​We seek diligent, detail-oriented professionals to join the team. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. 

IT PROFESSIONAL (CRM)

Panchee Advisory LLC, a boutique financial advisory firm, is seeking an IT Professional specializing in CRM systems for a part-time contract position.  Must have a proven record of developing, customizing and implementing robust CRM systems in the investment industry.

 

Panchee Advisory’s mission is to provide superior support solutions to middle market financial firms, freeing them to focus on investment selection and value creation. 

 

Key Responsibilities:

  • Assess business requirements to identify and recommend appropriate and effective CRM solutions

  • Develop and customize innovative CRM based technology systems to support the company’s growth strategy and business needs

  • Assist with standardizing and refining CRM processes and procedures across multiple function areas

  • Train stakeholders on best practices for optimization of CRM tools

  • Implement quality assurance procedures to ensure platform stability

 

Position Requirements:

  • Minimum 5+ years of direct experience developing and customizing CRM solutions in the finance industry – private equity or hedge funds a plus.

  • Proven track record of successful rollout and implementation of CRM systems

  • Working knowledge of various CRM systems

  • Excellent verbal and written communication skills

  • Detail focused with superior follow through skills

  • Excellent customer service skills

  • Experience working with high net-worth clients is a plus

If this sounds like you, please send cover letter and resume to Janet Cortazzi at jc@pancheeadvisory.com.