Director, Portfolio Operations

Overview

Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.

We are growing our team in Toronto, San Francisco, and New York. Apply below.

Role

Director, Portfolio Operations

This is a high-impact, high-trust operating role designed for someone who wants to help shape how real businesses grow. You’ll be embedded in the Operating Partner’s office and serve as a force-multiplier across dozens of software companies. You’ll work closely with portfolio General Managers (GMs), Beacon’s value creation and finance teams, and other key executives.

This role is both strategic and executional. You will help build the “operating system” that lets Beacon drive real outcomes without linear team growth. This includes defining how GMs access help, how Beacon’s advisors are deployed, and how we manage financial visibility and accountability across the portfolio.

You’ll attend weekly business reviews, run annual planning, prepare quarterly reviews, and, when needed, represent the Operating Partner in meetings. Successful individuals in this role will either move into direct company involvement as either a player in or leading a Beacon portfolio company.

This role spans six core pillars :

• Initiative Execution (25%) : Drive top-priority initiatives that impact multiple companies (e.g. pricing rollout, back-office migration, Advisor deployment). Own execution rhythm and cross-functional accountability.
• GM Engagement & Enablement (20%) : Work directly with GMs to surface blockers, share playbooks, and connect them to Beacon resources. Serve as a facilitator and occasional decision-maker on behalf of the Operating Partner.
• Planning & Operating Rhythms (20%) : Design and lead the annual planning process. Manage cadence for business reviews, QBRs, and budgeting.
• Portfolio Performance Visibility (15%) : Partner with Finance to ensure companies are operating to budget. Improve tools and dashboards that help Beacon manage the portfolio.
• Program & Playbook Oversight (10%) : Evaluate whether Beacon’s value creation playbooks are actually working. Shape roadmap for what new programs or support we need to build.
• Advisor Network Deployment (10%) : Define and run the engagement strategy for Beacon’s advisors. Track impact and ensure companies are getting value from expert support.

The other main functions of the role include :

Qualifications

Our Values at Beacon Software

#J-18808-Ljbffr