Exa Capital Inc. · 3 days ago
Operating Partner
Plano, TX
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $250K/yr
10+ years expExa Capital Inc. is a permanent capital holding company focused on acquiring and building vertical market software businesses. The Operating Partner is a senior, hands-on business builder responsible for driving EBITDA expansion, leading post-acquisition integrations, and enabling PortCo CEOs to succeed.
Information TechnologySoftware
Responsibilities
Identify and execute EBITDA uplift opportunities across pricing, cost structure, efficiency, renewals, service delivery, and GTM
Build Value Creation Plans (90-day / annual) for each PortCo; track and drive measurable results
Develop CEO-ready business cases and ROI models
Stand up and institutionalize Weekly Business Reviews (WBRs) and Monthly Business Reviews (MBRs)
Ensure CEOs delivery concise weekly summaries (wins, risks, asks)
Build dashboards and standardized KPIs across finance, operations, CS, sales, and product
Lead the first 100 days of integration: systems, reporting, culture, leadership, and financial alignment
Drive 30-60-90 operating plans with precision
Deliver early wins within the first 60 days and ensure seamless transition into steady state
Partner with PortCo CEOs on annual planning, budgeting, multi-year strategy, org design, talent planning, and capital allocation
Pressure test assumptions, risks, and levers for growth
Support long-term roadmap alignment while protecting the PortCo’s unique mission
Coach CEOs and leadership teams; strengthen A-Player pipeline
Support hiring for key roles and ensure the right leaders are in the right seats
Reinforce Exa’s cultural foundations
Partner with AI team to deploy high-impact workflow automation, productivity tools, and process redesign
Ensure adoption across PortCos; quantify OpEx savings and time-to-value
Turn AI initiatives into repeatable playbooks for the broader portfolio
Share best practices and operational playbooks across the portfolio
Partner with Finance, HR, IT, Marketing teams to leverage Exa’s Enterprise Support Group model
Protect decentralization while enabling scale
Qualification
Required
10+ years of operating experience in software and technology businesses
Proven track record of delivering EBITDA or FCF improvement
Experience running or materially transforming a business unit or P&L
Deep comfort with SaaS metrics, operational KPIs, and financial modeling
Experience leading cross-functional teams without formal authority
Strong analytical and problem-solving skills
Exceptional communication and executive presence
Bachelor's degree in business, engineering, finance, or related field
Preferred
Experience as GM/COO/President of a $10M–$50M software business
Operator experience; built and exited a software company
Prior exposure to M&A, due diligence, and post-acquisition integration
Demonstrated success in pricing strategy and commercial optimization
Experience building dashboards, KPI systems, or operating cadences
Background in management consulting or PE operating teams (with real operating ownership)
High EQ, low ego, strong resilience
Ability to thrive in ambiguity and high-growth environments
Company
Exa Capital Inc.
We believe entrepreneurs hold the keys to innovation and progress. As advocates of change they seek deep personal fulfillment.
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-09-30
Business Wire
2025-08-13
2025-02-26
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