A leading investment firm is seeking an RevOps & Sales Technology Product Manager (AVP) to support and scale its Investor Relations and Business Development function through improved systems, data, and automation.


This role will focus on enhancing CRM workflows, improving pipeline visibility, and driving adoption of modern SalesTech and AI-enabled solutions.

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

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