CareerPlan

BXCI - ICS (Data and Business Operations), Vice President

New York, USFull-time$185k2026-10-06 → 2026-11-10

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