JOIN US AS A SENIOR ASSOCIATE - CRM & DATA!

Are you passionate about leveraging data to drive impactful decisions? Do you excel in CRM management, data integrity, and cross-departmental collaboration? If so, we want to hear from you!

QUALIFICATIONS:

• Bachelor’s degree in Economics, Business Administration, Mathematics, Finance, Information Systems, Data Management, or a related field.
• 2-5 years of experience in data management, CRM systems, reporting, or data visualization.
• Experience with Power BI, Tableau, or similar tools is a plus.
• Familiarity with data privacy standards and confidentiality protocols.Strong analytical, organizational, and communication skills.

KEY SKILLS:

• Attention to detail and data accuracy.
• Proactive problem-solving abilities.
• Proficiency in CRM software and data visualization tools.
• Ability to handle confidential information responsibly.Collaborative approach and effective communication.

• Collaborate with internal teams to capture investment leads, ensuring data accuracy and proactive follow-ups.
• Conduct daily data entry and integrity checks to maintain a reliable CRM database.
• Schedule and execute follow-ups with investment advisors, tracking pipeline movement and flagging updates.
• Handle CRM data following confidentiality protocols and support data governance practices.
• Identify automation opportunities to streamline CRM processes and enhance user experience.
• Assist in onboarding new CRM users, providing training and technical support.
• Prepare CRM reports and visual dashboards for internal reviews and operational planning.
• Monitor and accurately record investor and corporate engagement activities for comprehensive tracking.
• Maintain data consistency by verifying industry classifications, origin data, and resolving discrepancies.Liaise across departments to gather user feedback, supporting system improvements.