Deal Operations Manager

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

•       Identify stalled deals, document blockers, and escalate per established protocol

•       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

This role is best suited for a self-directed, execution-focused operator. The expectation is that you read the documentation, use the tools available, figure things out, and deliver — then flag genuine blockers quickly and clearly.

•       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 communicate in headlines: status, blocker, next step

•       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

To apply, please submit your resume and a brief overview of your relevant experience.