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About the role
Key responsibilities & impact- Translate qualitative customer and prospect insights into actionable quantitative data within our CRM to further the depth and quality of our community relationships.
- Architect a scalable framework for relationship tagging that balances depth of insight with ease of use across teams
- Proactively identify and resolve Salesforce data gaps, partnering with the sales team to drive sustainable data quality improvements
- Own the build and ongoing maintenance of key databases, ensuring data is consistently entered, organized, and ready to activate
- Manage the intersection of data across platforms (e.g., ensuring relationship and network data in Polinode aligns with and is enriched by what lives in Salesforce and other tools)
- Evaluate existing workflows and lead initiatives to automate or streamline inefficiencies
- Establish and maintain SOPs and documentation that help the team scale
- Support leadership in cultivating a network where relationships are actively nurtured, not just tracked
- Map and maintain relationship data across people, companies, and consultants to surface connection opportunities and referral pathways
- Conduct Relationship Gap Analysis to surface unknown and dormant relationships in the network and trigger re-engagement workflows to deepen community ties for leadership
- Track market intelligence such as RFP activity and procurement cycles that create strategic value across the network
- Assist leadership in identifying where the community has gaps, momentum, or untapped potential
- Track engagement patterns across the network to help leadership prioritize where to invest time and relationships
- Build reporting that keeps leadership informed on referral exchanges, pending opportunities, and follow-up needs
Requirements
What you’ll need- 5–7 years in a role centered around relationship management, strategic partnerships, network development, or other similar field
- Proficiency in Salesforce and data visualization tools
- Analytical mindset with a track record of improving systems, not just managing them
- Genuinely curious about people, networks and how relationships drive business outcomes
Benefits
Comp & perks- Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance
- Flexible Spending Benefits
- 401(k) Retirement Savings Program
- Short-term and long-term disability
- Discretionary Paid Time Off
- Paid Company Holidays
- Wellness Benefits
- Commuter Benefits
- Paid Parental Leave benefits
- Employee Assistance Program (EAP)
- Well-stocked kitchen in office locations
- Professional development and training opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisdata managementrelationship mappingdata quality improvementworkflow automationrelationship gap analysisreporting
Soft Skills
analytical mindsetcuriosityrelationship managementnetwork developmentstrategic thinking