Advisor - Investor Relations (10)

Advisor — Investor Relations (Fundraising)

The "Advisor — Investor Relations" role will drive momentum for Viva Benefits' fundraising by re-engaging prior investors, sourcing warm introductions to new ones, and converting outreach into a steady cadence of high-quality meetings. Thisrole is execution-heavy, CRM-driven (HubSpot specifically), and focused on reducing friction for the CEO while turning relationships into measurable week/week fundraising progress.

We are entering a focused fundraising phase and are looking for an Advisor — Investor Relations to help us re-engage our existing investor network, build a new pipeline of aligned seed investors (VCs + Angels welcome), and drive a consistent cadence of high-quality investor meetings. This includes measuring our conversion rates and progress toward our fundraising goals.

This is a highly execution-oriented role for someone who has done this before —who understands the mechanics, psychology, and operational discipline required to support an early-stage raise.

During the interview process you will propose items to include in a paid 2-week sprint which will constitute the final hiring "experience" – where you can both deliver immediate value and outcomes (eg: by the end of your first day) as well as assess the ongoing needs of the Investor Relations process and our CRM (HubSpot), and propose a broader plan of action and improvement – a 30/60/90 day plan you will present after you conclude the 2-week sprint.

Status

• Opening
• Can start immediately
• Target milestone: materially increased investor meeting cadence as soon as January 5
• Reports To: CEO (Michael Barnes)

Flexible Schedule

• Minimum commitment: 10 hours per week
• Ceiling negotiable based on impact and availability
• Flexible schedule, with responsiveness during business hours as needed
• This role is outcome-driven, not time-clock-driven

Compensation

• $25–$50/hour, commensurate with experience
• Opportunity to revisit scope and compensation based on performance and fundraising progress

Role Objective (What Success Looks Like)

Between now and as soon as January 5, you will help Viva:

• Re-engage 100+ investors who have previously participated in our fundraising process or invested
• Build a new, stage-appropriate investor funnel (seed stage; $25k–$1M+ checks) via warm introductions
• Achieve a steady cadence of ~8 booked investor meetings per week
• Operationalize the entire investor pipeline in HubSpot CRM, with clear visibility and momentum

Roles & Responsibilities

Investor Funnel & CRM Ownership

• Build and manage Viva's Investor Relations pipeline in HubSpot
• Ensure clean data, clear stages, and disciplined follow-up
• Track outreach, intros, meetings, notes, and next steps with rigor

Re-Engage Existing Investors

• Thoughtfully re-activate 100+ known investors and prior participants
• Frame outreach as advice-giving conversations, not transactional asks
• Coordinate timely scheduling, prep, and follow-ups

New Investor Sourcing (Warm-Intro Only)

• Identify new angels and VCs aligned with:
  • Pre-seed / seed stage
  • $25k–$1M+ check sizes
• Proactively surface mutual connections and request warm introductions
• Work closely with the CEO to prioritize outreach and sequencing

Meeting Cadence & Process Excellence

• Convert outbound and intro-based engagement into 8+ meetings per week
• Schedule and manage:
  • Pre-meeting preparation
  • Post-meeting debriefs
  • Clear, timely follow-ups
• Reduce friction and cognitive load for the CEO wherever possible

Direct, Human Communication

• Willing and comfortable using calls and texts (when appropriate) to:
  • Prompt introductions
  • Nudge scheduling
  • Maintain momentum
• This role requires moving beyond social media / email comfort zones

Must-Have Qualifications

• Direct experience supporting or leading pre-seed and/or seed fundraising (multiple times with references)
• Well-networked with angels, micro-VCs, and early-stage funds
• Strong operational instincts; you naturally bring order to messy processes
• Experience working inside HubSpot CRM
• High follow-through and responsiveness
• Willingness to do real execution work—not just strategy

Preferred / Elite Qualifications

• Demonstrated ability to secure warm investor introductions quickly
• Prior experience acting as a founder's "right hand" during a raise
• Comfort operating with ambiguity and urgency
• Bonus challenge (optional but telling):
  • Find a mutual investor in our shared network (not already an investor) and schedule an advice-giving meeting with the CEO prior to your final interview

Operating Principles (How We'll Judge Fit)

• Bias to Action: 10/10
  • You move things forward every week without being asked.
• Organization & Preparation: 10/10
  • No dropped balls. No mystery pipelines.
• Ability to Woo (Bonus): 10/10
  • You know how to make busy investors say "yes" to a conversation.

Hiring Team

• Michael Barnes, Co-Founder & CEO, Viva Benefits
• Brenden Shue, Director of Partnerships (Sales)
• José Moreno, Director of Partnerships

If you have helped founders successfully navigate early-stage fundraising and enjoy turning warm networks into real momentum, we'd love to hear from you.

This is an opportunity to make an immediate, visible impact at a pivotal moment for a mission-driven company scaling fast.