Remote Operations Assistant

VentureCopilot; San Francisco (CA); Remote; USD 60,000 - 75,000; Full time

Job summary

VentureCopilot is seeking an Operations Assistant to manage Limited Partner relationships, event logistics, and CRM data with precision. You will support the LP team by maintaining accurate records, logging interactions, and coordinating weekly event reporting.

The role blends back-office rigor with proactive problem-solving in a fast-paced startup environment. Based in San Francisco, you will work closely with the LP team to free them for high-value conversations while ensuring data integrity,

Qualifications

• Experience managing CRM data and event logistics.
• Ability to coordinate multiple LPs and events simultaneously.
• Excellent written and verbal communication.
• Strong data accuracy and record-keeping.
• Comfort with async communication.
• Ability to work with minimal supervision.
• Familiarity with ClickUp preferred.

Responsibilities

• Maintain CRM (ClickUp) with accurate Limited Partner records.
• Log interaction histories and ensure continuity.
• Standardize data entry with naming conventions and tags.
• Document LP touchpoints with summaries and next steps.
• Conduct CRM hygiene reviews to catch gaps.
• Track LP email threads and outcomes across team.
• Centralize notes for quick access.
• Capture action items and ensure follow-ups.
• Flag urgent LP communications.
• Provide event registration tracking and weekly reporting.
• Coordinate Office Hours and provide technical support.
• Ensure meetings are documented and follow-ups captured.

Skills

ClickUp proficiency

Organizational skills

Email/calendar management

Attention to detail

Tech adaptability

Reliability

Proactive mindset

Communication skills

Independent work

Service orientation

Startup/VC experience

Remote work experience

CA time overlap awareness

Tools

Loom

Slack

Scheduling platforms

Internal tools

Job description

VentureCopilot connects ambitious US founders with vetted global talent. We accept fewer than 1% of applicants and stay involved after placement, so the match works long after day one.

Hear why we exist, what we believe in, and who we're building for:

About the Role

We're looking for a highly organized and detail-oriented Operations Assistant who can manage Limited Partner relationships, event logistics, and CRM data with precision and consistency. It's designed for someone who thrives on operational excellence, enjoys coordinating multiple moving parts, and works independently to keep systems running smoothly.

You'll work directly with the LP team to handle all back-office operations, allowing the team to focus entirely on relationship building and outreach rather than administrative tasks.

About Your Client

Our client is a San Francisco-based fundraising platform and membership community connecting top-performing emerging fund managers (General Partners/GPs) with actively deploying institutional investors (Limited Partners/LPs). Founded in 2020, they focus on supporting women and diverse emerging managers in venture capital by providing curated LP-GP matching events, workshops on fundraising optimization, and proprietary technology to streamline capital raising.

They host flagship conferences, quarterly matching dinners across major cities (SF, NYC, Austin, LA), virtual matching sessions, and LP office hours, all designed with a 1:1 LP-to-GP ratio to maximize meaningful connections. With over 3,000 members in their community and 70+ LP commitments facilitated through their platform, they are building a leading capital ecosystem for underrepresented fund managers who consistently outperform traditional benchmarks.

Your Impact

Success is measured by maintaining accurate, complete LP records with zero gaps in interaction history, achieved through consistent CRM hygiene, proactive event coordination, and flawless execution of Office Hours logistics.

The ultimate goal is to free up the LP team to focus on high-value conversations by owning all operational workflows. Over time, there is potential to grow into a full-time role managing all LP operational initiatives.

Core Responsibilities

CRM Management & Records Hygiene

• Maintain the CRM system (ClickUp) with accurate, up-to-date Limited Partner records
• Log complete interaction history in comment threads, ensuring continuity and context for the entire LP team
• Standardize data entry using proper naming conventions, tags, and status fields so reporting is reliable
• Ensure every LP touchpoint is documented with summaries, outcomes, and next steps
• Conduct regular CRM hygiene reviews to catch gaps or inconsistencies before they become issues

Email Tracking & Internal Visibility

• Track all LP email threads and outcomes across multiple team members
• Centralize notes from the entire LP team so everyone has access to the latest context quickly
• Capture action items and follow-ups from email interactions and ensure they are assigned and progressed
• Flag urgent or time-sensitive LP communications for immediate team attention
• Maintain clear visibility into all LP communications to prevent dropped threads

Event Registration & Reporting

• Track LP registrations for all upcoming and past events (conferences, dinners, virtual sessions, workshops)
• Maintain weekly reporting to the LP team on registrations, attendance status, missing information, and key follow-ups
• Flag issues early: unconfirmed attendees, incomplete details, scheduling conflicts, or special requirements
• Proactively follow up with LPs who have incomplete registration information
• Create pre-event attendee briefings and post-event summaries for the LP team

Office Hours Coordination & Technical Support

• Coordinate Office Hours scheduling logistics between Limited Partners and General Partners
• Send calendar invites, reminders, and confirmations to both parties
• Provide technical support coverage and troubleshooting (access issues, scheduling conflicts, meeting links)
• Ensure meetings are properly documented and any follow-ups are captured in the CRM
• Monitor Office Hours attendance and flag no-shows or last-minute cancellations to the LP team

Requirements

Must-Have

• ClickUp proficiency: comfortable managing CRM data, pipeline tracking, and task workflows
• Strong organizational skills: ability to juggle multiple events, LPs, and workflows simultaneously without missing details
• Email and calendar management: experience coordinating schedules, sending invites, and managing communications
• Attention to detail: ensures data accuracy, complete records, and zero errors in communications
• Tech adaptability: comfortable learning new tools (Loom, Slack, scheduling platforms, custom internal tools)
• Extreme reliability: follows through on commitments consistently without needing reminders
• Proactive mindset: anticipates issues before they arise and flags them early
• Strong communication skills: provides clear updates, asks smart questions, and keeps the team informed
• Self-motivated and independent: can work autonomously with minimal supervision
• Service-oriented: takes pride in supporting the team and making their jobs easier
• Experience in startup, events, VC, or professional services environments preferred
• Track record of managing complex schedules, registrations, or client communications
• Experience working remotely and communicating asynchronously
• 3 to 4 hours of overlap with California time (9 AM to 5 PM PT); open to any time zone as long as async work is strong

Nice-to-Have

• Venture capital, fundraising, or events industry experience
• Experience coordinating Office Hours, meetings, or coaching sessions between multiple parties
• Familiarity with event management tools, Calendly, or other scheduling platforms
• Background in customer success or client operations roles
• Experience with Loom for async communication
• Fully remote: work from anywhere in the MENA region with a stable internet connection
• Competitive salary: top-tier pay for your skills and experience
• Long-term contracts: we hire for lasting partnerships, not short projects
• Account Manager support: regular check-ins so you're never flying solo
• Room to grow: work alongside founders building real companies, with more ownership as you prove yourself