CRM Coordinator

Inflection Club is a private co-investment community designed for accredited investors, operators, and family offices seeking direct access to pre-IPO investment opportunities in companies shaping the future. Operating under Catalyst Capital Holdings, we offer curated access to early and late-stage deals typically reserved for institutional allocators such as endowments and pension funds. Our portfolio includes innovative companies like Anthropic, Polymarket, Kraken, and Lovable. We believe the most significant returns in the coming decade will come from companies leveraging advancements in artificial intelligence, robotics, longevity, and next-generation infrastructure. Unlike traditional funds, Inflection Club operates as a membership-based club where each member selects their investments independently. We manage all aspects of sourcing, due diligence, SPV formation, legal processes, reporting, and community engagement to ensure a seamless experience.

Key Responsibilities

- Manage 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, single source of truth for all member and prospect data by proactively identifying and resolving duplicates, anomalies, and process gaps.
- Design, build, and maintain workflows, sequences, and automations that support member acquisition, engagement, and retention efforts.
- Collaborate closely with Partner/Origination and Managing Partner teams to ensure CRM pipeline data reflects real-time activity and club growth.
- Continuously optimize CRM architecture by adding new pipelines, stages, and audience segments as the club scales.
- Track and report on key funnel metrics such as applications, conversions, member tenure, engagement signals, and re-engagement triggers.
- Develop and maintain dashboards that provide leadership and team members with clear visibility into pipeline health and performance.
- Own audience segmentation and list management for outreach campaigns, coordinating with the Director of Community & Operations to ensure targeted messaging and accurate tracking.
- Support the operational aspects of new member onboarding by managing communication flows and updating member records throughout the onboarding process.
- Work closely with the Director of Community & Operations to keep onboarding workflows current and optimized.

Required Qualifications

- Minimum of 2 years of hands-on experience in CRM or revenue operations, with HubSpot expertise as a must-have.
- Strong understanding of sales pipeline management, lifecycle stages, and funnel reporting, including the ability to interpret and act on data insights.
- Proven ability to independently build workflows and sequences, knowing when automation adds value and when it may complicate processes.
- Exceptional attention to detail with a proactive approach to identifying and resolving issues before escalation.
- Comfortable working in a fast-paced, asynchronous, distributed team environment 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 highly desirable.
- Familiarity with Web3, DeFi, or crypto-adjacent audiences is a plus.
- Exposure to SPV workflows, investor relations, or regulated communications adds value.
- Experience with tools such as ClickUp, Slack automation, or n8n is beneficial.

Benefits

- Fully remote position allowing you to work from anywhere.
- Flexible, async-first culture designed to promote deep focus time.
- Competitive independent contractor compensation aligned with experience.
- Direct exposure to institutional-grade deal flow and a high-caliber investor community.
- Opportunity to contribute at the ground floor of a private co-investment club poised for growth.

This role offers a unique chance to own the operational intelligence layer of a rapidly growing private investment community. If you are someone who identifies and fixes process inefficiencies proactively and wants to be part of a long-term, high-impact venture, we encourage you to apply. Please submit your CV along with a brief note describing your experience with CRM systems and one process improvement you have led from start to finish. We review applications promptly and will contact shortlisted candidates within two weeks.