Portfolio Leader

Solen Software Group is an investment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its niche. Solen's portfolio spans Human Resource Technology, Fleet Telematics, Asset Management, E-Health, Document Management, and other innovative software solutions. Solen is backed by a group of advisors and investors who have built software businesses of material scale (10–100M in ARR) and have advised many more. We are at the beginning of a decades-long journey, and every decision we make reflects that long time horizon.

About the Role

We are seeking a Portfolio Leader to own the performance of a cluster of Solen's portfolio companies. This is not a single-company operating role — you will sit above individual General Managers, orchestrating results, capital, and talent across multiple P&Ls at once. The Portfolio Leader we're looking for has already run a company at the GM/CEO level and is ready to scale that judgment across a portfolio. You will set and defend performance targets across companies, allocate attention and capital to where they matter most, develop the next generation of GMs, and act as a business guide on M&A for new companies joining your cluster. This is a high-ownership, high-visibility role for an operator who thinks like an investor — someone who can move fluidly between the details of one OpCo's P&L and the strategic trade-offs of an entire cluster. You will report to an Operating Partner and be a key part of how Solen scales its operating model.

Responsibilities

• Portfolio Performance & Financial Ownership
  • Own results and key KPIs — GRR, NRR, Rule of 40, and BHS — across a cluster of portfolio companies.
  • Set and defend performance targets for each company in the cluster.
  • Allocate attention, resources, and capital across companies based on where they will generate the most value.
  • Handle cross-company capital allocation and ROI trade-offs.
  • Monitor performance against strategic and financial targets; identify risks and opportunities early.
• People Leadership & Talent Development
  • Manage and develop the General Managers running each company in the cluster.
  • Build bench strength and talent density across the cluster — the next wave of GMs and leaders.
  • Model Solen's culture and leadership standards for the operators you support.
  • Own hiring, performance management, and succession planning at the GM level within your cluster.
• M&A & Integration
  • Serve as the business-side guide for integrating new companies into your portfolio cluster.
  • Participate in M&A diligence and sourcing for acquisitions that are a clear fit for your portfolio.
  • Support 100-day planning and early integration for newly acquired companies joining the cluster.
• Capital Allocation & Strategic Finance
  • Partner with your Operating Partner to determine where to invest, when to return capital, and how to balance risk and return across your cluster.
  • Provide financial modeling and scenario analysis to support decisions at the cluster level.
  • Credibly challenge OpCo numbers; understand the levers and risks behind each company's plan.
• Governance & Reporting
  • Ensure each company in your cluster maintains strong operating discipline and accurate reporting.
  • Represent your cluster's performance to your Operating Partner and, as needed, to investors and leadership.
  • Escalate early warning signals and drive proactive remediation with GMs.

Requirements

• Demonstrated, verifiable success running a P&L at the GM/CEO level.
• Proven ability to institute leadership growth — you've built leaders, not just delivered numbers.
• Capacity to orchestrate multiple P&Ls at once; comfort with the ambiguity of cross-company trade-offs.
• Deep understanding of software / SaaS business models and recurring revenue dynamics.
• Experience with M&A diligence, integration, or sourcing is a plus.
• Exceptional communicator — able to build credibility quickly with GMs, your Operating Partner, and leadership.
• Comfortable working in a lean environment without a large supporting team; resourceful and execution-oriented.
• High integrity, sound judgment, and a long-term orientation that aligns with Solen's culture.

Skills

• Comfort setting and defending financial targets — GRR, NRR, Rule of 40, and Bookings Health Score (BHS) — across more than one business at a time.
• A sharp instinct for capital allocation: knowing where a dollar of investment or attention will do the most good across a cluster of companies.
• Experience developing and coaching other operators.
• Exposure to M&A — able to serve as a business-side guide on diligence and integration for companies joining your portfolio.
• Comfort operating in a lean, fast-moving environment — scrappy and decisive, not reliant on large teams or heavyweight processes.
• An ability to translate performance and trade-offs into clear narratives for GMs, your Operating Partner, and leadership.
• Familiarity with software / SaaS business models and the metrics that matter (ARR, NRR, LTV/CAC, Rule of 40, etc.).

Pay

The expected base salary for this position is between $160,000 USD - $200,000 USD with a target annual bonus. Salary is based on a number of factors including market conditions, location, and may vary depending on job-related skills and experience.

Solen-isms (How We Operate)

• Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away.
• Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward.
• Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback, and turn “game film” into better decisions and better systems.
• Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best.
• Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance.
• Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy.
• Learn-it-alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress.
• Pioneering: Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules.
• Will to Win: Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate.
• Dialectical: We learn through conversation. We ask, listen, question, and evolve — valuing disagreement as a tool for alignment and deeper understanding.
• Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility.
• Candor: We communicate with integrity, transparency, and respect in all conversations.
• Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems.