Associate – Operations

Operate HubSpot day-to-day: reporting, data hygiene, workflow automation, and pipeline tracking

Build and maintain dashboards that surface pipeline health, conversion metrics, and campaign performance

Keep marketing materials organized, accessible, and current across the team

Identify and flag manual workflows that could be automated to improve efficiency

Operate HubSpot deal tracking on the investment side, ensuring clean data from sourcing through close

Manage project management workflows and task tracking for deal execution, process implementations, and cross-functional initiatives

Maintain SharePoint document structure, governance, and accessibility of key investment documents

Maintain data integrity across all operational systems (HubSpot, ClickUp, SharePoint)

Execute on new system implementations and process changes, driving timelines and stakeholder accountability

Build and maintain a hiring database to support recruiting operations and candidate tracking

Develop and maintain a structured onboarding process

Generate monthly, quarterly, and annual reports on time and with consistent accuracy

Assemble final deliverables across all data sources, including Addepar outputs from other team members

Serve as the central data steward for the business — ensure data is clean, consistent, and reliable across all systems

Improve and promote routine data entry standards across the team

Use AI tools to accelerate report generation, data cleaning, and identification of inconsistencies across systems.

Provide operational follow-through on ad hoc initiatives, including task tracking, status updates, and accountability loops

Continuously improve how you execute within existing systems, including thoughtful use of AI tools where appropriate

3–5 years of experience in operations, strategy & operations, revenue operations, or a similarly analytical execution role

Strong CRM experience (HubSpot preferred), including workflow configuration and reporting

Demonstrated comfort using AI tools (e.g., ChatGPT, Claude, Copilot) to improve speed and accuracy in operational work.

Proven experience improving funnel visibility, reporting, or forecasting processes

Track record of executing structured processes and driving accountability across teams

Strong analytical skills with a data-first approach to problem-solving

Experience managing projects using tools such as ClickUp, Asana, or similar

High attention to detail, ownership mindset, and comfort operating with sensitive information

Bias towards action, with a preference for executing and refining over waiting for perfect conditions

We thank all candidates for their interest but only those applicants selected for an interview will be contacted. No telephone calls or recruitment agencies will be accepted.

We value your interest in Beedie Capital. While we can only respond to shortlisted applicants, we will keep your information on file and consider you for future opportunities as they come available.