Beedie Capital is a multi-strategy direct investment platform that manages the alternative investments and assets for Beedie, one of the most established private enterprises in Western Canada. We combine the strategic capabilities of an institutional investment platform with the flexibility and entrepreneurial mindset of a privately owned business, having successfully deployed over $1 billion in capital in the last 5 years.As the platform continues to scale, operational excellence and disciplined execution are critical to long-term performance. The Operations team plays a central role in building and maintaining the systems, processes, and infrastructure that support that growth.Position OverviewThis role sits at the center of the firm's operating infrastructure. You will manage our CRM environment day-to-day, maintain reporting discipline across the business, and execute the processes that support our investment, people, and go-to-market functions. The skillset mirrors what you would find in a robust revenue operations professional, but the scope is broader. You will operate across every function of the firm, not just sales.The work spans CRM operations, reporting, project execution, and cross-functional process management. You will drive clarity, accountability, and follow-through across multiple concurrent workstreams. This is a role for someone who finds satisfaction in keeping systems clean, data accurate, and processes running.You will be expected to leverage AI tools to improve how you work. We are actively building AI into the firm's operations,



and this role will be on the front line of applying those tools day-to-day.Key ResponsibilitiesSales & Marketing OpsOperate HubSpot day-to-day: reporting, data hygiene, workflow automation, and pipeline trackingBuild and maintain dashboards that surface pipeline health, conversion metrics, and campaign performanceKeep marketing materials organized, accessible, and current across the teamIdentify and flag manual workflows that could be automated to improve efficiencyInvestment OpsOperate HubSpot deal tracking on the investment side, ensuring clean data from sourcing through closeManage project management workflows and task tracking for deal execution, process implementations, and cross-functional initiativesMaintain SharePoint document structure, governance, and accessibility of key investment documentsMaintain data integrity across all operational systems (HubSpot, ClickUp, SharePoint)Execute on new system implementations and process changes, driving timelines and stakeholder accountabilityPeople OpsBuild and maintain a hiring database to support recruiting operations and candidate trackingDevelop and maintain a structured onboarding processReporting & DataGenerate monthly, quarterly,



and annual reports on time and with consistent accuracyAssemble final deliverables across all data sources, including Addepar outputs from other team membersServe as the central data steward for the business — ensure data is clean, consistent, and reliable across all systemsImprove and promote routine data entry standards across the teamUse AI tools to accelerate report generation, data cleaning, and identification of inconsistencies across systems.Ad Hoc & Operational SupportProvide operational follow-through on ad hoc initiatives, including task tracking, status updates, and accountability loopsContinuously improve how you execute within existing systems, including thoughtful use of AI tools where appropriateDesired Skills and Experience3–5 years of experience in operations, strategy & operations, revenue operations, or a similarly analytical execution roleStrong CRM experience (HubSpot preferred), including workflow configuration and reportingDemonstrated comfort using AI tools (e.G., ChatGPT, Claude, Copilot) to improve speed and accuracy in operational work.Proven experience improving funnel visibility, reporting, or forecasting processesTrack record of executing structured processes and driving accountability across teamsStrong analytical skills with a data-first approach to problem-solvingExperience managing projects using tools such as ClickUp, Asana, or similarHigh attention to detail, ownership mindset, and comfort operating with sensitive informationBias towards action, with a preference for executing and refining over waiting for perfect conditions$70,000 - $90,000 a year

📌 Associate – Operations (Vancouver)
🏢 Beedie
📍 Vancouver