Director of Operations

Full Job Description

Raise Ready is a specialty marketing firm dedicated to helping private equity clients raise capital for their investment offerings from retail (accredited) investors. We created an innovative marketing solution that connects our clients with the right investors, and is the future of tapping into $1.5T of accredited investor capital, resulting in successful capital raises.

We are seeking an experienced Director of Operations to join our team. This individual will serve as the backbone of our operational success, acting as a critical liaison between our clients and fulfillment team. The ideal candidate will be an expert in our solution and our clients’ investment offerings, ensuring that all campaigns are executed flawlessly from inception to completion.

Job Responsibilities

Client Management

• Serve as the primary point of contact for clients from the onboarding call through campaign launch and ongoing support.
• Uphold our high standards by representing the Raise Ready brand effectively in all client interactions.
• Strong emphasis on maintaining and enhancing client relationships throughout the campaign lifecycle.

Operational Leadership

• Build, implement, and manage a robust project management platform to streamline workflows and enhance team collaboration.
• Oversee the end-to-end execution of marketing campaigns, ensuring timely delivery and quality standards are met.

Team Collaboration

• Liaise between clients and the fulfillment team, including copywriters, media buyers, designers, marketers, and various other contractors.
• Foster a collaborative environment that encourages innovation and excellence.

Strategic Planning

• Collaborate with leadership to set the company vision and develop strategies to achieve operational goals.
• Think in frameworks and systems to develop scalable solutions that support company growth.

People Management

• Lead, mentor, and manage team members, promoting professional development and high performance.
• Cultivate a positive team culture aligned with Raise Ready’s core values.

Job Requirements

Experience

• Minimum four years project management experience with a proven track record of building and managing marketing operational systems.
• Minimum four years running operations in a startup or scale-up environment.
• Experience in investments, investment banking, private equity, or finance is highly advantageous.

Skills and Competencies

• Strong strategic thinking and problem-solving abilities.
• Exceptional communication and interpersonal skills.
• Proficiency with project management tools and platforms.
• Proven experience leading project planning meetings and establishing a structured meeting cadence that fosters accountability, transparency, and a culture of performance within teams.
• Ability to think systematically and implement frameworks that enhance operational efficiency.
• Stellar organizational skills with an ability to handle multiple projects simultaneously and meet tight deadlines with a high degree of accuracy.
• Must have top notch attention to detail.
• Friendly, empathetic, and professional client-friendly presence, but be able to lead firmly and take charge when needed.
• Proactive, problem-solving mindset.

Availability

• We are a globally distributed remote team with asynchronous and synchronous collaboration.
• You must be able to work 9am to 5pm PST or CST hours, 40 hours per week. You must be available and ready to collaborate.

Leadership Qualities

• Demonstrated ability to collaborate with executive leadership to execute company vision.
• Results-oriented mindset with a focus on achieving and exceeding goals.
• Adaptability and hands-on management style.

Education

• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred.
• Additional certifications such as MBA, PMP, or relevant industry certifications are a plus.

Compliance Knowledge

• Familiarity with industry compliance regulations and legal requirements is beneficial.

Skills Required

• Admin Support - Expert
• Financial Analysis - Expert
• Financial Forecasting - Expert
• Project Management - Expert
• Business Analysis - Expert
• Marketing - Expert
• Customer Service - Expert
• CRM - Expert

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