Operations Lead

Remote, USA Full-time Posted 2025-07-27

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

This strategic operations role supports the scaling of InvestorFlow’s professional services function. The Senior Operations Lead will oversee tooling backlogs, lead process rollouts, guide reporting analysis, and drive operational alignment across internal and external stakeholders. This person will act as a partner to delivery teams and leadership, ensuring operational readiness, precision, and impact across client-facing engagements.You’ll bring structure to our systems, visibility to our data, and support to the cross-functional teams driving our client work forward.

You Have

5+ years in consulting, professional services, or delivery operations

Demonstrated experience driving applications, reporting, and change efforts – either for internal teams or client-facing initiatives

Excellent communication skills, with the ability to lead discussions, influence cross-functional teams, and work independently

Comfort leading change management, enablement, or training programs across diverse stakeholders

Experience with Salesforce is required; candidates with a background in configuring and managing Salesforce (beyond end-user tasks) will be strongly preferred

Familiarity with the services or project delivery lifecycle is a plus but not required, including how teams are staffed, billed, and measured

You Will

Own and manage the backlog across our PSA, CRM, and delivery tools, prioritizing based on business needs and drivers

Drive the rollout and execution of strategic initiatives and process improvements – includingworkflows, documentation, training, and adoption

Lead internal rollout and change management for new processes, protocol, and tool changes

Review KPI and reporting outputs tosurface trends,uncover blockers, and support leadership with data-informed decision making

Oversee onboarding enablement—delivering training and ensuring new hires are fully integrated into team operations.

Review billing cycles for accuracy, validate commercial structures, and handle invoice reconciliations as needed.

Collaborate with Sales and Client Partner teams on proposal decks, pricing models, and creation of key deliverables or SOWs

Work cross-functionally with Finance, Client Success, and Sales to improve how we scale and operate as a services team

Join select client calls to support setup of project tools and alignment on delivery scope and expectations

Additional Information

InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.

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Operations Lead

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