Hayfin Capital Management LLP

CRM Associate – Private Credit

Hayfin Capital Management LLP

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Serve as the central connector between data, technology, and investment teams—ensuring our CRM becomes a strategic asset, not just a system.
  • Oversee the deal database lifecycle: intake, creation, dashboard execution, data imports, and cleanup.
  • Analyze CRM data to identify trends, gaps, and opportunities for process optimization.
  • Generate reports and insights to support strategic and operational decision-making.
  • Partner with senior stakeholders to gather requirements, design and prototype CRM enhancements.
  • Oversee the testing, validation and change management of new functionality or enhancements to production operations.
  • Perform Data Stewardship responsibilities to underwrite data integrity and ensure data generated in the CRM system is fit for purpose and downstream integration.

Requirements

  • 3–5 years of experience working with CRM platforms, ideally DealCloud.
  • Understanding of alternative investments and private credit deal structures.
  • Proven experience in project management and cross-functional collaboration.
  • Exceptional attention to detail, analytical mindset, and communication skills.
  • Ability to work independently and thrive in a fast-paced, dynamic environment.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM data analysisdata importsdata cleanupdashboard executiondata stewardshipprocess optimizationreport generationtesting and validationchange managementproject management
Soft Skills
attention to detailanalytical mindsetcommunication skillscross-functional collaborationindependenceadaptabilitystrategic thinkingstakeholder engagementproblem-solvingtime management