Customer Success Manager

• CRM & Database Management
• 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.).
• Cross-Functional Liaison
• 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.

AVP, CRM Administrator – Investor Solutions

SVP, Customer Success

Head of Customer Success

Analyst – CRM, Fintech, AI

Customer Success Consultant