What you’ll be doing: CRM Management (DealCloud): · Maintain and enhance CRM data integrity by migrating legacy information into DealCloud. · Enrich CRM records accurate, up-to-date investor and client information. · Ensure seamless tracking of interactions, meetings, and outreach activities. Investor Outreach & Event Support: · Partner with clients to identify and reach out to investor leads. · Execute customized mailing campaigns to capture investor interest and engagement. · Record and track all outreach activities, responses, and outcomes within CRM. Data & Reporting: · Generate insights and reports from CRM to support leadership decision-making. · Monitor engagement metrics and recommend improvements for outreach strategies Requirements What are we looking for: · 3+ years of hands-on experience with CRM platforms, preferably DealCloud. · Strong background in data migration, enrichment, and CRM optimization. · Excellent communication skills for investor outreach and client collaboration. · Ability to manage event-related tasks with precision and professionalism. · Detail-oriented with strong organizational and reporting skills.