Solen Software Group

Role Description We are seeking a Portfolio Leader to own the performance of a cluster of Solen's portfolio companies. This is not a single-company operating role — you will sit above individual General Managers, orchestrating results, capital, and talent across multiple P&Ls at once. The Portfolio Leader we're looking for has already run a company at the GM/CEO level and is ready to scale that judgment across a portfolio. You will set and defend performance targets across companies, allocate attention and capital to where they matter most, develop the next generation of GMs, and act as a business guide on M&A for new companies joining your cluster. This is a high-ownership, high-visibility role for an operator who thinks like an investor — someone who can move fluidly between the details of one OpCo's P&L and the strategic trade-offs of an entire cluster. You will report to an Operating Partner and be a key part of how Solen scales its operating model. Qualifications - A track record of running a P&L at the GM/CEO level, with strong, demonstrated results. - Comfort setting and defending financial targets — GRR, NRR, Rule of 40, and Bookings Health Score (BHS) — across more than one business at a time. - A sharp instinct for capital allocation: knowing where a dollar of investment or attention will do the most good across a cluster of companies. - Experience developing and coaching other operators; a track record of building bench strength, not just hitting your own numbers. - Exposure to M&A — able to serve as a business-side guide on diligence and integration for companies joining your portfolio. - Comfort operating in a lean, fast-moving environment — scrappy and decisive, not reliant on large teams or heavyweight processes. - An ability to translate performance and trade-offs into clear narratives for GMs, your Operating Partner, and leadership. - Familiarity with software / SaaS business models and the metrics that matter (ARR, NRR, LTV/CAC, Rule of 40, etc.). Requirements - Demonstrated, verifiable success running a P&L at the GM/CEO level. - Proven ability to institute leadership growth — you've built leaders, not just delivered numbers. - Capacity to orchestrate multiple P&Ls at once; comfort with the ambiguity of cross-company trade-offs. - Deep understanding of software / SaaS business models and recurring revenue dynamics. - Experience with M&A diligence, integration, or sourcing is a plus. - Exceptional communicator — able to build credibility quickly with GMs, your Operating Partner, and leadership. - Comfortable working in a lean environment without a large supporting team; resourceful and execution-oriented. - High integrity, sound judgment, and a long-term orientation that aligns with Solen's culture. Key Responsibilities - Own results and key KPIs — GRR, NRR, Rule of 40, and BHS — across a cluster of portfolio companies. - Set and defend performance targets for each company in the cluster. - Allocate attention, resources, and capital across companies based on where they will generate the most value. - Handle cross-company capital allocation and ROI trade-offs. - Monitor performance against strategic and financial targets; identify risks and opportunities early. - Manage and develop the General Managers running each company in the cluster. - Build bench strength and talent density across the cluster — the next wave of GMs and leaders. - Model Solen's culture and leadership standards for the operators you support. - Own hiring, performance management, and succession planning at the GM level within your cluster. - Serve as the business-side guide for integrating new companies into your portfolio cluster. - Participate in M&A diligence and sourcing for acquisitions that are a clear fit for your portfolio. - Support 100-day planning and early integration for newly acquired companies joining the cluster. - Partner with your Operating Partner to determine where to invest, when to return capital, and how to balance risk and return across your cluster. - Provide financial modeling and scenario analysis to support decisions at the cluster level. - Credibly challenge OpCo numbers; understand the levers and risks behind each company's plan. - Ensure each company in your cluster maintains strong operating discipline and accurate reporting. - Represent your cluster's performance to your Operating Partner and, as needed, to investors and leadership. - Escalate early warning signals and drive proactive remediation with GMs. Benefits - The expected base salary for this position is between $160,000 USD - $200,000 USD with a target annual bonus. - Salary is based on a number of factors including market conditions, location, and may vary depending on job-related skills and experience. Solen-isms (How We Operate) - Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. - Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly. - Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback. - Disagree & Commit: Leaders disagree openly and constructively, because truth is how we avoid bureaucracy. - Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative. - Mutual Elevation: Committed to growth, elevating teams, and developing future leaders. - Learn-it-alls: Embracing failure as part of growth and progress. - Pioneering: Driven by opportunity, using first principles thinking. - Will to Win: Leaders relentlessly pursue potential and reject mediocrity. - Dialectical: We learn through conversation, valuing disagreement as a tool for alignment. - Frugality: Achieving more with less, focusing on quality and long-term value. - Candor: We communicate with integrity, transparency, and respect. - Kaizen: Continuous improvement as a way of life. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.

Role Description Cooperative Technologies (“CT”) is at an inflection point and looking for a future leader to own the next chapter of revenue growth for the organization. This is a rare opportunity to join a profitable, category-defining software company as its key right-hand leader. You will have a mandate to build the function, grow the client base, run a profitable business, and earn a path to leading the business. The right candidate will combine deep insurance industry relationships with an operator's mindset. OTE: $150,000 - $190,000 USD (Base + Commission) - Own CT's revenue growth strategy to identify, pursue, and close new ceding carrier relationships as the annuity market expands. - Build and maintain a pipeline of insurance carrier prospects from first contact through signed agreement. - Deepen relationships with CT's existing client base, driving retention, expansion, and renewal at each account. - Partner closely with the Product Manager and engineering team to translate client needs into the product roadmap and represent market requirements. - Develop pricing structures, contract terms, and proposal materials for new client engagements. - Represent CT at industry conferences, carrier forums, and regulatory working groups to build brand presence and source pipeline. - Improve the existing sales playbook with a focus on process design, forecasting, and implementing workflows on that scale. Qualifications - 10+ years of sales, business development, or relationship management experience in life insurance, annuities, or financial services. - Direct experience selling to or working with insurance carriers, brokers, or other financial institutions. - Track record of closing enterprise-level accounts and managing complex sales cycles. - Working knowledge of life and annuity products and workflows. - Exceptional communicator with the ability to present to a carrier leadership team. Requirements - Experience either buying or selling B2B SaaS to insurance or financial services clients. - Familiarity with NAIC compliance frameworks, state insurance regulations, or carrier data workflows. - Track record of owning a revenue book and negotiating customer and professional services contracts. What Success Looks Like - First 90 Days - Support CT's CEO to future-proofing the business, positioning the company for a smooth handoff to the next generation of leadership. - Map CT's current client base, flagging expansion opportunities and at-risk accounts. - Identify and initiate contact with at least five prospective ceding carriers or distributor networks not currently in CT's pipeline. - Iterate upon CT's sales playbook with ICP definition, outreach templates, discovery questions, and proposal framework. Who You'll Work With You'll report directly to CT's Chief Executive Officer with full visibility into the company's financial performance, product strategy, and client relationships from day one. This role is designed for someone who wants to earn the keys to the business not just lead sales, but grow into leading CT. You'll work closely with the Product Manager on client-driven roadmap priorities and collaborate with CT's technical team during carrier onboarding and integration. What We Offer - Real autonomy to build the sales function, process, and pipeline from the ground up. - A defined path to broader leadership across S&M, R&D, and IT for the right operator, designed to grow with the company. - Mentorship from CT's founding leadership team and Operating Partner network at Solen. - Exposure to the Solen portfolio company ecosystem, best practices guilds, and functional leads across vertical software.

Role Description We're looking for a skilled Developer to join our team and play a key role in designing, building, and maintaining scalable backend systems and robust APIs. This position emphasizes server-side development, system architecture, and data handling, with less focus on front-end work. Responsibilities - Design, develop, and maintain backend services and APIs - Build scalable, high-performance systems that power our applications - Create and manage RESTful and/or GraphQL APIs - Collaborate with front-end developers to integrate user-facing elements with server-side logic - Optimize application performance, reliability, and scalability - Write clean, maintainable, well-documented code - Troubleshoot and resolve backend issues and system bottlenecks - Participate in architecture discussions and contribute to technical decisions Qualifications - Strong experience with backend development (e.g., Node.js, Python, Java, C#, or similar) - Solid understanding of API design principles and best practices - Experience working with databases (SQL and/or NoSQL) - Familiarity with authentication, authorization, and security best practices - Experience with cloud platforms (Azure) is a plus - Understanding of system design, scalability, and performance tuning - Ability to work independently and collaborate in a team environment Nice to Have - Experience with microservices architecture - Knowledge of containerization (Docker, Kubernetes) Company Description At SMRTR, we've been helping businesses manage their content and information needs since 2002. From simplifying audits to automating workflows, our solutions are designed to make life easier for organizations that need to meet regulatory demands while staying efficient. We're especially proud of our work in industries like food and beverage, where regulations like the Food Safety Modernization Act (FSMA) require real-time visibility and traceability throughout the supply chain. SMRTR bridges the gap between manufacturing and distribution, making it easier for companies to minimize risks, stay compliant, and keep everything running seamlessly. Our goal is simple: to help businesses grow, save money, and operate sustainably in today's ever-evolving world.

• Own the 1035YellowPages product roadmap, identify what clients need, and how to ship it for deployment • Write specs and build them: design and code product enhancements in C#/.NET, including database objects, ASP.NET Web Forms, and WCF web services • Debug, triage, and resolve defects and performance issues across the stack • Coordinate new client onboarding and provide direct technical support for the service • Generating 30%+ of your code output using AI-assisted development tools and using them thoughtfully to accelerate delivery without sacrificing quality • Becoming a subject-matter expert at a portfolio company development stack within 6 months, so you can independently deliver work in those environments using AI.

• Maintain and manage CT's Azure cloud infrastructure such as App Services, Front Door, SQL Server, and Web Application Firewall • Manage client security questionnaires, write and maintain security policy documentation, and run disaster recovery testing • Communicate directly with clients during new software installations and troubleshoot connectivity or configuration issues as they arise • Generating 30%+ of your code output using AI-assisted development tools—and using them thoughtfully to accelerate delivery without sacrificing quality • Shepherd end-of-life cycle products while keeping existing systems running smoothly

• Own FMSI's brand positioning and messaging for rOS and its four modules, tailored to community bank and credit union buyers. • Translate the GTM & Revenue Architecture and pricing migration strategy into a marketing plan that supports new logo, renewal, and expansion targets. • Maintain a live view of the competitive landscape and adjust differentiation and messaging accordingly. • Use FMSI's TAM analysis to sharpen segmentation and prioritize outbound and campaign targeting alongside Sales. • Partner with Product on go-to-market for new capabilities. • Plan and personally execute multi-channel campaigns: email nurture, content, webinars, and industry events/conferences. • Own website content, SEO, and generative-search (GEO) visibility. • Build sales enablement assets and maintain marketing data hygiene and campaign tracking within Zoho CRM.

Role Description We are seeking an experienced Senior Business Analyst with strong expertise in Business Requirements Documentation (BRD) and Business Process Model and Notation (BPMN) to support business transformation initiatives. The ideal candidate will collaborate with business stakeholders, product teams, and technical teams to gather requirements, analyze business processes, and design optimized workflows that drive operational efficiency and digital transformation. This role requires strong analytical thinking, process modeling expertise, and the ability to translate business needs into clear, structured documentation and process diagrams. Key Responsibilities - Lead business requirements gathering sessions with stakeholders across multiple departments. - Develop and maintain detailed Business Requirements Documents (BRDs), functional requirements, and user stories. - Create and maintain BPMN process diagrams to document current-state and future-state workflows. - Analyze existing business processes to identify gaps, inefficiencies, and improvement opportunities. - Facilitate workshops and stakeholder meetings to validate requirements and process flows. - Translate business requirements into clear specifications for technical teams. - Collaborate with product owners, project managers, technical solution architects, and developers during solution design and implementation. - Support UAT (User Acceptance Testing) by preparing test scenarios, validating outcomes, and coordinating with stakeholders. - Ensure traceability between business requirements, process models, and delivered solutions. - Assist in change management and process documentation for newly implemented solutions. Qualifications - Bachelor's degree in Business Administration, Information Systems, Computer Science, or related field. - 5–8+ years of experience as a Business Analyst or Senior Business Analyst. - 3-5 years working on large scale ERP implementations. - Experience working in a manufacturing environment that is multi-site and multi-national. - Strong experience creating Business Requirements Documents (BRDs). - Hands-on experience with BPMN 2.0 process modeling. - Experience facilitating stakeholder workshops and requirement elicitation sessions. - Experience implementing complex Enterprise Resource Planning (ERP) and Manufacturing Solutions. - Strong analytical and problem-solving skills. - Experience working in Agile and/or Waterfall environments. - Excellent communication, documentation, and presentation skills. Preferred Qualifications - Experience with process modeling tools such as: - Mavim - Lucidchart - GB Tec - Qualiware - Camunda Modeler - Signavio - Visio - Bizagi - Familiarity with Agile frameworks (Scrum, SAFe). - Experience writing functional requirements, use cases, and process flows. - Certifications such as: - CBAP (Certified Business Analysis Professional) - PMI-PBA - BPMN Certification - Experience with Confluence, Jira and other tools to capture business requirements and documentation. Key Skills - Business Requirements Documentation (BRD) - BPMN 2.0 Process Modeling - Stakeholder Management - Process Analysis & Optimization - Gap Analysis - Functional Requirements - User Stories & Acceptance Criteria - UAT Support - Agile / Scrum Methodologies Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. Any outreach outside these standards should be disregarded and reported through our official channels. We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.

• Own the renewal cycle for a 100+ account book, ensuring on-time contract execution with minimal revenue leakage. • Lead pricing conversations confidently, including presenting and defending annual price increases to customers. • Identify at-risk accounts early and execute proactive retention strategies in partnership with Customer Success. • Identify upsell opportunities within the OneCX platform (e.g., adding Appointments, Analytics, or Staff Scheduler modules to single-module customers). • Build account expansion plans and work multi-threaded across stakeholders at each institution to advance deals. • Partner with the product and CS teams to surface customer needs that can be converted into expansion revenue. • Maintain deep relationships with key stakeholders (branch operations, technology, and executive sponsors) across your book. • Conduct regular business reviews to demonstrate ROI, align on strategic priorities, and generate an expansion pipeline. • Keep Zoho CRM updated with accurate account data, deal stages, and forecasted revenue.

Role Description Solen is growing quickly and we are looking for a hands-on People Partner who is excited to help build the People infrastructure. This is a great role for someone who thrives in a startup-style environment, enjoys creating structure, and is comfortable moving between strategy and execution. You will play a key role in supporting People Operations, benefits, payroll and compliance across multiple entities and countries. Key Responsibilities - Help document, and improve People processes, policies, and workflows across Solen and its portfolio companies. - Support onboarding, offboarding, employee changes, and HRIS data management across multiple entities and locations. - Support benefits administration, including new hire enrollment, qualifying life events, open enrollment, and employee questions. - Partner with brokers, carriers, vendors, and internal teams to resolve benefits issues. - Support payroll operations across US, Canada, UK, Portugal, Brazil, and other locations as Solen grows. - Partner with payroll providers and EOR partners to ensure accurate and timely payroll processing. - Help maintain compliance with domestic and international employment, payroll, and benefits requirements. - Assist with payroll reporting, reconciliations, and year-end processes. - Prepare reports related to headcount, payroll, benefits, turnover, and other people metrics. - Support acquisition integration efforts from a people operations perspective. Qualifications - 3+ years of progressive HR experience, ideally with exposure to payroll, benefits, HR operations, and global people support. - Experience working in a fast-paced, high-growth, startup, private equity, software, or multi-entity environment preferred. - Comfort operating in ambiguity and building processes from the ground up. - Experience with HRIS, payroll, or global payroll platforms such as Deel, Rippling, TriNet, Gusto, Paychex, or similar systems. - Strong attention to detail and ability to manage confidential information with discretion. - Excellent organizational and project management skills, with the ability to balance competing priorities. - Collaborative, proactive, and solutions-oriented approach. - Bachelor's degree in Human Resources, Business Administration, or a related field preferred, or equivalent experience. Requirements - The expected salary for this position is: $80,000-$100,000 USD OTE. Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience. Benefits - This is an opportunity to make a meaningful impact in a growing company where the people function is still being built. - You will have the chance to help create processes, improve systems, support employees across multiple countries, and help shape how the People Operations team operates as Solen continues to scale. Solen-isms (How We Operate) - Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. - Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. - Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback, and turn “game film” into better decisions and better systems. - Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best. - Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. - Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. - Learn-it-alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. - Pioneering: Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. - Will to Win: Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. - Dialectical: We learn through conversation. We ask, listen, question, and evolve — valuing disagreement as a tool for alignment and deeper understanding. - Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility. - Candor: We communicate with integrity, transparency, and respect in all conversations. - Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. Any outreach outside these standards should be disregarded and reported through our official channels. We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.

Role Description This role sits at the center of the organization, working across multiple operating companies and directly with senior leadership to drive financial discipline, surface insights, and implement best practices. The ideal candidate thrives in a fast-paced, multi-entity environment and is equally comfortable building models, leading reviews, and translating data into actionable recommendations. Key Responsibilities - Portfolio Budgeting & Forecasting - Lead annual budgeting and rolling forecast processes across all operating companies. - Partner with business leaders to build bottom-up financial plans aligned with growth and profitability targets. - Standardize budgeting methodologies and assumptions across the portfolio. - Variance Analysis & Performance Management - Perform monthly variance analysis (actuals vs. budget/forecast) across all operating companies. - Identify key drivers of performance and flag risks and opportunities. - Deliver clear, actionable insights to management with recommendations. - Monthly Business Reviews (MBRs) - Own and run monthly business reviews for each portfolio company. - Develop standardized reporting packages and KPI dashboards. - Facilitate discussions with operating leaders to drive accountability and performance improvement. - Pricing & Revenue Optimization - Support implementation of value-based pricing strategies across portfolio companies. - Analyze pricing performance, elasticity, and customer segmentation. - Partner with commercial teams to optimize pricing, packaging, and discounting frameworks. - FP&A Playbooks & Best Practices - Establish and codify FP&A best practices across the organization. - Develop standardized playbooks for: - Budgeting & forecasting - KPI tracking - Financial reporting - Drive consistency and scalability across all operating companies. - Consolidated Insights & Reporting - Aggregate financial and operational data across the portfolio. - Deliver consolidated reporting and insights at the HoldCo level. - Support executive decision-making with clear, data-driven analysis. - Ad Hoc Analysis & Strategic Support - Support senior leadership with ad hoc financial analysis and special projects. - Build financial models to evaluate growth initiatives, cost optimization, and investment decisions. - Assist with board materials, investor reporting, and strategic planning. Qualifications - 5+ years of experience in FP&A, investment banking, private equity, consulting, or corporate finance. - Strong financial modeling and analytical skills (advanced Excel required). - Experience with budgeting, forecasting, and variance analysis. - Ability to synthesize complex data into clear insights and recommendations. - Strong business judgment and understanding of key financial and operating KPIs. - Excellent communication skills with the ability to interact with senior stakeholders. - Highly organized with the ability to manage multiple workstreams across different businesses. - Self-starter with a high degree of ownership and accountability. Preferred Qualifications - Experience in SaaS, software, or technology-enabled businesses. - Exposure to multi-entity or portfolio company environments. - Familiarity with pricing strategy or revenue optimization frameworks. - Experience building reporting frameworks or finance playbooks. What success looks like - Consistent, high-quality financial reporting and forecasting across all portfolio companies. - Clear visibility into performance drivers and actionable insights for leadership. - Standardized FP&A processes implemented across the platform. - Measurable improvements in pricing, margins, and overall financial performance. Solen-isms (How We Operate) - Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. - Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. - Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback, and turn “game film” into better decisions and better systems. - Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best. - Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. - Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. - Learn-it-alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. - Pioneering: Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. - Will to Win: Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. - Dialectical: We learn through conversation. We ask, listen, question, and evolve — valuing disagreement as a tool for alignment and deeper understanding. - Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility. - Candor: We communicate with integrity, transparency, and respect in all conversations. - Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. Any outreach outside these standards should be disregarded and reported through our official channels. We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.