Job Description

• Responsible for all day-to-day data updates across Salesforce to effectuate ongoing business needs (i.e., territory reassignments, new set ups/close outs/edits for products, organizations, contacts, investments, fundraises, portal pages, etc.)
• Responsible for day-to-day troubleshooting and working with technology and users to log, track, and resolve issues.
• Manage user onboard and off board process, including license review, security and profile review and set up.
• Manage native Salesforce reporting as needed.
• Support InvestorFlow daily activities, including document uploads and correspondence.
• Manage Salesforce connectivity across multiple systems and operational workflows.
• Oversee and manage set up and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
• Assist with integration of third-party market intel data sources, in house AUM process, and CRM data to drive fuller understanding of client accounts and opportunities.
• Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts.

Data and Analytics

• Deliver reporting and analytics for key stakeholders in a scalable manner that aids stakeholders in their day-to-day decision making and facilitates the sales process.
• Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the platforms.
• Work with related parties to resolve data issues.

What you will bring

• 7+ years of Salesforces CRM experience.
• Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
• Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
• Strong accountability, adaptability, and takes initiative with a positive attitude.

What will set you apart?

• Experience working in the investment management industry preferred.
• Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment.
• Strong analytic and project management skills.
• Detail-oriented with solid written and verbal skills.
• Ability to work independently and to orchestrate work with other team

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