Software Publisher Services – Program Associate / Senior Associate at Connor Consulting | CA, US | Rezi

Software Publisher Services – Program Associate / Senior Associate at Connor Consulting

Software Publisher Services – Program Associate / Senior Associate

Connor Consulting · CA, US

Today

Software Publisher Services – Program Associate / Senior Associate

Connor Consulting · CA, US

9 hours ago
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About the Role

This role is a platform-led compliance program focused on driving end-to-end processes for licensees using a dedicated audit platform. It requires daily outreach, structured follow-up, and disciplined tracking to manage a large portfolio of engagements. The position offers an opportunity to build and potentially grow into a management role as the program expands.

Responsibilities

  • Own an assigned portfolio of active compliance engagements and drive each one from initial outreach through closure against defined cycle-time and service level targets.
  • Conduct daily outreach and structured follow-up with licensee contacts by email and phone, maintaining persistent and professional contact cadences on unresponsive accounts and applying defined escalation triggers.
  • Onboard licensees onto the audit platform: explain the process and timeline, direct them to the platform, walk them through the required inputs, and resolve access or usability issues that stall completion.
  • Serve as the day-to-day point of contact for licensee questions, objections, and concerns; handle pushback diplomatically and escalate contractual, disputed, or legal matters to the Senior Manager.
  • Lead the verification call with the licensee to confirm and clarify the data submitted through the platform.
  • Identify licensees unwilling or unable to use the platform and coordinate the exception path to a standard, manually executed review with the engagement team.
  • Review submissions for completeness and obvious anomalies, apply the program’s standardized methodology and templates, and prepare findings for Senior Manager review.
  • Maintain complete and accurate account status, contact history, and next actions in Connor’s engagement platform as the single system of record for the program.
  • Produce recurring program reporting for the client and internal leadership, including pipeline by stage, aging, response and completion rates, and results to date.
  • Monitor throughput, flag bottlenecks and recurring licensee objections, and recommend improvements to outreach templates, platform guidance, and process documentation.
  • Support the onboarding and day-to-day direction of additional program staff as the program scales.
  • Carry a larger portfolio, own the most sensitive or highest-value accounts, quality review the work of supporting staff, and act as backup program lead (Senior Associate level).
  • Other duties may be assigned without notice.

Requirements

  • BA/BS in Business Administration, Accounting, Information Systems, or a related field; equivalent practical experience will be considered.
  • 2+ years in software license compliance, contract or audit compliance support, customer success, account management, renewals, inside sales, or a comparable high-volume client-facing role.
  • Exposure to software licensing concepts and contract terms.
  • Demonstrated experience managing a high volume of concurrent accounts or cases without loss of accuracy or follow-through.
  • Comfort working from a repeatable playbook: applying the same process consistently across hundreds of accounts while recognizing the exceptions that require escalation.
  • Fluency with CRM, ticketing, or case management platforms (for example Salesforce, HubSpot, Monday.com, or Zendesk) and a track record of disciplined data hygiene.
  • Proficient in the Microsoft Office Suite with solid Excel skills including lookups and pivot tables.
  • Excellent written communication, with the ability to maintain a consistent and professional tone across a high volume of outbound correspondence.
  • Confident verbal communication and the ability to lead a call with a licensee’s technical, procurement, or finance contacts.
  • Professional persistence: comfortable following up repeatedly with unresponsive contacts and navigating resistance without escalating tension.
  • Self-directed, organized, and reliable with minimal day-to-day supervision.
  • Based in and available to work United States business hours, with occasional flexibility for licensees in other regions.
  • Minimal travel expected, up to 10%.
  • Prior experience on a publisher-side or Big 4 software license compliance team is preferred.
  • Experience supporting customers through a self-service or customer-completed data collection platform is preferred.
  • Familiarity with common software deployment and usage data sources is preferred.
  • Second language capability (Spanish, Portuguese, French, German, Italian, or Polish) is preferred in view of planned EMEA expansion.

Skills

  • Ownership mentality
  • Consistency and follow-through
  • Resilience
  • Strong organization and prioritization
  • Clear and concise communication
  • Sound judgment
  • Collaborative and professional demeanor
  • Process improvement
  • Building repeatable and scalable processes
  • CRM, ticketing, or case management platforms
  • Microsoft Office Suite
  • Excel skills (lookups and pivot tables)

Location

  • United States

Work Type

  • Remote
  • Full-time

Experience Level

  • 2+ years
  • Senior Associate

Education Level

  • BA/BS in Business Administration, Accounting, Information Systems, or a related field
  • Equivalent practical experience

About the Company

  • Connor Consulting is a fast-growing, modern, international company comprised of top-caliber professionals.
  • This role sits within the Software Publisher Services (SPS) line of business and is dedicated to a single, high-volume compliance program delivered on behalf of a global enterprise software publisher.

Equal Opportunity

  • Connor Consulting Corp. is an equal opportunity employer and values diversity, equality, and inclusion.
  • We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.