The Implementation Specialist 2 (IS 2) is a senior implementation professional who brings greater project complexity, broader technical depth, and a meaningful contribution to team capability beyond their own project portfolio.  The IS 2 owns the full implementation lifecycle on more complex, higher-stakes, or technically demanding projects without requiring close oversight. They make the configuration and integration judgment calls, manage customer expectations through ambiguity and scope change with confidence, and design solutions that are not just technically correct but strategically aligned with the customer's long-term goals. 

The IS 2 also begins to contribute meaningfully to the implementation function beyond their own projects — through documentation, peer guidance, process improvement, and a growing cross-functional voice that shapes how implementations are designed and executed.   

The ideal candidate has moved beyond reactive execution and is now a proactive, independently functioning contributor who consistently delivers high-quality implementations, elevates the work of colleagues around them, and begins to demonstrate the instincts of a senior implementation leader. 

Key Responsibilities 

• Own the full implementation lifecycle — from requirements gathering and solution design through configuration, integration, data migration, testing, and post-launch review — on complex, multi-workstream, or enterprise-scope projects 

• Design implementation solutions that translate complex customer business requirements into technically sound, scalable system configurations — thinking beyond the immediate setup to the customer's long-term workflow needs 

• Manage multi-stakeholder customer environments with confidence — navigating competing priorities, evolving requirements, and organizational complexity while maintaining project momentum and customer trust 

• Manage timeline risk proactively — identifying delays, blockers, or scope changes early and addressing them with a structured response rather than allowing them to compound 

• Handle post-launch stabilization and early adoption challenges as part of the implementation engagement — ensuring customers reach defined value milestones before formal handoff to Customer Success 

• Lead technical solution design for complex implementations — including multi-system integrations, advanced data mapping, workflow automation, and custom configurations that require reasoning across the customer's full technology stack 

• Maintain expert-level knowledge of all supported platforms, integration patterns, and configuration options — including edge cases, advanced features, and the technical boundaries where custom solutions may be required 

• Evaluate the technical feasibility of customer requirements and communicate trade-offs clearly — providing honest, well-reasoned guidance on what is achievable within scope and what requires a different approach 

• Independently author and maintain implementation playbooks, configuration guides, data migration templates, integration documentation, and post-launch readiness checklists for use across the implementation team 

• Build and maintain trusted relationships with senior customer stakeholders — including IT leaders, operations directors, and executive sponsors — with the credibility and communication quality those relationships require 

• Partner with Product and Engineering on feature feedback, integration gap analysis, and release impact assessment — contributing the implementation team's structured perspective on how product decisions affect customer onboarding outcomes 

• Collaborate with Customer Success on implementation-to-CS handoffs — ensuring CS teams inherit a complete picture of the customer's configuration, known issues, success criteria, and adoption readiness 

Competencies 

• Customer-Centric Execution: Delivers implementations on complex, high-visibility projects with a consistent focus on customer outcomes and time-to-value — building trusted senior relationships through quality, transparency, and accountable follow-through 
• Project Ownership and Delivery: Independently manages the full implementation lifecycle on complex, multi-stakeholder engagements — balancing scope, schedule, and quality without requiring close oversight
• Technical and Analytical Agility: Applies deep, independently maintained product and integration knowledge to design solutions, resolve technically ambiguous issues, and advise customers on trade-offs that require expert judgment  
• Applied AI Proficiency:  Leverages AI tools to improve implementation quality, accelerate configuration tasks, and contribute to scalable team practices — including the design of AI-assisted workflows that reduce manual effort across the team 
• Solution Design Thinking:  Designs implementations that are not just technically correct but strategically aligned with the customer's long-term workflows — thinking across the full technology stack and beyond the immediate go-live scope 
• Playbook Contribution: Proactively builds, maintains, and improves the implementation frameworks and documentation the team depends on — converting individual project experience into reusable organizational knowledge 
• Peer Influence: Acts as an informed resource for IS 1 colleagues — sharing decision-making logic, technical reasoning, and implementation experience in ways that develop their capability without creating dependency
• Stakeholder Management: Navigates complex, multi-stakeholder customer environments with the communication quality and relationship credibility that senior customer contacts expect
• Continuous Improvement Mindset: Identifies patterns across the project portfolio, translates them into process and documentation improvements, and contributes proactively to the evolution of how implementations are delivered at Cordance 

Required Qualifications 

• 5+ years of experience in implementation, onboarding, or customer success roles in a SaaS or technology environment 

• Demonstrated track record of independently owning and delivering complex, multi-workstream SaaS implementations — with consistent on-time delivery and high customer satisfaction 

• Strong technical depth — able to design and troubleshoot multi-system integrations, data migrations, and advanced configurations without requiring escalation for standard technical complexity 

• Experience authoring and maintaining implementation documentation — playbooks, configuration guides, data migration templates, integration specs, or onboarding frameworks 

• History of acting as an informal peer resource — guiding IS 1 colleagues through technically complex or scope-ambiguous situations with specific, transferable advice 

• Demonstrated ability to manage senior customer stakeholders — including executive sponsors and technical leads — through complex, long-running implementations 

• Proficiency in project management tools (Asana, Jira, Monday.com) and integration platforms (Salesforce, HubSpot, NetSuite) with hands-on configuration experience 

• Strong written and verbal communication skills — able to lead customer governance conversations, produce executive-quality project documentation, and translate technical decisions into business language 

• Demonstrated ability to identify recurring implementation patterns and convert them into process or documentation improvements 

Preferred Qualifications 

• Experience leading enterprise or multi-product SaaS implementations — including complex data migrations, multi-system API integrations, and phased rollout coordination 

• Background contributing to or leading implementation framework development — playbook design, configuration standards, or onboarding process optimization 

• Experience collaborating directly with Product or Engineering teams on gap analysis, feature feedback, or pre-sales feasibility assessment 

• Demonstrated ability to identify systemic implementation failure patterns and translate them into scalable process improvements or documentation 

• Familiarity with implementation quality frameworks — project health scoring, milestone review standards, or post-launch readiness assessment 

• Experience contributing to pre-sales scoping — providing implementation feasibility guidance, timeline estimates, and risk flags before contracts are signed 

• Certifications in project management, implementation methodology, or technical platforms (PMP, CSM, Salesforce, HubSpot, or equivalent) are a plus 

Job Summary:

As a Customer Success Manager with McCreadie Group, you’ll serve as a trusted partner to a defined portfolio of customers, focusing on expansion, price increase, and renewal initiatives. You’ll play a vital role in driving Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) by ensuring customers continue to see measurable value, adopt best practices, and strengthen their long-term partnership with McCreadie Group.

The focus of this role is to ensure a McCreadie Group customer has exceptional experience in their interactions with our company and our products, to help them realize the value of their investment in our solution, and to be their internal champion.  The Customer Success Manager will work closely with the customers to support them in their goal of building and maintaining a successful pharmacy research practice. 

In addition to the externally focused responsibilities associated with customer success management and communication, the person in this role will also collaborate with a cross-functional team to make sure our products meet or exceed our customers’ expectations by providing input into the product development and testing process and assisting with help desk tasks, participating in external communications, and professional services.

Summary of essential job functions

Key Responsibilities

• Manage a portfolio of small to mid-sized accounts to ensure successful adoption, engagement, and renewal.
• Monitor customer health metrics to identify renewal risks early and take corrective action.
• Recommend add-ons, contract expansions, or upgrades based on customer usage patterns or needs.
• Collaborate with the sales team to provide product demonstrations and address potential client inquiries.
• Identify any customer dissatisfaction that may impact contract renewals and recommend strategies to mitigate churn risk.
• Develop a trusted advisor relationship with customers; build and maintain strong, long-lasting customer relationships.
• Monitor and analyze customers’ usage of our product, report on trends to management, provide suggestions based on findings.
• Collaborate and assist in maintaining a library of best practices based on customer interactions and subject matter expertise in collaboration with the other research products team members.
• Travel as needed to represent the Research Product business unit for customer site visits, implementations, and sales and marketing opportunities.

Customer Support and Communications

• Provide technical support for customers using established company processes and tools (Customer Support software, CRM, phone, email).
• Maintain a high standard of responsiveness, ensuring high levels of customer satisfaction with our support experience.
• Provide backup and cross coverage of customer support as needed which may include after normal business hours to support customer across the country and global customers.
• Develop and maintain subject matter expertise in Research Pharmacy by participating in educational opportunities, reading professional publications, maintaining professional networks, and participating in professional organizations.
• Collaborate with the Director of Customer Success, VP of Business Solutions and Research Pharmacy Team to consult with customers on best practices and innovative uses of software features.
• Offer guidance and feedback on all customer and prospect communications, including the McCreadie Group website, newsletters, training, and sales and marketing materials.

Product Development and Testing

• Work with the Research Pharmacy Team and the Development Team on all open issues relating to the Research Product based on feedback provided by Research Product Team members.
• Provide recommendations to the Director of Customer Success relating to the direction of Research Products based on customer feedback and interactions.
• Translate enhancement requests into high-level specs to design company's products as assigned.
• Assist with testing of research product releases and new features in collaboration with the Research Products Team.

Software Implementation, Education and Training

• Provide or assist with customer implementation and training for new Research Product clients as needed.
• Assist in creating and maintaining all user documentation to ensure customers can successfully use the research products.

Other Duties

• Perform other duties as needed

Required Skills, Education and Experience

• Subject matter expertise in research pharmacy (Investigational Drug Services) at clinical sites.
  • Minimum 3 years of relevant pharmacy research experience required and/or
  • Minimum 3 years of Vestigo use.
• Demonstrated ability to manage protocols, amendments, and protocol close out
• Demonstrated ability to operate an IDS service
• Demonstrated superior client relationship management skills
• Familiarity with CRM/CS tools (Salesforce, HubSpot, etc.).
• Strong collaboration skills and eagerness to learn.
• Advanced user of Word, Excel and PowerPoint.
• Excellent organizational skills with ability to work independently and manage projects with many moving parts
• Ability to perform duties in an efficient, professional, and courteous manner
• Excellent written and verbal communication skills
• Must be eligible to work in the U.S.

Desired Skills and Experience

• Certified Pharmacy Technician (CPhT)
• Bachelor’s degree preferred or equivalent practical experience.
• 3–5 years of experience in Customer Success, Account Management, or Professional Services in a SaaS or tech environment.
• Experience in B2B SaaS or tech, managing multiple customer accounts and driving retention and adoption.
• Familiarity with Help Desk processes and software (Kayako, HubSpot etc)
• Experience managing renewals and supporting price increase or expansion initiatives.
• Fluent in French and other languages

We are seeking a strategic and results-driven Marketing Campaign Manager to lead the planning, execution, and optimization of integrated marketing campaigns across multiple business units within our Compliance Division. This role will act as the key liaison between each business unit and our external marketing agency to drive pipeline growth across the division’s portfolio of products and services.

Key Responsibilities 

• Campaign Strategy & Planning
  • Develop and lead comprehensive, multi-channel marketing campaigns aligned to business unit goals.
  • Collaborate with business unit stakeholders to understand target audiences, value propositions, and key business priorities to inform marketing campaign strategy and messaging.
• Execution & Project Management
  • Manage end-to-end campaign execution, partnering with business unit functional teams and our external marketing agency.
  • Own campaign timelines, deliverables, and budgets, ensuring on-time and high-quality execution.
• Performance & Optimization
  • Monitor and analyze campaign performance using marketing analytics tools and dashboards.
  • Continuously test, optimize, and iterate based on data-driven insights to improve conversion rates and pipeline contribution.
• Collaboration & Communication
  • Partner closely with sales to ensure campaign alignment, support enablement, and accelerate opportunities.
  • Communicate campaign plans, performance, and insights to key stakeholders across marketing and business leadership.
    

Competencies:  

• Strategic Execution: Able to translate business objectives into measurable marketing campaigns. Balances creative concepts with analytical rigor to ensure campaigns ladder up to pipeline, revenue, and brand goals. Demonstrates a strong understanding of audience segmentation and funnel dynamics. 

• Analytical Decision-Making: Comfortable interpreting campaign data to identify patterns, draw insights, and recommend next steps. Skilled at using experimentation frameworks (A/B, multivariate, incrementality) to validate hypotheses and continuously improve performance. 

• Operational Excellence: Drives campaigns from ideation through post-mortem with exceptional organization and attention to detail. Anticipates dependencies across channels, timelines, and stakeholders; maintains clear documentation and repeatable processes for scale. 

• Communication and Collaboration: Communicates campaign goals, insights, and results clearly across marketing, sales, product, and leadership teams. Skilled in vendor and stakeholder management, ensuring alignment on deliverables, expectations, and optimization decisions. 

• Agility and Growth Mindset: Thrives in dynamic environments. Rapidly adapts to performance trends, feedback, or market changes while maintaining focus on long-term objectives. Demonstrates curiosity and continuous learning in new platforms, tools, and testing methods. 

• Creative and Brand Stewardship: Shows strong creative judgment and an eye for brand consistency across channels. Partners effectively with content and design teams to ensure messaging and visuals drive engagement while staying true to the company’s identity. 

Required Qualifications   

• 5+ years of experience in B2B SaaS marketing, with at least 2+ years in campaign management.
• Experience managing campaigns across multiple business units or products within a division.
• Proven success driving integrated campaigns that deliver measurable business outcomes (pipeline, revenue)
• Strong project management skills with the ability to manage multiple initiatives simultaneously.
• Proficiency in marketing technology platforms such as Salesforce, HubSpot (or Marketo/Eloqua), Google Analytics, and project management tools.
• Excellent communication, collaboration, and stakeholder management skills.
• Familiarity with segmentation, personalization, and campaign automation best practices.

Preferred Qualifications 

• Vertical B2B SaaS experience in Pharmacy, Cosmetic Tech, ERPs, or compliance-focused business solutions is a plus.

Position Overview 

Cordance is seeking ambitious and resilient Sales Development Representatives (SDRs) to join our growing team. As an SDR, you’ll be on the front lines of our sales organization — prospecting, researching, and engaging with potential customers to create qualified opportunities for our sales team. 

This is a high-impact, sales role that requires persistence, creativity, and a hunger to learn. More than just an entry point into sales, this is a launchpad for your career. Many of our top performers advance into Account Executive, Customer Success, or Marketing roles. If you’re resilient, curious, and motivated by growth, you’ll find success here. 

Key Responsibilities 

• Represent Cordance’s portfolio of products and services, using strong product knowledge and research to articulate how our solutions address customer needs. 

• Focus primarily on new logo acquisition through inbound and outbound prospecting. (Installed base expansion may occur occasionally as needed.) 

• Generate leads and build relationships by nurturing prospects and developing early-stage sales opportunities. Respond rapidly to inbound inquiries (“speed to lead”). 

• Conduct high-quality, high-volume outreach (70–90 activities per day) through calls, emails, video, and social media. 

• The goal is to increase call volume to ~1,200 calls per month by Q1. 

• Top performers consistently achieve this level of activity, driving stronger pipeline results. 

• Qualify prospects through research and discovery to ensure a strong fit for Cordance solutions. Identify opportunities to return unqualified leads to marketing for further nurturing. 

• Schedule discovery meetings or demos with qualified prospects for assigned Account Executives. 

• Utilize CRM (HubSpot), sales engagement tools, and data platforms (ZoomInfo) to track activities, log insights, and manage follow-ups. 

• Collaborate closely with SDR leadership and Account Executives to develop and execute targeted prospecting strategies for assigned territories or accounts. 

• Meet or exceed individual activity, qualification, and pipeline-generation goals. 

• Share feedback, trends, and messaging insights with peers and leadership to continuously improve team performance. 

Competencies 

• Resiliency: Ability to handle rejection, stay motivated, and consistently deliver in a metrics-driven environment. 

• Coachability: Openness to feedback, eagerness to learn, and ability to quickly apply new skills. 

• Curiosity & Problem Solving: Genuine interest in learning, asking thoughtful questions, and finding creative ways to connect with prospects. 

• Ownership: A disciplined, proactive mindset with a strong sense of accountability for results. 

• Growth Mindset: A drive to continuously improve, embrace challenges, and view setbacks as opportunities to grow. 

• Strong communication skills, written and verbal, with the confidence to engage decision-makers. 

• Ability to thrive in a fast-paced, high-energy team environment. 

Required Qualifications  

• Bachelor’s degree or equivalent experience. 

• 0–2 years of professional experience (internships, part-time, or sales-related experience a plus). 

• Comfort with high-volume outreach across phone, email, and LinkedIn. 

• Strong organizational skills and ability to manage multiple priorities. 

• Passion for sales and a desire to grow into a long-term revenue-generating career. 

• Experience in B2B SaaS or lead-generation environments preferred but not required. 

Preferred Qualifications 

• Familiarity with CRM and sales tools such as HubSpot (Cordance’s primary platform), ZoomInfo. 

• Proven success meeting or exceeding outreach and pipeline goals in a fast-paced environment. 

• Strong research and prospecting skills with the ability to personalize outreach at scale. 

• Understanding and application of BANT qualification methodology. 

• Prior experience collaborating with Account Executives on account or territory strategies. 

• Ability to balance quality and quantity in prospecting while maintaining precision under pressure. 

About eRezLife

eRezLife is the leading housing and residence life software provider built by residence life professionals for residence life professionals. We partner with colleges and universities to strengthen campus communities, streamline housing operations, and elevate the student experience through a flexible, customizable software platform.

Our work is grounded in connection, trust, transparency, and community. We believe technology should support—not replace—the meaningful relationships that define residence life. eRezLife maintains deep ties to the higher education housing ecosystem and actively engages with regional and national housing and residence life associations to remain a trusted, long-term partner to our clients.

Position Overview

The Customer Success & Account Manager is a strategic, relationship-driven role responsible for owning customer retention, renewal, expansion, and long-term value realization across a portfolio of mid-market and enterprise higher education clients.

This role blends senior-level customer success leadership with commercial accountability. You will serve as a trusted advisor to housing and residence life leaders while acting as a visible ambassador for eRezLife within the broader housing community.

Key Responsibilities

Strategic Customer Partnership

• Own executive-level relationships within assigned territories.
• Lead strategic business reviews demonstrating value and ROI.
• Advocate for customer needs internally.

Retention, Renewals & Revenue Ownership

• Own renewals end-to-end including forecasting and negotiation.
• Identify and mitigate churn risk.
• Lead value-based pricing and expansion discussions.

Expansion & Growth

• Identify upsell and expansion opportunities.
• Drive expanded adoption across housing and residence life functions.

Industry Engagement & Thought Leadership

• Represent eRezLife at regional and national housing associations.
• Present at conferences and industry events.
• Travel as needed for customer and association engagement.

Product Adoption & Operational Excellence

• Participate in the onboarding and adoption process for clients.
• Translate customer feedback into product insights and recommendations.
• Maintain CRM discipline and contribute to marketing efforts.

Required Qualifications

• 5–8+ years combined experience in Customer Success, Account Management, and Residence Life/Housing.
• Proven success with task and project management.
• Proven ability to retain an existing customer base and optimize the customer experience, fueling increases to ARR targets.
• Strong executive presence and presentation skills.

Preferred Qualifications

• Residence life or housing operations experience.
• Experience with systems like Salesforce, HubSpot, MailChimp, Subskribe, and Canva.
• Conference presentations and association involvement.
• Willingness to travel.

Position Overview

The Director of Human Resources serves as a strategic HR leader and trusted advisor to senior business leaders across multiple regions and business units. This role is responsible for shaping and executing people strategies that enable business growth, organizational effectiveness, and a strong employee experience across a global workforce.

The Director of Human Resources will provide leadership across core HR disciplines including organizational design, performance management, employee relations, compliance, and change management. This individual will operate effectively in a SaaS environment and complex, multi-entity structure, while ensuring alignment across key geographies.

Key Responsibilities

• Partner with senior executives and business leaders to develop and execute HR strategies aligned to organizational and operational goals across multiple regions and business units
• Lead workforce planning, organizational design, and talent strategies that support growth, scalability, and business performance
• Serve as a trusted advisor to leaders on employee relations, performance management, leadership effectiveness, team dynamics, and organizational health
• Provide coaching and guidance to leaders on complex people matters, including change leadership, succession planning, and talent development
• Oversee and drive change management initiatives related to organizational transformation, integrations, restructures, and business growth
• Ensure compliance with labor laws, regulations, and HR practices across key regions
• Leverage people data, trends, and metrics to influence business decisions and improve engagement, retention, and overall organizational effectiveness
• Support mergers, acquisitions, integrations, and restructuring efforts across a multi-entity environment
• Partner cross-functionally with leaders and HR team members to strengthen programs, policies, and processes that support a high-performing culture
• Champion company culture and values while adapting people practices to regional needs and business realities
• Help build and mature HR infrastructure, processes, and capabilities to support a growing, global organization

Competencies

• Strategic Leadership: Aligns people strategy with business priorities and long-term organizational goals
• Executive Influence: Builds credibility and partners effectively with senior leaders and stakeholders across the business
• Global & Cultural Agility: Navigates regional complexity and cultural differences with sound judgment and adaptability
• Business Acumen: Understands SaaS operating models, growth drivers, and organizational dynamics
• Change Leadership: Leads through ambiguity and drives effective organizational transformation
• Talent & Organizational Effectiveness: Applies strong judgment to organizational design, leadership capability, and team performance
• Data-Driven Decision Making: Uses people analytics and business insights to guide priorities and actions
• Communication: Communicates clearly and effectively across varied audiences and levels of the organization
• Execution Excellence: Balances strategic thinking with operational follow-through and accountability

Required Qualifications

• 10+ years of progressive HR experience, including significant experience in HR business partnership and/or HR leadership roles
• Proven experience partnering with senior leaders to drive people strategy in global, multi-region organizations
• Experience with M&A, post-acquisition integrations, or global expansion efforts
• Experience in a SaaS, technology, or high-growth environment
• Demonstrated success influencing senior stakeholders and driving measurable business outcomes through HR strategy
• Experience supporting complex, multi-entity and/or multi-business unit organizations
• Strong judgment, analytical capability, and problem-solving skills, with the ability to use data to inform decisions
• Experience leading organizational change, transformation, integrations, or restructuring initiatives

Preferred Qualifications

• Experience supporting distributed, remote-first teams
• Background in scaling organizations and building HR infrastructure in growth environments
• Strong knowledge of employment laws and HR practices across several regions.
• Familiarity with global HR systems, processes, and tools
• Advanced degree and/or HR certification such as SHRM, SPHR, or CIPD

Blue Link ERP is an integrated Enterprise Resource Planning software for small to mid-sized wholesalers and distributors, providing a single system to manage core operations like accounting, inventory, order processing, and warehouse management, automating workflows, reducing manual data entry, and offering features for e-commerce integration, lot tracking, job costing, and financial reporting to streamline growth and provide better business insights. 

As an Account Manager, you’ll serve as a trusted partner for your accounts, building strong relationships, identifying growth opportunities, and executing strategies that expand adoption and revenue. You’ll collaborate closely with internal teams to deliver tailored solutions that accelerate both customer success and Blue Link's business growth. 

This is an exciting opportunity for a proactive, customer-centric professional who thrives on uncovering new opportunities within existing relationships and driving measurable impact. 

Key Responsibilities 

• Serve as the primary relationship owner for a portfolio of mid-market and enterprise accounts. 

• Build trust and alignment with decision-makers and day-to-day champions across customer organizations. 

• Proactively manage contract renewals to ensure consistent customer satisfaction and retention. 

• Anticipate risks, identify at-risk accounts early, and execute mitigation strategies to maintain long-term relationships. 

• Identify expansion opportunities within your book of business by uncovering additional use cases, products, or features that deliver ROI. 

• Partner with Sales Leadership and Marketing to design and execute targeted account growth campaigns. 

• Develop detailed account plans that track health, usage, renewal timelines, and growth potential. 

• Leverage CRM data and customer insights to prioritize opportunities and plan proactive engagement. 

• Deeply understand customer goals, challenges, and success metrics. 

• Position Cordance solutions to drive measurable business outcomes, acting as a strategic advisor rather than a transactional contact. 

• Work closely with Customer Success, Sales Leadership, and Marketing to deliver coordinated value and seamless customer experiences. 

• Share actionable feedback with Product and Marketing to inform go-to-market and customer engagement strategies. 

• Maintain accurate forecasts and renewal tracking within HubSpot (primary CRM across BUs). 

• Drive operational excellence through consistent pipeline visibility and disciplined communication. 

Competencies: 

• Account Growth & Expansion: Demonstrates skill in identifying and executing upsell and cross-sell opportunities that align to customer outcomes. Applies data-driven strategies to grow revenue within existing accounts. 

• Customer Relationship Management: Builds long-term partnerships grounded in trust, understanding, and measurable value. Engages effectively across multiple stakeholders and organizational levels. 

• Renewal Ownership: Leads renewal cycles with confidence and strategic intent. Focuses on customer success as the foundation for retention and long-term partnership. 

• Strategic Account Planning: Creates structured, insight-driven account plans that track adoption, engagement, and growth opportunities. Uses CRM data to guide decision-making and forecasting accuracy. 

• Customer Advocacy & Insight: Acts as the voice of the customer within Cordance — translating needs, challenges, and feedback into actionable insights that inform product and GTM strategies. 

• Cross-Functional Collaboration: Partners seamlessly with Sales Leadership, Marketing, and Customer Success to ensure coordinated execution. Facilitates information flow and alignment across teams. 

• Communication & Professionalism: Exemplifies clarity, empathy, and responsiveness in every interaction. Maintains composure in complex situations and communicates with executive presence. 

• Growth Mindset & Accountability: Approaches challenges with curiosity, ownership, and continuous improvement. Demonstrates resilience and alignment with Cordance’s mission-driven culture. 

Required Qualifications  

Experience:  

• 5+ years of account management or customer-facing SaaS experience with a strong record of retention and account growth. 

• Proven ability to manage a portfolio of mid-market or enterprise accounts with multiple stakeholders. 

• Demonstrated success driving upsell and cross-sell revenue through consultative engagement. 

• Strong relationship-building, communication, and negotiation skills. 

• Analytical mindset with the ability to assess account health, interpret metrics, and develop data-driven plans. 

• Proficiency in CRM tools (HubSpot preferred) for tracking renewals, opportunities, and forecasting. 

• High degree of ownership, organization, and accountability in managing customer success and revenue outcomes. 

Preferred Qualifications 

• Experience in B2B SaaS account management, ideally within verticals such as Education, Industrials, or Technology. 

• Familiarity with customer success frameworks and metrics (e.g., Net Revenue Retention (NRR), churn, adoption, usage expansion). 

• Success working cross-functionally with Customer Success and Sales Leadership to coordinate account strategies. 

• Ability to manage multiple complex relationships while maintaining strategic focus on growth and customer outcomes. 

Location: Remote (US-based candidates only)

Cordance is a software company that acquires and accelerates the growth of vertically-focused, B2B SaaS companies by investing in their products, processes, and people – for the long-term. Our community of experienced operators and subject-matter experts provide go-to-market leadership, operational excellence, and financial rigor to help acquired companies realize their full potential. 

Position Overview 

We are seeking a high-performing Account Executive specializing in commerce & compliance to drive new business growth across our compliance-oriented SaaS companies. You will engage organizations of all sizes, from small businesses to large enterprises operating in industries where regulatory adherence, workflow controls, and auditability are mission-critical. 

This role requires a disciplined, consultative seller skilled at uncovering risk exposure, mapping value to compliance outcomes, and engaging operational, legal, financial, and technical stakeholders throughout complex decision-making cycles. 

Key Responsibilities 

• Identify and convert new logo opportunities across regulated industries (financial services, logistics, retail, manufacturing, government contractors, etc.). 

• Build prospecting sequences targeting compliance officers, operational leaders, and risk managers. 

• Use domain insight to articulate pain around governance, audit trails, policy compliance, and system-of-record accuracy. 

• Manage qualification, discovery, presentations, proposals, and contract negotiation. 

• Deliver compelling demos that emphasize workflow automation, compliance controls, and ROI. 

• Run deep discovery to quantify risk exposure, process inefficiencies, and audit burdens. 

• Align solutions to regulatory frameworks (SOC, ISO, SOX, GRC, internal audit mandates). 

• Apply MEDDPICC to ensure disciplined deal management and forecasting accuracy. 

• Maintain hubspot pipeline hygiene, forecast updates, and documentation. 

• Partner with SDRs to refine ICP targeting across compliance-heavy segments. 

• Collaborate with Marketing to shape vertical campaigns, compliance content, and case studies. 

• Ensure smooth handoff to Customer Success for implementation and compliance onboarding. 

• Navigate legal, procurement, and compliance review cycles. 
• Structure deals that support long-term partnership and audit readiness. 

Competencies: 

• Sales Execution & Strategy: Proven ability to own full-cycle SaaS sales in the mid-market segment, consistently achieving or exceeding quota. Balances disciplined process with creative deal strategy to accelerate new logo growth. 

• Consultative Selling & Value Creation: Fluent in value-based discovery and business outcome alignment. Applies MEDDPICC rigor to qualify opportunities and advance deals efficiently. 

• Relationship Development: Builds credibility and trust across multiple stakeholder levels — from functional leaders to executive sponsors — by acting as a strategic partner focused on business outcomes. 

• Negotiation & Closing: Expert in crafting win-win deal structures that drive ARR growth while maintaining profitability and customer satisfaction. 

• Operational Discipline: Maintains accurate forecasting, pipeline visibility, and CRM data hygiene. Prioritizes deals based on impact potential and alignment with ICP. 

• Collaboration & Team Engagement: Partners effectively with SDRs, Sales Leadership, and Marketing to execute GTM strategies and ensure seamless transitions into post-sale success. 

• Performance & Resilience: Operates with persistence, adaptability, and focus in a high-growth, evolving environment. Demonstrates ownership, urgency, and continuous improvement. 

Required Qualifications  

Experience:  

• 5+ years of full-cycle SaaS sales experience, with a strong record of meeting or exceeding quota. 

• Success selling compliance, workflow, or operations-focused tools. 

• Experience closing SaaS deals across the full spectrum—from small businesses to large enterprise organizations.. 

• Strong understanding of regulatory environments or risk-driven buying cycles. 

• Demonstrated success in new business acquisition with customers  

• Expertise using structured methodologies such as MEDDPICC to drive forecast accuracy and close rates. 

• Proven ability to engage and influence multiple stakeholders, including senior decision-makers. 

• Exceptional communication, presentation, and negotiation skills. 

• CRM proficiency (HubSpot preferred). 

• Self-starter with resilience, discipline, and the ability to thrive in a dynamic, high-performance environment. 

Preferred Qualifications 

• Experience selling GRC, audit automation, commerce workflows, or supply-chain compliance software. 

• Familiarity with SOC, ISO, SOX, OSHA, PCI, or comparable frameworks. 

• Background working with compliance officers, operations leaders, and legal teams. 

Location: Remote (US-based candidates only)

Cordance is a software company that acquires and accelerates the growth of vertically-focused, B2B SaaS companies by investing in their products, processes, and people – for the long-term. Our community of experienced operators and subject-matter experts provide go-to-market leadership, operational excellence, and financial rigor to help acquired companies realize their full potential. 

Position Overview 

Cordance is seeking a driven Account Executive specializing in EdTech to accelerate new business acquisition across our education-focused portfolio companies. You will engage K–12 districts, higher education institutions, credentialing bodies, and academic programs of all sizes from small schools to large, complex university systems. 

This role is ideal for a consultative seller with experience navigating academic decision-making committees, multi-layered procurement processes, and diverse stakeholder groups. You will own the entire sales cycle with a strong emphasis on value-based discovery, ROI articulation, and stakeholder alignment. 

Key Responsibilities 

• Identify, target, and convert new logo opportunities in K–12, Higher Ed, and Continuing Education. 

• Build prospecting strategies using market insight into SIS platforms, academic workflow pain points, and institutional priorities. 

• Execute targeted outbound campaigns and engage administrators, IT leaders, academic departments, and procurement teams. 

• Manage full-cycle SaaS sales from qualification through contracting. 

• Lead tailored product demos for academic committees, IT groups, and operational leaders. 

• Conduct deep discovery around challenges such as accreditation, student lifecycle workflows, compliance, scheduling, or credentialing. 

• Build ROI-driven value propositions aligned to institutional outcomes. 

• Apply MEDDPICC rigor to improve qualification, deal progression, and forecast accuracy. 

• Maintain accurate data and documentation in HubSpot. 

• Present compelling business cases to academic councils and executive sponsors. 

• Work closely with SDRs to refine targeting across education segments. 

• Partner with Marketing to shape vertical campaigns and content. 

• Ensure seamless handoff to Customer Success for onboarding and adoption. 

• Navigate complex procurement processes, RFPs, and contracting. 
• Structure terms aligned with institutional fiscal cycles and decision milestones. 

Competencies: 

• Sales Execution & Strategy: Proven ability to own full-cycle SaaS sales in the mid-market segment, consistently achieving or exceeding quota. Balances disciplined process with creative deal strategy to accelerate new logo growth. 

• Consultative Selling & Value Creation: Fluent in value-based discovery and business outcome alignment. Applies MEDDPICC rigor to qualify opportunities and advance deals efficiently. 

• Relationship Development: Builds credibility and trust across multiple stakeholder levels — from functional leaders to executive sponsors — by acting as a strategic partner focused on business outcomes. 

• Negotiation & Closing: Expert in crafting win-win deal structures that drive ARR growth while maintaining profitability and customer satisfaction. 

• Operational Discipline: Maintains accurate forecasting, pipeline visibility, and CRM data hygiene. Prioritizes deals based on impact potential and alignment with ICP. 

• Collaboration & Team Engagement: Partners effectively with SDRs, Sales Leadership, and Marketing to execute GTM strategies and ensure seamless transitions into post-sale success. 

• Performance & Resilience: Operates with persistence, adaptability, and focus in a high-growth, evolving environment. Demonstrates ownership, urgency, and continuous improvement. 

Required Qualifications  

• 5+ years of full-cycle SaaS sales experience, with a strong record of meeting or exceeding quota. 

• Proven success selling into K–12, Higher Ed, or educational institutions. 

• Experience closing SaaS deals across the full spectrum—from small businesses to large enterprise organizations. 

• Experience working with MEDDPICC or similar structured methodologies. 

• Proven ability to engage and influence multiple stakeholders, including senior decision-makers. 

• Exceptional communication, presentation, and negotiation skills. 

• Self-starter with resilience, discipline, and the ability to thrive in a dynamic, high-performance environment. 

Preferred Qualifications 

• Experience with Student Information Systems, academic operations, credentialing, or compliance tools. 

• Familiarity with FERPA, accreditation requirements, and institutional purchasing processes. 

• Success working cross-functionally with SDRs, Marketing, and Product teams. 

• CRM proficiency (HubSpot preferred). 

Location: Remote (US-based candidates only)

Position Overview 

Cordance is looking for an experienced Account Executive specializing in Industrial SaaS to fuel new business growth in manufacturing, field operations, and industrial services. You will work with organizations of all sizes—from small operations to large, multi-site enterprises—and the role requires a seller with strong consultative skills and familiarity with operational, safety, and process-driven environments. 

You will engage operational leaders, plant managers, safety directors, engineering teams, and IT stakeholders to drive adoption of software that improves efficiency, reduces downtime, and mitigates risk. 

Key Responsibilities 

• Target new logo opportunities across manufacturing, industrial services, field operations, and logistics. 

• Use vertical knowledge to identify pain around downtime, compliance, maintenance, workforce training, or safety workflows. 

• Execute outbound strategies targeting operations, engineering, safety, and technology leaders. 

• Own the full sales cycle, from qualification to close. 

• Deliver product demonstrations that highlight operational efficiency, automation, asset visibility, and compliance reporting. 

• Conduct deep discovery to assess process gaps, worksite challenges, and performance benchmarks. 

• Develop ROI-based proposals quantifying time/efficiency gains, risk reduction, or safety improvements. 

• Apply MEDDPICC for qualification and forecasting. 

• Maintain strong CRM hygiene in HubSpot. 

• Run structured, repeatable sales motions aligned to industrial buyer journeys. 

• Collaborate with SDRs to optimize outreach to operational leaders. 

• Partner with Marketing to refine industrial messaging, case studies, and campaigns. 

• Work with Customer Success on expectation setting and project transition. 

• Navigate multi-department industrial buying groups involving operations, procurement, safety, and IT. 
• Align contract terms to operational priorities and budget cycles. 

Competencies: 

• Sales Execution & Strategy: Proven ability to own full-cycle SaaS sales in the mid-market segment, consistently achieving or exceeding quota. Balances disciplined process with creative deal strategy to accelerate new logo growth. 

• Consultative Selling & Value Creation: Fluent in value-based discovery and business outcome alignment. Applies MEDDPICC rigor to qualify opportunities and advance deals efficiently. 

• Relationship Development: Builds credibility and trust across multiple stakeholder levels — from functional leaders to executive sponsors — by acting as a strategic partner focused on business outcomes. 

• Negotiation & Closing: Expert in crafting win-win deal structures that drive ARR growth while maintaining profitability and customer satisfaction. 

• Operational Discipline: Maintains accurate forecasting, pipeline visibility, and CRM data hygiene. Prioritizes deals based on impact potential and alignment with ICP. 

• Collaboration & Team Engagement: Partners effectively with SDRs, Sales Leadership, and Marketing to execute GTM strategies and ensure seamless transitions into post-sale success. 

• Performance & Resilience: Operates with persistence, adaptability, and focus in a high-growth, evolving environment. Demonstrates ownership, urgency, and continuous improvement. 

Required Qualifications  

Experience:  

• 5+ years of full-cycle SaaS sales experience, with a strong record of meeting or exceeding quota. 

• Experience selling into industrial, manufacturing, or field operations environments. 

• Experience closing SaaS deals across the full spectrum—from small businesses to large enterprise organizations. 

• Familiarity with process optimization, asset management, or operational safety concepts. 

• HubSpot CRM experience preferred. 

• Expertise using structured methodologies such as MEDDPICC to drive forecast accuracy and close rates. 

• Proven ability to engage and influence multiple stakeholders, including senior decision-makers. 

• Exceptional communication, presentation, and negotiation skills. 

• CRM proficiency (HubSpot preferred). 

• Self-starter with resilience, discipline, and the ability to thrive in a dynamic, high-performance environment. 

Preferred Qualifications 

• Experience selling EHS, CMMS, FSM, IoT, or manufacturing operations software. 

• Familiarity with OSHA, maintenance standards, or operational compliance requirements. 

• Prior work with plant managers, field ops leaders, or industrial engineering teams. 

Cordance is seeking a Director of Sales who is responsible for leading the sales team, developing and executing strategies to drive both new business acquisition and existing account expansion, and achieving revenue growth for a specific company vertical. This role requires a strategic thinker with a proven track record in sales leadership, excellent interpersonal skills, and the ability to motivate a high-performing team. The Sales Director will focus on expanding market share, nurturing client relationships, and ensuring the team meets and exceeds revenue targets.

This is a fully remote role; all candidates must reside with full work authorization in the US.

Responsibilities:

• Build, lead, and mentor a high-performing sales team, fostering a culture of accountability, collaboration, and success while tracking individual and team performance to meet growth targets
• Develop and implement a comprehensive sales strategy that balances new customer acquisition and account expansion, ensuring alignment with business objectives
• Drive proactive prospecting, outbound campaigns, and networking to generate and manage a robust pipeline of qualified leads and new business opportunities
• Oversee strategies to deepen client relationships, maximize customer lifetime value, and drive upsell/cross-sell opportunities while ensuring long-term satisfaction and loyalty
• Lead the entire sales cycle, ensuring effective deal management, tailored proposals, and strategic negotiations that support company revenue goals
• Own sales forecasting for both new and existing business, providing accurate revenue projections and adjusting strategies as needed
• Identify and pursue new market opportunities, including untapped regions, industries, and verticals, positioning the company as a trusted partner
• Continuously improve sales processes, implement best practices, and ensure the team has the right tools, training, and resources to succeed
• Partner with leadership to align sales efforts with overall company objectives and provide insights into market trends and competitive activity

Competencies:

• Sales Leadership: Builds, coaches, and leads high-performing sales teams to consistently achieve revenue targets.

• Revenue Strategy: Develops and executes strategies that drive new business acquisition and account expansion.

• Market & New Business Growth: Expands market share through proactive prospecting and entry into new verticals or regions.

• Account Expansion: Grows existing accounts by strengthening client relationships and identifying upsell and cross-sell opportunities.

• Forecasting & Sales Operations: Owns pipeline management and forecasting using data-driven insights and CRM tools.

Required Qualifications:

• 8+ years of sales experience, including 5+ years in leadership roles, with a focus on new business development and existing account growth in a SaaS environment
• Must have experience in one of our core verticals: EdTech, Commerce, Regulations & Compliance, or Industrials
• Proven track record of achieving revenue targets across both new customer acquisition and account expansion strategies
• Experience in private equity-backed or high-growth, fast-paced environments, demonstrating the ability to drive success in dynamic settings
• Strong leadership capabilities, with the ability to inspire, manage, and scale a sales team to meet diverse revenue goals
• Proficiency with CRM tools (e.g., Salesforce) and sales enablement platforms, ensuring data-driven decision-making and pipeline management

Preferred Qualifications:

• Bachelor’s degree

• MBA or equivalent advanced experience

#LI-Remote

Cordance is a software company that acquires and accelerates the growth of vertically-focused, B2B SaaS companies by investing in their products, processes, and people – for the long-term. Our community of experienced operators and subject-matter experts provide go-to-market leadership, operational excellence, and financial rigor to help acquired companies realize their full potential. 

Position Overview 

The Business Unit (BU) President at Cordance is the strategic and operational leader of their business unit, serving as both its product and market authority and its executive anchor. As the P&L owner, the President is accountable for setting strategy, driving disciplined growth, and ensuring scalable and efficient operations. This role requires a leader with deep industry expertise, sharp understanding of customer needs, and the ability to balance long-term vision with hands-on execution. 

The President will define and execute the go-to-market strategy, shape the product roadmap, establish the annual operating plan, and oversee resources and budgets to deliver sustainable business performance. They will champion customer experience, guide product strategy and engineering execution, and embed best practices in sales, pricing, packaging, customer success, and operational excellence. 

As the primary external face of the BU to customers, strategic partners, and the broader industry, the President will engage deeply with stakeholders while mentoring internal teams, fostering a culture of accountability and innovation, and building high-performance organizations aligned with Cordance’s long-term objectives. 

Key Responsibilities 

Strategic Leadership & Market Expertise 

• Serve as the primary product and market expert for the BU, with deep knowledge of customer needs, industry trends, and competitive dynamics.
• Define and own the BU’s vision, objectives, and long-term growth strategy, aligning with Cordance’s portfolio priorities.
• Develop and execute the annual operating plan and multi-year investment model, ensuring financial rigor and sustainable results.
• Own full P&L responsibility, balancing growth initiatives with disciplined cost management. 

Go-to-Market (GTM) & Product Strategy 

• Lead BU go-to-market strategy, including demand generation, sales execution, and revenue expansion.
• Shape the product roadmap in alignment with market opportunities, customer feedback, and Cordance’s strategic framework.
• Partner with Cordance operations to embed best practices in pricing, packaging, customer success, and GTM execution.
• Act as the external face of the BU and Cordance to customers, partners, and industry stakeholders. 

Integration & Operational Execution 

• Take ownership of integration strategies for newly acquired businesses, including:
• Systems integration (data, platforms, shared services)
• GTM integration (messaging, demand gen, sales alignment)
• People integration (onboarding, organizational readiness, culture alignment)
• Ensure milestones are met, risks are managed, and value creation targets are achieved during and after integration.
• Drive operational excellence across engineering, product delivery, and customer-facing teams. 

Team & People Leadership 

• Build, lead, and mentor high-performing teams that embody accountability, innovation, and collaboration.
• Foster a culture of growth, customer obsession, and operational discipline within the BU.
• Develop leadership talent and ensure organizational structures scale with business growth.
• Serve as the primary external and internal leader for the BU, representing Cordance with employees, customers, partners, and within the broader industry ecosystem. 

Required Qualifications 

• Proven experience as a President, General Manager, or senior P&L leader in a SaaS or B2B software environment.
• Deep expertise in go-to-market strategy, product strategy, and customer success within a vertical SaaS or B2B context.
• Strong track record of driving disciplined growth, scaling operations, and managing multi-million-dollar P&Ls.
• Demonstrated ability to lead post-acquisition integrations, including systems, people, and GTM alignment.
• Exceptional leadership skills with a focus on building teams, mentoring talent, and fostering accountability.
• Strong financial and operational acumen, with the ability to balance long-term strategic vision and short-term execution.
• Excellent communication, relationship-building, and stakeholder management skills.