Banyan Software

Role Description As Vice President of Product Management, you will own Bitcentral's product vision, strategy, and roadmap at a company-defining moment for broadcast and media technology. You will lead the evolution of Bitcentral from a trusted, established media software provider into a more modern, scalable, customer-led product company built for the next generation of broadcast and digital media workflows. - Own the product vision, strategy, and roadmap, ensuring priorities reflect customer needs, market dynamics, and Bitcentral's long-term competitive position in broadcast and media software. - Lead Bitcentral's transition from on-premise infrastructure toward hybrid cloud architectures while maintaining the reliability standards required for mission-critical broadcast workflows. - Champion AI-first product thinking, identifying where automation, predictive insights, and intelligent workflows can create durable differentiation for customers. - Make deliberate build-versus-buy and sequencing decisions under resource constraints, balancing innovation investment with platform stability. - Partner with sales leadership to translate customer signals, market trends, and strategic account needs into product priorities that protect retention and open expansion opportunities. - Serve as a credible product voice with Bitcentral's largest broadcast clients, earning trust through domain fluency and a forward-looking product point of view. - Lead pricing, packaging, and business model evolution as Bitcentral transitions from perpetual license models toward recurring revenue. - Partner with finance and sales to sequence pricing and customer migration decisions in a way that protects relationships while building recurring revenue momentum. - Measure product success against pro forma expectations and translate performance insights into roadmap, pricing, and investment decisions. - Work closely with technology leadership to translate product strategy into execution priorities and maintain productive alignment between innovation speed and platform reliability. - Build and lead the product function, shaping the team structure, decision rights, operating cadence, and culture required for a customer-led product organization. - Communicate clearly with the CEO, Banyan Operating Partners, leadership team, and internal stakeholders on product performance, roadmap tradeoffs, strategic priorities, and market conditions. Qualifications - Senior product leadership experience in a B2B SaaS, enterprise software, or vertical software company, with direct accountability for product strategy, roadmap execution, customer adoption, and product-market fit. - Demonstrated ability to make forward-looking product bets grounded in customer discovery, market data, usage signals, and long-term competitive positioning. - Experience leading a product organization through a meaningful inflection point, such as platform repositioning, pricing model redesign, migration from on-premise to cloud, or market expansion. - Practical AI product mindset, including experience shipping AI-embedded capabilities with measurable customer outcomes or leading sustained AI experimentation with clear conviction about where AI creates durable product value. - Strong commercial judgment, including experience with pricing, packaging, customer migration, and business model evolution from perpetual license or services-heavy models toward recurring revenue. - Credibility with enterprise or institutional customers, including the ability to serve as the primary product voice in strategic customer relationships. - Ability to translate complex customer workflows, technical constraints, and market opportunities into a clear, prioritized product roadmap. Benefits - Significant impact and autonomy. - Stability and long-term vision. - Strong foundation. - Customer proximity. - Opportunity to define the future. - Strategic scope. Company Description Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

Role Description Hancock Software is seeking a Solutions Engineer to join our Implementation team and serve as a primary technical resource throughout the client lifecycle. In this hands-on role, you will guide customers through preparation, planning, configuration, validation, and deployment of the Hancock Cloud energy efficiency software platform. You will collaborate closely with Technical Support, Product Management, Engineering, and the Executive team to deliver exceptional outcomes for clients across the country. Another key aspect of this role is client and software support; you will provide service-level application support to assist our support team in the diagnosis and debugging of software and configuration-related issues. Experience in energy efficiency retrofits or utility efficiency programs is a plus. Specific Responsibilities - Act as the primary implementation resource during the onboarding and go-live phases of the client lifecycle. - Actively support and diagnose technical issues in conjunction with support and customer success resources. - Clearly define, identify, and document customer business and technical requirements and objectives. - Create user documentation, training materials, and operating procedures. - Participate in project calls with customers, serving as a subject matter expert on company solutions. - Coordinate and track tasks assigned to both internal and external project team members. - Execute project tasks including scripting, data imports, configuration, testing, and knowledge transfer. - Translate business requirements into technical specifications for report development or product enhancements. - Build strong customer relationships to facilitate requirements gathering and solution validation. - Contribute to the development of implementation guidelines and process improvement initiatives. - Work across time zones with nationwide clients and with global team members across the US, India, and China. Qualifications - Demonstrated ability to lead and deliver software implementation projects from pre-sales through final delivery, preferably in this or a related industry. - Demonstrated technical and client support experience, specifically with cloud-hosted and client-installed applications. - 2–5 years of HTML/JavaScript and web development experience, including hands-on implementation or support work at a software company. - Ability to accurately track multiple detail-intensive, interdependent tasks with timely completion. - Self-motivated with a proven ability to work productively in a virtual team environment. - Strong commitment to building successful client relationships and ensuring customer satisfaction. - Proficiency in some of the following: MS SQL, Postman, Embarcadero RAD Studio, Delphi, Pascal, RESTful API development, and business intelligence tools, is a plus. - Agentic coding experience, primarily using Claude Code or an equivalent agentic coding platform, is a plus. - General knowledge of database structures and familiarity with data migration tools and processes is a plus. - Familiarity with Azure DevOps or equivalent ticket management systems, is a plus. - Experience in the energy efficiency retrofit or construction industry, especially utility demand-side management, is a plus. - Salesforce API integration experience is a plus. - Azure DevOps pipeline and CI/CD experience are a plus. Technology - Core Stack: HTML/JavaScript, RESTful API, also interaction with .NET Framework, C# and MSSQL - Tools: Visual Studio Code/Enterprise, Claude Code, Azure DevOps Git, Azure DevOps Ticket Management, Microsoft SQL Server, Zendesk Education - An undergraduate degree in Computer Science, Engineering, or a related field is preferred, though equivalent hands-on experience in software implementation will be considered. Compensation - $65,000 - $80,000 based on experience Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Role Description The JR Implementation Specialist is a growth role and a chance to learn HR operations and the HR4 platform from the inside, alongside a dynamic team working to get every dealership onto the Tier 5 track. You will build knowledge by doing: - Being assigned clients to support - Learning the employee lifecycle from recruitment through performance management - Seeing first-hand how HR4 supports the client The core of the role is supporting the Implementation Consultants as they move clients through the HR4Way process. As you master HR4, you take on more of the setup and quality work, saving the Consultant time so they can focus on micro-learning and change management. It is built for someone early in their career who is tech-savvy, detail-oriented, and eager to learn. Qualifications - University graduate, or college graduate with 1 to 2 years of relevant experience - Excelled in school and genuinely enjoyed assignments and research - HR experience, or a keen fondness for learning about HR, HR operations, and software - Tech-savvy. This is an absolute must, and the interview will focus on it. - Fluency in French is an asset, as HR4 has French-speaking clients and our platform must be maintained Requirements - Support the Consultants with the activities required to move clients through the HR4Way process - Review client employee data, policies, and job descriptions for accuracy and alignment with the HR4Way - Audit new setups against the checklist, confirming organization, flow, and completeness before handoff - Be assigned clients to support as the primary way of building knowledge - Learn the employee lifecycle, HR operations, and the elements of a Tier 5 organization - Spend time experiencing dealer culture and how HR operates within a dealership - Use the Reports & Analytics app to surface insights across the client network - Take on special projects such as re-running reports and bringing recommendations back to the team - Help update resources across the client network to keep empowering our clients Benefits - Compensation: $48,000 to $52,000 CAD per annum - 3 weeks paid vacation Company Description HR4 Ltd. is a small company that moves fast and strives for excellence. Being part of our team means you will have a whole lot of responsibility and impact. Working hours may not always fall into the regular nine-to-five pattern, so a willingness to be flexible and go above and beyond to meet client expectations will be required. HR4 Ltd. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Role Description Northwoods is hiring a VP of Sales to lead its sales organization and help expand the company's presence across state and local government agencies. Reporting directly to the CEO, the VP of Sales will lead a team of six sales professionals responsible for selling software solutions to Health and Human Services organizations. The role requires a leader who can strengthen sales execution, improve forecasting and pipeline management, develop talent, and help Northwoods pursue larger, more strategic opportunities across government markets. This is a leadership role with direct influence on company strategy, market expansion, and revenue growth. The successful candidate will work closely with executive leadership to shape how Northwoods approaches new markets, develops customer relationships, and scales its commercial organization. What You Will Own - Sales Strategy and Revenue Growth - Develop and execute the sales strategy for Northwoods' government market business. - Increase qualified pipeline generation across state and local government agencies. - Improve sales forecasting, pipeline visibility, stage management, and reporting. - Support complex opportunities involving multiple stakeholders, formal procurement processes, and long sales cycles. - Partner with sales team members on strategic pursuits and executive-level customer engagements. - Identify opportunities to expand Northwoods' presence in existing and emerging markets. - Contribute to annual revenue planning, territory strategy, and market prioritization. - Leadership and Team Development - Lead, coach, and develop a team of six quota-carrying sales professionals. - Establish clear expectations, operating rhythms, and performance standards. - Support hiring, onboarding, and development of future sales talent. - Create a culture focused on accountability, customer outcomes, and execution. - Conduct regular pipeline reviews, deal inspections, and coaching sessions. - Build a disciplined sales organization capable of supporting future growth. - Cross-Functional Partnership - Partner closely with Product, Customer Success, Professional Services, Marketing, and Executive Leadership. - Provide market feedback that helps inform product direction and go-to-market strategy. - Align sales priorities with company objectives and customer needs. - Support strategic partnerships and business development initiatives where appropriate. - Represent Northwoods in customer meetings, industry events, and executive discussions. Qualifications - 12+ years leading quota-carrying within GovTech, B2B SaaS, or enterprise technology sales teams. - Experience managing sales organizations with multiple direct reports. - Demonstrated success leading complex sales cycles involving multiple stakeholders and procurement processes. - Strong understanding of forecasting methodologies, pipeline management, and sales operating cadence. - Experience recruiting, developing, and managing sales talent. - Ability to evaluate performance, provide coaching, and maintain accountability across a sales organization. - Executive presence and the ability to represent the sales function at the leadership level. - Experience working cross-functionally with Product, Marketing, Customer Success, Professional Services, and executive teams. - Track record of delivering measurable revenue growth, bookings performance, or quota attainment. - Willingness to travel as needed to support customers, opportunities, and team development. Preferred Qualifications - Experience selling into state and local government agencies. - Experience within Health and Human Services, public sector technology, case management, workforce systems, benefits administration, or related markets. - Experience with HubSpot or comparable CRM platforms. - Experience in a private equity-backed or growth-stage software business. - Experience pursuing large government opportunities involving formal evaluations, procurement processes, and executive stakeholders. Benefits - Executive leadership role reporting directly to the CEO. - Opportunity to help shape commercial strategy and market expansion. - Established customer base with strong presence in Health and Human Services. - Backed by Banyan Software with a long-term growth focus. - Ability to make a meaningful impact on government programs that serve communities and families.

Role Description We are seeking a Head of AI Engineering to spearhead NCT’s transition into an AI-first platform. This is an intensely hands-on, builder-to-leader role designed for an elite engineer who is energized by complex, legacy transformation. - Lead from the front with a strict "build-solo-first" mandate. - Personally design, build, and prove the first version of NCT's AI-driven capability, shipping measurable customer value before expanding headcount. - Once the AI factory framework is successfully established, take on the people-management responsibility of scaling and upskilling the engineering team. What You Will Own - AI-First Modernization (Hands-On): Personally design and build NCT's foundational AI capabilities (RAG systems, code generation, LLM orchestration, and multi-agent workflows). - Platform Modernization: Pragmatically refactor legacy components into scalable, cloud-native services and replace manual workflows with AI-driven automation. - Phased Engineering Leadership: Manage team execution, elevate talent density, set engineering rhythms, and mentor developers into an AI-native way of working. - Safe, Compliant Execution: Safely deploy features while strictly operating within government-adjacent and public-sector compliance frameworks (HIPAA, CJIS). - Banyan Ecosystem Partnership: Act as the core technical partner to the CEO while collaborating with Banyan's centralized AI initiatives. Qualifications - 8+ years of hands-on software engineering with a proven track record of modernizing complex architectures. - Documented history of shipping functional AI/ML systems end-to-end to real users. - Experience as a founding or first AI engineer who is comfortable delivering baseline architecture independently. - Exceptional judgment regarding build-vs-buy decisions. - Proven track record of managing engineering teams and a desire to develop technical talent. - Possess strong commercial acumen and an exploratory mindset. Requirements - Must be US-based and fully eligible for government-adjacent/public-sector compliance work. Nice-to-Haves - Direct GovTech, public sector, or federal case management software experience. - Familiarity with the Microsoft AI stack (Azure ML, Azure OpenAI integrations). - Experience managing, coordinating, or collaborating with distributed/offshore engineering teams. Success Metrics (First 3–6 Months) - AI-assisted development model built and in production use. - Initial wave of high-value AI features successfully shipped inside CaseWorks. - Measurable, predictable improvements in engineering delivery speed and cadence. - Core legacy components systematically modernized into scalable cloud services. Why Join Us & The Banyan Family? - Banyan buys, holds, and grows companies for life. We never resell. - Complete ownership of the AI strategy, tool choices, and engineering execution. - Gain immediate access to a vibrant community of Banyan operating company leaders. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. We are committed to equal employment opportunities regardless of any protected characteristic. Recruitment Notice Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team. Protect yourself by verifying communications from our recruiting team and reporting suspicious messages.

Role Description Loan Vision is hiring a Vice President, Product Strategy & Strategic Partnerships to lead the strategic direction of the company's product portfolio, partnerships ecosystem, and long-term innovation roadmap. This is a senior executive leadership role responsible for defining what we build, why we build it, and how we bring it to market. The successful candidate will provide executive leadership across Product Management while driving strategic partnerships, customer-centric innovation, and AI-enabled product initiatives. The Role - Product Strategy & Portfolio Ownership - Define and own Loan Vision's long-term product vision, strategy, and roadmap - Lead portfolio prioritization across core product enhancements, AI initiatives, strategic investments, and new product opportunities - Identify opportunities to expand customer value through innovative products and services - Balance customer needs, market demand, technical feasibility, and business objectives when making product decisions - Act as executive sponsor for Loan Vision's AI strategy and future intelligent automation initiatives - Product Management Leadership - Lead and develop the Product Management function - Establish and evolve product management frameworks, governance, prioritization processes, and best practices - Oversee roadmap planning, backlog strategy, release planning, advisory boards, and product lifecycle management - Partner closely with Development, Customer Success, Sales, and Executive Leadership teams - Drive accountability, execution discipline, and continuous improvement across the product organization - Strategic Partnerships & Growth - Lead Loan Vision's Buy, Build, Partner strategy - Evaluate opportunities to build internally, partner externally, or pursue strategic acquisitions - Identify, negotiate, and manage strategic technology partnerships - Develop partner relationships that expand product capabilities and ecosystem value - Assess emerging technologies and market opportunities that support long-term growth - Customer & Market Leadership - Serve as the executive voice of the customer - Lead Product Advisory Board initiatives and customer feedback programs - Translate customer needs and market insights into actionable product strategy - Monitor industry trends, competitive positioning, and emerging technologies - Work closely with Sales and Customer Success to identify opportunities for expansion and increased customer value - Executive Collaboration - Partner with the COO & General Manager and Executive Leadership Team on strategic planning - Translate company objectives into measurable product initiatives - Support investment planning, budgeting, and resource allocation decisions - Present product strategy, roadmap direction, and business cases to executive stakeholders Qualifications - 10+ years of progressive Product Management leadership experience - Demonstrated success leading Product Managers, Product Owners, or Product organizations - Proven ownership of product strategy, roadmap planning, portfolio management, and product lifecycle execution - Experience implementing formal product management frameworks, governance processes, and prioritization methodologies - Strong executive communication, stakeholder management, and leadership skills - Proven success delivering enterprise software, SaaS, ERP, or business application products Requirements - Microsoft Dynamics 365 Business Central experience - Microsoft Dynamics ecosystem experience (Business Central, NAV, Dynamics CRM, Finance & Operations, etc.) - ERP software product leadership experience - Financial systems, accounting software, fintech, or business application experience - Experience evaluating and managing strategic technology partnerships - Experience leading AI-driven or platform-level product initiatives Preferred - Mortgage banking industry experience - Loan-level accounting, lending technology, or mortgage operations knowledge - Product Advisory Board leadership experience - Buy, Build, Partner decision-making experience - Microsoft partner ecosystem familiarity - Experience supporting executive-level growth and innovation strategies Compensation - Base Salary: $140,000 – $150,000 USD (depending on location, experience, and qualifications) - In addition to base compensation, Loan Vision offers a comprehensive benefits package.

• Understand ERP transaction flows and financial semantics • Design dimensional reporting structures across chart of accounts and management reporting hierarchies • Validate reporting accuracy and reconciliation integrity • Translate operational transactions into reliable financial reporting outputs • Work with ERP systems and external data sources • Design and troubleshoot integrations and APIs • Map inbound financial and operational data feeds • Support scalable warehouse-oriented reporting architectures • Design approaches for data movement, transformation, and synchronization • Write advanced SQL for reporting and analysis against financial data sources • Diagnose reporting bottlenecks and warehouse inefficiencies • Design scalable reporting structures and reusable query logic • Apply data warehouse thinking to financial reporting problems • Lead technical discoveries with customers around reporting requirements and data challenges • Translate finance problems into scalable technical architecture • Communicate tradeoffs and alternative solution paths clearly • Independently drive customer assignments from requirements through delivery • Coordinate with implementation partners and internal teams

• Build and maintain an Excel Web Add-in used by finance teams in Excel Online and desktop • Develop cloud APIs that coordinate report execution, parameters, and results • Build and evolve a secure on-prem connector service that accesses customer SQL Server environments or connects to Azure-based cloud infrastructure • Design and tune SQL queries and schemas for reporting and analytics use cases • Ensure reliability, performance, and security across the full system • Translate business and reporting needs into clear technical use cases and system designs • Define system boundaries, responsibilities, and data flows • Decompose larger initiatives into well-scoped, sequenced work items • Review designs and implementations from other developers • Establish pragmatic standards for performance, security, and maintainability • Act as a technical partner to product and business stakeholders • Contribute to AI-assisted features across the platform including reporting assistance, metadata generation, workflow acceleration, and semantic interpretation • Apply pragmatic judgment about where AI creates leverage and where engineering rigor must prevail

Title: VP of Engineering Location: United States Job Description: Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC. Vice President of Engineering - printIQ & DocketManager Location: Remote (US, Canada or ANZ preferred). Travel to Wellington, NZ required, particularly in the first 6 months. About printIQ & DocketManager: printIQ is a cloud-based Print MIS platform that serves as the operational backbone for printing businesses: estimating, order entry, inventory, purchasing, invoicing, and manufacturing data collection in a single system. We are the market leader in the enterprise print segment across Australia and New Zealand and are growing rapidly in North America and the United Kingdom, where the majority of our new bookings now originate. Alongside our sister company Docket Manager, which serves the SMB print market from its base in Ontario, we are part of Banyan Software's permanent-hold portfolio, and this is a compelling moment for a technical leader to define the next chapter of both platforms. The Opportunity You will own the full technical strategy for a platform at meaningful scale, built on SQL Server, .NET, and a jQuery front end, serving printing operations across ANZ, North America, and Europe. The engineering organization spans approximately 20 developers across printIQ and Docket Manager, with deep product knowledge and long tenure. North American growth is accelerating, and the opportunity is to define the long-range technical vision, shift engineering investment toward strategic initiatives, and build an AI strategy that creates durable competitive distance in a vertical the major ERPs do not touch. This is a role for a builder who wants to shape the next generation of two market-leading platforms inside a permanent ownership structure with no exit clock. You will join printIQ directly as a core member of the leadership team, reporting to the CEO. You will own the full technology strategy, engineering organization, product delivery, and platform architecture. The platform has to be reliable, the data has to be an asset, and the opportunity to create competitive distance through AI is real. What You Will Own Technology and Architecture - Define and execute the technical vision for the printIQ and Docket Manager platforms, ensuring they are scalable, secure, and built for the next phase of growth. - Drive platform modernization: infrastructure, APIs, performance, and security posture. - Design a data architecture that serves analytics, BI, and AI as a unified estate, positioning the company for AI capabilities competitors using generic models cannot replicate. - Lead adoption of AI-assisted development practices to increase engineering throughput and embed intelligent workflows into the product. - Manage technical debt pragmatically, balancing remediation with forward momentum. Leadership and Engineering Culture - Build and lead a high-performing engineering organization of approximately 20 developers across printIQ and Docket Manager, hiring well, setting clear expectations, and developing the next layer of technical leadership. - Evolve engineering practices, development standards, and delivery rhythms to support the next phase of growth. - Champion AI-native ways of working and invest in the team's continued growth. - Lead a multi-geography team spanning New Zealand, North America, and the UK, bringing external perspective and best practices to a deeply experienced group. Cross-Functional Partnership - Serve as the CEO's primary technology co-strategist on business direction, product decisions, and market positioning. - Partner with the CEO to translate the company's growth plan into a concrete technical strategy and AI roadmap that drives profitable revenue. - Identify where AI and platform capabilities can reshape market position and create durable competitive advantage. - Represent the technology vision with conviction in executive, customer, and board conversations. - Push back constructively on decisions that trade short-term feature velocity for long-term platform health. What We Are Looking For The Head of Engineering we are looking for is a proven SaaS engineering leader who has fundamentally rewired how they build and deliver software in the age of AI. This is not a traditional CTO role. It demands someone who holds deep technical expertise and engineering leadership in equal measure, leads with an AI-first approach, and is energized by transformation rather than threatened by it. They are close enough to the code and infrastructure to stay personally connected while bringing the leadership maturity that comes from having done this before in equally or more sophisticated organizations. They choose this environment because it offers something bigger organizations cannot: the ability to own the entire technical foundation, shape engineering culture, and drive transformation with their own hands on the work. Must-Haves - Led an engineering organization through a major platform transition (replatforming, modernization, cloud migration, or acquisition integration) while maintaining delivery throughput. - Shipped AI-embedded product capabilities with measurable customer outcomes, or led sustained AI experimentation with clear conviction about where it creates durable value. - Owned a SaaS platform’s security posture and compliance requirements (SOC 2, industry-specific standards) without relying on a dedicated security team. - Designed or redesigned a data architecture that serves analytics, BI, and AI as a unified asset. - Built and scaled an engineering team, including hiring technical talent, developing engineers into leaders, and managing performance directly. - Served as a CEO’s or GM’s primary technology partner, representing the technical vision in executive, board, or customer conversations. - Made architecture and infrastructure investment decisions with direct commercial rationale (tied to retention, revenue, or competitive positioning). - Identified a commercial or product opportunity from a technical vantage point that others in the organization may have not seen. The expected base salary for this position is approximately: USD $200,000 - $250,000 excluding annual bonus and equity (when applicable). Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience. This position is for an existing vacancy. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. Recruitment Notice Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: - Verify that all communications from our recruiting team come from an @banyansoftware.com email address. - Remember, employers will never request payment or banking information during the hiring process. - If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it. Your safety and security are important to us. Thank you for staying vigilant.

Role Description We are seeking a Customer Success Manager - Higher Education SaaS who takes ownership of post-implementation accounts, builds deep customer relationships, and drives measurable outcomes in retention and revenue growth. This is a high-ownership, player-coach role suited for someone who blends the relationship skills of a trusted advisor with the commercial instincts of a revenue contributor. While the role includes one direct report, it remains highly hands-on and execution-focused. You will take over accounts approximately one year after implementation, serving as the primary partner responsible for customer health, expansion, and long-term satisfaction. You will also support our AI enabled initiative program that integrates services with software to deliver greater value beyond traditional software delivery. - Own a portfolio of post-implementation accounts, acting as the primary point of contact for relationship management, escalations, and ongoing success - Build strong, trust-based customer relationships by proactively identifying challenges, anticipating risks, and driving solutions that improve retention and outcomes - Monitor customer health metrics (NPS, adoption, survey scores) and take proactive action to reduce churn and increase reference ability - Facilitate regular cadence meetings (biweekly, monthly, or quarterly) with customers, providing actionable insights and data - Coordinate with implementation, product, and support teams to resolve escalations and deliver a seamless customer experience - Secure customer participation in case studies, references, and community engagement initiatives - Carry and achieve a commission quota tied to upselling training, professional services, and product expansions within existing accounts - Identify and close back-to-base selling opportunities for additional recurring revenue and new ARR within the existing customer base - Drive renewals, adoption, and long-term customer value by aligning recommendations with customer business goals and student needs - Ensure pricing and contracts are current; lead negotiations and assist with collections of past-due amounts where applicable - Develop a data-driven approach to measuring and improving customer health, engagement, and lifetime value - Establish scalable CS processes, automate workflows, and leverage tools (HubSpot, Jira, Confluence, Circle, etc.) to increase efficiency - Leverage customer feedback and product usage data to drive roadmap input and continuous improvement - Build documentation, training materials, and scalable processes to support future team growth and operational efficiency Qualifications - 5+ years of experience in Customer Success, Account Management, or a related role within a SaaS environment - Background in higher education SaaS strongly preferred; healthcare SaaS or health tech software is a strong secondary option - Demonstrated history of quota attainment and revenue contribution in a CS or account management capacity - Experience with upsell and expansion motions within existing accounts, with ability to articulate year-over-year retention metrics and quota performance - Proven job stability with at least one tenure of 3–5 years demonstrating depth of experience and long-term commitment - Strong communication and relationship-building skills; able to navigate complex customer situations with confidence and professionalism - Data-driven mindset with the ability to use customer health metrics, usage analytics, and feedback to guide decisions and strategy - Ability to balance strategic thinking with hands-on execution, comfortable rolling up your sleeves and doing the work - Proactive, solutions-focused approach with the ability to create structure and operate effectively in fast-paced, evolving environments - Cross-functional collaboration experience; ability to partner with product, sales, support, and leadership to advocate for customers and drive alignment Requirements The on-target earnings (OTE) for this position is USD $120,000, comprising 80% base salary + bonus and commission above. Actual compensation may vary based on market conditions, location, and job-related skills and experience. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. Recruitment Notice Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: - Verify that all communications from our recruiting team come from an @banyansoftware.com email address. - Remember, employers will never request payment or banking information during the hiring process. - If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it. Your safety and security are important to us. Thank you for staying vigilant.