Senior Customer Success Manager guiding clients through their Proofpoint journey to maximize product value. Collaborating with cross - functional teams to enhance customer experience in cybersecurity solutions.
About the role
- CRM Associate managing CRM operations and analytics to support Hayfin Capital Management's Private Credit team. Collaborating with investment and data technology teams to optimize internal processes.
Responsibilities
- Serve as the central connector between data, technology, and investment teams—ensuring our CRM becomes a strategic asset, not just a system.
- Oversee the deal database lifecycle: intake, creation, dashboard execution, data imports, and cleanup.
- Analyze CRM data to identify trends, gaps, and opportunities for process optimization.
- Generate reports and insights to support strategic and operational decision-making.
- Partner with senior stakeholders to gather requirements, design and prototype CRM enhancements.
- Oversee the testing, validation and change management of new functionality or enhancements to production operations.
- Perform Data Stewardship responsibilities to underwrite data integrity and ensure data generated in the CRM system is fit for purpose and downstream integration.
Requirements
- 3–5 years of experience working with CRM platforms, ideally DealCloud.
- Understanding of alternative investments and private credit deal structures.
- Proven experience in project management and cross-functional collaboration.
- Exceptional attention to detail, analytical mindset, and communication skills.
- Ability to work independently and thrive in a fast-paced, dynamic environment.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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