CRM Data Lead for Investor Solutions & Training

CRM Data Lead for Investor Solutions & Training

Full-Time On-site
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Pantheon is seeking a CRM Data & Training Specialist to manage investor and prospect data within our MS Dynamics CRM, train Pantheon employees, and drive enhancements across Client Solutions and marketing. The role also supports onboarding and data synchronization for new investor closings.

You will work with PowerBI, Excel and external vendors to improve data quality, reporting, and CRM adoption, while supporting fundraising data delivery to management and boards.

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CRM Data Lead for Investor Solutions & Training employer: Pantheon

At Pantheon, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our team members benefit from extensive professional growth opportunities, competitive compensation, and the chance to work on impactful infrastructure transactions in a global setting. Join us in a role where your expertise will be valued and your contributions will make a difference in the private markets landscape.

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Contact Details:

Pantheon Recruitment Team