong founder empathy and ability to communicate effectively with both executives and junior team members
• Comfortable with AI tools and automation platforms
• Self-starter who thrives in ambiguous, high-autonomy environments
• Can articulate why software isn’t dead

Nice to Have

• Experience with software businesses, and mid-market businesses
• Genuine interest in buy-and-build investment strategies

The Role

We're looking for an Associate to help build the Onboarding & Integration business at Beacon, owning how we successfully integrate newly acquired businesses into the portfolio at scale. This role sits at the centre of everything that happens before and after a new partnership closes; managing the onboarding process that serves our HQ teams, building trust with our new founders, and developing the scalable systems that make integration better with each repetition as our business evolves.

This role is positioned at the intersection of our Engineering, Product, Investment, Finance and Operations teams, interfacing daily with founders and Beacon’s functional leaders. You will be the right hand person building a mission critical function at a fast growing business, working directly alongside the Director of Integration with real input into how this business operates. You will become an expert on how software businesses are bought, sold and scaled across dozens of verticals, with a front-row seat to every Beacon deal from pre-close through integration and successful operation.

What You’ll Own

Integration Execution: Project tracking across various functional workstreams for multiple newly acquired businesses during onboarding and integration. Serve as the primary point of contact for incoming CEOs, managing the relationship from pre-close through integration and building the trust that makes a permanent partnership work.

Cross-Functional Leadership: Embody the connective tissue between Investment, Engineering, Product, Finance and Operations, managing the CEO relationship, resolving blockers, sharing context, and holding stakeholders accountable to integration timelines. Support deal teams in presenting Beacon’s integration approach to prospective acquisitions prior to close. Represent the integration function in cross-functional forums and escalate strategic priorities.

Function Building: Build and improve automation tools and AI-enabled workflows that make the integration process faster, more consistent, and more scalable across a growing portfolio. Develop and deploy integration playbooks, templates, and systems that reduce reliance on any single person. Identify patterns across integrations and translate them into structural improvements that raise the floor for every new acquisition.

Who You Are

There is no single background that defines this role. We care more about how you think, operate, and lead than where you came from. That being said, the team members who will be most successful, likely look something like this:

• The Corp Dev Doer: You’ve acquired and integrated businesses as a corporate development leader at a strategic business. You understand how acquisitions are consummated and you’re ready to be the person who ensures they succeed long-term. You understand what it’s like to contribute to a strategic business, work with a diverse set of functional leaders and build a culture of both founder and customer empathy.
• The Hungry Consultant: You’ve spent years advising on M&A transactions and/or integrations. You’ve run the workstreams, managed stakeholders, and built the decks, but you’ve evolved to desire more accountability for the outcome, rather than the recommendation. You likely started in investment banking or consulting and worked on enough projects to realize you wanted to be on the operating side.
• The Startup Operator: You’ve been an early employee or operator at your own business, worn every hat, and built things from scratch that worked, some that didn’t. You have a deep understanding of what it’s like to be in the operator's shoes at a small business, how to move quickly, how to manage change and how to speak to executives with confidence.

What We're Looking For

Must Have

• 2 to 4 years of experience in corporate development, investment banking, M&A integration, management consulting, and/or business operations
• Demonstrated ability to run complex, multi-stakeholder projects independently from start to finish
• Familiarity with the M&A process and genuine curiosity about how businesses are bought, integrated, and scaled
• Strong founder empathy and ability to communicate effectively with both executives and junior team members
• Comfortable with AI tools and automation platforms
• Self-starter who thrives in ambiguous, high-autonomy environments
• Can articulate why software isn’t dead

Nice to Have

• Experience with software businesses, and mid-market businesses
• Genuine interest in buy-and-build investment strategies

Role Overview

We are looking for a senior to principal product manager to help us build our data platform and own the strategy, roadmap, and execution of Beacon's internal data infrastructure. This is a high-impact, cross-functional role sitting at the intersection of our platform engineering team and our integrations function, which onboards newly acquired companies within 90 days of close.

You will be responsible for partnering with our internal platform engineering team to unify the technology stacks of our portfolio companies into a coherent data platform, building agentic workflows that allow internal teams to query and act on data across the portfolio, and developing products that accelerate our BD and M&A function—from data room preparation to tracking acquisition velocity. This is a senior-level role in scope and ownership.

This is a rare opportunity to build a data platform from the ground up at a firm that moves fast, acquires companies regularly, and genuinely values the work of platform and product teams. You will have high visibility with senior leadership, direct ownership of a critical internal product, and the opportunity to shape how an entire portfolio of software businesses runs on data.

You won't be maintaining someone else's roadmap—you'll be writing it.

What You'll Own

Data Platform Strategy & Architecture

• Define and drive the roadmap for integrating the technology stacks of all Beacon portfolio companies into a unified data platform
• Prioritize which data sources, connectors, and integrations to build, establishing a clear framework for sequencing decisions
• Coordinate with platform engineering to ensure data infrastructure, internal tooling, and portfolio-facing products converge into a coherent, maintainable architecture
• Own the product experience for integration tooling—including templatized onboarding checklists, access tracking, and migration dashboards used by the integrations team
• Identify where we need to provide unified dashboards for business intelligence for leadership to help with GM and portfolio reporting analytics

Agentic Workflows & AI-Powered Products

• Design and ship agentic workflows that allow internal stakeholders to query, analyze, and act on data across the portfolio in natural language
• Evaluate and productize experiments emerging from the GTM engineering team, managing the pipeline from prototype to shipped feature
• Champion AI-native product patterns, leveraging tools like Claude and custom MCP (Model Context Protocol) servers to extend platform capabilities

BD & M&A Enablement

• Build and maintain products that ensure clean, up-to-date data is available in the data room for BD and M&A teams at all times
• Develop tooling to track and improve BD and M&A velocity—surfacing pipeline metrics, diligence timelines, and acquisition progress across deals
• Partner closely with the M&A and Business Development teams to understand their data needs and translate them into platform requirements

Cross-Functional Leadership

• Serve as the connective tissue between platform engineering, the integrations team, and business-side stakeholders (BD, M&A, portfolio GMs)
• Run structured product discovery, write clear PRDs, and drive sprint-level execution with the engineering team
• Define success metrics for the data platform and establish a regular cadence for reviewing progress against them

What We're Looking For

Experience

• 5–10 years of product management experience, with a meaningful portion spent on data platforms, internal tools, or developer-facing products
• Demonstrated experience owning complex, cross-functional product roadmaps with multiple stakeholder groups
• Prior experience in a PE-backed, high-growth, or multi-product environment is a strong plus
• Background as a software engineer, startup founder, or in a technical IC role is a significant plus

Nice-to-Have Skills:

• Strong technical fluency—you can read code, write lightweight scripts, and hold your own in architecture discussions with engineers
• Hands-on familiarity with AI tools, including Claude or similar LLMs, for both personal productivity and product development
• Experience building or working with MCP (Model Context Protocol) servers, or demonstrated comfort building agentic AI workflows
• Familiarity with data integration patterns, APIs, webhooks, ETL pipelines, and CRM/support platform data models (HubSpot, Zendesk, or similar)
• Comfort with SQL and basic data analysis to independently explore datasets and validate product hypotheses

Ways of Working

• Highly autonomous—you take ownership end-to-end, raise blockers early, and keep projects moving without hand-holding
• Structured communicator—you write clear PRDs, crisp project updates, and can translate technical concepts for non-technical audiences
• Builder mindset—you're energized by 0-to-1 problems and are comfortable operating in environments where processes are still being defined
• Curious and adaptable—Beacon operates across many verticals, and you enjoy getting up to speed quickly on new domains

About the Role

We are looking for a Product Marketing Manager to lead go-to-market strategies, product positioning, and sales enablement across Beacon's portfolio of vertical software companies. This is a highly strategic role that requires experience in product marketing, a strong understanding of the B2B SaaS landscape, and a proven ability to drive revenue through compelling positioning, messaging, and execution.

As a key member of the Marketing team, you will own the development and execution of marketing strategies that resonate with target customers across diverse verticals—from youth sports organizations to recreation facilities to professional services firms. You'll partner closely with portfolio company leadership, sales teams, and Beacon's central product organization to drive adoption, market expansion, and revenue growth.

Key Responsibilities

• Strategic Positioning & Messaging: Define core messaging frameworks and positioning for portfolio company products, ensuring differentiation in competitive markets
• Go-To-Market Leadership: Own and drive GTM strategies for product launches and feature releases, ensuring alignment across product, sales, and marketing teams
• Market & Competitive Intelligence: Lead deep market research and customer insights initiatives to understand key trends, competitive threats, and opportunities across our verticals
• Sales & Customer Enablement: Develop sales enablement strategies, including training materials, pitch decks, battle cards, and content that empowers sales teams to win
• Thought Leadership & Content Strategy: Establish portfolio companies as category leaders through compelling thought leadership, content marketing, and demand-generation programs
• Lifecycle Marketing: Support adoption across the customer lifecycle through email-based onboarding programs, customer enablement programs, and product education
• Pricing and Packaging: Support pricing strategy, identify opportunities for organic growth with improved packaging, and help sales teams understand competitive positioning
• Customer & Community Engagement: Work closely with customers to gather insights, develop case studies, and enhance customer marketing efforts
• Performance Metrics & Optimization: Define key success metrics, analyze performance data, and refine marketing strategies based on insights

What We're Looking For

• 5+ years of product marketing experience in B2B SaaS, with exposure to multiple industries or product lines
• Proven ability to develop and execute go-to-market strategies that drive measurable business impact
• Strong understanding of vertical market software, SMB/mid-market sales cycles, and customer success motions
• Experience working closely with sales, customer success, and product teams to drive revenue and adoption
• Expertise in market research, competitive analysis, and translating insights into actionable strategies
• Exceptional written and verbal communication skills, with experience crafting compelling narratives for sales, customer, and executive audiences
• Analytical mindset with ability to use data to inform strategy and measure impact
• Comfortable working across multiple products and brands simultaneously

Nice to Have

• Experience in vertical software is a plus (ie. edtech, fintech, govtech, etc.)
• Background working with private equity portfolio companies or multi-brand environments
• Familiarity with HubSpot, Salesforce, and marketing automation platforms
• Experience marketing AI-powered features or technology-forward products

Senior Software Engineer

SnailWorks is a vertical SaaS platform purpose-built for the direct mail and marketing industry. We provide real-time visibility into USPS-delivered campaigns by ingesting, translating, and enriching scan data at scale. Our customers rely on us for mission-critical tracking—outbound mail, inbound reply workflows, analytics dashboards, alerts, and Informed Delivery integration—all delivered through white-label portals and CRM-connected experiences. We serve political agencies, nonprofits, fundraising teams, and enterprise mailers who require precise timing and attribution. Many of these organizations lack structured visibility into delivery performance; SnailWorks solves that with a turnkey, operations-focused system designed for high-volume, time-sensitive campaigns. As we enter our next chapter, we are investing in technical maturity, platform scalability, and product velocity—and that’s where you come in.

We are looking for a Senior Software Engineer to lead a lean, high-impact team responsible for feature delivery, platform scalability, and modernization of our core systems. You will balance hands-on development with technical leadership, helping SnailWorks evolve from a long-proven system into a more modular, resilient, and AI-accelerated platform.

Key Responsibilities

• Lead and mentor a small engineering team, setting technical direction and elevating engineering practices.
• Own feature delivery end-to-end—from discovery and architecture to implementation, testing, and release.
• Improve the platform’s technical maturity through refactoring, automation, documentation, and observability.
• Scale and parallelize bulk processing jobs that handle large USPS scan ingestion workflows.
• Work closely with product and operations to shape roadmap priorities grounded in customer and partner needs.
• Introduce and champion the use of AI developer tools to increase velocity, consistency, and code quality.
• Contribute to architectural decisions, cloud infrastructure improvements, and performance optimization.

What We’re Looking For

• 5+ years of professional software engineering experience.
• Deep expertise in C#, ASP.NET, and related Microsoft web technologies.
• Strong experience building and scaling production systems on Azure or AWS.
• Proven ability to lead small teams or act as a senior individual contributor with leadership influence.
• Product-centric mindset—comfortable working directly with business stakeholders and customers.
• Experience designing or maintaining high-throughput data processing pipelines.
• Strong understanding and hands-on use of AI developer tools (GitHub Copilot, ChatGPT, Claude models, etc.) to accelerate delivery.

Nice To Have

• Experience with ETL pipelines, message queues, or bulk data orchestration.
• Background in modernizing legacy systems or migrating monolithic workloads.
• Knowledge of analytics tooling, workflow engines, or customer-facing dashboards.

Why Snailworks

• Opportunity to influence architecture and team culture at a pivotal growth moment
• Profitable, stable business with strong market fit and long-term customers
• High autonomy, minimal bureaucracy, and clear impact on mission-critical products

Senior Software Engineer, Platform

Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. You’ll turn fuzzy problems into systems, standards, and processes that help BD, M&A, and portfolio teams move faster. This is an AI-first orchestration role: connect people, data, and systems to automate high-impact workflows and surface the right insight at the right moment.

Key Responsibilities

Build the source of truth

• Design a unified “system of record + insight” that powers right-time outreach to top prospects

• Model entities (accounts, people, firms, signals) with identity resolution and data quality guardrails

• Ship self-serve reporting and dashboards with clear SLAs and definitions

Orchestrate AI-first workflows

• Automate multi-step GTM and BD processes across CRM, email, LinkedIn, and messaging

• Stand up LLM-powered agents for research, summarization, due-diligence prep, and follow-ups

• Implement RAG pipelines so teams see the right docs, notes, and signals at the right time

• Tune prompts, guardrails, and evaluation harnesses for accuracy, tone, and safety

Integrate data & systems

• Build and maintain two-way integrations between Salesforce and external data providers

• Connect APIs, webhooks, and event streams to keep data enriched, clean, and continuously updated

• Establish pragmatic privacy, reliability, and change-management practices

Prototype fast, scale what works

• Partner with BD and M&A leaders to identify high-friction workflows and measurable outcomes

• Deliver MVP automations quickly, instrument impact, and productionize winning pilots

• Define standards (runbooks, schemas, contracts, SLAs) that scale across the portfolio

Tech Stack

• Python, TypeScript (Node.js, React, Next.js), TailwindCSS, Postgres (Supabase), n8n, Prefect, Modal, Redis

What We’re Looking For

• 8+ years in software engineering with meaningful ownership of CRM-centric platforms and/or revenue/ops systems; you thrive in ambiguity and create process where none exists

• Strong product sense for BD/M&A workflows; translate qualitative feedback into quantitative goals and SLAs that stick

• Deep integration experience (APIs, webhooks, auth), plus identity resolution and data governance fundamentals

• Hands-on with AI integration: calling LLMs, building RAG pipelines, prompt design, evaluation, and guardrails

• Clear, concise communication; you incorporate feedback from technical and non-technical partners into roadmaps that land on time

• Bonus: experience automating diligence (market maps, call notes, deal rooms), multi-channel orchestration (email/LinkedIn/Slack), and building portfolio-wide reusable components

Senior Software Engineer, Platform

Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. You’ll turn fuzzy problems into systems, standards, and processes that help BD, M&A, and portfolio teams move faster. This is an AI-first orchestration role: connect people, data, and systems to automate high-impact workflows and surface the right insight at the right moment.

Key Responsibilities

Build the source of truth

• Design a unified “system of record + insight” that powers right-time outreach to top prospects

• Model entities (accounts, people, firms, signals) with identity resolution and data quality guardrails

• Ship self-serve reporting and dashboards with clear SLAs and definitions

Orchestrate AI-first workflows

• Automate multi-step GTM and BD processes across CRM, email, LinkedIn, and messaging

• Stand up LLM-powered agents for research, summarization, due-diligence prep, and follow-ups

• Implement RAG pipelines so teams see the right docs, notes, and signals at the right time

• Tune prompts, guardrails, and evaluation harnesses for accuracy, tone, and safety

Integrate data & systems

• Build and maintain two-way integrations between Salesforce and external data providers

• Connect APIs, webhooks, and event streams to keep data enriched, clean, and continuously updated

• Establish pragmatic privacy, reliability, and change-management practices

Prototype fast, scale what works

• Partner with BD and M&A leaders to identify high-friction workflows and measurable outcomes

• Deliver MVP automations quickly, instrument impact, and productionize winning pilots

• Define standards (runbooks, schemas, contracts, SLAs) that scale across the portfolio

Tech Stack

• Python, TypeScript (Node.js, React, Next.js), TailwindCSS, Postgres (Supabase), n8n, Prefect, Modal, Redis

What We’re Looking For

• 8+ years in software engineering with meaningful ownership of CRM-centric platforms and/or revenue/ops systems; you thrive in ambiguity and create process where none exists

• Strong product sense for BD/M&A workflows; translate qualitative feedback into quantitative goals and SLAs that stick

• Deep integration experience (APIs, webhooks, auth), plus identity resolution and data governance fundamentals

• Hands-on with AI integration: calling LLMs, building RAG pipelines, prompt design, evaluation, and guardrails

• Clear, concise communication; you incorporate feedback from technical and non-technical partners into roadmaps that land on time

• Bonus: experience automating diligence (market maps, call notes, deal rooms), multi-channel orchestration (email/LinkedIn/Slack), and building portfolio-wide reusable components

Senior Software Engineer, Platform

Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. You’ll turn fuzzy problems into systems, standards, and processes that help BD, M&A, and portfolio teams move faster. This is an AI-first orchestration role: connect people, data, and systems to automate high-impact workflows and surface the right insight at the right moment.

Key Responsibilities

Build the source of truth

• Design a unified “system of record + insight” that powers right-time outreach to top prospects

• Model entities (accounts, people, firms, signals) with identity resolution and data quality guardrails

• Ship self-serve reporting and dashboards with clear SLAs and definitions

Orchestrate AI-first workflows

• Automate multi-step GTM and BD processes across CRM, email, LinkedIn, and messaging

• Stand up LLM-powered agents for research, summarization, due-diligence prep, and follow-ups

• Implement RAG pipelines so teams see the right docs, notes, and signals at the right time

• Tune prompts, guardrails, and evaluation harnesses for accuracy, tone, and safety

Integrate data & systems

• Build and maintain two-way integrations between Salesforce and external data providers

• Connect APIs, webhooks, and event streams to keep data enriched, clean, and continuously updated

• Establish pragmatic privacy, reliability, and change-management practices

Prototype fast, scale what works

• Partner with BD and M&A leaders to identify high-friction workflows and measurable outcomes

• Deliver MVP automations quickly, instrument impact, and productionize winning pilots

• Define standards (runbooks, schemas, contracts, SLAs) that scale across the portfolio

Tech Stack

• Python, TypeScript (Node.js, React, Next.js), TailwindCSS, Postgres (Supabase), n8n, Prefect, Modal, Redis

What We’re Looking For

• 8+ years in software engineering with meaningful ownership of CRM-centric platforms and/or revenue/ops systems; you thrive in ambiguity and create process where none exists

• Strong product sense for BD/M&A workflows; translate qualitative feedback into quantitative goals and SLAs that stick

• Deep integration experience (APIs, webhooks, auth), plus identity resolution and data governance fundamentals

• Hands-on with AI integration: calling LLMs, building RAG pipelines, prompt design, evaluation, and guardrails

• Clear, concise communication; you incorporate feedback from technical and non-technical partners into roadmaps that land on time

• Bonus: experience automating diligence (market maps, call notes, deal rooms), multi-channel orchestration (email/LinkedIn/Slack), and building portfolio-wide reusable components

Software Engineer

We’re looking for a versatile Software Engineer to drive technical innovation and accelerate growth across our portfolio of software companies. You’ll collaborate closely with product, design, and leadership teams within our portfolio companies to solve high-impact problems across diverse architectures, tech stacks, and industries. You'll learn how to design and execute large-scale software modernization efforts with AI, build new AI-powered features, re-imagine the product experience. You’ll have direct influence on revenue, customer experience, product vision, and technical direction—bridging code with commercial impact.

This is a hands-on, high-impact role ideal for a full-stack engineer or ex-founder who thrives in fast-paced, entrepreneurial environments. 

Key Responsibilities

• Deploy into Beacon portfolio companies to identify, design, and deliver high-impact technical initiatives.
• Analyze portfolio company codebases to identify value creation opportunities and technical debt reduction strategies.
• Refactor, modernize, and scale existing systems using current best practices and frameworks.
• Build AI-powered features and products that drive measurable business growth.
• Architect scalable backend and API services (Node.js, Python, Go, Ruby, etc.).
• Develop modern, performant frontends using React, Next.js, and TypeScript.
• Collaborate with product and business leaders to translate commercial goals into technical roadmaps.
• Contribute to internal engineering playbooks and best practices across Beacon’s platform.
• Mentor and support technical teams within portfolio companies to lift engineering standards

What We’re Looking For

• 5+ years of experience as a full-stack or backend engineer, ideally in a startup or high-growth environment.
• Strong foundation in software engineering best practices, including code quality, testing, and deployment
• Command of one or more modern programming languages (e.g., Python, Go, TypeScript, Ruby).
• Experience with cloud infrastructure and modern DevOps practices.
• Comfort working across diverse architectures—from monoliths to microservices.
• Curiosity and versatility to dive into unfamiliar codebases and domains
• Familiarity with AI integration, LLMs, and data-driven applications.
• Strong systems-thinking mindset and a bias for simplicity.
• Proven ability to deliver autonomously with high ownership.
• Excellent communication skills and collaborative spirit.
• Commercial mindset, curiosity about business models, and how software creates enterprise value.
• Desire to grow into a technical leader or founder role.

This Role Is Perfect for You If

• You’re an ex-founder or founding engineer who thrives in ambiguity.
• You want to build and ship products across multiple industries.
• You’re fascinated by how code translates into profit and growth.
• You enjoy diving into new codebases, diagnosing bottlenecks, and scaling systems.
• You believe AI will reshape how software is built—and you want to be at the forefront.
• You care deeply about clean, maintainable, and scalable engineering.
• You want to learn how to acquire, operate, and scale software businesses.
• You’re commercially curious—just as excited by go-to-market strategy as by refactoring a service.
• You’re energized by speed, autonomy, and a culture that values judgment over process.
• You want to work with people who set a high bar—and help you raise yours.

Software Engineer

We’re looking for a versatile Software Engineer to drive technical innovation and accelerate growth across our portfolio of software companies. You’ll collaborate closely with product, design, and leadership teams within our portfolio companies to solve high-impact problems across diverse architectures, tech stacks, and industries. You'll learn how to design and execute large-scale software modernization efforts with AI, build new AI-powered features, re-imagine the product experience. You’ll have direct influence on revenue, customer experience, product vision, and technical direction—bridging code with commercial impact.

This is a hands-on, high-impact role ideal for a full-stack engineer or ex-founder who thrives in fast-paced, entrepreneurial environments. 

Key Responsibilities

• Deploy into Beacon portfolio companies to identify, design, and deliver high-impact technical initiatives.
• Analyze portfolio company codebases to identify value creation opportunities and technical debt reduction strategies.
• Refactor, modernize, and scale existing systems using current best practices and frameworks.
• Build AI-powered features and products that drive measurable business growth.
• Architect scalable backend and API services (Node.js, Python, Go, Ruby, etc.).
• Develop modern, performant frontends using React, Next.js, and TypeScript.
• Collaborate with product and business leaders to translate commercial goals into technical roadmaps.
• Contribute to internal engineering playbooks and best practices across Beacon’s platform.
• Mentor and support technical teams within portfolio companies to lift engineering standards

What We’re Looking For

• 5+ years of experience as a full-stack or backend engineer, ideally in a startup or high-growth environment.
• Strong foundation in software engineering best practices, including code quality, testing, and deployment
• Command of one or more modern programming languages (e.g., Python, Go, TypeScript, Ruby).
• Experience with cloud infrastructure and modern DevOps practices.
• Comfort working across diverse architectures—from monoliths to microservices.
• Curiosity and versatility to dive into unfamiliar codebases and domains
• Familiarity with AI integration, LLMs, and data-driven applications.
• Strong systems-thinking mindset and a bias for simplicity.
• Proven ability to deliver autonomously with high ownership.
• Excellent communication skills and collaborative spirit.
• Commercial mindset, curiosity about business models, and how software creates enterprise value.
• Desire to grow into a technical leader or founder role.

This Role Is Perfect for You If

• You’re an ex-founder or founding engineer who thrives in ambiguity.
• You want to build and ship products across multiple industries.
• You’re fascinated by how code translates into profit and growth.
• You enjoy diving into new codebases, diagnosing bottlenecks, and scaling systems.
• You believe AI will reshape how software is built—and you want to be at the forefront.
• You care deeply about clean, maintainable, and scalable engineering.
• You want to learn how to acquire, operate, and scale software businesses.
• You’re commercially curious—just as excited by go-to-market strategy as by refactoring a service.
• You’re energized by speed, autonomy, and a culture that values judgment over process.
• You want to work with people who set a high bar—and help you raise yours.

Software Engineer

We’re looking for a versatile Software Engineer to drive technical innovation and accelerate growth across our portfolio of software companies. You’ll collaborate closely with product, design, and leadership teams within our portfolio companies to solve high-impact problems across diverse architectures, tech stacks, and industries. You'll learn how to design and execute large-scale software modernization efforts with AI, build new AI-powered features, re-imagine the product experience. You’ll have direct influence on revenue, customer experience, product vision, and technical direction—bridging code with commercial impact.

This is a hands-on, high-impact role ideal for a full-stack engineer or ex-founder who thrives in fast-paced, entrepreneurial environments. 

Key Responsibilities

• Deploy into Beacon portfolio companies to identify, design, and deliver high-impact technical initiatives.
• Analyze portfolio company codebases to identify value creation opportunities and technical debt reduction strategies.
• Refactor, modernize, and scale existing systems using current best practices and frameworks.
• Build AI-powered features and products that drive measurable business growth.
• Architect scalable backend and API services (Node.js, Python, Go, Ruby, etc.).
• Develop modern, performant frontends using React, Next.js, and TypeScript.
• Collaborate with product and business leaders to translate commercial goals into technical roadmaps.
• Contribute to internal engineering playbooks and best practices across Beacon’s platform.
• Mentor and support technical teams within portfolio companies to lift engineering standards

What We’re Looking For

• 5+ years of experience as a full-stack or backend engineer, ideally in a startup or high-growth environment.
• Strong foundation in software engineering best practices, including code quality, testing, and deployment
• Command of one or more modern programming languages (e.g., Python, Go, TypeScript, Ruby).
• Experience with cloud infrastructure and modern DevOps practices.
• Comfort working across diverse architectures—from monoliths to microservices.
• Curiosity and versatility to dive into unfamiliar codebases and domains
• Familiarity with AI integration, LLMs, and data-driven applications.
• Strong systems-thinking mindset and a bias for simplicity.
• Proven ability to deliver autonomously with high ownership.
• Excellent communication skills and collaborative spirit.
• Commercial mindset, curiosity about business models, and how software creates enterprise value.
• Desire to grow into a technical leader or founder role.

This Role Is Perfect for You If

• You’re an ex-founder or founding engineer who thrives in ambiguity.
• You want to build and ship products across multiple industries.
• You’re fascinated by how code translates into profit and growth.
• You enjoy diving into new codebases, diagnosing bottlenecks, and scaling systems.
• You believe AI will reshape how software is built—and you want to be at the forefront.
• You care deeply about clean, maintainable, and scalable engineering.
• You want to learn how to acquire, operate, and scale software businesses.
• You’re commercially curious—just as excited by go-to-market strategy as by refactoring a service.
• You’re energized by speed, autonomy, and a culture that values judgment over process.
• You want to work with people who set a high bar—and help you raise yours.

Responsibilities

Deal Execution - Start to Finish

At Beacon, the investment process will provide you exposure to three parts of being an investor:

1. Sourcing & Selling (15%) 
2. Underwriting and Execution (70%)
3. Governance/Monitoring/Portfolio Work (15%)

The other main functions of the role include:

• Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan.
• Present acquisition opportunities and recommendations to Beacon’s leadership, providing detailed financial models and analysis to support your recommendations.
• Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy .
• Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process.
• Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies.
• Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications

• Seasoned M&A and / or investment professional with 7+ years of experience in mergers and acquisitions, private equity, investment banking, or corporate development.
• Strategic thinker who can identify growth opportunities and contribute to Beacon’s long-term vision of building a generational software holding company.
• Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration.
• Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously. 
• Strong academic record from a competitive institution with a degree in Business or Finance.
• Deep interest in technology and learning about different businesses across diverse industries.
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets.
• Ability to translate high level objectives into actionable work plans and strategies.
• High attention to detail, and the ability to manage multiple priorities and meet tight deadlines.
• Extremely organized.
• Conduct interactions with a high level of integrity and trust.
• Possesses a growth mindset, consistently seeking personal and process improvement.

What You Will Get From Beacon

• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
• 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.

Responsibilities

Deal Execution - Start to Finish

At Beacon, the investment process will provide you exposure to three parts of being an investor:

1. Sourcing & Selling (15%) 
2. Underwriting and Execution (70%)
3. Governance/Monitoring/Portfolio Work (15%)

The other main functions of the role include:

• Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan.
• Present acquisition opportunities and recommendations to Beacon’s leadership, providing detailed financial models and analysis to support your recommendations.
• Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy .
• Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process.
• Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies.
• Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications

• Seasoned M&A and / or investment professional with 7+ years of experience in mergers and acquisitions, private equity, investment banking, or corporate development.
• Strategic thinker who can identify growth opportunities and contribute to Beacon’s long-term vision of building a generational software holding company.
• Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration.
• Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously. 
• Strong academic record from a competitive institution with a degree in Business or Finance.
• Deep interest in technology and learning about different businesses across diverse industries.
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets.
• Ability to translate high level objectives into actionable work plans and strategies.
• High attention to detail, and the ability to manage multiple priorities and meet tight deadlines.
• Extremely organized.
• Conduct interactions with a high level of integrity and trust.
• Possesses a growth mindset, consistently seeking personal and process improvement.

What You Will Get From Beacon

• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
• 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.

Portfolio Product Manager

You’ll be joining Beacon’s Acceleration team, a cross-functional group of Product Managers, Engineers, Designers, GTM experts, and Data Scientists. We work closely with portfolio companies to solve problems, create and implement playbooks, and build new features and products.

As a Portfolio Product Manager, you’ll own product outcomes for 3-4 portfolio companies. You’ll drive quarterly planning, roadmap development, prioritization, and sprint execution while building the capabilities of each team. You’ll be a fractional product leader responsible for setting and achieving product goals.

Key Responsibilities

• Lead quarterly and annual planning sessions, helping teams set product visions and translate them into achievable goals.
• Build and maintain product roadmaps that balance customer needs, business goals, and technical constraints
• Guide sprint planning and execution, improving team velocity and predictability over time
• Develop prioritization frameworks that help CEOs and teams make better product decisions
• Set up customer feedback systems that turn qualitative inputs into actionable roadmap decisions
• Help teams collect and analyze product usage data.
• Review feature specifications for clarity, completeness, and strategic fit
• Coordinate feature launches across engineering, sales, marketing, and support teams
• Coach team members (developers, designers, early PMs) to think like product managers and improve their ability to write specs, talk to customers, and make prioritization trade-offs
• Configure and optimize project management tools (Jira, Linear, Asana).

What We're Looking For

• 4+ years of product management experience, ideally in B2B SaaS
• Strong product fundamentals: roadmapping, sprint planning, spec writing, prioritization frameworks
• Strong customer discovery skills and ability to identify high-impact opportunities
• Comfortable managing multiple projects and stakeholders simultaneously
• Strong communication skills and ability to influence founders and executives
• Entrepreneurial mindset and comfort with ambiguity
• Has the ability to thrive with a high level of autonomy and responsibility

This role is perfect for you if

• You are an ex-founder and/or want to start your own B2B SaaS company one day.
• You get satisfaction from building capability in others, not just shipping features
• You want to join a profitable, fast-growing startup.
• You want to learn about interesting verticals and markets.
• You are commercially-minded.
• You are curious about the world of private equity, rollups, and AI.

Portfolio Product Manager

You’ll be joining Beacon’s Acceleration team, a cross-functional group of Product Managers, Engineers, Designers, GTM experts, and Data Scientists. We work closely with portfolio companies to solve problems, create and implement playbooks, and build new features and products.

As a Portfolio Product Manager, you’ll own product outcomes for 3-4 portfolio companies. You’ll drive quarterly planning, roadmap development, prioritization, and sprint execution while building the capabilities of each team. You’ll be a fractional product leader responsible for setting and achieving product goals.

Key Responsibilities

• Lead quarterly and annual planning sessions, helping teams set product visions and translate them into achievable goals.
• Build and maintain product roadmaps that balance customer needs, business goals, and technical constraints
• Guide sprint planning and execution, improving team velocity and predictability over time
• Develop prioritization frameworks that help CEOs and teams make better product decisions
• Set up customer feedback systems that turn qualitative inputs into actionable roadmap decisions
• Help teams collect and analyze product usage data.
• Review feature specifications for clarity, completeness, and strategic fit
• Coordinate feature launches across engineering, sales, marketing, and support teams
• Coach team members (developers, designers, early PMs) to think like product managers and improve their ability to write specs, talk to customers, and make prioritization trade-offs
• Configure and optimize project management tools (Jira, Linear, Asana).

What We're Looking For

• 4+ years of product management experience, ideally in B2B SaaS
• Strong product fundamentals: roadmapping, sprint planning, spec writing, prioritization frameworks
• Strong customer discovery skills and ability to identify high-impact opportunities
• Comfortable managing multiple projects and stakeholders simultaneously
• Strong communication skills and ability to influence founders and executives
• Entrepreneurial mindset and comfort with ambiguity
• Has the ability to thrive with a high level of autonomy and responsibility

This role is perfect for you if

• You are an ex-founder and/or want to start your own B2B SaaS company one day.
• You get satisfaction from building capability in others, not just shipping features
• You want to join a profitable, fast-growing startup.
• You want to learn about interesting verticals and markets.
• You are commercially-minded.
• You are curious about the world of private equity, rollups, and AI.

Portfolio Product Manager

You’ll be joining Beacon’s Acceleration team, a cross-functional group of Product Managers, Engineers, Designers, GTM experts, and Data Scientists. We work closely with portfolio companies to solve problems, create and implement playbooks, and build new features and products.

As a Portfolio Product Manager, you’ll own product outcomes for 3-4 portfolio companies. You’ll drive quarterly planning, roadmap development, prioritization, and sprint execution while building the capabilities of each team. You’ll be a fractional product leader responsible for setting and achieving product goals.

Key Responsibilities

• Lead quarterly and annual planning sessions, helping teams set product visions and translate them into achievable goals.
• Build and maintain product roadmaps that balance customer needs, business goals, and technical constraints
• Guide sprint planning and execution, improving team velocity and predictability over time
• Develop prioritization frameworks that help CEOs and teams make better product decisions
• Set up customer feedback systems that turn qualitative inputs into actionable roadmap decisions
• Help teams collect and analyze product usage data.
• Review feature specifications for clarity, completeness, and strategic fit
• Coordinate feature launches across engineering, sales, marketing, and support teams
• Coach team members (developers, designers, early PMs) to think like product managers and improve their ability to write specs, talk to customers, and make prioritization trade-offs
• Configure and optimize project management tools (Jira, Linear, Asana).

What We're Looking For

• 4+ years of product management experience, ideally in B2B SaaS
• Strong product fundamentals: roadmapping, sprint planning, spec writing, prioritization frameworks
• Strong customer discovery skills and ability to identify high-impact opportunities
• Comfortable managing multiple projects and stakeholders simultaneously
• Strong communication skills and ability to influence founders and executives
• Entrepreneurial mindset and comfort with ambiguity
• Has the ability to thrive with a high level of autonomy and responsibility

This role is perfect for you if

• You are an ex-founder and/or want to start your own B2B SaaS company one day.
• You get satisfaction from building capability in others, not just shipping features
• You want to join a profitable, fast-growing startup.
• You want to learn about interesting verticals and markets.
• You are commercially-minded.
• You are curious about the world of private equity, rollups, and AI.

Responsibilities

Deal Execution - Start to Finish

At Beacon the investment process will provide you exposure to three parts of being an investor:

1. Sourcing & Selling (5%) 
2. Underwriting and Execution (75%)
3. Governance/Monitoring/Portfolio Work (20%)

The other main functions of the role include:

• Collaborate with Beacon’s Investment Directors, executive team and value creation team to evaluate and close acquisitions.
• Lead and manage conversations and relationships with owners, advisors, and bankers.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for the Investment Committee and crafting the integration strategy.
• Manage diligence processes and engage with internal/external advisors across legal, technology, HR, and tax.
• Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications

• Strong academic record from a competitive institution with a degree in Business or Finance.
• A strong understanding of technology and a passion for the software industry.
• Minimum 1-6 years of M&A experience, working in private equity, investment banking, consulting corporate development or a software-specific industry.
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets.
• Ability to translate high level objectives into actionable work plans and strategies.
• High attention to detail, and the ability to manage multiple priorities and meet tight deadlines.
• Extremely organized.
• Conduct interactions with a high level of integrity and trust.
• Advanced written and verbal communication skills.
• Demonstrated interest in learning about different businesses across diverse industries.
• Possesses a growth mindset, consistently seeking personal and process improvement.

Strong interpersonal skills to build and maintain genuine, long-term relationships.

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.
• Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
• 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.

Responsibilities

Deal Execution - Start to Finish

At Beacon the investment process will provide you exposure to three parts of being an investor:

1. Sourcing & Selling (5%) 
2. Underwriting and Execution (75%)
3. Governance/Monitoring/Portfolio Work (20%)

The other main functions of the role include:

• Collaborate with Beacon’s Investment Directors, executive team and value creation team to evaluate and close acquisitions.
• Lead and manage conversations and relationships with owners, advisors, and bankers.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for the Investment Committee and crafting the integration strategy.
• Manage diligence processes and engage with internal/external advisors across legal, technology, HR, and tax.
• Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications

• Strong academic record from a competitive institution with a degree in Business or Finance.
• A strong understanding of technology and a passion for the software industry.
• Minimum 1-6 years of M&A experience, working in private equity, investment banking, consulting corporate development or a software-specific industry.
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets.
• Ability to translate high level objectives into actionable work plans and strategies.
• High attention to detail, and the ability to manage multiple priorities and meet tight deadlines.
• Extremely organized.
• Conduct interactions with a high level of integrity and trust.
• Advanced written and verbal communication skills.
• Demonstrated interest in learning about different businesses across diverse industries.
• Possesses a growth mindset, consistently seeking personal and process improvement.

Strong interpersonal skills to build and maintain genuine, long-term relationships.

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.
• Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
• 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.

Product Analytics Lead

You’ll be joining Beacon’s Acceleration team, a cross-functional group of Product Managers, Engineers, Designers, GTM experts, and Product Analysts. We work closely with portfolio companies to solve problems, create and implement playbooks, and build new features and products.

As our first Product Analytics hire, you'll define what the Analytics function should be and build it from the ground up. You'll work across our entire portfolio and directly shape our biggest product decisions: what we build, how we build it, and how we measure success.

Key Responsibilities

• Surface new product and feature opportunities through analysis of customer and business data.
• Work with Acceleration’s team of product managers, designers, and forward-deployed engineers to validate customer problems and build new features.
• Measure the impact of products and features across portfolio companies, developing methodologies for attribution, retention analysis, and long-term value assessment.
• Identify leading indicators and proxy metrics that predict business outcomes and inform product decisions.
• Analyze data across Beacon's portfolio to find patterns, opportunities, and insights that apply across multiple businesses.

What We're Looking For:

• 6+ years in analytics or data science, ideally in B2B SaaS
• Strong analytical skills
• Thrives in ambiguity and can self-direct without a predefined roadmap
• Comfortable working with messy or incomplete data to extract actionable insights
• Business judgment and ability to connect analysis to real decisions and outcomes
• Product-minded - you understand how features drive user behavior and can think beyond just reporting metrics.
• Comfortable managing multiple projects and stakeholders simultaneously

This role is perfect for you if: 

• You are an ex-founder and/or want to start your own B2B SaaS company one day.
• You want to join a profitable, fast-growing startup.
• You want to learn about interesting verticals and markets.
• You are curious about the world of private equity, rollups, and AI.

Product Analytics Lead

You’ll be joining Beacon’s Acceleration team, a cross-functional group of Product Managers, Engineers, Designers, GTM experts, and Product Analysts. We work closely with portfolio companies to solve problems, create and implement playbooks, and build new features and products.

As our first Product Analytics hire, you'll define what the Analytics function should be and build it from the ground up. You'll work across our entire portfolio and directly shape our biggest product decisions: what we build, how we build it, and how we measure success.

Key Responsibilities

• Surface new product and feature opportunities through analysis of customer and business data.
• Work with Acceleration’s team of product managers, designers, and forward-deployed engineers to validate customer problems and build new features.
• Measure the impact of products and features across portfolio companies, developing methodologies for attribution, retention analysis, and long-term value assessment.
• Identify leading indicators and proxy metrics that predict business outcomes and inform product decisions.
• Analyze data across Beacon's portfolio to find patterns, opportunities, and insights that apply across multiple businesses.

What We're Looking For:

• 6+ years in analytics or data science, ideally in B2B SaaS
• Strong analytical skills
• Thrives in ambiguity and can self-direct without a predefined roadmap
• Comfortable working with messy or incomplete data to extract actionable insights
• Business judgment and ability to connect analysis to real decisions and outcomes
• Product-minded - you understand how features drive user behavior and can think beyond just reporting metrics.
• Comfortable managing multiple projects and stakeholders simultaneously

This role is perfect for you if: 

• You are an ex-founder and/or want to start your own B2B SaaS company one day.
• You want to join a profitable, fast-growing startup.
• You want to learn about interesting verticals and markets.
• You are curious about the world of private equity, rollups, and AI.

Product Designer

We’re looking for an experienced Product Designer to help shape user experiences across multiple B2B SaaS products in our portfolio of companies. You’ll collaborate with product managers, engineers, and company leaders to define product vision, design intuitive interfaces, and improve user workflows in meaningful ways.
This is a hands-on, cross-functional role ideal for a senior designer who can seamlessly blend UX and UI thinking, understands B2B product challenges, and thrives in fast-moving environments. This is an exciting and entrepreneurial opportunity to join a fast-paced technology company with a steep growth trajectory.

Key Responsibilities

• Own end-to-end design processes for multiple B2B SaaS products
• Contribute to or establish a unified design system that supports our portfolio of products
• Conduct user research, create personas, journey maps, and UX flows
• Design wireframes, high-fidelity prototypes, and polished UI components
• Collaborate with cross-functional teams to translate business needs into user-centric solutions
• Apply systems thinking to build scalable design patterns across different products

What We’re Looking For

• 6+ years of experience as a Product Designer, UX/UI Designer, or similar
• A portfolio showcasing work on complex B2B SaaS applications
• Strong user-centered design approach with experience in research and validation
• Ability to move from discovery to polished visual design with ease
• Fluency in Figma, Tailwind CSS, and other modern design tools and systems
• Experience with both startup pace and enterprise-grade design standards

Product Designer

We’re looking for an experienced Product Designer to help shape user experiences across multiple B2B SaaS products in our portfolio of companies. You’ll collaborate with product managers, engineers, and company leaders to define product vision, design intuitive interfaces, and improve user workflows in meaningful ways.
This is a hands-on, cross-functional role ideal for a senior designer who can seamlessly blend UX and UI thinking, understands B2B product challenges, and thrives in fast-moving environments. This is an exciting and entrepreneurial opportunity to join a fast-paced technology company with a steep growth trajectory.

Key Responsibilities

• Own end-to-end design processes for multiple B2B SaaS products
• Contribute to or establish a unified design system that supports our portfolio of products
• Conduct user research, create personas, journey maps, and UX flows
• Design wireframes, high-fidelity prototypes, and polished UI components
• Collaborate with cross-functional teams to translate business needs into user-centric solutions
• Apply systems thinking to build scalable design patterns across different products

What We’re Looking For

• 6+ years of experience as a Product Designer, UX/UI Designer, or similar
• A portfolio showcasing work on complex B2B SaaS applications
• Strong user-centered design approach with experience in research and validation
• Ability to move from discovery to polished visual design with ease
• Fluency in Figma, Tailwind CSS, and other modern design tools and systems
• Experience with both startup pace and enterprise-grade design standards

Product Designer

We’re looking for an experienced Product Designer to help shape user experiences across multiple B2B SaaS products in our portfolio of companies. You’ll collaborate with product managers, engineers, and company leaders to define product vision, design intuitive interfaces, and improve user workflows in meaningful ways.
This is a hands-on, cross-functional role ideal for a senior designer who can seamlessly blend UX and UI thinking, understands B2B product challenges, and thrives in fast-moving environments. This is an exciting and entrepreneurial opportunity to join a fast-paced technology company with a steep growth trajectory.

Key Responsibilities

• Own end-to-end design processes for multiple B2B SaaS products
• Contribute to or establish a unified design system that supports our portfolio of products
• Conduct user research, create personas, journey maps, and UX flows
• Design wireframes, high-fidelity prototypes, and polished UI components
• Collaborate with cross-functional teams to translate business needs into user-centric solutions
• Apply systems thinking to build scalable design patterns across different products

What We’re Looking For

• 6+ years of experience as a Product Designer, UX/UI Designer, or similar
• A portfolio showcasing work on complex B2B SaaS applications
• Strong user-centered design approach with experience in research and validation
• Ability to move from discovery to polished visual design with ease
• Fluency in Figma, Tailwind CSS, and other modern design tools and systems
• Experience with both startup pace and enterprise-grade design standards

Product Analytics Lead

You’ll be joining Beacon’s Acceleration team, a cross-functional group of Product Managers, Engineers, Designers, GTM experts, and Product Analysts. We work closely with portfolio companies to solve problems, create and implement playbooks, and build new features and products.

As our first Product Analytics hire, you'll define what the Analytics function should be and build it from the ground up. You'll work across our entire portfolio and directly shape our biggest product decisions: what we build, how we build it, and how we measure success.

Key Responsibilities

• Surface new product and feature opportunities through analysis of customer and business data.
• Work with Acceleration’s team of product managers, designers, and forward-deployed engineers to validate customer problems and build new features.
• Measure the impact of products and features across portfolio companies, developing methodologies for attribution, retention analysis, and long-term value assessment.
• Identify leading indicators and proxy metrics that predict business outcomes and inform product decisions.
• Analyze data across Beacon's portfolio to find patterns, opportunities, and insights that apply across multiple businesses.

What We're Looking For:

• 6+ years in analytics or data science, ideally in B2B SaaS
• Strong analytical skills
• Thrives in ambiguity and can self-direct without a predefined roadmap
• Comfortable working with messy or incomplete data to extract actionable insights
• Business judgment and ability to connect analysis to real decisions and outcomes
• Product-minded - you understand how features drive user behavior and can think beyond just reporting metrics.
• Comfortable managing multiple projects and stakeholders simultaneously

This role is perfect for you if: 

• You are an ex-founder and/or want to start your own B2B SaaS company one day.
• You want to join a profitable, fast-growing startup.
• You want to learn about interesting verticals and markets.
• You are curious about the world of private equity, rollups, and AI.