Account Coordinator - Salesforce, Excel - JSR Tech Consulting
New York, NY
About the Job
contract position with a major financial firm.
Hybrid, 2-3 days per week on-site in midtown NYC or Newark, NJ are required.
Salesforce and InvestorFlow:
Responsible for all day-to-day data updates across Salesforce to effectuate ongoing
business needs (i.e., territory reassignments, new set ups/close outs/edits for products,
organizations, contacts, investments, fundraises, portal pages, etc.)
Responsible for day-to-day troubleshooting and working with technology and users to
log, track, and resolve issues.
Manage user onboard and off board process, including license review, security and
profile review and set up.
Manage native Salesforce reporting as needed.
Support InvestorFlow daily activities, including document uploads and correspondence.
Manage Salesforce connectivity across multiple systems and operational workflows.
Oversee and manage set up and lifecycle for all diligence and investor reporting rooms
across Salesforce and InvestorFlow platforms.
Assist with integration of third-party market Client data sources, in house AUM process,
and CRM data from other PGIM institutional businesses to drive fuller understanding of
client accounts and opportunities.
Manage the end-to-end investor communication process and understanding various
communication types and nuances across platforms and audiences being reached,
including coordination of undeliverable emails after mailings and removal/inactivation of
contacts.
Data and Analytics
Deliver reporting and analytics for key stakeholders in a scalable manner that aids
stakeholders in their day-to-day decision making and facilitates the sales process.
Manage the current auditing capabilities and continue to build out in scalable manner to
proactively identify data issues across the platforms.
Work with related parties to resolve data issues.
What you will bring
7+ years of Salesforces CRM experience.
Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
Strong accountability, adaptability, and takes initiative with a positive attitude.
What will set you apart?
Experience working in the investment management industry preferred.
Excellent organization and time management skills with the ability to balance multiple priorities in high
paced, dynamic environment.
Strong analytic and project management skills.
Detail-oriented with solid written and verbal skills.
Ability to work independently and to orchestrate work with other team
#LI-MB1
Hybrid, 2-3 days per week on-site in midtown NYC or Newark, NJ are required.
Salesforce and InvestorFlow:
Responsible for all day-to-day data updates across Salesforce to effectuate ongoing
business needs (i.e., territory reassignments, new set ups/close outs/edits for products,
organizations, contacts, investments, fundraises, portal pages, etc.)
Responsible for day-to-day troubleshooting and working with technology and users to
log, track, and resolve issues.
Manage user onboard and off board process, including license review, security and
profile review and set up.
Manage native Salesforce reporting as needed.
Support InvestorFlow daily activities, including document uploads and correspondence.
Manage Salesforce connectivity across multiple systems and operational workflows.
Oversee and manage set up and lifecycle for all diligence and investor reporting rooms
across Salesforce and InvestorFlow platforms.
Assist with integration of third-party market Client data sources, in house AUM process,
and CRM data from other PGIM institutional businesses to drive fuller understanding of
client accounts and opportunities.
Manage the end-to-end investor communication process and understanding various
communication types and nuances across platforms and audiences being reached,
including coordination of undeliverable emails after mailings and removal/inactivation of
contacts.
Data and Analytics
Deliver reporting and analytics for key stakeholders in a scalable manner that aids
stakeholders in their day-to-day decision making and facilitates the sales process.
Manage the current auditing capabilities and continue to build out in scalable manner to
proactively identify data issues across the platforms.
Work with related parties to resolve data issues.
What you will bring
7+ years of Salesforces CRM experience.
Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
Strong accountability, adaptability, and takes initiative with a positive attitude.
What will set you apart?
Experience working in the investment management industry preferred.
Excellent organization and time management skills with the ability to balance multiple priorities in high
paced, dynamic environment.
Strong analytic and project management skills.
Detail-oriented with solid written and verbal skills.
Ability to work independently and to orchestrate work with other team
#LI-MB1
Source : JSR Tech Consulting