Strategy & Operations Business Partner - Professional Services

Beacon Platform was founded in 2014 by Kirat Singh and Mark Higgins, industry leaders in building and designing enterprise-scale trading, analytics, and risk management platforms. Our products enable financial institutions of all sizes to operationalize front-office development at enterprise scale on the cloud. The Platform consists of Beacon Front Office Suite for cross-asset management of trades, positions and risk, and Beacon Core, an integrated development and operating platform that enables quants and software engineers to collaboratively develop and continuously deploy business solutions. Beacon's open architecture and transparent source-code model empower clients to achieve their business goals while maintaining unparalleled ownership of the full technology stack.

Title: Strategy & Operations Business Partner - Professional Services

Mandate

Beacon Platform is looking for a Strategy & Operations Business Partner, reporting to the Senior Business Partner for Strategy & Analytics.

The Strategy & Operations team at Beacon has 5 key missions:

Strategy - Work with Beacon Heads of Businesses in setting and driving vision, strategy and operational effectiveness

Analysis- Establish goals and metrics and take responsibilities for removing blockers to achieve those goals

Operations- Drive business forward through translating short-term and long-term strategy into actions to ensure scalable growth

Partnership - Help build inclusive culture by partnering with team members to help them thrive and achieve their full potential at Beacon

Alignment- Enable cross-functional communication and projects spanning multiple business units

This role will act as a business partner to the Senior Vice President of Solutions & Delivery to make improvements within the Professional Services organization (supporting our teams that help clients onboard and expand their usage of Beacon). This is simultaneously a strategic and hands-on role, where a self-motivated, detail-oriented critical thinker will drive internal business initiatives, identify opportunities to make our teams more effective, and implement new processes as we grow to scale.

Strategy & Analysis:

• Envision, research and propose business initiatives within post sale client facing teams
• Define and establish appropriate metrics and KPIs for the organization
• Track and monitor PS Revenue and Profitability metrics to help the team achieve their goals
• Facilitate ad-hoc requests and special projects and provide insights to influence outcomes and add value to the different client success teams

Operations:

• Work through data-driven staffing and resource allocation processes to ensure high quality and good outcomes for our clients and ability to meet pipeline demand
• Manage the operations of working with third party consulting firms as resource augmentation for our Professional Services Organization
• Validate and monitor methodology for prioritization of initiatives
• Create and manage a customer satisfaction survey process
• Serve as administrator for the project management software tool

Partnership & Alignment:

• Provide support for business management
• Partner with Finance, Sales, Marketing, and Engineering on projects or other business related matters
• Develop rapport with various team members and become a trusted advisor
• Work with 3rd party consulting firms to augment our resourcing needs

Qualifications

Required:

• • 3+ years in the software industry, preferably with SaaS experience and/or 3+ years experience in operations/consulting
  • Proven success in running programs and processes that enable organizations to scale quickly and efficiently, leading to improvement in KPIs related to retention, expansion, and customer health
  • Deep understanding of service delivery
  • Familiarity with Professional Services/Consulting methodologies, metrics and KPIs
  • Familiarity/Expertise in Project Management Software
  • Strong quantitative skills and ability to analyze financial dataset
  • Sound judgment and ability to challenge decisions when necessary
  • A self-starter with the ability to independently research and arrive at and deliver conclusions
  • Curiosity and desire to research / analyze the competitive landscape of the Financial Platform industry, and its associated ecosystem
  • Experience in operations management or management consulting

• Preferred:
  • Familiarity/Expertise in Salesforce.com
  • Financial technology industry experience
  • Understanding of financial products

Expected Salary Range: $125,000 - 150,000

What You'll Love About Beacon

• Unlimited PTO - This isn't your typical unlimited PTO plan. All employees take at least 20 days off a year. After that? Take the time off you need to strike the perfect work/life balance for you.
• 401k match
• Charitable donation match
• Access to Udemy - An online learning and teaching marketplace with over 185,000 courses. Learn programming, marketing, data science, or brush up on your public speaking and writing skills.
• Startup Culture - Our employees have a voice and can make a big impact across the organization. A lot of people in large companies don't feel connected to what they're doing and feel like they're put in a box. Here you will have the freedom to be creative and innovative. We're looking for smart and driven people to help get us to the next level.

Beacon does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. Beacon encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

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