Client Success Manager / Fundraising Operations Manager

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TYPE OF WORK

Part Time

SALARY

$3-6 per hour + bonuses/commission

HOURS PER WEEK

30

DATE UPDATED

Jul 31, 2026

JOB OVERVIEW

Hi! I’m hiring a reliable, proactive, and fast-learning Client Success Manager / Fundraising Operations Manager to help manage client delivery for my startup fundraising advisory business.

I work with pre-seed and seed-stage founders who are raising investment. We help them become investor-ready, build targeted investor lists, manage investor outreach, improve pitch materials, organize data rooms, and move the fundraising process forward.

This is a long-term role with opportunity to grow into a more senior client success / account management position as we add more clients.

## Main responsibilities

You will help with:

Warm investor outreach

- Managing warm outreach through LinkedIn using my account and sometimes client accounts
- Finding mutual connections to target investors
- Preparing personalized messages
- Checking previous conversations
- Updating outreach trackers
- Tracking replies, follow-ups, and next steps

Targeted investor list building

- Finding relevant investors for each client
- Checking investor fit
- Finding decision-makers at funds
- Finding LinkedIn profiles
- Finding mutual connections
- Keeping investor lists clean and organized

Investor readiness support

- Collecting information from founders
- Helping organize pitch deck materials
- Supporting market, competitor, and investor research
- Organizing data rooms
- Creating client folders and trackers
- Making sure missing materials are requested and followed up on

CRM and investor pipeline management

- Tracking which investors were contacted
- Tracking replies and follow-ups
- Tracking calls booked with investors
- Tracking investor feedback
- Making sure follow-ups happen after investor calls
- Keeping the investor pipeline updated until investors pass, give feedback, or move forward

Client communication

At first, this will be a smaller part of the role.

Over time, you may help communicate with founders day to day, follow up for missing information, update them on progress, and make sure their project is moving forward.

SOPs and team training

As you learn the process, you will help document it.

This may include:

- Creating simple SOPs
- Turning training calls into checklists
- Updating process documents
- Helping train the next client success manager in the future

The long-term goal is that one client success manager can manage around 1–3 clients. As the number of clients grows, you may help train the next person on the same process.

## What I’m looking for

You do not need to be a fundraising expert already. I can train you step by step.

But you must be:

- Fast at execution
- Very organized
- Detail-oriented
- Proactive
- Reliable
- Honest
- Trainable
- Strong in written English
- Good with follow-ups
- Comfortable using Google Sheets / CRM tools
- Comfortable with Google Drive / Notion
- Comfortable using AI tools like ChatGPT or Claude
- Able to follow SOPs and improve them
- Able to send daily updates without being chased
- Able to ask questions when something is unclear
- Able to learn quickly and take feedback well
- Comfortable working with clear hourly KPIs and being measured on output, not just time spent

This role is not for someone who waits for every small instruction.

I need someone who can think, organize, execute, and help keep client delivery moving.

## Startup / fundraising understanding

You should have, or be willing to quickly learn, a basic understanding of startups and fundraising.

You do not need to be an expert, but it helps if you understand:

- What pre-seed and seed-stage startups are
- Why startups raise capital
- Basic startup and investor terminology
- Difference between angels, VCs, accelerators, and funds
- How founder and investor conversations usually work

Experience with startup founders, fundraising, investor outreach, venture capital, or startup ecosystems is a big plus.

## Daily reporting

Every working day, I will expect a clear report showing:

- What was completed today
- What is still pending
- Which client/investor tasks need attention
- Which investors replied
- Which follow-ups are due
- What blockers came up
- What you need fro ----------

During training, I may also ask for screenshots or short screen recordings of your work so I can give feedback quickly.

## Working hours

This will start part-time and can grow into more hours as we add more clients.

I prefer someone who can work during UK / US-friendly hours, or at least have daily overlap for check-ins and fast communication.

Please include your time zone and availability when applying.

## Compensation and trial

Starting hourly rate depends on experience.

Before we start working together, I will set clear KPIs and expectations for each hour of work, so we both know what needs to be completed.

We will start with a 1-week paid trial. During this trial, we will test how we work together, how fast you execute, how well you follow instructions, and whether the KPIs are realistic and manageable for you.

If the trial goes well and you are able to hit the agreed KPIs, we can continue working together long term.

There is also potential for bonuses or commission based on client delivery, client retention, and performance.

This can become a long-term role with more responsibility as the business grows.

## How to apply

Please message me on WhatsApp here:

WhatsApp link:
----------

Or message this number:
---------- If you can’t contact me on WhatsApp or don’t see the WhatsApp details, you can apply directly through this website.

In your WhatsApp message/application, please send:

1. A short introduction about yourself
2. Your relevant experience with client success, operations, startups, fundraising, investor outreach, or project management
3. Your favourite productivity / organization tool and why you use it
4. In your own words, explain what a pre-seed or seed-stage startup is
5. Your time zone, availability, and expected hourly rate
6. A 1–2 minute Loom or Tella video (make sure it includes transcript) explaining:
- who you are
- why you are a good fit
- what relevant experience you have
- why I should trust you with client delivery

Please include the word “SUCCESS” in your WhatsApp message/application so I know you read everything.

Applications without a Loom or Tella video will not be considered.

Looking forward to meeting you!

SKILL REQUIREMENT
Professional Services Management Services Client Relationship Management
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