CRM (MS Dynamics) Coordinator (12 month FTC)

The role

This person will manage and maintain investor and prospect data within the CRM. They will train employees to ensure high levels of adoption and drive CRM enhancements.

What you will do

• Ensure all prospect leads are synchronized and up-to-date
• Ensure all new client information is correct at new investor closings
• Run and create ad-hoc reports and analysis around prospective investors and current client data
• Support marketing campaigns by generating mailing lists and target lists
• Focus on creating synergies and enhancements to the CRM
• Liaison with outside vendors, consultants and internal IT on problem solving and updates
• Train all staff in the functionality of the CRM
• Act as the data owner for prospect and new client information
• Ensure all new funds are set-up correctly in CRM
• Support Client Onboarding around data inputting during new investor closings

Required qualifications

• Degree qualified
• Solid experience managing data within MS Dynamics
• Strong communication skills, both written and oral
• Meticulous attention to detail regarding data organisation within CRM
• Deep understanding of Microsoft Dynamics and PowerBI
• Strong Microsoft Excel skills (Lookups/Pivots)
• Experience organizing / setting up conference calls and meetings across multiple times zones

Nice to have

• Introhive
• General knowledge of alternative investments

About the company

Pantheon has been at the forefront of private markets investing for more than 40 years. The firm manages approximately $82.3 billion in AUM across all its strategies.