RevOps & Sales Technology Product Manager (AVP)

Key Responsibilities

• Manage and optimize CRM systems supporting fundraising and business development
• Improve visibility into sales pipelines, client engagement, and performance metrics
• Develop dashboards and reporting to support data-driven decision making
• Support DDQs, investor communications, and fundraising processes
• Drive adoption of sales tools and operational best practices
• Design and implement AI-driven workflows to improve efficiency
• Evaluate and implement new technologies to support scaling operations

Required Qualifications

• 5–7+ years of experience in RevOps, SalesOps, CRM, or similar roles
• Experience working with CRM systems (DealCloud or similar preferred)
• Strong data and analytics skills
• Experience improving business processes and workflows
• Strong communication and stakeholder management skills

Preferred Qualifications

• Experience in financial services, private equity, or investor relations
• Experience with AI tools and automation platforms
• Exposure to scripting or data tools (Python, Power Automate, etc.)
• Experience implementing or managing SalesTech tools

Compensation & Benefits

Salary range: $200,000-$215,000
20% annual bonus eligibility
Comprehensive benefits package including medical, dental and vision insurance

Work Environment

Cross-functional, high-impact role
Fast-paced, growth-focused environment
Blend of business and technology responsibilities