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# CRM Analyst

- **Company:** Prospect, Inc.
- **Location:** New York, NY, United States
- **Experience:** Experienced
- **Salary:** $80,000 - $120,000
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Data Analysis, Salesforce.Com
- **Published:** November 12, 2026
- **Apply:** https://www.careerbuilder.com/job-details/crm-analyst-new-york-ny--ad17afb9-7083-4d47-91c2-c734089b269b

## About the Role

Customer Relationship Management (CRM), Analysis Skills, Real Estate, Direct Lending, Asset Management, Risk, Entrepreneurship, Continuous Improvement, Sales Management, Reporting Skills, * At least two to three years of experience in financial services, client service, sales support, investment operations, or a related field.

 * Bachelor's degree, preferably in business, finance, economics, or a related field, with working knowledge of financial concepts and an interest in alternative investments.
 * Strong Excel skills and comfort organizing, reviewing, and interpreting data.
 * Experience using Salesforce or another CRM platform preferred; familiarity with PitchBook, Preqin, or Bloomberg is a plus.
 * Excellent organizational skills, attention to detail, and follow-through, with a proactive approach to managing competing priorities.
 * Strong communication skills and a responsive, service-oriented approach, with the ability to work independently and collaboratively.

## Description

Prospect's Client Advisory team is seeking a Sales Support Analyst to support its capital raising and relationship management efforts. This individual will help maintain investor and prospect information, prepare reports, coordinate outreach, and keep the team organized and informed.

This role is well-suited to someone with a background in finance, client service, or sales support who is organized, comfortable working with data, and interested in alternative investments. You'll use Salesforce and Excel regularly to support the team's daily activities and improve how information is tracked and shared.

Responsibilities:

 * Maintain accurate investor and prospect records in Salesforce, including contact information, outreach activity, and fundraising status; resolve missing information, inconsistencies, and duplicate records.
 * Prepare reports, dashboards, and pipeline summaries to help the team and senior leadership track fundraising activity and investor engagement.
 * Gather updates from team members, track outstanding items, and ensure records and reports reflect current activity.
 * Assist with investor and prospect research, develop targeted contact lists, and support outreach campaigns.
 * Help coordinate email marketing, events, and follow-up activities, including tracking responses and engagement.
 * Serve as a day-to-day Salesforce resource for the team, applying strong familiarity with the platform to support reporting, track investor activity, and help colleagues use it effectively.