AVP, CRM Administrator - Investor Solutions

Harrison Street Asset Management is seeking an Assistant Vice President to serve as the dedicated CRM (Salesforce) Administrator for the Investor Solutions Group.

Requirements

• Serve as the primary point of contact and subject matter expert for Salesforce and related CRM systems within the Investor Solutions Group.
• Oversee data governance: maintain accuracy, integrity, and completeness of investor, consultant, and prospect records.
• Develop a roadmap for cross-system enhancements, such as Salesforce to Juniper Square (Investor reporting) API;
• Project manage CRM-related projects end-to-end, including: defining scope, and managing timelines, milestones, and deliverables, ensuring alignment with ISG objectives.
• Work closely with members of the Investor Services team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines.
• Collaborate with Marketing to align CRM with event management, communication campaigns, and distribution lists.
• Lead regular training sessions and onboarding for new CRM users across the Investor Solutions Group.
• Identify opportunities to streamline workflows between teams and propose system/process improvements.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Equal opportunity employer committed to diversity, equity and inclusion in the workplace