Deal Operations Specialist

BCforward; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading company in corporate venture capital is seeking a Deal Operations Specialist to support global investment teams. The role involves managing data, tracking investment activities, and engaging with portfolio companies. Ideal candidates have experience with Salesforce and venture capital processes, demonstrating strong communication and attention to detail.

Qualifications

• 2–6 years of experience in venture capital or investment management.
• Hands-on experience with Salesforce Sales Cloud for data entry.

Responsibilities

• Maintain and update investment opportunity data within Salesforce.
• Coordinate with investors to capture new opportunities and update deals.

Skills

Communication

Attention to Detail

Data Management

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Business

Tools

Salesforce Sales Cloud

Microsoft Excel

Google Workspace

Job description

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This range is provided by BCforward. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$37.00/hr - $41.00/hr

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Technical Recruiter at BC Forward | US Non- IT Recruiter | US Staffing and Recruiting

Job Title: Deal Operations Specialist

Location: Remote (Preference for EST-based candidates)

Duration: 12+ Months

Time Zone Coverage Required: Must have working hour overlap with San Francisco, New York, and London

Work Authorization Requirement

This opportunity is only open to US Citizens and Green Card holders due to federal contract requirements.

No H-1B, OPT, CPT, or other visa sponsorship available

No C2C or third-party candidates

About the Role

We are seeking a detail-oriented and proactive Deal Operations Specialist to support our global investment and finance teams. This is a unique opportunity to join one of the top corporate venture capital firms and play a pivotal role in managing data, tracking investment activity, and engaging with our portfolio companies. The ideal candidate has experience with Salesforce Sales Cloud (non-admin), has worked in or around venture capital or investment firms, and is confident interacting with executives and stakeholders across time zones.

Key Responsibilities

• Maintain and update investment opportunity and company data within Salesforce Sales Cloud
• Collaborate with the global investment team to ensure all deal data is accurate and current
• Ensure data quality and consistency across all stages of the investment lifecycle
• Support onboarding processes for new portfolio companies

Deal Flow Coordination & Documentation

• Track pipeline status and monitor deal progress
• Coordinate with investors to capture new opportunities, update ongoing deals, and flag missing information
• Maintain organized filing of deal memos, term sheets, and investment committee feedback
• Record final investment terms and post-deal notes
• Collaborate with the finance team to review and process portfolio company financials
• Verify and audit documentation, SaaS metrics, and performance data
• Prepare and maintain portfolio “tear sheets” summarizing key investment and company performance data
• Liaise with portfolio companies to gather missing or clarifying information

Required Qualifications

• 2–6 years of experience in venture capital, investment management, or a related industry
• Hands-on experience with Salesforce Sales Cloud for data entry, updates, and reporting (non-admin role)
• Familiarity with venture capital deal documents such as term sheets, cap tables, and financial statements
• Strong communication and follow-up skills, especially when engaging with executive stakeholders
• High attention to detail, with a proven ability to manage data and documentation with accuracy
• Proficiency in Microsoft Excel, Google Workspace, and similar productivity tools

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• Experience using portfolio reporting tools or fund management systems
• Understanding of SaaS metrics and venture deal structures

Seniority level

• Associate

Employment type

• Contract

Job function

• Finance
• Industries: IT Services and IT Consulting

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