Our client based in the Dallas metro area is seeking to hire a director level position to manage the systems, contribute to the strategy, and day‑to‑day execution of deal sourcing operations—the programs, tools, data, and processes that help generate qualified founder meetings and investment opportunities at scale.
This role is perfect for data analytic driven revenue operations manager who enjoys being in the weeds building operations tools to help the company through their sourcing funnel. This will be a highly visible role working directly with key leadership individuals helping to define key metrics necessary to drive revenue throughout the deal cycle. The position is a newly created role meaning you get your chance to really put your stamp on the operations cycle and build a system from the ground up.
NOTE - This role will require the individual either be currently in the Dallas area or willing to relocate to Dallas.
What you’ll do
- Own the sourcing operating system: Design the end‑to‑end funnel in partnership with the investment team (thesis → market maps → target lists → outreach → first meetings → diligence handoff) and drive continuous improvement.
- Thesis-to-target translation: Turn investment team focus areas into actionable market maps, ICPs, and segmented target lists; prioritize by conviction and probability of win.
- Campaigns & outreach: Stand up and assess ROI/conversion rates of multi‑channel sourcing strategies and systems (email, LinkedIn, events, warm intros, channel/partner programs). Drive message testing to maximize reply and meeting rates.
- Data & tooling: Own the sourcing tech stack. Ensure data quality, attribution, and reporting.
- Pipeline analytics: Publish periodic scorecards and sourcing insights. Diagnose bottlenecks and apply remedies.
- Relationship flywheel: Systematize relationships with founders, bankers, and executives.
- Events & brand activations: Partner with Marketing/Comms to plan targeted founder events, conference strategies, and content that drives inbound interest.
- Compliance & deliverability: Maintain opt‑in, privacy, and email deliverability best practices; manage domains, warming, and reputation.
- Cross‑functional handoff: Define clean stage gates, meeting standards, and information packets for Investment Teams; close the loop on feedback and learnings.
What you’ll bring
- 5+ years in origination, sales/growth operations; 3+ years leading teams. PE/VC/Growth Equity experience strongly preferred.
- Demonstrated ability to build a repeatable top‑of‑funnel
- Experience in driving high volume & high quality leads and building prospect databases
- Expertise with CRM and sourcing stacks (Meridian/Affinity/Salesforce, outreach automation, data providers) and data‑driven decision making.
- Strong segmentation, market mapping, and experimentation muscle
- Experience with outbound messaging & outreach refinement
- Familiarity with SQL, R, Python, Javascript, and other modern data science tools & coding
- Exceptional communication, executive presence, and cross‑functional influence.
