Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Investor CRM Lead (12 month FTC) role.

Rezi rewrites your resume against Pantheon Ventures Careers's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Investor CRM Lead (12 month FTC) posting at Pantheon Ventures Careers — free, in seconds.

About the Role

Manage and maintain investor and prospect data within our CRM, train employees to ensure high adoption, and drive CRM enhancements. Support the Product Strategy & Fundraising team and Client Onboarding with data synchronization and input during new investor closings.

Responsibilities

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 and target lists.
Continuously focus on creating synergies and enhancements to the CRM.
Liaise and 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.
Ensure new client data is captured during the closing process.
Support on an ad-hoc basis any closing-related needs.
Participate in all internal closing-related meetings.
Ensure data is accurate for reporting on fundraising data to Senior Management and external Boards.
Provide ad-hoc support to the broader Product Strategy & Fundraising team on pipeline reporting to internal and external stakeholders.

Requirements

Degree qualified with solid experience managing data within MS Dynamics.
Strong communication skills, both written and oral.
Meticulous attention to detail regarding data organization within CRM.
Deep understanding of Microsoft Dynamics, PowerBI, and ideally Introhive.
Strong Microsoft Excel skills (Lookups/Pivots).
Experience organizing and setting up conference calls and meetings across multiple time zones.
General knowledge of alternative investments is desirable.
May be required to perform other job-related duties as reasonably requested by your manager.

Skills

MS Dynamics
PowerBI
Introhive
Microsoft Excel (Lookups/Pivots)
Data Management
CRM
Reporting
Communication

Location

Remote

Work Type

Full-time

Experience Level

Mid-level

Education Level

Degree qualified

About the Company

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.
Specialist investment capabilities span multiple strategies across private equity, infrastructure and real assets, and private credit.
Collaborative and committed culture focused on solving complex problems and delivering innovative investment opportunities.
Manages approximately $82.3 billion in AUM across all strategies.
Serves more than 750 institutional and 638 private wealth clients worldwide.

Equal Opportunity

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.