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Full-Time

Program Manager

Partnerships, Ops & Strategy

Posted on 7/5/2024

Passthrough

Passthrough

11-50 employees

Fundraising platform for investment firms

Enterprise Software
Financial Services
Legal

Compensation Overview

$110k - $130kAnnually

Mid, Senior

Remote in USA

Category
Project Management
Business Development
Business & Strategy
Required Skills
Sales
Communications
Marketing
Data Analysis
Requirements
  • 4-6+ years of experience in business operations, management consulting, program management, or other related disciplines. Experience with partnerships or go-to-market operations and strategy is highly preferred but not required.
  • You take extreme ownership over projects/initiatives you lead and are able to seamlessly handle and multiple competing priorities.
  • You have experience creating, launching, and maintaining content, processes, and programs used by both internal and external teams.
  • You enjoy proactively coming up with solutions when you notice inefficiencies and are always looking for ways to reduce ambiguity.
  • You’re comfortable working cross-functionally with a variety of stakeholders and team members in a range of roles and possess strong verbal, written, and interpersonal communication skills.
Responsibilities
  • Proactively identify opportunities to increase efficiency of partnerships channels and independently pull together plans to execute on those opportunities
  • Support development and ongoing maintenance of partner enablement/engagement materials, processes, strategies and programs
  • Support memorialization of best practices via ongoing development of partnerships playbooks
  • Perform ongoing and ad-hoc data analysis to support company and team decision-making and prioritization
  • Manage day-to-day operations of partnerships program
  • Own build and maintenance of reporting dashboards, tech stack, and resource bases
  • Work cross-functionally with our sales, marketing, operations, and product/design/eng teams to implement new initiatives & manage change

Passthrough provides a platform that simplifies the fundraising process for investment firms. Its features include quick generation of subscription documents, real-time tracking of fundraising progress, and automatic screening of beneficial owners against sanctions lists. This allows firms to concentrate on their main business activities instead of getting bogged down by administrative tasks. Unlike many competitors, Passthrough places a strong emphasis on data privacy and security, adhering to regulations like GDPR and conducting regular security tests. The goal of Passthrough is to offer efficient and secure fundraising tools that help investment firms manage their activities more effectively.

Company Stage

Series A

Total Funding

$15M

Headquarters

null, Oregon

Founded

2020

Growth & Insights
Headcount

6 month growth

-8%

1 year growth

6%

2 year growth

41%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $10M Series A funding round positions Passthrough for accelerated growth and product enhancement.
  • Partnerships with firms like Altvia and STP Investment Services enhance Passthrough's operational efficiencies and investor experience.
  • The addition of experienced executives like Julius Leiman-Cabria strengthens the company's compliance and regulatory capabilities.

What critics are saying

  • The competitive fintech landscape requires Passthrough to continuously innovate to maintain its edge.
  • Integration of new features and partnerships may pose challenges in maintaining platform stability and user experience.

What makes Passthrough unique

  • Passthrough's platform uniquely integrates CRM with investor onboarding, providing a seamless experience that is unmatched in the market.
  • The company's focus on automating fund workflow and subscription documents significantly reduces administrative burdens for investment firms, unlike traditional manual processes.
  • Passthrough's strong emphasis on data privacy and security, including GDPR compliance and regular penetration testing, sets it apart in the fintech sector.
INACTIVE