Strong fit for CRM specialists who manage investor data and collaborate with marketing teams, with technical expertise in MS Dynamics and PowerBI.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Pantheon Ventures via Greenhouse
Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for an innovative approach to investing in secondaries, co-investments, and primary fund investments, as well as capital formation across commingled funds, evergreen vehicles and customized solutions. Our specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit. Through our collaborative and committed culture, we find new ways to solve complex problems together and deliver innovative investment opportunities across private markets. Pantheon currently manages approximately $82.3 billion in AUM across all its strategies, serving more than 750 institutional and 638 private wealth clients worldwide
For further details please visit www.pantheon.com
Purpose of Position
The purpose of the role is to manage and maintain investor and prospect data within our CRM and to train Pantheon employees to ensure high levels of adoption across the Client Solutions and marketing teams. The role will also drive enhancements to the CRM and the delivery of enhances to the organization. In addition, the role will support the boarder Product Strategy & Fundraising team, along with Client Onboarding to ensure data is synchronized and up-to-date, along with supporting Client Onboarding around data inputting during new investor closings.
Key Responsibilities
CRM Maintenance, Enhancements & Training
Ensure all prospect leads are synchronized and up-to-date (including meeting notes and lead status)
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 (including PowerBI reports)
Support marketing campaigns by generating mailing lists / target lists
Continuously focus on creating synergies and enhancements to the CRM
Liaison / work with outside vendors, consultants and internal IT on problem solving, enhancements and updates
Train all staff in the functionality of the CRM and focus on increasing adoption
Act as the data owner for prospect and new client information
Ensure all new funds are set-up correctly in CRM and available for FRO tagging
On/Offboarding Support
Ensure new client data is captured during the closing process
Support on an ad-hoc basis any closing related need
Participate in all internal closing related meetings
Reporting
Responsibility for ensuring data is accurate for reporting on fundraising data to Senior Management and external Boards
Ad-hoc support to the broader Product Strategy & Fundraising team on pipeline reporting to internal and external stakeholders
Knowledge and Experience Required
Degree qualified with 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, PowerBI and ideally Introhive
Strong Microsoft Excel skills (Lookups/Pivots)
Experience organizing / setting up conference calls and meetings across multiple times zones
General knowledge of alternative investments desirable
We are looking for the successful candidate to start in Jan/Feb 27
This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager.
Pantheon is an Equal Opportunities employer, we are committed to building a diverse and inclusive workforce so if you're excited about this role but your past experience doesn't perfectly align we'd still encourage you to apply.