Connor

Director

• Own revenue, growth, and quality outcomes for a portfolio of client accounts
• Drive account-level growth and revenue from existing contracts
• Identify and convert upsell and cross-sell opportunities
• Pursue net-new client acquisition through professional networks and market presence
• Own client commitments regarding timelines, fees, and scope
• Maintain senior-level client relationships and strategic touchpoints
• Act as the firm’s senior client representative and handle escalations
• Build long-term account value
• Hold delivery teams accountable for deliverable quality
• Reinforce delivery standards within client accounts
• Make escalation and staffing decisions for assigned accounts
• Review structured reporting on active engagements
• Shape publisher advisory services beyond traditional software license compliance
• Test new service lines and contribute insights to go-to-market strategy
• Champion proactive advisory around security, renewal optimization, and strategic licensing
• Collaborate with leadership to build advisory capabilities, methodologies, and commercial models
• Contribute to market positioning and thought leadership in software compliance and advisory
• Participate in weekly and monthly leadership governance forums

Director – Software Publisher Services

Associate

• Own an assigned portfolio of active compliance engagements from initial outreach through closure against cycle-time and service-level targets
• Conduct daily email and phone outreach and structured follow-up with licensee contacts
• Onboard licensees onto the audit platform and resolve access or usability issues
• Serve as the day-to-day point of contact for licensee questions, objections, and concerns
• Escalate contractual, disputed, or legal matters to the Senior Manager
• Lead verification calls to confirm and clarify data submitted through the platform
• Coordinate manual-review exception paths for licensees unable or unwilling to use the platform
• Review submissions for completeness and obvious anomalies
• Apply standardized methodology and templates and prepare findings for Senior Manager review
• Maintain account status, contact history, and next actions in Connor’s engagement platform
• Produce recurring client and internal program reporting, including pipeline, aging, response and completion rates, and results
• Monitor throughput, flag bottlenecks and recurring objections, and recommend process improvements
• Support onboarding and day-to-day direction of additional program staff
• Senior Associate: carry a larger portfolio, own sensitive or high-value accounts, quality-review supporting staff work, and act as backup program lead

Program Associate / Senior Associate

Manager

• Manage and perform all facets of audits for existing clients, including audit planning, execution, data analytics, licensee/client interviews, and reporting
• Perform extensive Excel analysis for audit execution, internal client initiatives, and other services
• Manage audit KPIs, deadlines, and project milestones
• Interact with cross-functional teams at clients/licensees and manage multiple projects across multiple clients simultaneously
• Prepare and review client deliverables, including reports and calculations
• Demonstrate understanding of client businesses, technologies, and risks; maintain technical and practical knowledge of clients and industry
• Assist in developing and implementing operational policies supporting internal infrastructure growth
• Develop and maintain strong client relationships through quality execution and timely communication
• Identify opportunities for new services, methodologies, or work processes
• Stay current with trends in relevant industries and compliance auditing
• Supervise, coach, and mentor staff; conduct performance reviews and contribute to feedback and training
• Recruit, develop, and mentor a talented team of professionals
• Participate in sales pursuits for royalty and license compliance initiatives
• Serve as liaison between clients and their customers/licensees
• Manage global client projects with support from regional Managers and Directors

Director – Software Publisher Services

Program Associate / Senior Associate

Software Publisher Services – Manager