Beacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of business we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade.

We are growing our team in Toronto, San Francisco, and New York. Apply below.

The role

Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. Youll turn fuzzy problems into systems, standards, and processes that help BD, M&A, and portfolio teams move faster. This is an AI-first orchestration role: connect people, data, and systems to automate high-impact workflows and surface the right insight at the right moment.

What youll do

Build the source of truth

Design a unified system of record + insight that powers right-time outreach to top prospects

Model entities (accounts, people, firms, signals) with identity resolution and data quality guardrails

Ship self-serve reporting and dashboards with clear SLAs and definitions

Automate multi-step GTM and BD processes across CRM, email, LinkedIn, and messaging

Stand up LLM-powered agents for research, summarization, due-diligence prep, and follow-ups

Implement RAG pipelines so teams see the right docs, notes, and signals at the right time

Tune prompts, guardrails, and evaluation harnesses for accuracy, tone, and safety

Build and maintain two-way integrations between Salesforce and external data providers

Connect APIs, webhooks, and event streams to keep data enriched, clean, and continuously updated

Establish pragmatic privacy, reliability, and change-management practices

Prototype fast, scale what works

Partner with BD and M&A leaders to identify high-friction workflows and measurable outcomes

Deliver MVP automations quickly, instrument impact, and productionize winning pilots

Define standards (runbooks, schemas, contracts, SLAs) that scale across the portfolio

Tech youll touch

Youll Span Salesforce And Net-new Applications

GTM workflows: LinkedIn, email, Slack, Clay

App/dev: Python, TypeScript (Node.js, React), GraphQL/REST

Data: Supabase/Postgres, eventing/webhooks, identity resolution

We have a greenfield stackyoull have real input on the tools we choose to deliver business outcomes.

What youll bring

8+ years in software engineering with meaningful ownership of CRM-centric platforms and/or revenue/ops systems; you thrive in ambiguity and create process where none exists

Strong product sense for BD/M&A workflows; translate qualitative feedback into quantitative goals and SLAs that stick

Deep integration experience (APIs, webhooks, auth), plus identity resolution and data governance fundamentals

Hands-on with AI integration: calling LLMs, building RAG pipelines, prompt design, evaluation, and guardrails

Clear, concise communication; you incorporate feedback from technical and non-technical partners into roadmaps that land on time

Bonus: experience automating diligence (market maps, call notes, deal rooms), multi-channel orchestration (email/LinkedIn/Slack), and building portfolio-wide reusable components

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