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 dozens of businesses 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. About the Role Own the architecture and delivery of our CRM and data-driven prospecting platform in a zero-to-one environment. You’ll 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. Key Responsibilities 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 Orchestrate AI-first workflows 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 Integrate data & systems 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 Stack Python, TypeScript (Node.js, React, Next.js), TailwindCSS, Postgres (Supabase), n8n, Prefect, Modal, Redis What We’re Looking For 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 #J-18808-Ljbffr