CRM Implementation Specialist
Core
Support Global Client Success Managers in delivering ESG client engagements, managing project timelines, and coordinating client onboarding and feedback.
Role type
Implementation Specialist (ESG Operations)
Builds
Client deliverables, project trackers, client feedback presentations, and ESG portal setups
Domain
Financial Services / ESG / Private Equity
Deliverable
client delivery
Required skills
Project management, stakeholder coordination, data analysis, client communication, IT proficiency (Microsoft Office)
Preferred skills
ESG domain knowledge, Private Equity operations experience, high-profile client support experience
Technologies
Microsoft Office (Excel, PowerPoint, Word), ESG Portal
Responsibilities
Coordinate client onboarding and kick-off calls; maintain project trackers; prepare client feedback presentations and proposals; analyze client questionnaire results; manage client queries on ESG products; support strategy building for upsell opportunities; coordinate new portfolio company setups in ESG Portal; prepare dashboards for management.
Seniority
Mid-level, hands-on IC