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CRM Business Solutions Co-Op

Boston, MA

Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $40 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and approximately 180 investment professionals, the firm is a leading capital partner for North American middle market companies. For more information, visit the Audax Group website www.audaxgroup.com.

POSITION SUMMARY:

Audax is looking for a proactive and analytical CRM Analyst to drive the success of our cutting-edge CRM systems! If you’re passionate about optimizing workflows, solving complex problems, and making a direct impact on business operations, this role is for you.

As a key player on our team, you’ll be at the forefront of enhancing, streamlining, and maintaining our Salesforce platform and the InvestorFlow Managed Package. You'll collaborate with cross-functional teams, translate business needs into smart CRM solutions, and ensure seamless data integrity and top-tier system performance.

This is an exciting opportunity to work in a fast-paced, growth-oriented environment where your contributions will fuel innovation, improve efficiency, and elevate the user experience. If you thrive on challenges and love turning data into actionable insights, we want you on our team!

 

RESPONSIBILITIES:

  • Collaborate in weekly and ad-hoc meetings across departments, engaging stakeholders at all levels throughout the firm to drive innovation and deliver impactful solutions.
  • Oversee the ticket queue, proactively prioritizing and addressing new requests to ensure timely resolution and optimal workflow.
  • Manage mass data imports and updates, ensuring thorough proofing in UAT before transitioning to production
  • Lead data hygiene initiatives, leveraging tools like Plauti to proactively monitor, identify, and resolve data quality issues
  • Take full ownership of processing and completing legal destruction requests, ensuring all are handled within a few days of receipt each month
  • Evaluate and conduct testing on QA sprint tickets that are prepared and ready for validation.
  • Participate in and document monthly requirements-gathering sessions with stakeholders, leveraging Trailhead resources to suggest valuable improvements to session structure and contribute to ongoing enhancements
  • Review and summarize Salesforce and InvestorFlow release notes for Summer, Spring, and Winter releases, flagging key insights and relevant updates for team review and coordinating necessary testing.
  • Assist in building and maintaining the data dictionary, ensuring it evolves to support organizational needs and data clarity
  • Perform minor configuration tasks in the Salesforce developer sandbox on a monthly basis.
  • Attend meetings and document requirements for POCs, assisting with next steps as needed.
  • Assist with monthly or bimonthly UAT refreshes to ensure proper testing.
  • Create documentation of InvestorFlow functionality based on team knowledge and project notes.
  • Collaborate with the Senior Salesforce Administrator on research and implementation of event monitoring within Salesforce.

REQUIREMENTS/QUALIFICATIONS:

  • Currently pursuing a degree in Business, Information Technology, Data Science, or a related field (or equivalent academic background).
  • Eagerness to contribute solutions to business problems through CRM systems.
  • Ability to analyze data, identify trends, and maintain data accuracy.
  • Strong verbal and written communication skills with the ability to collaborate with various teams.
  • Detail-oriented with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.
  • Ability to work collaboratively in a team environment and support internal stakeholders.
  • Self-starter with the ability to work independently and take initiative.
  • Strong learner's mindset, eager to acquire new skills and knowledge.
  • Demonstrates ownership and accountability for tasks and projects.
  • Open to troubleshooting and resolving issues efficiently and effectively.
  • Familiarity with Salesforce or similar CRM platforms, with a strong interest in working within the Salesforce ecosystem, is a plus.
  • Previous Co-Op or full-time experience in a related field is a plus.
  • Salesforce Associates Certification a plus.

Location: Boston, MA. This position is in the office 3 days/week. These in-office requirements may be adjusted based on the needs of the business.

 

 

 

 

 

 This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. 

Audax Management Co. is an equal opportunity employer.

Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

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