Private Markets CRM Systems Specialist
4 weeks ago
About the Role: As a Private Markets CRM Specialist at Acuity Knowledge Partners, you will be responsible for managing and optimizing our Customer Relationship Management (CRM) information specifically tailored for private equity activities. Your role will involve overseeing the implementation, customization, and ongoing administration of the CRM platform to support deal sourcing, investor relations, portfolio management, and overall private equity operations.
The ideal candidate will have experience working on CRM platforms, knowledge of financial statements, and excellent communication skills to effectively train users and collaborate with cross-functional teams. They will also possess problem-solving skills, attention to detail, and the ability to analyze business requirements and translate them into CRM configurations.
This is an exciting opportunity for someone looking to take complete ownership of projects and deliver results in a fast-paced environment. You will work independently, manage multiple priorities, and stay updated with the latest CRM trends and industry best practices specific to private equity.
About the Position:
- Manage and optimize CRM information for private equity activities
- Oversight of CRM platform implementation, customization, and administration
- Deal sourcing, investor relations, portfolio management, and private equity operations support
- Experience working on CRM platforms, knowledge of financial statements, and excellent communication skills
About You:
- 2-4 years of experience in CRM systems, preferably in private equity
- Strong understanding of CRM platforms, such as Salesforce or Deal Cloud
- Knowledge of MS Office, particularly MS Excel and MS Word
- Excellent problem-solving skills and attention to detail
- Ability to work independently and manage multiple priorities in a fast-paced environment
What We Offer:
- A competitive salary of $85,000 - $110,000 per annum
- A dynamic and collaborative work environment
- Opportunities for professional growth and development
- A comprehensive benefits package
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