Deal Operations Manager

Full-Time | Hybrid | Reports to: Vice President, Operations About Sharpe Credit Partners Sharpe Credit Partners is a private credit firm focused on delivering flexible financing solutions across specialty lending value streams (subsidiaries). We operate under a shared resource model with a lean, high-performing team and a strong emphasis on execution quality, process discipline, and data integrity. The Opportunity We are seeking a Deal Operations Manager to support two of our platforms (Sweet Leaf Finance and Exoticar Finance) to own the operational backbone of our deal lifecycle — from initial pipeline entry through post-close portfolio management. The capacity split is roughly 50% Sweet Leaf and 50% Exoticar. This is a high-ownership role. You will be the connective tissue between origination, underwriting, closing, and ongoing portfolio monitoring. The right candidate is execution-obsessed, comfortable operating independently, and skilled at bringing order to a complex, fast-moving deal environment. You will be trusted to manage process, identify gaps, and deliver — then surface genuine blockers quickly and cleanly. Key Responsibilities Deal Lifecycle & Pipeline Management Own and maintain deal tracking across the active pipeline; update CRM (Pipedrive) daily with current status, next steps, and deal ownership Build and maintain operational dashboards and KPI reporting to track metrics (days-in-phase, funding velocity, SLA compliance) Liaison between Sales, Underwriting, Credit, Legal, and Accounting Coordinate deal timelines and ensure all parties — internal and external — are aligned on critical milestones Manage and coordinate loan documentation from internal approval through closing, ensuring 100% closing checklist completion at close Organize and route financial documentation; track outstanding conditions in real time with 100% follow-up within 24 hours of identification Verify borrower-submitted information for accuracy and completeness before routing to underwriting Dealer/borrower setup execution in LMS — credit limit, pricing, users, GPS units shipped, etc. Support deal operations and closing processes Process & Systems Identify operational pain points and proactively recommend workflow improvements Adhere to established SOPs; flag gaps or inconsistencies and contribute to SOP development and updates Support implementation of automation and technology solutions (AI, SharePoint, Power BI, CRM) Leverage available tools — including AI tools and internal documentation — as a first-line resource before escalating Prepare investor-facing reports, data room materials, capital raising support Qualifications Required 4–6 years of experience in financial services operations, lending, private credit, or a closely related field Strong command of deal lifecycle mechanics — from origination through closing and post-close administration Demonstrated ability to manage multiple workstreams simultaneously with a high degree of accuracy and follow-through Proficiency with CRM tools (Pipedrive or equivalent) and Microsoft Office Suite Comfortable using AI tools (e.g., Claude, ChatGPT) and written SOPs as primary resources for self-directed problem solving Exceptional written and verbal communication; able to synthesize complex information into clear, actionable updates Preferred Familiarity with loan management systems and document management workflows Track record of contributing to process improvements in an operations or lending environment Who Thrives in this Role You default to action over asking — you’ve read the SOPs and tried the tools before escalating You’re organized without being reminded and take pride in data that is clean and current You take ownership of your workstreams and hold yourself accountable to outcomes Why Join Sharpe Credit Partners High-ownership role with direct visibility to Managing Partners and deal leadership Exposure to complex, multi-industry credit transactions across specialty lending value streams Lean, high-performing team environment where your work has direct impact Opportunity to help build and refine the operational infrastructure of a growing private credit platform #J-18808-Ljbffr Sharpe Credit Partners