The largest consumer focused private equity firm in the world – over $30 billion of equity capital across nine fund strategies in 17 offices globally.
The CRM Manager will be a member of the business development team – they will own and manage the Global CRM system for the firm’s investment teams. This is a newly created role resulting from the growth and global expansion of the firm and business development team.
This position will report to the Global Salesforce Lead/Vice President and will provide technical and data analytics support to the team for Salesforce implementation, clean up, training, and ongoing data entry and maintenance.
Responsibilities:
- Assist with the configuration and maintenance of our Salesforce environment including the creation of custom objects, fields, form layouts, workflows, and validation rules
- Monitor and qualify all data concerning investment team relationships and interactions; coordinate with members of the investment teams to ensure all relevant data is accurately entered into the system
- Manage deal pipelines and routine reports for Business Development; create and maintain custom dashboards and reports in Power BI used primarily for internal purposes on a regular and ad hoc basis
- Inform and support user base as technology is implemented across the firm and provide continuous education regarding best practices and procedures; participate in ongoing training and development
Qualifications:
- Bachelor’s Degree required; Computer Science, Information Technology, or a related field is preferred
- 3-5 years experience configuring the Salesforce platform including user management, object configuration, securing design, reporting and advanced workflows; preferably within an investment environment
- Salesforce Admin Certification preferred
Compensation: $100-150k base + $15-30k bonus
Job # 35282
Atlantic Group
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