What you’ll be doing:

CRM Management (DealCloud):

· Maintain and enhance CRM data integrity by
migrating legacy information into DealCloud.

· Enrich CRM records accurate, up-to-date investor
and client information.

· Ensure seamless tracking of interactions,
meetings, and outreach activities.

Investor Outreach & Event
Support:

· Partner with clients to identify and reach out
to investor leads.

· Execute customized mailing campaigns to capture
investor interest and engagement.

· Record and track all outreach activities,
responses, and outcomes within CRM.

Data & Reporting:

· Generate insights and reports from CRM to
support leadership decision-making.

· Monitor engagement metrics and recommend
improvements for outreach strategies

Requirements
What are we looking for:

· 3+ years of hands-on experience with CRM
platforms, preferably DealCloud.

· Robust background in data migration, enrichment,
and CRM optimization.

· Excellent communication skills for investor
outreach and client collaboration.

· Ability to manage event-related tasks with
precision and professionalism.

· Detail-oriented with strong organizational and
reporting skills.

📌 Senior Associate (Hyderabad)
🏢 Alliantgroup India Talent
📍 Hyderabad