BXCI - ICS (Data and Business Operations), Vice President
Core
Oversee administration, optimization, and strategic use of data management systems to drive data integrity and support fundraising operations.
Role type
Vice President, Data & Business Operations (CRM & Data Strategy)
Builds
Salesforce CRM system, investor opportunity dashboards, and operational KPI reports
Domain
Financial Services / Alternative Asset Management / Real Estate & Credit
Deliverable
dashboards & analysis
Required skills
Salesforce administration, SQL, BI/reporting tools (Tableau, Sigma), data cleansing, process optimization, cross-functional collaboration
Preferred skills
CRM integrations and APIs, data quality enforcement
Technologies
Salesforce, Tableau, Sigma, SQL, Microsoft Office
Responsibilities
Gather requirements for CRM and reporting customizations; Manage and optimize Salesforce CRM system; Design and document enhanced system workflows; Partner with integration teams to enforce data quality standards; Develop dashboards to track investor opportunity progress; Analyze operational data and deliver actionable insights
Seniority
Executive (VP), hands-on leadership