Advisor - Investor Relations

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. This role is execution-heavy, CRM-driven (HubSpot specifically), and focused on reducing friction for the CEO while turning relationships into measurable week/week fundraising progress. About Viva Benefits Viva is a network of affordable housing that offers families a set of benefits, including access to health, education, and financial resources. As one example, Viva offers families access to FREE cash - worth more than $5,000 - to help accelerate the transition to homeownership. We are creating equity for all through housing. Description Advisor — Investor Relations (Fundraising) 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 • (1) 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. Salary $25 - $50 per hour Apply tot his job Apply To this Job