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Associate-CRM

Acuity Knowledge Partners

2 years

0 Lacs

Gurugram Haryana India

Posted:2 weeks ago| Platform:

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Skills Required

crm data pipeline updating reporting database management coordination assessment analysis reports communication workflow

Work Mode

On-site

Job Type

Full Time

Job Description

Responsibilities • Managing data and pipeline status on CRM • Updating meeting notes and other deal related data for investment bank team Take new initiatives and share ideas for reporting and managing data on CRM • Ability to think critically and analyzing results • Assist in database management, coordination with various stakeholders • Excellent working knowledge of DealCloud CRM • Manage project timelines and quality of deliverables in a manner to ensure “high client satisfaction” • Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment • Conducting analysis & performing quality control check of the outgoing reports/packs Required Background • Bachelor of Tech or commerce or equivalent qualification (2+ years of experience in CRM data management, DealCloud preferred) • The candidate should have the ability to work independently • Strong communication skills to engage with the client and managing workflow • Good MS Office skills Show more Show less

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Salary: Not disclosed

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Acuity Knowledge Partners

www.acuitykp.com

Financial Services

London United Kingdom

5001-10000 Employees

451 Jobs

Key People

Nikhil Sinha

CEO
Somnath Chakrabarti

CFO
Lucy Smith

Chief Operating Officer

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