Cordance

Role Description Cordance is seeking an M&A Professional to join its investment team focused on sourcing, evaluating, and executing software acquisitions. This role functions at the intersection of M&A, technology, and corporate strategy, offering exposure to diverse business models, C-suite executives, and full lifecycle transaction execution. The person will meaningfully contribute to deal origination and execution, due diligence, and value creation strategy, playing a key role in advancing Cordance’s high-velocity inorganic growth strategy. Key Responsibilities - Source, screen, and evaluate potential acquisitions in partnership with Cordance’s M&A and executive leadership teams. - Build a pipeline of actionable acquisition opportunities through professional, high-integrity conversations with founders, operators, investors, and advisors. - Build and analyze robust financial and operating models to assess unit economics & business performance and support investment decisions. - Manage transaction execution across the full lifecycle of a deal, including financial, commercial, product, technology, legal, and HR workstreams—coordinating both internal and external stakeholders. - Develop investment memorandums and deal recommendations for executive and board review. - Support integration planning and execution to ensure smooth onboarding of acquired companies into the Cordance family. - Conduct market, competitive, and industry research to inform sourcing strategies and investment theses. - Assist finance and operations teams with operating strategy and modeling for newly acquired businesses. Qualifications - Bachelor’s degree in Business, Finance, Economics, or a related field with strong academic performance. - Relevant M&A experience within private equity, investment banking, corporate development, or transaction advisory. - Demonstrated expertise in building financial models and producing well-structured analyses. - Experience leading or participating in diligence processes and preparing transaction materials for senior leadership. - Exposure to software or technology-enabled businesses strongly preferred. Preferred Qualifications - Experience sourcing and evaluating acquisition targets, including market mapping, pipeline development, and deal execution and diligence in support of M&A and corporate strategy initiatives. Requirements - Demonstrated analytical and financial modeling capability, with the ability to interpret complex datasets and derive clear insights. - Professional communication skills, capable of engaging effectively with founders and senior executives. - Strong problem-solving ability and sound business judgment in ambiguous and fast-moving environments. - High-ownership mindset with the initiative and drive to manage multiple transactions simultaneously and meet tight deadlines. - Strong understanding of software business models, unit economics, and value drivers. - Collaborative working style with the ability to partner cross-functionally across legal, finance, technology, and operations teams. Benefits - Comprehensive Health Coverage: Coverage begins on your first day of employment. - 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. You're eligible the first of the month after 90 days and immediately vested. - RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. You're eligible the first of the month after 90 days and immediately vested. - Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. - 12 weeks paid leave for all employees. - Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. - Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.

• Own recurring ARR, revenue, and operational reporting across the Industrials Division • Lead monthly and quarterly forecasting processes, including variance analysis and executive reporting packages • Analyze SaaS performance metrics including ARR, retention, bookings, churn, margins, and operating leverage • Support multi-business unit financial consolidation and performance analysis • Build and maintain financial models used for planning, forecasting, and operational decision-making • Partner with divisional leadership to identify risks, opportunities, and performance improvement initiatives • Assist with acquisition onboarding and post-acquisition financial integration efforts • Improve reporting processes, data quality, and financial visibility across acquired businesses • Support budgeting, strategic planning, and board/investor-related financial analysis • Work cross-functionally with accounting, operations, data, and executive leadership teams • Help drive process standardization and change management initiatives across portfolio companies

• Own the development and execution of go-to-market plans for new products and feature releases within the Commerce Division. • Conduct market research and competitive analysis to define positioning, messaging, and pricing strategies. • Develop product launch materials, including internal enablement documents, customer-facing collateral, and demand generation content. • Craft compelling product positioning and messaging that differentiates Cordance’s Commerce solutions in the e-commerce and thrift retail marketplace. • Translate technical capabilities into business benefits for various audiences, including prospects, customers, analysts, and internal teams. • Create and deliver sales enablement tools, including battle cards, pitch decks, objection handling guides, and competitive analysis. • Collaborate closely with the sales team to drive product understanding, improve win rates, and shorten sales cycles. • Maintain a deep understanding of Commerce trends, regulatory changes, customer needs, and competitive landscapes. • Provide feedback to product management to inform product roadmap decisions. • Partner with demand generation and content marketing teams to develop thought leadership pieces, webinars, case studies, and campaign assets focused on e-commerce and thrift retail topics. • Support customer advocacy efforts by identifying and developing customer success stories. • Work closely with customer success and product teams to drive adoption of Commerce products. • Develop onboarding materials, product documentation, and in-product guidance to support customer success.

Role Description Spiro is seeking an Account Executive who knows the flaws of CRMs. At Spiro, we know traditional CRMs slow sales teams down and we built our AI-powered platform to fix that. Spiro proactively guides reps, automates data entry, and helps teams close more deals with less administrative pain. As an Account Executive, you’ll introduce sales teams to a better way of selling, one where the technology works for them, not the other way around. If you’ve ever hated filling out a CRM, you’ll love helping others escape it. - Full-Cycle Sales: Manage the entire sales process—from lead generation to closing deals and coordinating a seamless transition to the customer success team. - Prospecting: Develop and engage new leads through thoughtful outreach, referrals, and targeted campaigns. - Product Demonstrations: Deliver tailored, solution-focused demos that clearly articulate value. - Consultative Selling: Identify customer needs and align solutions to address specific business challenges. - Pipeline Management: Maintain accurate records, track performance, and forecast revenue in CRM (you'll use Spiro's proprietary CRM here). - Market Awareness: Stay informed on industry trends, customer needs, and competitive landscape. - Team Collaboration: Work closely with marketing, product, and customer success to refine messaging and support a cohesive customer journey. Qualifications - 2-5+ years of experience in SaaS sales with a consistent track record of meeting or exceeding goals. - Experience managing the complete sales cycle, from outreach to signed agreement. - Proficient in using CRM systems to manage pipelines, log activities, and accurately forecast revenue - you'll learn ours! - Strong communication and presentation skills, with experience delivering customer-focused product demos. - A proactive, organized approach and enthusiasm for contributing to a purpose-driven, growth-minded team. Requirements - 1-2 years of experience in CRM or AI SaaS. - Understanding of MEDDPICC or other sales qualification methodologies. - Strong analytical skills to assess pipeline performance and improve sales strategies. Benefits - Health and Wellness: Comprehensive Health Coverage: Coverage begins on your first day of employment. - Retirement Savings: - 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - Paid Time Off: Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. - Parental Leave: 12 weeks paid leave for all employees. - Remote Work Support: Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. - Holidays: Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.

• Own month-end close activities, account reconciliations, and consolidated reporting across multiple entities and currencies. • Assist with financial statements, cash flow statements, cash forecasts, and management reports. • Assist with intercompany accounting, including eliminations, allocations, and transfer pricing entries across entities. • Maintain fixed asset and lease schedules and the related accounting under ASC 842, along with goodwill and intangible amortization. • Oversee debt and interest accounting, management fees, and related-party transactions. • Support technical accounting and documentation, including revenue under ASC 606, leases under ASC 842, and acquisition accounting under ASC 805. • Assist with tax reconciliations, filings, and reporting with internal and external stakeholders. • Drive process improvements and automation within NetSuite and the broader accounting tech stack. • Provide reconciliation support to the Accounts Receivable team and respond to ad hoc requests from leadership.

• Carry direct responsibility for a portfolio of complex, high-priority, or escalated customer situations requiring senior-level ownership and coordination • Lead and develop a team of Customer Support Managers, Team Leads, and/or Support Specialists with accountability for performance, coaching, and operational consistency • Support customers across multiple SaaS products and environments, ensuring effective coordination and consistent service quality despite varying product complexity • Serve as the senior escalation point for executive-level customer issues, commercially sensitive situations, and cross-functional incidents • Draft, review, and guide high-impact customer communications during escalations, service disruptions, or critical account situations • Balance personal operational responsibilities with leadership responsibilities — ensuring neither customer ownership nor people leadership quality degrades under pressure • Coach managers and team members through complex customer interactions, escalation management, and stakeholder communication strategies using real-time operational examples • Partner with Product, Engineering, and Customer Success leadership to drive resolution plans, customer recovery efforts, and systemic operational improvements • Maintain visibility into team performance metrics, SLA adherence, escalation trends, and support quality while actively contributing operationally where needed • Help establish scalable operational processes, escalation frameworks, and communication standards across support teams and product lines • Lead root cause analysis efforts to identify recurring issues, process gaps, product defects, and opportunities for operational improvement. • Drive knowledge management strategy, including internal documentation, customer-facing knowledge bases, self-service adoption, and content governance. • Define and enforce ticketing standards, case management processes, documentation requirements, escalation procedures, and support workflow compliance.

• Assist in building email campaigns, landing pages, social media posts, ad creative, and other assets. • Coordinate reviews, feedback loops, and revisions across design, content, product, and legal teams. • Maintain a central marketing calendar with deliverables, dependencies, and deadlines. • Version control and file management (e.g. naming conventions, asset libraries, backups). • Track progress via project management tools (Asana, Trello, Jira, etc.). • Communicate briefs, timelines, specs, and approvals with event vendors. • Follow up on deliverables and escalate as needed. • Coordinate logistics: venue, caterers, audio/visual, travel, registrations, materials, swag. • Support webinar setup (platform, invites, technical run-throughs), follow-ups, and reporting. • Ensure UTM tagging, campaign tracking setup, and consistent naming conventions. • Assist in performance reporting and variance analysis. • Process purchase orders (POs), invoices, reimbursements, and expense tracking. • Maintain vendor/contact databases, mailing lists, and marketing collateral inventories.

• 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. • 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. • 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.

• Design, develop, and implement data integrations using SQL Server, SSIS, and SSAS • Translate and map customer data into our application to ensure accuracy and performance • Serve as a technical leader within the implementation team, promoting best practices and high-quality standards • Identify system gaps or inefficiencies and design scalable, forward-thinking solutions • Contribute to technical architecture and ensure adherence to coding standards • Participate actively in Agile ceremonies and iterative delivery processes • Configure and enhance product implementations to meet customer-specific requirements • Perform application maintenance, troubleshooting, and technical support • Evaluate and contribute to the review of third-party integration opportunities • Provide technical recommendations for custom feature requests • Develop and deploy small enhancements and modifications using .NET technologies • Research and introduce emerging technologies to improve development practices and organizational efficiency

• The Revenue & Billing Specialist will lead and optimize customer billing and revenue coordination processes across a multi-business-unit environment. • This role is heavily focused on revenue accuracy, billing operations, order-to-cash process management, recurring revenue reconciliation, and cross-functional coordination between finance, sales, operations, and customer-facing teams. • The ideal candidate brings experience managing complex billing operations, coordinating with accounting and finance teams, overseeing usage-based and recurring revenue models, and improving operational processes tied to invoicing and revenue recognition. • This individual will serve as a key operational partner in optimizing our revenue infrastructure to supports growth, operational accuracy, and customer satisfaction. • Partner with Cordance accounting and revenue teams to ensure invoices are generated accurately and delivered to the correct customer contacts. • Identify and resolve billing discrepancies, invoicing errors, and customer account issues in collaboration with accounting and customer-facing teams. • Coordinate purchase order (PO) collection, validation, and acceptance processes to support timely invoicing and revenue collection. • Lead monthly ARR and revenue review processes across consolidated business units. • Analyze revenue reporting discrepancies, data inconsistencies, and long-standing reconciliation issues impacting reporting accuracy. • Partner with finance and accounting teams to improve revenue visibility, forecasting accuracy, and reporting consistency. • Support leadership with operational analysis related to recurring revenue performance and billing trends.