Bloom Equity Partners

• Own prioritization of development work for the Archives product, reporting to VP of Product, who will guide the strategy and work alongside you to move the product forward • Participate in the Agile process, including remote team members, acting as the expert for the Archives product and its users • Represent the archivist when planning features, driving new functionality development from a user perspective—understanding workflows around accessioning, arrangement, description, preservation, and access • Interact with users virtually and in person to ensure a complete understanding of the problems they are trying to solve; conducting product walk-throughs for both internal and external audiences • Assist development teams in creating a consistent, intuitive user experience for the Archives product • Stay current with archival standards and best practices (ISAD(G), DACS, ISAAR(CPF), EAD, Dublin Core) and understand how they inform product requirements • Collaborate cross-functionally with Customer Success, Sales, and Support teams to gather feedback and identify opportunities for product improvement

• Enter new hires, terminations, transfers, promotions, and compensation changes in Rippling following provided checklists. • Update employee records: contact details, emergency contacts, work locations, manager assignments, job codes, and cost centers. • Process document uploads to employee files; maintain digital records to documented standards. • Run scheduled data audits using provided templates; flag discrepancies for review. • Pull standard reports from Rippling on request (headcount, turnover, enrollment status, etc.). • Monitor Rippling integration alerts and flag sync errors to the appropriate contact. • Respond to routine US employee benefits questions using provided FAQs and knowledge base — plan eligibility, ID cards, enrollment confirmations, beneficiary updates, dependent changes. • Process qualifying life events and benefits transactions in Rippling and on carrier portals following documented steps. • Escalate complex inquiries, advisory questions, or anything outside provided playbooks to the Operating Partner, People & Culture or designated broker contact. • Support annual open enrollment cycles with data entry, employee Q&A triage from a script, and post-enrollment audit checks. • Handle routine vendor communications with brokers, carriers, 401(k) recordkeepers, and COBRA administrators on standard transactions. • Work through shared ticket queue or inbox per documented SLAs. • Log all transactions and inquiries in the tracking system; keep status updates current. • Provide weekly volume and status summary to the Operating Partner, People & Culture. • Process I-9 and E-Verify entries in Rippling following provided checklists. • Pull data and reports requested for routine audits and compliance filings (ACA, EEO-1, 401(k), workers' compensation). • Flag missing or expired documentation, incomplete onboarding, or other data gaps for resolution.

• Triage and resolve omni-channel support requests (email, portal, chat, phone) against SLAs • Leverage the knowledge base, documentation, and internal tooling to deliver fast, relevant, and accurate responses • Escalate complex issues with complete context so downstream teams can move quickly • Draft, edit, and maintain knowledge base articles, FAQs, and how-to content • Identify patterns, process gaps, and automation opportunities—and help implement them • Partner with the Support Leader on projects that improve first line support and the overall customer experience • Collaborate cross-functionally with Implementations, Training, Customer Success, Product, and Engineering

• Leading all phases of the software development life-cycle including analysis, design, development, testing and deployment. • Architecting and delivering highly scalable cloud and on-premise-based Web and Mobile applications fully integrated with Physical Security systems. • Managing design of the technical architecture to support the integration of our product line into diverse physical security environments. • Programming, coding and developing of automated test plans for the improvement of proprietary, branded software systems and related applications. • Leading the translation of requirements into software designs for deployment and integration. • Serving as a leading member on technical teams responsible for the development of our applications and product offerings.

• Codebase ownership — senior developer and technical area owner for the platform and ancillary projects, working alongside the Director of Engineering on architecture decisions. • Releases and deployments — working within Soutron's established release process; understanding the current manual release cycle across 8 production servers and proposing improvements toward automated, pipeline-driven deployments. • Infrastructure awareness — not directly responsible for server administration, but expected to have working knowledge of the infrastructure stack (Debian Linux, Nginx, Apache/mod_perl, MariaDB/Galera, Solr, PowerDNS, Let's Encrypt) and to proactively identify and propose improvements to existing infrastructure patterns. • Mentorship & engineering culture — share knowledge with peers, help raise the team's technical standards, and contribute to code review and engineering best practices. • Security and compliance — dependency scanning, penetration testing coordination, MFA rollout, SOC 2 readiness roadmap. • Platform modernization — progressively evolving the stack toward modern patterns (REST API layer, frontend modernization, containerization) without disrupting a live production system.

• Lead the end-to-end delivery of Soutron customer implementations, ensuring projects are delivered on time, within scope, and to the highest standards of quality • Personally own delivery on the most strategic and complex projects while building the playbooks, SOPs, and team that scale our implementation function • Act as the primary point of escalation for complex project challenges across global customers • Design and validate enterprise-grade information management, library automation, and archive management architectures • Define metadata models, data migration strategies, and integration patterns aligned with modern SaaS and (where relevant) industry best practices • Partner with Product and Engineering teams to align customer implementations with platform roadmap • Develop and manage detailed project plans, timelines, and budgets for multiple customer projects • Ensure projects meet defined success criteria, including customer satisfaction and measurable business outcomes

• Own the continuous improvement of people, process, and technology to deliver a best-in-class Customer Success program across the global customer base. • Design, operationalize, and continuously refine a tiered engagement model: low-touch / high-engagement for SMB and high-touch / high-engagement for enterprise and government customers. • Define and instrument a customer health framework that combines product usage, sentiment, support, and commercial signals to drive proactive intervention. • Serve as a player-coach by personally owning a strategic book of business while leading and developing the broader CS team. • Develop, document, and drive adoption of playbooks for renewals, expansion, churn mitigation, and at-risk recovery across all customer segments. • Build and maintain a predictable renewals pipeline with rigorous forecasting, risk scoring, and stage-gate discipline. • Partner with Sales on cross-sell and upsell motions across our multi-product portfolio, ensuring CS surfaces qualified expansion opportunities and supports complex multi-product land-and-expand strategies. • Drive measurable improvements in Gross Revenue Retention (GRR), Net Revenue Retention (NRR), logo retention, and time-to-value. • Operationalize and continuously optimize the Customer Success tech stack, including Gong, HubSpot, Maxio, Confluence, and JIRA. • Evaluate, recommend, and implement best-in-class additions to the CS tech stack (e.g., dedicated CS platforms, digital engagement tooling, AI/agentic workflows). • Define and own the KPI framework that drives renewals pipeline, GRR/NRR, adoption, expansion, NPS/CSAT, and CS team productivity. • Build dashboards and reporting cadences that provide leadership and the Board with a clear, data-driven view of customer health and commercial outcomes. • Recruit, develop, mentor, and retain a high-performing global Customer Success team across SMB, enterprise, and government segments. • Build career paths, performance frameworks, and enablement programs that grow CS talent at scale. • Foster a culture of accountability, customer obsession, collaboration, and continuous improvement. • Act as the data-driven voice of the customer to Sales, Product, Marketing, and Engineering, translating insights into roadmap, GTM, and lifecycle programs. • Partner with Sales leadership on segmentation, joint account planning, handoffs, and shared revenue accountability. • Partner with Product on adoption, feature feedback, beta programs, and customer advisory boards. • Partner with Marketing on customer references, case studies, advocacy, and lifecycle communications. • Where applicable, lead the integration of acquired businesses, customer bases, and product lines into the unified Customer Success program.

• Lead cyber security and PCI DSS client engagements from initiation through delivery and closure. • Act as the primary point of contact for clients during assigned engagements, ensuring clear communication, scope control, and expectation management. • Deliver high‑quality, concise, and actionable reports suitable for technical teams, senior management, and executive stakeholders. • Apply judgement and experience to complex risk and compliance issues, ensuring pragmatic and proportionate recommendations. • Perform PCI DSS assessments in line with PCI SSC requirements, including: Scoping and gap assessments, On‑site and remote assessments, Completion of SAQs, Reports on Compliance (ROC), and Attestations of Compliance (AOC). • Provide expert advice on PCI DSS control implementation, compensating controls, and remediation planning. • Support clients in achieving and maintaining PCI DSS compliance across complex environments. • Stay current with PCI DSS standard updates, guidance, and assessor program requirements.

Role Overview GRC Sales Executives are proactive and self-motivated individuals who excel in consultative selling, client relationship management and new business development. As a Sales Executive you will play a pivotal role in driving our business growth. In this role, you’ll identify new customers with a targeted business focus, manage and develop accounts and strategically upsell the full range of GRC Solutions products and services. Key Responsibilities - Prospect to win new business - Manage and grow an account portfolio. - Develop, qualify and close opportunities in accordance with agreed criteria and exceed target expectations. - Maintain a complete, accurate, up-to-date sales pipeline and activities log using the GRC pipeline software. - Become an expert in the GRC product value proposition and services - Develop and maintain relationships with key decision makers, through telephone and email contact - Register leads, follow up leads, organize scoping calls with consultants where necessary. - Personal forecasting and pipeline management - Provide supporting information to clients including quotes, proposals, PPT presentations, offers and promotions. - Assist with bids and tenders - Prepare Professional Services agreements - Provide customer and industry feedback to support the Group sales strategy - Develop and maintain an understanding of our customer base and competitors operating in the same markets - Professionally and passionately represent the GRC brand, vision, and values at all times. Person Specification Essential Skills and Experience - Essential Skills and Experience - Previous experience in sales, new business development and account management. - Able to articulate the benefits of products to clients and is conversant with professional sales techniques. - A highly driven individual, possessing initiative and a willingness ‘to go that extra mile’, goal oriented with a sense of urgency. - Be bottom-line oriented, budget-conscious and metric/measurement driven, as well as having a proven track record of meeting and exceeding targets. - Excellent interpersonal, written and spoken communication skills. - Experience in opportunity qualification and objection handling. - Possess the highest level of integrity; be coachable and a team player. - Proficient in MS Office products (Excel, Word, MS Outlook, MS PowerPoint) - Experience with Social Media and CRM Software - Attention to detail - Knowledge of the cyber security and data privacy compliance markets. - Use of CRM system (preferably Salesforce). - Use of cadences (preferably Salesloft) Desirable Skills and Experience - Experience of preparing Professional Services Agreements and basic contract knowledge Personal Competencies - Excellent sales and negotiation skills. - Excellent interpersonal and customer relationship skills. - Organizational skills, especially prioritization. - Excellent verbal and written communication skills. - Numerate. - Ability to absorb and retain new knowledge and information. - Ability to work alone/in a team. - Excellent relationship builder at all levels. - Confident and outgoing. - Planning and organizing. - Problem solver. - Tenacity. - Ambitious and driven with a desire to exceed expectations.

• Prospect to win new business • Manage and grow an account portfolio. • Develop, qualify and close opportunities in accordance with agreed criteria and exceed target expectations. • Maintain a complete, accurate, up-to-date sales pipeline and activities log using the GRC pipeline software. • Provide supporting information to clients including quotes, proposals, PPT presentations, offers and promotions.