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FundFinity is VaR’s specialist third-party marketing (TPM) firm connecting best-in-class international asset managers with institutional and wholesale investors. We operate with a deliberately small, senior, AI-enabled team. Over the past years, we have built the core sales infrastructure: CRM processes, playbooks, workflows, reporting, and automation. We are now looking for someone to take ownership of that engine, run it day-to-day, continuously improve it, and ensure opportunities never stall.
We are looking for a Revenue Operations Specialist to take ownership of our pipeline, CRM, automation and AI-enabled systems end to end. A significant portion of this role is hands-on pipeline management and opportunity progression, alongside ownership of CRM, automation and reporting systems. This means, you live in the pipeline day to day — working deals, qualifying leads, advancing prospects, chasing next actions — and you own the system, the AI-powered workflows and reporting around it.
This is not a role for someone who wants a queue of tasks to execute. You take responsibility for outcomes, identify bottlenecks before they become problems, and keep the commercial engine running smoothly.
Must-haves
– Proactivity and ownership. You take responsibility for outcomes, identify issues before they become problems, and keep the pipeline moving without requiring day-to-day direction.
– Process discipline and attention to detail. You can manage hundreds of leads, prospects and opportunities without losing track of next actions, ownership, data quality or follow-through. You understand that strong operations requires both initiative and consistency.
– Hands-on pipeline and deal management: comfortable working leads, deals and prospects through a CRM every day and keeping a pipeline disciplined, prioritised and moving.
– 2+ years in Sales Ops / Revenue Ops / Growth Ops or similar B2B operations.
– CRM power-user (Pipedrive ideal; HubSpot/Salesforce transferable).
– Hands-on with automation (Make / Zapier) and email outreach / deliverability.
– Comfortable with data: funnels, conversion metrics, clean reporting.
– High AI fluency: you already use AI tools regularly to improve productivity, reporting, research or workflow automation, and understand both their strengths and limitations.
– Strong overlap with CET working hours.
Nice-to-haves
– German (B2/C1+) — a clear advantage for investor-facing coordination.
– Industry fluency: a working understanding of financial services and institutional investors is a real plus. If you don’t have it yet, you must be a fast, hungry learner who absorbs a new domain quickly — we supply the investment substance (playbooks, value propositions, positioning); you operationalise it and make it move.
– Familiarity with long institutional / B2B sales cycles.
What you’ll own
Daily pipeline management. Work deals, leads and prospects through the pipeline every single day: qualify and route inbound leads, advance active deals, chase next actions, revive stale opportunities, and keep every record current and moving. This is the heartbeat of the role.
– The CRM (Pipedrive, system of record): stage discipline, data hygiene, automations, dashboards.
– Outreach waves: plan, set up and run our campaign „waves“ across Pipedrive, Asana and our doc stack.
– Sequences & deliverability: build and optimise email sequences and follow-up cadences; keep our outreach infrastructure healthy.
– The AI agents: operate and quality-control our automation (Make scenarios, prompts) across investor and asset-manager pipelines.
– The numbers: own pipeline and KPI reporting — funnel, conversion, meetings booked — and surface insights proactively.
– The execution layer: coordinate junior outreach support so the engine runs without you being the bottleneck.
What success looks like after 6 months
– Every lead and opportunity has a clear owner and next action.
– CRM data is accurate, trusted and consistently maintained.
– Outreach waves launch on schedule and run smoothly.
– Pipeline reporting provides clear visibility into performance.
– Automation reduces manual work without sacrificing quality.
– Pipeline velocity and conversion metrics improve over time.
What we offer
– A high-autonomy role with meaningful ownership and influence from day one.
– Hands-on experience with CRM automation, AI workflows and operational systems.
– Direct collaboration with the founder and insight into how commercial decisions are made.
– A small, experienced team with minimal bureaucracy and rapid implementation of new ideas.
– Full remote position with flexibility within CET.
Please note, this is an engagement as an independent contractor (full-time).
Apply with:
(1) your CV
(2) a short note (max 200-300 words) describing one sales or ops process you improved on your own initiative — what was broken, what you changed, what the result was
(3) the CRM / automation tools you’ve owned.
Shortlisted candidates complete a short, paid trial task before any offer.
Tell us about yourself, the employer will receive this information
Tell us about yourself, the employer will receive this information
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