CRM Relationship Manager

Trolley AI; Buenos Aires; Teletrabalho; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

Trolley AI is seeking a CRM Relationship Manager to enhance partnerships and manage investor relationships. This role requires a strong background in CRM systems, relationship management, and effective communication skills. Join a dynamic startup environment where collaboration and growth are paramount.

Serviços

Training for Success

Work with cutting-edge technology

Career development opportunities

Diverse team environment

Qualificações

• 3+ years in relationship management, CRM, or support role.
• Proven ability to build relationships with stakeholders.

Responsabilidades

• Manage investor and founder relationships.
• Oversee CRM systems and ensure data integrity.
• Support business growth initiatives.

Conhecimentos

Relationship Management

CRM Systems

Data Analysis

Communication

Problem Solving

Formação académica

Experience in relationship management or support role

Technical proficiency in CRM tools

Descrição da oferta de emprego

Join to apply for the CRM Relationship Manager role at Trolley AI

Join to apply for the CRM Relationship Manager role at Trolley AI

About Us

About Us

This role reports directly to the CEO and Managing Partner and works closely with the Executive Assistant, Operations, and Marketing teams to manage and grow Kinship Ventures' high-value relationships. We are a fast-moving, dynamic startup that values collaboration, inclusion, and a strong team culture. Our team is diverse, young, and energetic, with most members in their 30s and 40s. We need someone who thrives in a startup environment, understands American business culture, and values respect, teamwork, and open communication.

Who we're looking for

The CRM Relationship Manager will play a key role in managing investor and founder relationships, ensuring seamless communication, and optimizing the use of our CRM systems. This person will be responsible for maintaining detailed records, streamlining operations, and nurturing relationships that drive the success of Kinship Ventures and its partners.

Key Responsibilities

Oversees & Manages:

• LPs (Limited Partners): Ensuring proper engagement, outreach, and relationship tracking.
• Traditional Talent: Managing high-profile relationships and ensuring consistent communication.
• High-Profile Relationships: Overseeing direct engagement with influential figures and business leaders.
• Partnerships & Vendor Relations: Managing partnerships and ensuring these resources are available to our founders and companies.
• Friends & Family: Managing key personal relationships that contribute to the broader ecosystem.
  
  
  

1. CRM Management & Data Integrity

• Oversee and manage CRM systems (HubSpot, Maps, Substack) to ensure data accuracy and consistency.
• Implement and optimize workflows and processes within ClickUp to streamline relationship tracking.
• Train team members on effective use of CRM tools and best practices.
• Generate reports and insights from CRM data to support decision-making.
• Conduct weekly CRM audits to verify all records are up-to-date, correctly categorized, and error-free.
• Cross-reference all CRM entries with Mojs iPhone contacts (:800 names) to maintain data integrity and eliminate duplicates.
• Manage data hygiene by ensuring no duplicates, misclassifications, or outdated contacts exist.
• Track and update engagement history with every major contact to ensure no relationships go stale.
• Create and maintain CRM dashboards that offer visibility into relationship health, engagement metrics, and revenue opportunities.
  
  
  

2. Investor and Founder Relations

• Act as the main point of contact for key investors and founders, managing inquiries and communications promptly.
• Develop and maintain strong, long-lasting relationships with stakeholders through regular updates, meetings, and tailored communication.
• Support investor relations initiatives such as meetings, reports, and presentations.
• Schedule meetings, maintain calendars, and document follow-ups to ensure engagement consistency.
• Ensure consistent, meaningful engagement with strategic contacts by sending follow-ups, relevant news, and thoughtful check-ins.
• Run quarterly engagement reports, analyzing who needs further engagement and where relationship-building efforts should be focused.
  
  
  

3. Revenue-Driven Engagement & Business Growth

• Identify, track, and prioritize high-value relationships tied to business growth.
• Support Moj in brand partnerships, investor outreach, and revenue initiatives by ensuring seamless communication and follow-ups.
• Track deal flow and partnership opportunities to maintain consistent progress on potential investments and collaborations.
• Work with marketing to ensure CRM data aligns with external campaigns, newsletters, and content engagement.
• Manage gifting and special outreach campaigns to enhance relationship goodwill and retention.
  
  
  

4. Operational Support

• Collaborate with internal teams (Operations, EA, Marketing) to ensure smooth communication and project execution.
• Monitor performance and engagement metrics to continuously improve relationship management efforts.
• Assist in organizing events, meetings, and investor/founder networking opportunities.
• Work closely with Moj to develop engagement strategies and ensure relationship continuity.
  
  
  

5. Strategy and Reporting

• Analyze CRM data to provide insights and recommend strategies for enhancing relationship management.
• Provide regular reports on investor and founder engagement, highlighting successes and areas for improvement.
• Ensure all CRM activity is measurable, generating weekly reports on engagement progress and areas of focus.
• Develop structured processes for handling introductions, event invitations, and network expansion.
• Ensure consistent, timely communication and follow-ups to strengthen key relationships.
  
  
  

How You Do the Job & Why EXHIBIT A Operating Framework, Expectations, and Deliverables. At the core of this role is a fundamental expectation: PLAY TO WIN, NOT TO AVOID MISTAKES. THE OBJECTIVE IS EXECUTION, NOT EXCUSES.

Phase 1: Core Deliverables & Mindset (0-9 months)You will be exceptional in this role if:

• You operate with full alignment to my vision and decision-making frameworkwhen you speak, you speak for me and with my authority. If you are wrong, I will correct you.
• You extend my footprint and influence by managing high-value relationships and ensuring seamless execution of all CRM, LP, and strategic initiatives.
• You remove from my plate all responsibilities that do not require my direct input.
• You anticipate and think through problems as I do, aligning your thought process with my expectations.
• You add your own expertise, reinforcing and deepening my strategies, not simply mirroring them.
• You do not make sloppy errorsthis includes inaccurate data, incomplete reports, and failure to track critical updates.
• You over-communicate timelines and execution statusevery single priority should be clearly documented, with recap updates delivered daily at 10 PM PST.
• You understand your position within the organizationyou must decide whether you are a gatekeeper or a facilitator at any given moment, balancing authority and efficiency accordingly.
  
  
  

Phase 2: Mastery & Expansion (9-18 months)

• Develop and manage talent pipelinesyou proactively identify, recruit, and build an ecosystem of high-value relationships.
• Create leveragemove lower-priority tasks off your plate by structuring an operational support system.
• Systemize everythingstandardize workflows and export best practices across the organization.
• Master a core domaindemonstrate that you can fully own and execute within a key business function.
• Act as my proxyyou must learn to operate on my behalf in select areas, particularly in relationship-driven tasks.
• Do what no one else willyou take ownership of the gaps, inefficiencies, and pain points that others ignore.
• Integrate strategic kindness and influencerecognize that small, high-impact gestures create long-term business opportunities.
  
  
  

Final Operating Principles

• Play the long game. Every move must be strategic, not reactive.
• Zoom out. You must view the business as a system, not just a collection of tasks.
• Leverage information. You will have more access to critical data than anyone elseuse it intelligently and efficiently.
• Stay ahead of me. If I have to follow up on something basic, you are already behind.
• Do this for yourself. If you dont see the personal growth and long-term benefit in executing at this level, this role is not for you.
  
  
  

What You Bring:

• Experience:
• 3+ years in a relationship management, CRM, or support role; experience in venture capital or private equity is a plus.
• Proven ability to build and nurture professional relationships with high-profile stakeholders.
• Background in managing CRM systems like HubSpot.
• Experience in fast-paced, dynamic environments.
  
• Technical Skills:
• Proficient in CRM tools with experience optimizing workflows and generating insights.
• Strong data analysis and reporting skills to track engagement and provide actionable insights.
• Familiarity with scheduling, communication, and task management tools.
• Adept at training team members on CRM systems and ensuring adoption.
• Strong verbal and written communication skills in English.
  
• Soft Skills:
• Exceptional organizational and time-management skills to handle multiple priorities and deadlines.
• Strong interpersonal and communication abilities, with a proactive approach to problem-solving and relationship-building.
• Detail-oriented with a commitment to accuracy and thoroughness.
• Flexible and collaborative, thriving in team-oriented settings.
  
  
  

Job Details

• Location: Remote
• Hours: 40hrs/week
  
  
  

Submit your application here

Note: We are not considering applications from agencies or recruiters at this time. Only individual candidates will be reviewed.

About Us

Who We Are: Trolley is an online marketplace and platform that pairs best-in-class people with best-in-class companies. We are the future of work, create, and play, powered by our proprietary LiveWorkOS.

What We Do: Trolley builds world-class teams using best-in-class SaaS tools, AI, and project management systems. Our mission is to empower professionals with world-class training and the latest tools to work smarter, faster, and more efficiently.

Why Join Us?

• Work with the Best: We recruit globally to connect top talent with forward-thinking companies.
• Tech-Driven Efficiency: Leverage the latest AI and tools to amplify your impact.
• Human-Centric Approach: Our systems are designed to support and elevate people, not replace them.
• Training for Success: We provide world-class training to ensure you excel in every aspect of your role.
  
  
  

Be Part of the Future of Work. Trolley is now accepting applications from ambitious professionals who want to work at the intersection of technology and creativity. Join us in shaping the next era of work.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Technology, Information and Media

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