Associate – Operations

Beedie; Vancouver; On-site; CAD 70,000 - 90,000; Full time

Job summary

A prominent investment firm in Metro Vancouver is looking for an Operations Manager to oversee CRM operations, maintain data integrity, and generate reports. The ideal candidate has 3–5 years in operations, CRM experience (ideally with HubSpot), and a strong analytical mindset. The role emphasizes leveraging AI tools to enhance efficiencies. The position offers a salary range of $70,000 to $90,000 annually, reflecting the critical nature of this operational support role.

Qualifications

• 3–5 years of experience in revenue operations or operations role.
• Strong analytical skills with a data-first approach.
• Experience managing projects using tools such as ClickUp or Asana.

Responsibilities

• Operate HubSpot for tracking and reporting.
• Build and maintain performance dashboards.
• Generate monthly, quarterly, and annual reports.

Skills

CRM experience (HubSpot preferred)

Using AI tools

Strong analytical skills

Project management

Tools

HubSpot

ClickUp

Asana

Job description

Beedie Capital is a multi-strategy direct investment platform that manages the alternative investments and assets for Beedie, one of the most established private enterprises in Western Canada. We combine the strategic capabilities of an institutional investment platform with the flexibility and entrepreneurial mindset of a privately owned business, having successfully deployed over $1 billion in capital in the last 5 years.

As the platform continues to scale, operational excellence and disciplined execution are critical to long-term performance. The Operations team plays a central role in building and maintaining the systems, processes, and infrastructure that support that growth.

Position Overview

This role sits at the center of the firm's operating infrastructure. You will manage our CRM environment day-to-day, maintain reporting discipline across the business, and execute the processes that support our investment, people, and go-to-market functions. The skillset mirrors what you would find in a strong revenue operations professional, but the scope is broader. You will operate across every function of the firm, not just sales.

The work spans CRM operations, reporting, project execution, and cross-functional process management. You will drive clarity, accountability, and follow-through across multiple concurrent workstreams. This is a role for someone who finds satisfaction in keeping systems clean, data accurate, and processes running.

You will be expected to leverage AI tools to improve how you work. We are actively building AI into the firm's operations, and this role will be on the front line of applying those tools day-to-day.

Key Responsibilities

Sales & Marketing Ops

• 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

Investment Ops

• 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

People Ops

• Build and maintain a hiring database to support recruiting operations and candidate tracking
• Develop and maintain a structured onboarding process

Reporting & Data

• 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.

Ad Hoc & Operational Support

• 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

Desired Skills and Experience

• 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

$70,000 - $90,000 a year