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 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 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 – including workflows, documentation, training, and adoption
- Lead internal rollout and change management for new processes, protocol, and tool changes
- Review KPI and reporting outputs to surface 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
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
- 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
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 San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit
www.investorflow.com.
