Rubicon Technology Partners · 3 hours ago
Vice President, Sourcing Operations
Boulder, CO
Full-time
Onsite
Senior LevelRubicon Technology Partners is a private equity firm focused exclusively on enterprise software investments. The Vice President of Sourcing Operations will optimize and scale the investment sourcing efforts, overseeing the sourcing engine and ensuring high-quality deal flow and market coverage.
Enterprise SoftwareFinanceFinancial ServicesSoftware
Responsibilities
Serve as the strategic operator responsible for overseeing the entire sourcing engine end-to-end
Act as the air traffic controller for opportunities, ensuring the investment team receives well-timed, well-vetted, high-priority deal flow
Build and continuously refine the processes that drive sourcing efficiency, visibility, and accountability
Maintain and evolve CRM dashboards to ensure visibility into sourcing activity, market coverage, and pipeline health
Optimize CRM structure and data architecture, enabling future AI capabilities and automation
Drive consistent platform usage and ensure CRM becomes a highly actionable tool—not a data entry burden
Maintain strong data hygiene and completeness across all sourcing activities
Work with investment team leaders to define sourcing goals and KPIs across banker coverage, conferences, founder outreach, and new company engagement
Serve as the first line of accountability—ensuring team members adhere to sourcing cadence and meet activity expectations
Lead weekly pipeline calls to track progress, highlight gaps, and ensure steady velocity
Maintain and organize banker coverage and founder outreach programs, ensuring regular, strategic engagement
Oversee conference and event coverage strategy, including preparation, follow-up, and list building
Ensure Rubicon maintains consistent visibility and engagement across its target markets
Own strategy and execution for ongoing marketing programs (newsletters, updates, CRM-driven campaigns, etc.) to ensure Rubicon is perceived as a partner of choice
Manage marketing materials, refreshes, and updates—including website content and external collateral
Coordinate firmwide communication efforts to keep the market current on Rubicon’s activities and value proposition
Leverage CRM data (call notes, transaction comps, sourcing activity), third-party market reports, and thematic research to produce insights that inform investment priorities
Provide continuous visibility into emerging themes, whitespace opportunities, and areas for proactive sourcing
Collaborate with Partners to determine coverage priorities and define sourcing programs to hit firmwide KPIs
Develop and implement training programs to elevate sourcing capabilities across the investment team
Promote best practices, knowledge sharing, and consistent sourcing excellence
Achieves and maintains activity goals across banker meetings, founder calls, conferences attended, and new company engagements
Ensures investment professionals remain accountable to agreed-upon sourcing expectations through effective pipeline leadership
Reduces burden on deal Partners by owning sourcing cadence and pipeline momentum, enabling Partners to focus on strategic decision-making
Drives clarity on how to prioritize opportunities and adopt differentiated sourcing approaches
Partners with firm leadership to define clear sourcing KPIs and uses these continuously to guide strategy, market coverage, and funnel health
Ensures consistently high CRM data completeness, increasing the organization’s visibility into sourcing progress and priorities
Transforms CRM into a proactive decision-support tool used daily for planning and prioritization
Drives major efficiency gains for deal teams through high-quality list-building and maintenance (conference targets, theme lists, add-on targets, banker coverage, company mapping, etc.)
Significantly reduces time spent by deal teams on administrative sourcing tasks
Qualification
Required
Extensive experience in sourcing operations, investment operations, CRM/analytics management, or similar roles in private equity, venture capital, strategy, or consulting
Exceptional organizational and project management skills; able to manage complex processes across multiple stakeholders
Strong analytical and data-driven mindset, with experience building dashboards and driving insights from CRM or sales pipeline systems
Excellent communication and leadership skills; able to drive accountability while maintaining strong partnerships with senior stakeholders
Experience improving systems, optimizing workflows, and implementing best practices at scale
A proactive, highly structured operator who thrives in a fast-paced environment
Company
Rubicon Technology Partners
RUBICON invests in lower middle-market enterprise software companies.
Founded in 2012
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andy Gesell
Partner
J
Jason Winsten
Partner
Recent News
Arkansas Business — Business News, Real Estate, Law, Construction
2025-07-19
2025-07-18
Company data provided by crunchbase