CRM Analyst

Role Overview

The CRM Analyst will support the capital raising efforts by managing and enhancing the firm’s Salesforce platform, maintaining accurate investor and prospect data, and developing reporting and workflows.

What You Will Do

Responsibilities include serving as the Salesforce subject matter expert, managing user access and training, developing and automating reports, maintaining accurate investor and prospect records, and partnering with the Client Advisory team to document business needs.

Why It Might Be a Fit

The ideal candidate will have at least three years of hands-on Salesforce experience, a strong understanding of relational databases and data management, and excellent organizational skills.

Requirements

• At least three years of hands-on Salesforce experience
• Experience with PitchBook, Preqin, Bloomberg, or API integrations is a plus
• Bachelor’s degree required, preferably in business, finance, or a related field
• Strong understanding of relational databases, data management, and data integrity
• Advanced Excel proficiency
• Excellent organizational skills and attention to detail
• Working knowledge of financial concepts and an interest in alternative investments and capital raising
• Strong interpersonal and communication skills
• Self-motivated and resourceful, with sound judgment and the ability to work independently and collaboratively

Benefits

• 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D
• Pretax benefit accounts, including FSA, HSA, and Commuter accounts
• Daily in-office paid breakfast and lunch
• Company-sponsored ski and sailing trips
• Regular happy hours