Vice President, Sourcing Operations

About Rubicon Technology Partners

Rubicon Technology Partners is a private equity firm focused exclusively on enterprise software investments. We partner with founders and management teams to accelerate growth, drive operational excellence, and build enduring market leaders. The VP of Sourcing Operations will play a pivotal role in optimizing and scaling the engine behind our investment sourcing efforts, ensuring we consistently originate high-quality opportunities and maintain elite market coverage.

Position Overview

The Vice President, Sourcing Operations is a strategic, highly organized operator responsible for building, managing, and optimizing the systems, processes, and insights that power Rubicon’s investment sourcing engine. Acting as the firm’s “air traffic controller” for deal flow, this leader ensures the investment team sees the right opportunities at the right time, operates efficiently, and remains accountable to sourcing goals. This role is critical to shaping how Rubicon identifies priority areas, engages the market, and maintains a differentiated market presence.

Key Responsibilities:

Deal Flow Oversight & Process Leadership

• 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.

CRM Ownership, Data Quality & Analytics

• 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.

Sourcing Cadence, KPIs & Accountability

• 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.

Market Coverage Strategy & Execution

• 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.

Marketing & Market Positioning

• 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.

Market Insights & Intelligence

• 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.

Sourcing Strategy & Training

• 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.

Objectives & Key Performance Indicators:

Sourcing Activity & Accountability

• 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.

Deal Team Enablement

• 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.

Sourcing KPIs & Strategy Alignment

• Partners with firm leadership to define clear sourcing KPIs and uses these continuously to guide strategy, market coverage, and funnel health.

CRM Usage, Data Quality & Actionability

• 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.

Efficiency & Time Savings

• 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.

Qualifications

• 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.

What Success Looks Like

• A highly efficient, predictable sourcing engine that fuels the firm’s investment pipeline.
• Clear, consistent market coverage and improved brand visibility across priority ecosystems.
• CRM as a source of truth and daily actioning tool for the entire team.
• Strong throughput and conversion in the sourcing funnel, driven by data, insights, and disciplined execution.
• A deal team that spends less time managing processes and more time evaluating high-quality opportunities.