Portfolio Leader

Job Title: Portfolio Leader ** Location: US (On-site or Remote) Employment Type: Full-time Company: Solen Software Group About Solen Software Group 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. About You At Solen, it is Day 1 of a journey that will last decades. You are not looking for a single-company GM role — you've already proven you can run one. You are ready to own outcomes across multiple businesses at once: setting the bar, allocating resources, and building the leaders who will run them. You bring A track record of running a P&L at the GM/CEO level, with strong, demonstrated results. 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; a track record of building bench strength, not just hitting your own numbers. 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.). Key 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. Key Requirements to Succeed 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. 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. #J-18808-Ljbffr