Customer Relationship Management Specialist
1 month ago
As a Private Markets CRM Specialist, you will be responsible for managing and optimizing the organization's 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.
Responsibilities:
Serve as the primary administrator for the CRM system, responsible for its information maintenance, and data integrity.
Collaborate with client teams to understand their requirements and update the information accordingly.
Create customer profiles, management bios, new pipeline for prospective new opportunities.
Monitor and analyze existing CRM, identifying areas for improvement, and implement enhancements for robust reporting (ex: adding new fields, consistency, etc.)
Creating and managing custom reports and dashboards for senior management
Create CRM knowledge base for users, CRM records (from relevant conferences and publications), etc.
Identify senior attendees sector expertise, experience, bios and hiring opportunities for clients. Create their CRM records and maintain contact database.
Manage and track deal sourcing activities within the CRM system, including capturing deal pipeline data, monitoring progress, and generating reports.
Train and onboard users on the CRM system, providing guidance on its functionalities, best practices, and data entry standards.
Facilitate investor relations activities by utilizing the CRM system to track and manage investor interactions, communications, and reporting.
Generate reports and dashboards to provide insights on key metrics, deal flow, fundraising activities, investor performance, and other relevant data points.
Stay updated with the latest CRM trends, features, and industry best practices specific to private equity, and provide recommendations for system enhancements and optimizations.
Ensure compliance with data privacy regulations and internal policies when handling sensitive private equity data within the CRM system.
Create process overviews and updates on how CRM tool should be used to ensure consistency within team.
Qualifications:
Graduate or MBA or other Post-Graduate or Professional Degree from a reputed Institute with 2-4 years of experience.
Required Skills:
Must have experience of working on CRM platforms (Salesforce, Deal Cloud etc.)
Knowledge of three financial statements (Income Statement, Balance Sheet, and Cash Flow statements) and other CRM systems like Backstop, Dynamo, or similar platforms would be added advantage.
Knowledge of MS Office with strong skills in MS Excel and MS Word
Ability to take complete ownership and deliver the projects as per client requirements and timeline.
Private Equity experience would be preferred.
Excellent communication and interpersonal skills to effectively train users, provide support, and collaborate with cross functional teams.
Excellent problem-solving skills and attention to detail, with the ability to analyze business requirements and translate them into CRM configurations.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Proficiency in using databases including Pitchbook, Capital IQ/Pro, Factiva, Merger Market etc.
Experience of team and client management
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