Operations Lead

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 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.