Deal Operations Manager

Job Description:

Deal Operations Manager  

Full-Time | Hybrid | Reports to: Vice President, Operations

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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.

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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.

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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

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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

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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

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Preferred  

• Familiarity with loan management systems and document management workflows  

• Track record of contributing to process improvements in an operations or lending environment

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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

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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

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