Relationship Operations Manager

Trolley AI; San Juan (PR); Remote; USD 70,000 - 100,000; Full time

Job summary

Trolley AI is seeking a Relationship Operations Manager to optimize CRM systems and manage relationships with investors and founders. The role requires strong relationship management skills, a detail-oriented mindset, and CRM expertise to enhance organizational communication and efficiency. Join a dynamic startup at the forefront of AI-driven solutions.

Qualifications

• 3+ years in relationship management, CRM, or executive support.
• Hands-on experience with HubSpot and ClickUp.
• Ability to build and maintain trust with high-profile stakeholders.

Responsibilities

• Oversee CRM platforms focusing on accuracy and data integrity.
• Act as the internal operational point person for engagement.
• Track deal flow to ensure opportunities are moved forward.

Skills

CRM expertise

Relationship management

Data analysis

Communication

Project management

Education

Bachelor's degree or equivalent experience

Tools

HubSpot

ClickUp

Google Suite

Job description

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• Location: Remote
• Hours: 40hrs/week
• Reports to: CEO & Managing Partner
  
  
  

Who Were 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'll maintain meticulous records, streamline how we operate, and keep the pulse on every relationship that drives our growth across Kinship and Trolley. You see patterns and problems before others do. You're wired to organize chaos. You love building systems that give people leverage. You understand that the heartbeat of a fund is in its relationships and you're the one making 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• Conduct weekly CRM audits to eliminate duplicates, misclassifications, and outdated records.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 CEOs thinking. When you speak, you speak with clarity and conviction. If somethings off, you learn and recalibrate fast.
• You extend the CEOs reach, remove unnecessary tasks from their plate, and proactively manage every top relationship.
• You never drop the ball. You are obsessive about details, timelines, accuracy, and follow-up.
• You communicate early and often. Recap updates are due daily by 8 PM PSTno exceptions.
• You are not passive-aggressive. You don't avoid difficult conversations. You are direct, warm, clear, and honest.
• You assume good intent and offer others the benefit of the doubt--and we do the same for you.
• You understand when to act as a gatekeeper and when to facilitate flow.
• You recognize that small gestures--done right--build long-term trust and relationship equity.
  
  
  

Milestones for Mastery (012 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.
  
  
  

612 Months: Leverage & Leadership

• Playbooks and SOPs built for relationship management across the org.
• Relationship gaps identified and re-engagement plans implemented.
• Special projects (events, gifting, launches) led and delivered with precision.
• You represent the CEOs tone and direction externally with confidence.
• You've created scalable infrastructure and know how to delegate low-leverage work.
  
  
  

What You Bring

Experience

• 3+ years in a relationship management, CRM, or executive support role; VC, PE, or startup experience is a plus.
• Proven ability to build and maintain trust with high-profile stakeholders.
• Hands-on experience with HubSpot, ClickUp, and collaborative workflow platforms.
• Exposure to founder, investor, or C-suite operational environments.
  
  
  

Technical Skills

• CRM expertise including workflow building, deduplication, and engagement tracking.
• Strong reporting skills with ability to analyze and surface actionable insights.
• Experience with Google Suite, Slack, Notion, and other cross-functional productivity tools.
• Ability to train others, document systems, and reinforce best practices.
  
  
  

Soft Skills

• High EQ and low ego.
• Detail-obsessed, deadline-driven, and accountable.
• Clear and direct communicator.
• Thrives in ambiguity but always creates clarity for others.
• Values trust, respect, and shared ownership over performance.
  
  
  

Preferred Qualifications

• Experience managing LP or investor pipelines.
• Background in legal/finance operations or investor comms.
• Event and gifting coordination experience.
• Ability to build dashboards (Google Data Studio, Tableau, or Sheets-based systems).
• Experience building internal documentation and SOPs that others can follow.
  
  
  

APPLY HERE ==>https://forms.clickup.com/9017085020/f/8cqbk2w-43497/O4Y57VQQADVQZNWLIF

About Us

This role reports directly to the CEO and Managing Partner and works closely with the Executive Assistant, Operations, Marketing, Finance, Media, and Legal teams to manage and grow high-value relationships across Kinship Ventures and Trolley. 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 Are

Trolley is a fast-growing creative operations company delivering high-impact digital and marketing solutions. We collaborate with high-profile clients to strategize, produce, and optimize compelling content that drives engagement, brand visibility, and business growth. Our creative team functions as a fully integrated powerhouse-combining strategy, design, production, and performance analysis to deliver world-class results.

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.

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

  Management and Manufacturing

• Industries

  Technology, Information and Media

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