Position Overview

This role sits at the center of the firm's operating infrastructure. You will manage our CRM environment day-to-day, maintain reporting discipline across the business, and execute the processes that support our investment, people, and go-to-market functions. The skillset mirrors what you would find in a strong revenue operations professional, but the scope is broader. You will operate across every function of the firm, not just sales.

The work spans CRM operations, reporting, project execution, and cross-functional process management. You will drive clarity, accountability, and follow-through across multiple concurrent workstreams. This is a role for someone who finds satisfaction in keeping systems clean, data accurate, and processes running.

You will be expected to leverage AI tools to improve how you work. We are actively building AI into the firm's operations, and this role will be on the front line of applying those tools day-to-day.

Key Responsibilities

Sales & Marketing Ops

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• Operate HubSpot day-to-day: reporting, data hygiene, workflow automation, and pipeline tracking
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• Build and maintain dashboards that surface pipeline health, conversion metrics, and campaign performance
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• Keep marketing materials organized, accessible, and current across the team
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• Identify and flag manual workflows that could be automated to improve efficiency