What are the responsibilities and job description for the Account Specialist position at Robert Half?
Responsible for all day-to-day data updates across Salesforce to effectuate ongoing business needs (i.e., territory reassignments, new set ups / close outs / edits for products, organizations, contacts, investments, fundraises, portal pages, etc.)
Responsible for day-to-day troubleshooting and working with technology and users to log, track, and resolve issues.
Manage user onboard and off board process, including license review, security and profile review and set up.
Manage native Salesforce reporting as needed.
Support InvestorFlow daily activities, including document uploads and correspondence.
Manage Salesforce connectivity across multiple systems and operational workflows.
Oversee and manage set up and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
Assist with integration of third-party market intel data sources, in house AUM process, and CRM data to drive fuller understanding of client accounts and opportunities.
Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal / inactivation of contacts.
Data and Analytics
Deliver reporting and analytics for key stakeholders in a scalable manner that aids stakeholders in their day-to-day decision making and facilitates the sales process.
Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the platforms.
Work with related parties to resolve data issues.
What you will bring
7 years of Salesforces CRM experience.
Knowledge of tools in the sales and investor lifecycle ecosystem : Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
Strong accountability, adaptability, and takes initiative with a positive attitude.
What will set you apart?
Experience working in the investment management industry preferred.
Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment.
Strong analytic and project management skills.
Detail-oriented with solid written and verbal skills.
Ability to work independently and to orchestrate work with other team
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