Associate, CRM Operations

MONTICELLOAM•New York, NY

1d•$90,000 - $110,000

About The Position

MONTICELLOAM, LLC is a private credit asset manager focused on bridge lending across seniors housing, skilled nursing, and multifamily real estate. As our platform and affiliated businesses (including Trustwell Living) continue to scale, the operational demands of running a modern investor relations and marketing function have outgrown what a generalist team can sustainably support. We need a dedicated owner for the systems, data, and day-to-day execution that sit underneath every investor interaction and every capital-raising campaign we run. This role exists to be that owner. It bridges two functions that are too often siloed at investment firms: the investor-facing servicing work that keeps existing LPs informed and well-supported, and the marketing operations work that helps us identify, nurture, and convert the next generation of investors. By bringing both under a single seat anchored in HubSpot, we gain a unified view of our investor lifecycle, faster execution on campaigns and ad hoc investor requests, cleaner data for reporting and compliance, and a scalable foundation as the Firm grows. The person in this role will be a force multiplier for the IR, marketing, and sales teams, and a trusted operator behind the Firm's relationships with its capital partners.

Requirements

Bachelor’s Degree
At least 3 years of experience owning CRM functions with preference given to those with the following HubSpot Certifications: HubSpot Marketing Hub Software, HubSpot Sales Hub Software, Inbound Marketing (or Inbound)
3-4+ years of experience in the asset management industry, either in an investor relations role or in a marketing/project management role
Familiarity with alternatives/private fund marketing preferred
Resourceful, driven, and creative problem-solver
Has a start-up mindset and has the desire to roll up their sleeves
Strong project management skills with ability to simultaneously handle multiple projects
Excellent communication and presentation skills, with impeccable attention to detail
High level of maturity and sound judgment
Data analysis capabilities and AI/tooling proficiency for process modernization
Advanced Microsoft Office skills, with an ability to become familiar with firm-specific software

Nice To Haves

Relationship-only IR professionals who avoid backend ownership
Big-platform profiles without proof of hands-on build in lean environments
Candidates who speak conceptually about process but lack execution mechanics
Candidates with no Hubspot familiarity

Responsibilities

Develop a deep understanding of the Firm’s, and its affiliates strategies, investors, and positions.
Customize Hubspot for all pipeline and upcoming investments, amendments, and payoffs. Be able to create customizable dashboards and reporting, and continue adapting throughout the lifecycle of an investment.
Manage investor onboarding, change management, and liaison closely with our fund administrator and custody partners to update information and execute ad hoc investor requests.
Maintain and expand the investor database utilizing Hubspot to ensure investor data is accurate and current for everyday use of the system and for reporting purposes.
Assist in ad hoc projects and processes as needed, including the annual audit and valuation process with third-party partners and assistance with cross-function initiatives.
Handle confidential and non-routine information with the utmost integrity.
Manage workflow ensuring that deadlines are met, and work is completed correctly.
Oversee and manage the configuration, maintenance, and hands-on creation of campaigns in Hubspot, ensuring strategic alignment and flawless execution.
Ensure seamless integration and functionality of the technology stack, aligned with business objectives.
Optimize investor relations, marketing, and sales processes to enhance efficiency, scalability, and effectiveness.
Collaborate with marketing, sales, and other teams to drive integrated campaigns and improve data quality.
Develop and maintain marketing emails, segments, workflow automations, landing pages, reporting, dashboards, and analysis to determine and support the efficacy of marketing campaigns.
Identify areas of opportunities to further nurture leads, turning conversations into raised capital
Ability to put on a product marketing hat and assist with product positioning and develop messaging to support investor relations, marketing, and sales with initiatives that resonate with the firm’s ICP
Manage data governance and ensure compliance with SEC/FINRA guidelines, CAN-SPAM, GDPR, etc.
Ability to train sales on CRM best practices and ensure best practices and processes are being kept