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Harrison Street Asset Management · 4 weeks ago

AVP, CRM Administrator - Investor Solutions

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $175K/yr

5+ years exp

Harrison Street Asset Management is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies. They are seeking an Assistant Vice President to serve as the dedicated CRM Administrator for the Investor Solutions Group, responsible for managing investor relationship systems and optimizing Salesforce to enhance fundraising and client relationship management.

FinanceReal EstateReal Estate Investment

Growth Opportunities

Responsibilities

Serve as the primary point of contact and subject matter expert for Salesforce and related CRM systems within the Investor Solutions Group

Oversee data governance: maintain accuracy, integrity, and completeness of investor, consultant, and prospect records

Partner with the Business Technology Group internally and third-party vendors to implement enhancements, integrations, and new functionalities

Execute technical enhancements to the back-end of Salesforce and Tableau with limited scope, including additions/removals of fields, tags, dashboards, reports and related items

Develop a roadmap for cross-system enhancements, such as Salesforce to Juniper Square (Investor reporting) API; strategize about opportunities to effectively connect data systems and structures across the firm to enhance the fundraising process

Develop, document, and enforce best practices for CRM usage across all ISG stakeholders

Design, create, and manage dashboards, reports, and analytics to support fundraising campaigns, pipeline management, and client engagement tracking

Project manage CRM-related projects end-to-end, including: defining scope, and managing timelines, milestones, and deliverables, ensuring alignment with ISG objectives

Oversee periodic system integrations with external data sources (e.g., Preqin, eVestment, etc.)

Work closely with members of the Investor Services team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines

Collaborate with Marketing to align CRM with event management, communication campaigns, and distribution lists

Act as a liaison between ISG and BTG ensuring data consistency and system alignment across the firm

Lead regular training sessions and onboarding for new CRM users across the Investor Solutions Group

Identify opportunities to streamline workflows between teams and propose system/process improvements

Qualification

SalesforceCRM managementProject managementData analysisInvestor relationsFinancial servicesCommunication skillsInterpersonal skillsAttention to detail

Required

Bachelor's degree required

5-7 years of experience in investment management, private equity, real estate, infrastructure, or financial services, with the understanding of related real estate and financial terminology

Strong understanding of fundraising processes, investor relations, and capital formation workflows

Exceptional project management and organizational skills, with the ability to manage multiple priorities under tight deadlines

Effectively communicate technical concepts and requirements to both technical and non-technical stakeholders

Excellent analytical, problem-solving, and data interpretation skills

Strong interpersonal skills, with the ability to work collaboratively across teams and communicate effectively with senior stakeholders

High attention to detail, accountability, and a solutions-oriented mindset

Preferred

MBA or advanced degree preferred

Proven track record of Salesforce/CRM management (administrator or power-user level strongly preferred)

Company

Harrison Street Asset Management

Harrison Street Asset Management is a leading global alternative investment management firm with over $103 billion in assets under management through highly differentiated assets across infrastructure, real estate and credit strategies.

Founded in 2005

Chicago, Illinois, USA

501-1000 employees