CRM Operations Associate

Join us as an CRM Operations Associate and help drive investor relations, CRM strategy, and marketing operations while supporting a growing private credit asset management platform.

Job Description

We are looking for an CRM Operations Associate for our New York City office who will support the Investor Relations function of our affiliate, a registered investment adviser with the Securities Exchange Commission (SEC).

Responsibilities

Investor Relations

Develop a deep understanding of the Firm’s and its affiliates’ strategies, investors, and positions.
Customize HubSpot for all pipeline and upcoming investments, amendments, and payoffs. Be able to create customizable dashboards and reporting, and continue adapting throughout the lifecycle of an investment.
Manage investor onboarding, change management, and liaise closely with fund administrators and custody partners to update information and execute ad hoc investor requests.
Maintain and expand the investor database utilizing HubSpot to ensure investor data is accurate and current for everyday use of the system and for reporting purposes.
Assist in ad hoc projects and processes as needed, including the annual audit and valuation process with third-party partners and assistance with cross-functional initiatives.
Handle confidential and non-routine information with the utmost integrity.
Manage workflow ensuring that deadlines are met, and work is completed correctly.

Marketing

Oversee and manage the configuration, maintenance, and hands-on creation of campaigns in HubSpot, ensuring strategic alignment and flawless execution.
Ensure seamless integration and functionality of the technology stack, aligned with business objectives.
Optimize investor relations, marketing, and sales processes to enhance efficiency, scalability, and effectiveness.
Collaborate with marketing, sales, and other teams to drive integrated campaigns and improve data quality.
Develop and maintain marketing emails, segments, workflow automations, landing pages, reporting, dashboards, and analysis to determine and support the efficacy of marketing campaigns.
Identify areas of opportunities to further nurture leads, turning conversations into raised capital.
Ability to put on a product marketing hat and assist with product positioning and develop messaging to support investor relations, marketing, and sales with initiatives that resonate with the firm’s ICP.
Manage data governance and ensure compliance with SEC/FINRA guidelines, CAN-SPAM, GDPR, etc.
Ability to train sales on CRM best practices and ensure best practices and processes are being kept.

Minimum Qualifications

Bachelor’s Degree.
At least 3 years of experience owning CRM functions, with preference given to those with the following HubSpot Certifications:
- HubSpot Marketing Hub Software
- HubSpot Sales Hub Software
- Inbound Marketing (or Inbound)
3-4+ years of experience in the asset management industry, either in an investor relations role or in a marketing/project management role.
Familiarity with alternatives/private fund marketing preferred.
Resourceful, driven, and creative problem-solver.
Has a start-up mindset and has the desire to roll up their sleeves.
Strong project management skills with ability to simultaneously handle multiple projects.
Excellent communication and presentation skills, with impeccable attention to detail.
High level of maturity and sound judgment.
Data analysis capabilities and AI/tooling proficiency for process modernization.
Advanced Microsoft Office skills, with an ability to become familiar with firm-specific software.

Date Posted:

20 hours ago

Location:

Remote

Title:

CRM Operations Associate

Job Type:

Full-time

Category:

Non-Clinical

Account:

Voice and non-voice accounts

Shift:

Night Shift

Experience Level:

At least 3 years of experience owning CRM functions, and 3-4+ years of experience in the asset management industry, either in an investor relations role or in a marketing/project management role.