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.
You Will:
- Release Adoption & Technical Execution (60%)
- Develop and execute upgrade plans for each product, including timing, risk assessments, mitigation strategies, rollback procedures, and handling of customizations or integrations for Release Management.
- Execute Github Actions Pipelines as part of the upgrade deployment, following the SDLC. (Note: Some off-hours will be required.)
- Understanding of branching, pull-requests, and analyzing deployment logs for success/failure.
- Coordinate release planning and execution: schedule releases, track dependencies, run Go/No-Go reviews, communicate status, and document release notes/changelogs.
- Proactively identify, recruit, and manage “canary” and “early-adopter” environments/customers to validate releases in real-world conditions.
- Work closely with the DevOps team and collaborate to improve release velocity, reduce toil, and adopt progressive delivery techniques
- Perform upgrade readiness assessments, coordinate testing and deployment windows, and provide post-upgrade support.
- Monitor and drive improvements in key adoption metrics: percentage of customers on the latest version, average time-to-upgrade, upgrade success rate, feature utilization rates, and reduction in post-upgrade support tickets.
SQL Data Operations (30%)
- Write and execute UPDATE, INSERT, and DELETE statements with appropriate WHERE clauses to safely modify production data
- Perform data corrections and bulk updates using joins and subqueries
- Create and manage temporary tables to stage and validate data before updates
- Use transactions (BEGIN / COMMIT / ROLLBACK) to ensure safe data modifications
- Apply JOINs (INNER, LEFT, RIGHT) to update data across related tables
- Write aggregate queries (GROUP BY, HAVING) to validate data accuracy before and after updates
- Use CASE statements for conditional updates
- Perform data reconciliation and validation checks post-update
- Ensure data integrity by understanding constraints (primary keys, foreign keys, unique constraints)
- Conduct ad hoc reporting queries to support operations and troubleshooting
- Follow change control and backup procedures before executing updates
Internal Reporting & ReleaseOps Ownership (10%)
- Identify recurring upgrade challenges (e.g., common failures, documentation gaps, integration issues, or tooling limitations) and lead cross-functional initiatives to resolve them.
- Contribute to internal documentation on release dependencies, account health, risks, and communication protocols.
- Help maintain internal release notes, changelogs, migration guides, and adoption resources for internal use.
- Provide technical assistance with various TechOps related projects and quarterly commitments.
You Have:
- Experience in a technical operations, release management, or customer-success-adjacent technical role (e.g., Release Manager, Release Engineer, Technical Operations, Solutions Engineer, DevOps).
- Strong knowledge of modern software delivery practices: CI/CD pipelines, continuous delivery, feature flags, canary/blue-green/rolling deployments, automated testing, and rollback strategies.
- Intermediate SQL skills including writing and executing UPDATE/INSERT/DELETE statements, performing data corrections using joins and subqueries, managing transactions and temporary tables, validating data with aggregate queries, and ensuring data integrity and performance in operational environments.
- Data-driven approach with proficiency in analytics and reporting via Grafana utilizing dashboards and automated reporting) required.
- Demonstrated ownership of high-visibility recurring deliverables, such as weekly executive reports, adoption metrics tracking, or release coordination.
- Experience driving product adoption through upgrades, managing release processes in a SaaS environment, and identifying/resolving systemic upgrade issues highly desirable.
- Ability to translate technical risks and challenges into actionable internal insights and priorities.
- Strong internal communication skills for working effectively with product, engineering, and leadership teams.
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.
