Budget: Max up to 6LPA
3–6 years managing a CRM system (such as Zoho), ideally within financial services or a comparable regulated environment.
JD-
Demonstrated habit of testing every change safely before making it live, always with a rollback plan.
Working understanding of data privacy fundamentals — handling personal-data requests correctly and reporting data incidents on time.
Real experience managing contracts and relationships.
with outside vendors, including data handling and offboarding terms.
Comfortable saying no and escalating when a rule genuinely matters, rather than finding a workaround that quietly breaks it.
Core Competencies
Habit of fixing the real underlying cause of repeated problems, not just patching symptoms. Strong ownership instinct takes the full process from request to resolution rather than handing pieces off. Robust interpersonal and time-management skills,
with discipline to manage multiple team requests without losing quality. Clear, concise and confident written/verbal communication, with ability to manage internal and external relationships. Ability to work under pressure and meet deadlines while producing accurate, high-quality output — this role sits at the intersection of trust and speed.
Opportunity
This position represents a genuine opportunity to own a system that touches almost every part of how Arbour raises and manages capital — with direct visibility to the COO, real authority over how the CRM evolves, and a meaningful hand in getting the Fund Raising, Investor Relations and Marketing engine right from the ground up
Preferred Background & Key Skills
Preferred Background
Financial services or a comparable regulated workplace
CRM system management such as Zoho
Data privacy and Personal-Data Handling
Outside vendor and contract management.