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InvestorFlow

Posted 1 month ago

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Operations Lead

Santiago de los CaballerosOn-siteFull-time

AI Summary

Operations Lead oversees tooling backlogs, process rollouts, reporting, and cross-functional alignment to support InvestorFlow’s professional services. Partners with delivery teams and leadership to ensure operational readiness and impact on client engagements.

About this role

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

    • Skills

    Change ManagementCRM ToolingDashboardingData ReportingDelivery ToolingInvoice ReconciliationKPI AnalysisPricing ModelsProcess ImprovementProject Delivery LifecyclePSA ToolingSalesforce ConfigurationSOWsTraining ProgramsWorkflows

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