Associate - CRM (OneView)

ABOUT IQ-EQ  

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts.                                           

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

System Administration

• Assist in day-to-day administration of the CRM system, including data quality checks, user account management, and system configurations
• Support in the customization and configuration of CRM system to meet business needs
• Manage user profiles, ensuring all users are set up with appropriate access and permissions
• Participate in system testing, upgrades, and implementation of new features

Data Management and Reporting

• Monitor data quality and support efforts to improve data cleanliness, completeness, and consistency by liaising with account relationship managers
• Management of predefined data points within the system to ensure all mandatory data is completed and up to date
• Create and custom reports and dashboards to support business decision making

Support

• Provide ongoing support to system users by addressing queries, troubleshooting issues, and overall guidance in usage of CRM system from a sales and commercial perspective
• Collaborate with cross-functional teams to understand system requirements and provide support
• Ensure clear lines of communication to system users to advise of updated data requirements and data errors

Tasks (What does the role do on a day-to-day basis)

• Support Senior Business Analyst in management and hygiene of OneView data
• Support users with data queries and the overall use of OneView from a commercial perspective
• Completing data quality checks and implementing pre-defined processes
• Work with the wider business to build relationships with users and promote best practice of OneView

Key behaviors we expect to see

• Engagement with commercial needs of data held in OneView
• Continue to build strong relationships within the expanding business
• Support group wide commercial activity and initiatives
• Promoting the use of OneView across the business

Education

• N/A

Background experience

• A good understanding of the business / a solid background working within an established and growing business
• Familiarity with DealCloud or any CRM platforms (e.g., Salesforce,
• HubSpot, Microsoft Dynamics, or similar) would be an advantage

Management & relationship skills

• Proven record of building and managing relationships
• Experience in training or supporting end-users (nice to have)

Presentation and negotiation skills

• Accomplished

Technical knowledge/experience

• Knowledge and use of current CRM system(s) is preferable /
• DealCloud experience would be an advantage
• Strong analytical and problem-solving skills, keen attention to detail and accuracy, especially in managing CRM data and system updates.
• Basic understanding of data structures, reporting tools, or workflow automation is a plus
• Exposure to data visualization tools (e.g., Power BI, Tableau)
• Proficiency in Microsoft applications (Excel, PowerPoint, etc)

OUR COMMITMENT TO YOU AND THE ENVIRONMENT  

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.