Relationship Operations Manager

Relationship Operations Manager Location : Remote • Hours : 40hrs/week • Reports to : CEO & Managing Partner Who We’re Looking For : The Relationship Operations Manager plays a critical internal role in organizing investor and founder relationships, ensuring seamless communication, and optimizing our CRM systems and relationship workflows. You will maintain meticulous records, streamline our operations, and keep the pulse on every relationship that drives our growth across Kinship and Trolley. You see patterns and problems before others do, are wired to organize chaos, love building systems that give people leverage, and understand that the heartbeat of a fund is in its relationships — you make sure the system runs flawlessly behind the scenes. Key Responsibilities CRM Management & Data Integrity Oversee and manage CRM platforms (HubSpot, Trolley Maps, Substack) with a focus on accuracy, structure, and system integrity. Implement and optimize workflows in ClickUp to track investor, founder, and partner engagement. Train internal team members on CRM usage and best practices to ensure consistent adoption. Conduct weekly CRM audits to eliminate duplicates, misclassifications, and outdated records. Cross‑reference Mojs ~800 iPhone contacts with CRM entries to maintain alignment and eliminate gaps. Track all engagement history with major contacts to prevent relationships from going stale. Generate dashboards and reports that provide visibility into engagement metrics, relationship health, and business opportunities. Investor & Founder Relations Act as the internal operational point person supporting LP, founder, and strategic stakeholder engagement. Manage inquiries and communications with timeliness, clarity, and a high level of polish. Maintain calendars and schedules; ensure meetings are prepped, followed up, and logged with next steps. Support investor relations initiatives including decks, reports, and personalized outreach. Provide thoughtful engagement and proactive relationship maintenance. Run quarterly audits to highlight under‑engaged relationships and recommend follow‑up strategies. Revenue & Growth Support Identify and prioritize high‑value relationships that impact revenue and fund growth. Track deal flow and co‑investor momentum to ensure opportunities are moved forward. Align CRM data with marketing and partnership efforts, including newsletters, gifting, and brand activations. Manage special projects and outreach campaigns that support retention and new revenue streams. Operational Collaboration Work cross‑functionally with finance, legal, media, and operations to manage communication and relationship execution. Organize investor events, founder breakfasts, and private convenings with logistical and stakeholder support. Act as a proxy for the CEO when needed, representing voice, tone, and intent across external communication. Maintain continuity in communication and follow‑through across fast‑moving teams and timelines. Strategy & Reporting Generate weekly reports by 8 PM PST detailing engagement performance, outreach activity, and actionable insights. Provide recommendations for improving relationship health and expanding strategic influence. Build and maintain internal SOPs for outreach, follow‑up, event invites, and relationship documentation. Establish scalable systems to support consistent, thoughtful, and timely communication at scale. Operating Framework The goal is execution, not excuses. The objective is mastery within 12 months. You will thrive in this role if you operate in full alignment with the CEO’s thinking, speak with clarity and conviction, learn and recalibrate fast, extend the CEO’s reach, remove unnecessary tasks, manage every top relationship, never drop the ball, are obsessive about details, timelines, accuracy, and follow‑up, communicate early and often, and handle difficult conversations with directness, warmth, clarity, and honesty. Milestones for Mastery (0‑12 Months) 06 Months: Foundation Full fluency in all CRM tools, data structure, and relationship workflows. Weekly dashboards launched; CRM hygiene process fully owned. All core relationships mapped, tracked, and proactively engaged. Internal team onboarded into SOPs and CRM usage. 12 Months: Leverage & Leadership Playbooks and SOPs built for relationship management across the organization. Relationship gaps identified and addressed with scalable solutions. 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