Perseus Group, Constellation Software

Account Executive

• Prospect new business nationwide through marketing-provided inbound leads and cold-calling efforts.
• Position yourself as a marketing expert (because you will become one!)
• Execute a consultative sales process, assessing each prospects’ needs.
• Speak passionately about the impact of social media.
• Meet & exceed your monthly sales expectations.

Implementation Specialist

• Lead complex Enterprise and Strategic client implementations from onboarding through successful adoption.
• Serve as a primary point of contact between clients and internal teams to gather requirements and deliver tailored solutions.
• Design, configure, and demonstrate customized solutions that meet client business needs.
• Develop and deliver comprehensive training programs, including train -the-trainer sessions.
• Support new asset implementations and ongoing site optimizations.
• Provide advanced technical support and issue triage for complex client needs.
• Collaborate with cross-functional partners to ensure alignment and client success.
• Stay current on product enhancements, new releases, and industry trends.
• Mentor and support less experienced team members and contribute to a positive team culture.
• Lead or support complex projects and initiatives.
• Share knowledge and best practices to improve team effectiveness and client outcomes.

PPE Implementation Consultant

Digital Marketing

• Develop a deep understanding of each client’s business goals.
• Create and implement data-driven digital strategies (SEO, Paid Search, Programmatic Display, Social Advertising) that align with client objectives.
• Monitor and analyze performance metrics, providing actionable insights to enhance results.
• Act as a trusted consultant and advisor, helping clients maximize their digital marketing ROI.
• Conduct regular performance reviews to track and improve product effectiveness.
• Audit campaign performance, ensuring execution aligns with the overall strategy and industry best practices.
• Build and maintain trusted relationships with franchise clients.
• Identify and execute expansion opportunities within the client portfolio.
• Ensure accurate and timely updates within internal systems.
• Provide engaging and interactive training to franchisee personnel on Enspire for Enterprise’s product suite.

Digital Marketing Consultant

Financial Planning and Analysis

• Manage or assist with the accounting due diligence for acquisition targets, including the process of setting a working capital target, risk assessment, accounting compliance assessment and advising on post-acquisition needs.
• Manage the acquisition finance integration and transition services process for acquired businesses.
• Coordinate with functional team leads in finance (AR, AP, Tax, Treasury) to ensure that all integration items are following the standard documented process for integrations.
• Collaborate with internal stakeholders on customer billing and systems transition for the recently acquired companies (e.g. from their previous Accounting ERP system to Great Plains; merchant service transition, etc.)
• Support team in executing any head-office finance and audit deliverables pertaining to acquisitions. Includes purchase price accounting and intangible valuation.
• Support new businesses acquired where finance support is required. This may include managing the overall business P&L for a new acquisition during the initial few months post-close and full cycle accounting processes including customer invoicing and collections, forecasting, financial reporting and analysis and corporate accounting compliance.
• Contribute to continuous improvement with respect to the finance acquisition and integration process.
• Provide coaching to the Assistant Manager, M&A Finance (offshore)
• Manage quarter-end activities and deadlines including assisting with earn-out calculations and acquisition related disclosure schedules and deliverables
• Assist with special projects for the executive team with respect to the finance M&A function.

Manager, M&A Finance

Customer Support

• Provides users of the Optimal Blue Product and Pricing Engine with excellent customer service
• Issue resolution and education/training on new product updates and enhancements
• Supports Emerging/Inside Sales Clients via chat messaging, email, telephone/video calls
• Serves as liaison between end-users of the Product and Pricing engine and Optimal Blue
• Tracks and identifies business trends that could jeopardize customer accounts
• Communicates trends and/or operational issues impacting client satisfaction
• Maintains knowledge of the system for appropriate service and resolution
• Plays a key role in training clients on enhancements or new systems

PPE Tech Support Specialist

Account Manager

• Manage high-level relationships with one or more clients that are strategic to the enterprise
• Keep clients satisfied through regular communication and management of relationships
• Identify opportunities for continuous improvement within the client relationship
• Oversee operational aspects of projects and vendor/subcontractor management
• Represent the enterprise to the client and vice versa
• Coordinate with appropriate sales personnel for business opportunities
• Ensure project completion within budget and according to contract requirements

Relationship Manager II

Cloud Engineer

• Provision, configure, and maintain Azure infrastructure resources, including VMs, storage accounts, networking, and Azure SQL databases.
• Administer and optimize Azure DevOps environments, including pipelines, repositories, and permissions.
• Plan and execute software deployments, including applications, data, and databases, ensuring minimal downtime.
• Monitor system performance, security, and availability across all Azure-hosted environments.
• Provide application support for clients, focusing on deployment, configuration, and troubleshooting.
• Collaborate with software development teams to ensure applications are deployed and maintained in alignment with infrastructure best practices.
• Maintain accurate documentation of infrastructure configurations, processes, and procedures.
• Implement and maintain backup, disaster recovery, and security compliance protocols.
• Act as the liaison between cloud infrastructure management and client software support.
• Also act as local IT supporting CalcAir Employees with adhoc tech and equipment requirements

Azure Cloud Infrastructure – Applications Support Specialist

Business Development Rep

• The Vice President, New Business Development (VP NBD) provides strategic, data-driven leadership for the New Business Development organization.
• The role is accountable for defining and executing strategy, establishing structure and alignment, and driving accountability to elevate pipeline quality, expand enterprise and multi-product opportunities, and reinforce a strong, positive Revenue Management culture.
• Lead and manage the Business Development organization, setting clear expectations, performance standards, and accountability.
• Establish and execute New Business Development strategy aligned to enterprise and multi-product growth.
• Drive improvement in pipeline quality, coverage, and long-term value.
• Reinforce a culture of ownership, optimism, accountability, and continuous learning.
• Prioritize and ensure consistent execution of high-payoff activities and stepping in where needed to support deal structure and closing.
• Serve as a trusted strategic leader internally and externally.
• Build strong partnerships with Revenue Management, Marketing, Lead Development, Product, and Specialist teams.
• Align cross-functional teams to consistently support enterprise and multi-product opportunities.
• Share insights, learnings, and competitive intelligence to strengthen execution and retention.
• Establish and monitor pipeline health indicators.
• Oversee forecasting, performance metrics, and pipeline creation practices.
• Drive improvements in coverage ratios, product penetration, and lead source effectiveness.
• Introduce and enforce standards for enterprise and multi-product opportunities.
• Establish and execute enterprise networking and conference strategies with measurable outcomes.
• Build and deepen C-suite relationships.
• Guide disciplined selling focused on value and differentiation.
• Maintain a high-level understanding of all Optimal Blue solutions.
• Guide teams in pairing solutions to meet enterprise client needs.

Vice President, New Business Development

Vice President

• Lead and oversee delivery of custom client solutions, including integrations, migrations, and tailored product enhancements.
• Manage teams responsible for end-to-end client implementations and onboarding across multiple product lines.
• Provide strategic direction and leadership to the Professional Services Team.
• Implement PSA tools and delivery dashboards for visibility into backlog, utilization, and forecast accuracy.
• Serve as the sponsor for key client implementations when needed and as a strategic advisor to clients during onboarding and implementation.

VP, Professional Services

Full-stack Engineer

• Develops and designs SaaS software solutions for both established and new products within the Optimal Blue product ecosystem using identified business requirements and information from project discussions.
• Analyzes, designs, programs, debugs, and modifies applications using .Net/C#, Java, Python, SQL, Angular or other relevant software programming languages.
• Participates in software design meetings and analyzes user needs to determine technical requirements.
• Writes technical specifications based on conceptual design and stated business requirements.
• Works closely with Product Owners, Product Managers, Business Analysts and QA to ensure successful delivery of desired solutions.
• Participates in code reviews and contributes to team knowledge sharing.
• Writes clean, scalable and efficient code.
• Assists in the integration of data storage solutions.
• Completes technical requests/issues as required.
• Lead two or more projects/tasks independently.

Software Engineer III

Customer Success Manager

• Build and manage strong and lasting customer relationships following their onboarding to ensure a smooth transition and continued success with the product.
• Provide ongoing customer support & training to ensure customers understand how to leverage the full value of the product and its features, helping them achieve their desired outcomes.
• Regularly analyze customer usage data and performance metrics to identify areas for improvement and growth opportunities ensuring customers get the most out of the product.
• Monitor customer health and proactively reach out to offer solutions or additional services that can enhance their experience, such as product training, feature walkthroughs, or troubleshooting.
• Identify at-risk customers and collaborate with internal teams (Sales, Support, Product) to create targeted strategies to reduce churn.
• Manage cancellation and recontract process as required with the objective of increasing customer retention and capturing information that can help build improved strategies to retain customers in the future.
• Act as the voice of the customer within the organization, providing valuable feedback to internal teams (product, sales, and support) to improve the overall customer experience and product offerings.
• Maintain accurate records of customer interactions, training sessions, and feedback in CRM tools, ensuring all relevant information is tracked and accessible for ongoing relationship management.
• Create and deliver engaging written documents, video tutorials, and/or webinars that improve the learning experience for our customers.
• Achieve a high level of proficiency in the use and configuration of the RO Writer software, including new features as introduced to ensure customers get the full value of the software.
• Effectively communicate (verbal and written) with all levels of the organization and outside customers regarding any reported issues.
• Participating in the development and documentation of processes resulting in improved customer success strategies.
• Outreach to customers to discuss latest product releases and schedule upgrades as needed.
• Perform all other duties as assigned by immediate supervisor. Some travel will be required.