СШАDeal Operations Consultant
2 нед. назад
125k–150k USD / годСШАHybrid
Responsible for managing the full lifecycle of deals on 's platform, ensuring smooth execution and problem resolution.
О компании
- is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed.
- At , we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future.
- Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships.
- Join us at , as we lead the charge in revolutionizing private investing.
- Location: New York City/San Francisco, CA (hybrid, 2-3 days/week in office)
- The Deal Operations team owns the full lifecycle of every deal launched on . We are responsible for making sure every deal on our platform runs smoothly. We work directly with fund managers and investors to solve problems, keep timelines on track, and make sure nothing slips through the cracks. We’re the first point of contact when something needs fixing, and we work closely with teams across to get the right outcome.
Обязанности
- As a Deal Operations Consultant, you’ll take the lead on some of the most complex or time-sensitive deals on the platform. You’ll work closely with fund managers, support your teammates when questions come up, and help improve how we work. This is a hands-on role where good judgment, clear communication, and follow-through matter. You’ll also help shape how we train, review, and scale this function over time.
- This role is a good fit for someone who enjoys staying close to the work, but who also wants to play a role in improving the system around them.
- As a Deal Operations Consultant, you will:
- Build relationships with our largest and most important customers to execute their deals as smoothly as possible.
- Triage and resolve time-sensitive customer issues—especially those that block deal execution—using judgment, urgency, and clear communication.
- Make fast, responsible decisions in ambiguous situations—and know when to escalate or pull in the right cross-functional partner.
- Identify product and process improvements that will shape the future of our product and our workflow.
- Liaise with senior members of the team, as well as our Legal, Tax, and Product teams to answer customer questions and educate first-time Deal Organizers.
- Develop an expert knowledge of our product, our customers, and our industry.
- Support customer-facing projects and product discovery.
Требования
- 4-6 years of experience working in deal operations, customer support, fund accounting, or a similar role that required accuracy, communication, and time management.
- Excited about working directly with customers, especially when something’s urgent.
- Interest and/or familiarity in venture investing and/or back office VC administration.
- Excellent and professional written and verbal communication skills.
- You thrive in fast-paced, customer-facing environments and are energized—not stressed—by helping unblock critical moments in a deal, even when they fall outside the usual schedule.
- Ability to effectively evaluate problems and propose sensible, scalable solutions.
- Comfortable working under pressure and context-switching across dozens of tasks, customers, and workflows in a single day.
Будет плюсом
- Experience working in a startup, fintech, or investment operations role.
- Exposure to fund administration, deal execution, or compliance workflows.
- Experience mentoring or onboarding team members.
Другое
- Our values are important to the way we live and work at . They guide our priorities, behaviors and interactions.
- As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity.
- We measure our success not just by what we achieve, but by how we achieve it—through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well—it's looking for ways to do them better.
- Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment.
- Winning is no accident. It is the result of collective hard work, perseverance, sacrifice, and most of all, loving what we do. Winning requires that we give extra—sometimes winning calls for late nights or extra effort, and we show up for clients and each other with urgency and heart. While excellence is a journey, winning is a destination.
- is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. will not tolerate discrimination or harassment based on any of these characteristics. encourages applicants of all ages.