Overview
A dynamic investment firm in startup mode is building its sales operations infrastructure from the ground up. This 5-person founding team evaluates high-stakes investment opportunities through close relationships with investment bankers, lawyers, and fund managers. As they enter a rapid growth phase with multiple daily stakeholder meetings, they need a strategic systems expert to design and manage a sophisticated CRM and deal pipeline infrastructure.

Job Highlights
Number of Paid Hours Per Week: 40 hours
Schedule: Monday to Friday, 9:00 AM – 6:00 PM (with 1 hour unpaid break)
Client Timezone: Eastern Time
Work Arrangement: Work from home
Contract: Independent Contractor

Independent Contractor Perks

• Health Insurance coverage for eligible locations
• Permanent work from home
• Immediate hiring
• Steady freelance job
• Comprehensive support for payroll, HR, and IT through BruntWork

Responsibilities

• Design and implement sophisticated HubSpot workflows to manage investment deal flow and relationship tracking
• Maintain pristine CRM database integrity to prevent costly outreach errors in a high-stakes investment environment
• Prepare comprehensive meeting notes and summaries for critical investment team calls and stakeholder meetings
• Coordinate complex meeting scheduling and calendar management across the founding team
• Integrate AI note-taking tools with HubSpot to automate data capture and task creation workflows
• Create strategic contact segmentation and targeted outreach campaigns for investment professionals
• Serve as a strategic thought partner to advise on sales process optimization and risk mitigation strategies
• Quarterback team communications by reviewing meeting notes and creating actionable tasks and follow-ups
• Generate detailed reports and analytics to track relationship management and deal pipeline progress
• Build foundational sales operations infrastructure and scalable processes for a rapidly growing investment firm

Requirements

• Extensive experience with HubSpot CRM administration and automation workflows
• Exceptional attention to detail for high-stakes, accuracy-driven environments
• Entrepreneurial mindset with proven ability to build processes from scratch
• Experience advising on sales operations strategy and optimization
• Strong communication skills and collaborative team-player mentality
• Demonstrated dependability and consistent work performance
• Bonus: Experience with CRM integrations, AI tool implementations, or background in investment/financial services environments

Side Note
This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder
Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.