Operating Director, Value Creation

Bloom Equity Partners•New York, NY

2d•$200,000 - $260,000•Onsite

About The Position

Bloom Equity Partners is a lower-middle-market private equity firm investing in enterprise software and tech-enabled B2B services. Its operations team works hands-on with portfolio company leadership to execute value creation plans, integrate bolt-on acquisitions, and build scalable operating infrastructure across North America, Europe, and Asia-Pacific. The Operating Director, Value Creation works with the Bloom operations team and portfolio company executives to plan and execute M&A integrations, capture cost and revenue synergies, and deliver value creation initiatives from close through exit. The role has the scope of a director of M&A integration, leading integrations end to end, owning the synergy case, and working directly with portfolio company executives to deliver it. This generalist operating role involves exposure to every functional area of a portfolio company, including finance, go-to-market, HR, technology, and legal entity structure, often across multiple countries at once. The position is in office in New York, NY, with regular travel to portfolio companies, including international travel. Base salary is $200,000–$260,000 per year, depending on experience and qualifications, and the role is eligible for an annual discretionary performance bonus. The position reports to the Senior Operating Partner.

Requirements

8–12 years of experience across private equity portfolio operations, PE-backed portfolio companies, management consulting, transaction advisory, or corporate development.
Has led at least one M&A integration end to end as an IMO lead or integration manager at a PE-backed portfolio company or acquirer.
Strong Excel financial modeling skills, including synergy models, operating budgets, and EBITDA bridges.
Ability to build clear, board-quality presentations in PowerPoint.
Ability to manage multiple workstreams and stakeholders at once with limited supervision.
Bachelor's degree in finance, economics, business, engineering, or a related field.

Nice To Haves

Has led multiple bolt-on integrations, including integrations running in parallel.
Experience in enterprise software or tech-enabled B2B services.
Exposure to cross-border integrations and multi-entity structures in the UK, EU, or APAC.
Familiarity with SaaS metrics such as ARR, NRR, CAC payback, and gross margin, and CRM data such as HubSpot or Salesforce.
Experience using AI tools to accelerate analysis, reporting, or operating workflows.
MBA or equivalent advanced degree.

Responsibilities

Lead the integration management office for bolt-on acquisitions from pre-close planning through Day 1, the first 100 days, and full integration.
Direct functional workstream leads across finance, HR, IT, legal entity, go-to-market, and product, and track milestones, dependencies, and risks.
Lead the integration workstream of pre-close diligence, including organizational mapping, systems and vendor overlap, contract review, and Day 1 readiness.
Prepare integration status reporting for Bloom partners, portfolio company leadership, and boards.
Build synergy models that quantify cost opportunities, including headcount, vendor and software consolidation, facilities, and entity rationalization, as well as revenue opportunities such as cross-sell, pricing, and packaging.
Establish synergy baselines, owners, and tracking, and regularly report realized versus planned synergies.
Partner with portfolio company finance teams to reflect synergies in budgets, forecasts, and EBITDA bridges.
Translate investment theses into value creation plans with defined initiatives, owners, KPIs, and timelines.
Analyze pricing, sales productivity, customer retention, organizational design, and operating cost structure.
Build and maintain KPI dashboards and scorecards for operating reviews and board meetings.
Contribute to quarterly board decks and LP-facing portfolio updates.
Work directly with portfolio company CEOs, CFOs, and functional leaders on priority projects.
Support reorganizations, workforce planning, and operating model design, including in non-US jurisdictions.
Develop repeatable playbooks, templates, and tools for the operations team to reuse across the portfolio.