AVP, CRM Administrator Investor Solutions

Chicago, IL - USA

Monthly Salary: $ 110000 - 175000

Posted on: 5 hours ago

Vacancies: 1 Vacancy

Job Summary

Harrison Street Asset Management (HSAM) is a leading global alternative investment management firm focused on real estate infrastructure and credit strategies across North America and Europe. Headquartered in Chicago Toronto and London with offices across North America Europe Asia and the Middle East the firm has over $103 billion in assets under management on behalf of institutional investors and registered investment advisors globally.

Founded on a culture of innovation HSAM is an early mover in alternative real estate and mid-market infrastructure. Today the firms global team consisting of more than 520 professionals is committed to creating long-term value through deep sector expertise and forward-thinking strategies.

Harrison Street Asset Management is seeking an Assistant Vice President to serve as the dedicated CRM (Salesforce) Administrator for the Investor Solutions Group. This individual will play a pivotal role in managing the firms investor relationship systems ensuring data integrity and enabling seamless coordination between ISG (capital formation investor services marketing) Business Technology Group (BTG) and Legal & Compliance. The AVP will be responsible for optimizing Salesforce and related systems driving adoption across teams ensuring consistency of investor information and building tools and workflows that enhance fundraising investor reporting and client relationship management.

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:

Bachelors 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.

$110000 - $175000 a year

For Illinois Only:The expected base salary range for this position is $110000 - $175000. Actual salaries may vary based on a number of factors including skills experience and qualifications.

Harrison Street is proud to be an equal opportunity employer committed to diversity equity and inclusion in the workplace and is an affirmative action employer. All qualified applicants will receive consideration for employment without regard to veteran status uniform service member status race color religion sex national origin age physical or mental disability genetic information or any other protected class under federal state or local law.

If you require accessibility assistance applying for open positions please contact our ADA Accessible Line at oremailprotected. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.

Required Experience:

Unclear Seniority

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:

Bachelors 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.

$110000 - $175000 a year

For Illinois Only:The expected base salary range for this position is $110000 - $175000. Actual salaries may vary based on a number of factors including skills experience and qualifications.

Required Experience:

Unclear Seniority

Key Skills

Presentation Skills
Risk Management
Financial Services
IFRS
Banking
Pricing
Analysis Skills
Securities Law
Investment Banking
Relationship Management
Strategic Planning
Leadership Experience

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About Company

Harrison Street

Focused exclusively on alternative real assets, Harrison Street is an investment management firm that combines innovation and process rigor to execute differentiated strategies.

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