Associate – Operations
Core
Manage CRM environment, reporting discipline, and cross-functional processes to support investment, people, and go-to-market functions.
Role type
Associate – Operations (Revenue Operations adjacent)
Builds
CRM dashboards, operational workflows, data reports, and process implementations
Domain
Alternative Investment / Private Equity
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
CRM management (HubSpot), data hygiene, workflow automation, project management, reporting generation, AI tool application, stakeholder accountability
Preferred skills
Experience with ClickUp or Asana, funnel visibility improvement, structured process execution
Technologies
HubSpot, ClickUp, SharePoint, Addepar, AI tools (ChatGPT, Claude, Copilot)
Responsibilities
Operate HubSpot for reporting, data hygiene, and pipeline tracking; Build and maintain dashboards for pipeline health and campaign performance; Manage project workflows and task tracking for deal execution; Generate consistent monthly, quarterly, and annual reports; Serve as central data steward ensuring data integrity across systems; Execute new system implementations and process changes.
Seniority
Associate, hands-on IC