Portfolio Operations Associate, BVP Forge

Location: Redwood City, CA or New York City, NY

BVP Forge is a private equity firm for growth-oriented, self-sustaining software-enabled and services businesses paired with access to the Bessemer Venture Partners platform. BVP Forge combines BVP's front-line industry insights, proven growth IP, and legendary executive network with tailored resources for self-sustaining companies and ForgeEdge™ strategic resources.

Mission-driven teams gain an ally who values their expertise, respects their legacy, and supports them to build a winning culture and business that withstands the test of time. BVP Forge recently announced a $1B oversubscribed fund two and invests in partnership with the $20B+ BVP venture platform that has backed industry-defining businesses such as LinkedIn, MindBody, PagerDuty, Procore, ServiceTitan, Shopify, Toast, and Twilio.

BVP Forge is seeking a Portfolio Operations Associate reporting directly to the firm's Operating Partners to drive execution and accountability of value creation initiatives (VCIs) across our portfolio companies. In this role, you will be the operational backbone of our post-close value creation engine—owning post-merger integration (PMI) plans, tracking KPIs against targets, driving cross-functional accountability, and ensuring our portfolio companies execute on the initiatives that matter most. You will work shoulder-to-shoulder with Operating Partners and portfolio company leadership teams to translate investment theses into measurable operational outcomes.

This is a unique opportunity to gain deep exposure to the full private equity value creation lifecycle—from Day 1 readiness through exit—while building the muscle and credibility to operate at the highest levels of technology, finance and operations. This role is ideal for someone who thrives at the intersection of strategy and execution: a disciplined project leader who can hold senior operators accountable, synthesize complex workstreams into clear status updates, and ensure nothing falls through the cracks.

• Reports To: Operating Partners, BVP Forge
• Start Date: TBD

Value Creation Initiative (VCI) Execution & Accountability (~60%)

• Own the post-close PMI plan for each new portfolio company or acquisition. Translate the investment thesis and diligence findings into a detailed, time-bound integration and value creation roadmap with clearly assigned owners, milestones, and dependencies. Ensure Day 1 readiness and manage the transition from deal team to operating team.
• Drive ongoing VCI tracking and accountability across portfolio companies. Maintain a rigorous cadence of initiative reviews with Operating Partners and portfolio company management teams. Track progress against plan, flag risks and blockers early, escalate issues, and ensure workstream owners are delivering on commitments.
• Build and maintain KPI dashboards and scorecards. Partner with portfolio company leadership to define the right KPIs for each VCI and the broader operating plan. Create dashboards that provide real-time visibility into initiative progress and operational performance. Ensure data quality and consistency across companies.
• Prepare materials for Operating Partner reviews and board meetings. Synthesize initiative status, KPI trends, and risk/opportunity assessments into clear, executive-ready formats.
• Coordinate cross-functional workstreams within portfolio companies. Serve as the connective tissue between functional leaders (sales, product, finance, HR) executing on VCIs and the Forge operating team.
• Assist in coordinating the Forge operating team, monitoring capacity and managing top priorities.

Portfolio Company Partnership (~25%)

• Serve as a trusted operational partner to portfolio company management teams. Build strong relationships with CEOs, CFOs, and functional leaders. Act as a reliable, responsive point of contact who helps management teams navigate priorities and stay on track.
• Support portfolio company reporting and performance monitoring. Assist with standardizing financial and operational reporting formats and cadences across the portfolio.
• Facilitate cross-portfolio knowledge sharing. Identify opportunities to connect portfolio company leaders facing similar challenges. Help coordinate functional working groups, peer learning sessions, and best practice sharing across the portfolio.

Internal BVP Forge Platform Support (~15%)

• Maintain BVP Forge's internal operating tools and workflows. Support the systems used for portfolio monitoring, project management, and collaboration (e.g., dashboards, project trackers, shared repositories).
• Contribute to playbook and knowledge base development. Document repeatable processes, templates, and lessons learned from VCI execution to build institutional knowledge over time.
• Support special projects as needed, including portfolio company events (CEO summits, functional workshops), market research, and ad hoc strategic analyses.

• Experience: 2–4 years of experience in management consulting on the execution/operations/implementations side (ideally MBB or top-tier strategy firms) or portfolio/platform operations at a private equity firm.
• Project Management: Exceptional project management skills with demonstrated ability to drive complex, multi-stakeholder initiatives to completion on time.
• Analytical Skills: Strong analytical and problem-solving skills; comfortable working with financial data, operational KPIs, and initiative tracking frameworks.
• Communication: Outstanding written and verbal communication; ability to distill complex initiative status into crisp, executive-ready materials.
• Ownership: High ownership mentality and bias toward action; comfortable holding senior stakeholders accountable and operating with minimal supervision.
• Collaboration: Collaborative and relationship-driven; able to build trust quickly with portfolio company management teams and internal partners.
• Curiosity: Intellectual curiosity about private equity value creation, operational excellence, and vertical software businesses.

• Underdog Mentality: High humility, out-prepares the competition.
• Prioritize the Team: Does what's best for the team even when it might not be in the individual's best interest; collaborative; kind; values diversity.
• Clear Thinker: Fact-based decision making; entrepreneurial, creates new and better ways of solving problems.
• Don't Take Yourself Too Seriously: Values the idiosyncrasies in individuals, self-deprecating, builds meaningful relationships.

Compensation

Total target cash compensation is $220,000-250,000 OTE, which includes a target base salary range of $165,000–$180,000. The annual performance bonus is tied to individual performance metrics

Health & Wellness Benefits

• Comprehensive medical, dental, and vision insurance
• Life insurance and disability insurance
• Health and wellness programs, including a family planning allowance via Carrot

Work-Life Balance & Paid Time Off

• Generous PTO and company holidays
• Parental leave support via Cocoon
• Work from home allowance
• In-office perks: provided lunches, snacks, and beverages; business casual attire

Retirement & Financial

• 401(k) retirement savings plan 

Professional Development

• Continuous training sessions led by subject matter experts

Interested in joining our team? Please complete the application via the link below. We look forward to learning more about how you can contribute to BVP Forge.

• Application Deadline: Rolling
• Apply here: https://grnh.se/2edx7woh5us 

BVP Forge is an equal opportunity employer and makes all employment decisions based on individual qualifications, business needs, applicable law, and our company values — rooted in curiosity, empowerment, collaboration, intellectual honesty, and ongoing learning and mentorship. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law, and we welcome applicants from all backgrounds who want to work in an environment where every team member is valued and supported to do their best work. Applicants who require a reasonable accommodation to participate in the hiring process are encouraged to contact us to request one. Pursuant to applicable law, BVP Forge will consider qualified applicants with arrest and conviction records for employment.