ListAlpha

Responsibilities

• CRM Data Migration: Execute end-to-end data migration projects, including data extraction, transformation, and loading processes
  • Quickly understand client CRM data structure and how it can be migrated to ListAlpha and recommend improvements to client workflow 
  • Collaborate with internal stakeholders to understand client requirements and tailor migration processes accordingly
  • Convert client data using MS Office tools (Excel, PowerQuery) into the necessary format
  • Conduct data validation and reconciliation to ensure accuracy and completeness of migrated data
  • Troubleshoot and resolve any issues that may arise during the migration process
  • Document migration procedures and maintain comprehensive records of all data migration activities
• Report building: Work closely with clients to understand their reporting needs and deliver custom reports that meet their requirements
  • Build and maintain a library of reports and dashboards using Metabase and when necessary MongoDB query language (MQL), leveraging client data to provide actionable insights
  • Interpret reporting data to validate accuracy of results

Experience

• 2+ years of analytical work experience in consulting, financial modelling, business intelligence, analytics, or an equivalent analyst position, ideally in a CRM company or professional services/financial services firm (e.g., Big4 or other financial or accountancy firms)
• Expert in Microsoft Excel - ability to work with large datasets, create pivot tables, nested formulas
• Familiarity with Mongo DB building reports and dashboards using Metabase is preferred but not required
• English level — Upper-Intermediate    
• Prior experience with CRM migration projects (e.g., DealCoud, Salesforce, Attio) and reporting for clients is preferred but not required

Personal Qualities 

• Excellent attention to detail - our clients are investment professionals and expect perfect execution
• Results driven - our team is built by ex-private equity and banking professionals, we are a fast growing start-up and expect dedication to delivering results for our clients
• Able to work independently and multitask 
• Structured approach to work   

Why Join Us:

• Opportunity to work at the forefront of innovation in the private equity industry
• Collaborative and supportive work environment where your ideas are valued
• Competitive salary and benefits package
• Career growth and advancement opportunities as we continue to expand our team and product offering

ListAlpha is a next-generation CRM platform purpose-built for private equity investors. We help investment teams streamline deal flow, relationship management with M&A advisers.

We’re looking for a Client Onboarding Lead to manage the full onboarding lifecycle for new clients—acting as a trusted consultant, project manager, and CRM expert. This role is ideal for someone from PE, finance, M&A, accounting or consulting background who wants to transition into a fast-paced tech company while staying close to the investment industry.

Key Responsibilities

• Own the onboarding process for private equity and M&A clients from kickoff to go-live

• Lead project planning and execution—set timelines, track milestones, and provide regular progress updates to clients and internal teams

• Run discovery sessions to understand client workflows and translate them into CRM configurations

• Manage client meetings and working sessions, becoming a trusted adviser on CRM best practices

• Execute data migration projects: extract, clean, transform, and load client data using Excel, PowerQuery, and internal tools

• Build custom dashboards and reports (Metabase) aligned to investor reporting needs

• Ensure data integrity and troubleshoot issues across migration, integrations, and reporting

• Collaborate with engineering and customer support teams to improve onboarding tools and processes

Requirements

• 4+ years in private equity, M&A, strategy consulting, or a CRM/implementation role within financial or professional services

• Strong project management skills—experience managing timelines, deliverables, and stakeholder communication

• Exceptional client-facing presence—able to run meetings, gather requirements, and guide clients through onboarding

• Advanced Excel skills (pivot tables, formulas, large dataset handling)

• Experience with CRM platforms (e.g. Salesforce, DealCloud, Attio) preferred

• Familiarity with Metabase, MongoDB, or similar analytics/reporting tools a plus

• Highly structured, detail-oriented, and results-driven

Why Join ListAlpha?

• Work directly with leading private equity funds globally

• Shape how investors manage deals and relationships using cutting-edge technology

• Competitive salary and equity upside in a high-growth startup

• Join a team of ex-investors and technologists building something industry-defining

ListAlpha is a modern CRM platform built specifically for private equity and alternative investors. We’re not trying to look like another generic enterprise tool — we’re building something sharper, faster, and more technical. Our team comes from finance and computer science, and that’s reflected in how we think about product and design: clean, minimal, precise, and quietly powerful.

Think Linear, Notion, Attio, with a nod to the rigor and clarity of high-performance tools used by engineers and investors alike.

We’re now looking for a freelance or part-time Graphics & UI Designer to help bring that vision to life across our website, sales materials, and core application.
 

Scope of Work

1. Website Redesign

• Redesign our Webflow site (listalpha.com) with a crisp, technical aesthetic
• Introduce smarter menus, subtle transitions, and interaction patterns that feel modern and refined
• Create custom graphics that lean into a clean, code-aware design language 

2. Sales Collateral

• Upgrade our sales deck and supporting materials with clear, elegant layouts
• Reflect a brand that appeals to both investors and engineers — calm, confident, and tech-driven
• Create a visual system that can scale across investor conversations, one-pagers, and product screenshots

3. Product UI (Light Touch)

• Review and refine in-app visuals: icons, spacing, interface clarity
• Help us align the application’s UX with the design values of fast, technical tools like Superhuman or Linear
• Bonus: If you’ve got motion/interaction experience, we’d love to explore micro-interactions

You’re Likely a Fit If You…

• Have experience designing for modern B2B SaaS or technical products
• Thrive in minimalist, grid-based design systems with an emphasis on clarity
• Understand how to balance finance-sector professionalism with developer-tool simplicity
• Experienced with Webflow and are capable of implementing the work to "production"
• Enjoy building brands that feel confident through simplicity, not clutter

 What We’re Offering

• Clear project scope with potential for ongoing work
• Direct collaboration with the founder 
• A chance to define the visual identity of a serious SaaS challenger
• Flexible hours, async-first communication
• A fast-moving product with real traction in private markets

Interested?

Send us your portfolio — especially any examples of SaaS, fintech, or technical products. We’re excited to work with designers who understand that great design is not about decoration — it’s about clarity, precision, and feeling quietly powerful.