Associate - CRM

5 days ago

Gurugram Haryana, India Acuity Knowledge Partners Full time

**Job Title -** Associate (CRM - Deal Cloud)**

**Experience Level**- 2 to 4 Years

**Location -**Gurgaon

**Job Summary**

**Key Responsibilities**
- Managing data and pipeline status on CRM
- Updating meeting notes and other deal related data for investment bank team
- Take new initiatives and share ideas for reporting and managing data on CRM
- Ability to think critically and analyzing results
- Assist in database management, coordination with various stakeholders
- Excellent working knowledge of DealCloud CRM
- Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction”
- Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment
- Conducting analysis & performing quality control check of the outgoing reports/packs**

**Required Background**
- Bachelor of Tech or commerce or equivalent qualification
- 2+ years of experience in CRM data management, DealCloud preferred
- Strong communication skills to engage with the client and managing workflow
- Good MS Office skills

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