Associate – Operations

Position Overview

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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.

Your Responsibilities:

Sales & Marketing Ops

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

Investment Ops

• Operate HubSpot deal tracking on the investment side, ensuring clean data from sourcing through close
• Manage project management workflows and task tracking for deal execution, process implementations, and cross-functional initiatives
• Maintain SharePoint document structure, governance, and accessibility of key investment documents
• Maintain data integrity across all operational systems (HubSpot, ClickUp, SharePoint)
• Execute on new system implementations and process changes, driving timelines and stakeholder accountability

People Ops

• Build and maintain a hiring database to support recruiting operations and candidate tracking
• Develop and maintain a structured onboarding process

Reporting & Data

• Generate monthly, quarterly, and annual reports on time and with consistent accuracy
• Assemble final deliverables across all data sources, including Addepar outputs from other team members
• Serve as the central data steward for the business — ensure data is clean, consistent, and reliable across all systems
• Improve and promote routine data entry standards across the team
• Use AI tools to accelerate report generation, data cleaning, and identification of inconsistencies across systems.

Ad Hoc & Operational Support

• Provide operational follow-through on ad hoc initiatives, including task tracking, status updates, and accountability loops
• Continuously improve how you execute within existing systems, including thoughtful use of AI tools where appropriate

Experience and Qualifications:

• 3–5 years of experience in operations, strategy & operations, revenue operations, or a similarly analytical execution role
• Strong CRM experience (HubSpot preferred), including workflow configuration and reporting
• Demonstrated comfort using AI tools (, ChatGPT, Claude, Copilot) to improve speed and accuracy in operational work.
• Proven experience improving funnel visibility, reporting, or forecasting processes
• Track record of executing structured processes and driving accountability across teams
• Strong analytical skills with a data-first approach to problem-solving
• Experience managing projects using tools such as ClickUp, Asana, or similar
• High attention to detail, ownership mindset, and comfort operating with sensitive information
• Bias towards action, with a preference for executing and refining over waiting for perfect conditions

We thank all candidates for their interest but only those applicants selected for an interview will be contacted. No telephone calls or recruitment agencies will be accepted.

$70,000 - $90,000 a year

We value your interest in Beedie Capital. While we can only respond to shortlisted applicants, we will keep your information on file and consider you for future opportunities as they come available.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.