CRM Coordinator

Inflection Club is a private co-investment community designed for accredited investors, operators, and family offices seeking direct access to pre-IPO opportunities in transformative companies. Operating under Catalyst Capital Holdings, we offer curated investment prospects across early to late-stage ventures typically reserved for institutional allocators such as endowments and pension funds. Our portfolio includes notable names like Anthropic, Polymarket, Kraken, and Lovable. We believe the most significant returns in the coming decade will stem from companies leveraging advancements in artificial intelligence, robotics, longevity, and next-generation infrastructure. Unlike a traditional fund, we operate as a club—no blind pools or lock-ups—allowing members to choose their investments while we manage sourcing, diligence, SPV formation, legal, reporting, and community engagement.

Key Responsibilities
- Own the day-to-day administration of HubSpot CRM, ensuring all contact records, deal stages, pipeline data, custom properties, and lifecycle stages are accurate and up to date.
- Maintain a clean, current, and actionable single source of truth for all member and prospect data, proactively identifying and resolving duplicates, anomalies, and process gaps.
- Build and manage workflows, sequences, and automations that support member acquisition, engagement, and retention efforts.
- Collaborate closely with Partner/Origination and Managing Partner teams to ensure pipeline data reflects real-time activity and continuously enhance CRM architecture as the club scales.
- Track, analyze, and report key funnel metrics such as applications, conversions, member tenure, engagement signals, and re-engagement triggers, delivering clear and concise insights to leadership.
- Develop and maintain dashboards that provide the team with instant visibility into pipeline health.
- Manage audience segmentation and list coordination for outreach campaigns in partnership with the Director of Community & Operations, ensuring targeted messaging and clean tracking of results.
- Support the operational aspects of new member onboarding by managing communication flows and updating member records as they progress through onboarding stages.
- Liaise with the Director of Community & Operations to keep onboarding workflows optimized and current.

Required Qualifications
- Minimum of 2 years of hands-on CRM or revenue operations experience, with HubSpot expertise as a must-have.
- Strong understanding of sales pipeline management, lifecycle stages, and funnel reporting—not just technically but with strategic insight into what the data signifies.
- Ability to independently build workflows and sequences, knowing when automation adds value and when it may cause issues.
- Exceptional attention to detail, with a proactive approach to identifying and resolving issues before they escalate.
- Comfortable working asynchronously in a fast-paced, distributed team across multiple time zones.
- Clear and concise written communication skills.

Preferred Qualifications and Benefits
- Experience in financial services, investment communities, high-ticket sales, or private membership organizations is a plus.
- Familiarity with Web3, DeFi, or crypto-adjacent audiences is advantageous.
- Exposure to SPV workflows, investor relations, or regulated communications is beneficial.
- Experience with tools like ClickUp, Slack automation, or n8n is desirable.

Benefits
- Fully remote position allowing work from anywhere.
- Flexible, async-first culture with dedicated deep focus time.
- Competitive independent contractor compensation aligned with experience.
- Direct exposure to institutional-grade deal flow and a high-caliber investor community.
- Ground-floor opportunity to contribute to a private co-investment club poised for growth and scale.

This role offers a unique chance to own the operational intelligence layer of a fast-growing private investment community committed to long-term success. If you are someone who proactively identifies and fixes broken processes and thrives in a high-quality, fast-moving environment, we encourage you to apply. Please submit your CV along with a brief note on your preferred CRM system and an example of a process improvement you have managed end-to-end. We review applications promptly and will contact shortlisted candidates within two weeks.