CRM Analyst

Prospect Capital • New York, NY

23h • $80,000 - $120,000

About The Position

Prospect Capital’s Client Advisory team is seeking a CRM Analyst to support capital raising by managing and enhancing the firm’s Salesforce platform. The role maintains accurate investor and prospect data, develops reporting, and improves workflows and marketing initiatives that support outreach and relationship management.

The CRM Analyst serves as the Salesforce subject matter expert, overseeing platform configuration, external data integrations, and automated workflows. The role also supports users, develops reporting and dashboards for leadership, maintains investor and prospect records, and partners with the Client Advisory team to manage system enhancements from requirements gathering through implementation. Marketing capabilities include email marketing, landing pages, web forms, marketing automation, web tracking, event management, marketing attribution, and targeted campaigns for investors and prospects.

Requirements

• At least three years of hands-on Salesforce experience.
• Bachelor’s degree required.
• Strong understanding of relational databases, data management, and data integrity.
• Advanced Excel proficiency.
• Excellent organizational skills and attention to detail, with the ability to manage competing priorities and meet deadlines.
• Working knowledge of financial concepts and an interest in alternative investments and capital raising.
• Strong interpersonal and communication skills, including the ability to present information clearly to senior leadership.
• Self-motivated and resourceful, with sound judgment and the ability to work independently and collaboratively.

Nice To Haves

• Salesforce experience within private equity or alternative investments.
• Experience with PitchBook, Preqin, Bloomberg, or API integrations.
• Bachelor’s degree in business, finance, or a related field.

Responsibilities

• Serve as the Salesforce subject matter expert and oversee configuration, external data integrations, and automated workflows.
• Manage user access, training, and support; maintain system guidelines and communicate updates to team members.
• Develop and automate reports and dashboards for senior leadership to track fundraising activity, investor engagement, and pipeline progress.
• Maintain accurate investor and prospect records by gathering stakeholder updates, correcting inconsistencies, and resolving duplicate records.
• Partner with the Client Advisory team to document business needs and manage system enhancements through development, testing, and implementation.
• Manage capabilities supporting email marketing, landing pages, web forms, marketing automation, web tracking, event management, and marketing attribution.
• Develop targeted marketing campaigns to engage high-potential investors and prospects.

Benefits

• Annual discretionary performance-based bonus.
• 100% employer-paid premiums for medical, dental, vision, life insurance, and AD&D.
• Pretax benefit accounts, including FSA, HSA, and commuter accounts.
• Mentorship program.
• Daily in-office paid breakfast and lunch.
• Company-sponsored ski and sailing trips.
• Regular happy hours.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level