AVP, CRM Administrator - Investor Solutions

Responsibilities:

• CRM & Database Management
• Serve as the primary point of contact and subject matter expert for Salesforce and related CRM systems within the Investor Solutions Group.
• Oversee data governance: maintain accuracy, integrity, and completeness of investor, consultant, and prospect records.
• Partner with the Business Technology Group internally and third-party vendors to implement enhancements, integrations, and new functionalities.
• Execute technical enhancements to the back-end of Salesforce and Tableau with limited scope, including additions/removals of fields, tags, dashboards, reports and related items.
• Develop a roadmap for cross-system enhancements, such as Salesforce to Juniper Square (Investor reporting) API; strategize about opportunities to effectively connect data systems and structures across the firm to enhance the fundraising process.
• Develop, document, and enforce best practices for CRM usage across all ISG stakeholders.
• Design, create, and manage dashboards, reports, and analytics to support fundraising campaigns, pipeline management, and client engagement tracking.
• Project manage CRM-related projects end-to-end, including: defining scope, and managing timelines, milestones, and deliverables, ensuring alignment with ISG objectives.
• Oversee periodic system integrations with external data sources (e.g., Preqin, eVestment, etc.).
 
• Cross-Functional Liaison
• Work closely with members of the Investor Services team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines.
• Collaborate with Marketing to align CRM with event management, communication campaigns, and distribution lists.
• Act as a liaison between ISG and BTG ensuring data consistency and system alignment across the firm.
• Lead regular training sessions and onboarding for new CRM users across the Investor Solutions Group.
• Identify opportunities to streamline workflows between teams and propose system/process improvements.

Requirements:

• Bachelor’s degree required; MBA or advanced degree preferred.
• 5-7 years of experience in investment management, private equity, real estate, infrastructure, or financial services, with the understanding of related real estate and financial terminology.
• Proven track record of Salesforce/CRM management (administrator or power-user level strongly preferred).
• Strong understanding of fundraising processes, investor relations, and capital formation workflows.
• Exceptional project management and organizational skills, with the ability to manage multiple priorities under tight deadlines.
• Effectively communicate technical concepts and requirements to both technical and non-technical stakeholders. 
• Excellent analytical, problem-solving, and data interpretation skills.
• Strong interpersonal skills, with the ability to work collaboratively across teams and communicate effectively with senior stakeholders.
• High attention to detail, accountability, and a solutions-oriented mindset.