Senior Associate - CAS

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.