16 Aug
|
Important Company of the Sector
|
Hyderabad
16 Aug
Important Company of the Sector
Hyderabad
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.