TCP Management

Role Description This is a high‑impact opportunity to join a growing go-to-market team and drive new revenue and expand Andesa’s presence in the broker ecosystem. As our Account Executive focused on the broker segment, you will be responsible for: - Identifying, engaging, and converting new business opportunities. - Building relationships with brokers, consultants, and distribution partners who influence Advanced Markets and NQDC plan administration decisions. - Inheriting a few brokers as a book of business to farm and expand, primarily in a hunter sales role. - Developing territory plans, building your own pipeline, and opening doors with brokers and strategic partners. This role is ideal for a sales professional who thrives on prospecting, relationship‑building, and creating momentum in underdeveloped markets. Qualifications - 5+ years in enterprise sales or account management, with a strong track record of new business generation. - Strong consultative selling skills and the ability to translate complex plan design and tax concepts into clear business value. - Excellent presentation, negotiation, and written communication skills. - Proven ability to build long‑term, B2B relationships and partnerships. - Strong business acumen in sales planning, forecasting, and execution. - Willingness to travel approximately 25–40% of time for broker visits, client meetings, and industry events. - Bachelor’s degree required. Requirements - Execute a broker‑focused go‑to‑market strategy and sales process targeting Advanced Markets and NQDC distribution partners. - Develop account plans for high‑value brokers, consultants, and strategic prospects. - Conduct proactive, outbound outreach — including cold calls, email sequences, and event‑based networking — to generate new opportunities. - Research broker firms, market trends, and client needs to identify whitespace and position Andesa’s solutions effectively. - Establish strong relationships with key decision‑makers and influencers across target firms. - Lead prospects through the full sales cycle: discovery, solution alignment, demos, proposals, contracting, and handoff to implementation. - Build and manage a pipeline of broker relationships, driving new business and expanding existing partnerships. - Educate brokers and their plan sponsor clients on our administration capabilities for nonqualified deferred compensation (NQDC) plans, executive benefits, COLI/BOLI-funded arrangements, and related solutions. - Tackle technical validation or software demonstrations of Andesa’s platforms and articulate how they modernize operations in Advanced Markets and unlock value for brokers. - Partner with internal teams to scope solutions, tailor demos, develop pricing strategies, and deliver compelling proposals. - Own RFP/RFI responses, coordinating cross‑functional contributors to deliver complete and timely submissions. - Ability to communicate Andesa’s value proposition clearly and persuasively. - Identify opportunities to expand Andesa’s presence within broker networks and adjacent markets. - Provide market intelligence to Product and leadership teams to inform roadmap priorities and platform enhancements. - Represent Andesa at industry events, conferences, and broker‑focused forums. - Collaborate with Marketing and Customer Success to ensure alignment across the broker channel. - Meet or exceed established sales quotas and activity targets. - Develop and refine pricing strategies across markets and product types. - Maintain accurate pipeline data, forecasting, and activity tracking within the CRM. Benefits - Starting base salary range of $100,000-$150,000 depending on experience level with an annual on-target earnings (OTE) of $200,000-$300,000 driven by sales performance. - Comprehensive medical, dental, and vision coverage for employees. - 401(k) retirement plan with competitive employer matching contributions. - Generous PTO program with annual allocations based on years of service. - The opportunity to shape Andesa’s broker channel and grow into a leadership role as we scale. How to Apply Send your resume and a cover letter about why this role interests you to [email / application link]. If you have examples of sales achievements, broker relationships, or go‑to‑market strategies you’ve executed, we’d love to see them.

Role Description Terminus Capital Partners is seeking a Revenue Operations professional with a marketing focus to partner closely with the VP of Operations, GTM to build scalable, data‑driven revenue infrastructure across TCP and its portfolio companies. This role sits at the intersection of marketing operations, revenue analytics, GTM strategy, and systems. You will be responsible for turning growth strategy into execution by helping build the operating backbone that supports demand generation, pipeline management, forecasting, and performance measurement—particularly in B2B software environments. You will work across marketing, sales, customer success, and investment teams to drive repeatable, measurable growth aligned with TCP’s value creation plans and acquisition thesis. Key Responsibilities - Revenue & GTM Analytics - Develop and maintain revenue dashboards spanning marketing, sales, renewals, and expansion - Support forecasting, pipeline hygiene, and performance tracking across the revenue funnel - Partner with finance and investment teams on revenue modeling, growth assumptions, and KPI tracking tied to TCP value creation plans - Create standardized reporting that can be leveraged across multiple portfolio companies - Own marketing operations across TCP and portfolio companies, including campaign measurement, funnel analytics, attribution, and ROI tracking - Partner with marketing leaders to translate growth strategy into execution plans, dashboards, and KPIs - Build and maintain lead lifecycle definitions, MQL/SQL frameworks, and handoff processes between marketing and sales - Support go‑to‑market motion design (inbound, outbound, PLG where applicable) with data‑backed insights - Ensure consistent reporting of KPI’s- pipeline contribution, CAC, LTV, and conversion rates - Systems & Process Ownership - Own or support administration and optimization of core GTM systems (CRM, marketing automation, data enrichment, reporting tools) - Design scalable RevOps processes that can be deployed post‑acquisition - Identify gaps in tooling, data quality, or process—and implement practical solutions - Ensure data integrity across systems to support decision‑making at the leadership and board level - Cross‑Functional Partnership - Act as a strategic thought partner to Sales, Marketing, Customer Success, Finance, and Product - Support diligence and post‑close integration efforts by assessing GTM maturity and operational gaps - Help portfolio teams move from intuition‑driven to metrics‑driven decision‑making, consistent with TCP’s operating philosophy. Qualifications - 4–8+ years of experience in Revenue Operations, Marketing Operations, or Growth Analytics - Strong background supporting B2B SaaS or recurring‑revenue business models - Hands‑on experience with CRM and marketing automation platforms (e.g., HubSpot, Salesforce, Marketo, Pardot) - Proven ability to build dashboards, analyze funnel performance, and communicate insights to executives - Comfortable working in fast‑moving, lean environments with high ownership Preferred Experience - Experience working with private equity–backed companies or across multiple business units - Exposure to M&A, diligence, or post‑acquisition integration - Experience supporting both new logo growth and expansion/retention motions - SQL, BI tools, or advanced analytics experience a plus What Success Looks Like (First 12–18 Months) - Clear, trusted single source of truth for GTM metrics and revenue performance - Improved visibility into pipeline health, conversion rates, and marketing ROI - Evolving RevOps playbooks that can be deployed across TCP portfolio companies - Faster, more confident decision‑making by revenue and investment leadership - Strong partnership with you as the day‑to‑day operator driving GTM execution

About the Role We are seeking a hands-on, execution-focused VP of Innovation to join one of our key portfolio companies. Reporting directly to the CTO, you will lead a specialized technical team (DevOps & Senior Developers) tasked with the company’s most critical modernization initiatives. This is a "Player-Coach" role. We are not looking for a theoretical strategist or a pure people manager. We are looking for a senior technologist who has deep experience navigating legacy codebases, migrating on-premise operations to the public cloud, and architecting modern Generative AI solutions. You will act as a catalyst for change, driving technical excellence and increasing the company's enterprise value by modernizing our stack. Key Responsibilities Infrastructure Modernization (Data Center to Cloud) - Lead the Migration: Architect and execute the migration of product and backend tools from legacy data centers to a public cloud environment ([AWS/Azure/GCP]). - Modernize Operations: Transition from legacy hosting to modern, containerized architectures (Docker/Kubernetes) and implement robust CI/CD pipelines. - Infrastructure as Code: Enforce IaC best practices using tools like Terraform or Ansible to ensure environments are reproducible and scalable. Generative AI Implementation - Build & Deploy: Go beyond the hype by identifying high-ROI use cases for GenAI. You will architect and build solutions involving LLMs, RAG (Retrieval-Augmented Generation), and Vector Databases. - Internal Tooling: Develop AI-driven tools to increase developer efficiency and automate backend operational workflows. - AI Governance: Establish technical standards for API usage, data privacy, and cost management for AI integration. Technical Leadership - Manage the "SWAT" Team: Lead a lean, high-output team of DevOps engineers and Full-Stack Developers. - Hands-on Coding: Actively contribute to code reviews, architectural decisions, and critical development tasks. You will be expected to get your hands dirty. - Change Management: Bridge the gap between legacy engineering practices and modern cloud-native workflows, mentoring existing staff and raising the bar for engineering quality.