CRM Administrator - Investor Solutions

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $103 billion in assets under management on behalf of institutional investors and registered investment advisors globally.

Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.

Harrison Street Asset Management is seeking an Assistant Vice President to serve as the dedicated CRM (Salesforce) Administrator for the Investor Solutions Group. This individual will play a pivotal role in managing the firm’s investor relationship systems, ensuring data integrity, and enabling seamless coordination between ISG (capital formation, investor services, marketing), Business Technology Group (BTG), and Legal & Compliance. The AVP will be responsible for optimizing Salesforce and related systems, driving adoption across teams, ensuring consistency of investor information, and building tools and workflows that enhance fundraising, investor reporting, and client relationship management.

Responsibilities:

• CRM & Database Management

• Serve as the primary point of contact and subject matter expert for Salesforce and related CRM systems within the Investor Solutions Group.

• Oversee data governance: maintain accuracy, integrity, and completeness of investor, consultant, and prospect records.

• Partner with the Business Technology Group internally and third-party vendors to implement enhancements, integrations, and new functionalities.

• Execute technical enhancements to the back-end of Salesforce and Tableau with limited scope, including additions/removals of fields, tags, dashboards, reports and related items.

• Develop a roadmap for cross-system enhancements, such as Salesforce to Juniper Square (Investor reporting) API; strategize about opportunities to effectively connect data systems and structures across the firm to enhance the fundraising process.

• Develop, document, and enforce best practices for CRM usage across all ISG stakeholders.

• Design, create, and manage dashboards, reports, and analytics to support fundraising campaigns, pipeline management, and client engagement tracking.

• Project manage CRM-related projects end-to-end, including: defining scope, and managing timelines, milestones, and deliverables, ensuring alignment with ISG objectives.

• Oversee periodic system integrations with external data sources (e.g., Preqin, eVestment, etc.).

• Cross-Functional Liaison

• Work closely with members of the Investor Services team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines.

• Collaborate with Marketing to align CRM with event management, communication campaigns, and distribution lists.

• Act as a liaison between ISG and BTG ensuring data consistency and system alignment across the firm.

• Lead regular training sessions and onboarding for new CRM users across the Investor Solutions Group.

• Identify opportunities to streamline workflows between teams and propose system/process improvements.

Requirements:

• Bachelor’s degree required; MBA or advanced degree preferred.
• 5-7 years of experience in investment management, private equity, real estate, infrastructure, or financial services, with the understanding of related real estate and financial terminology.
• Proven track record of Salesforce/CRM management (administrator or power-user level strongly preferred).
• Strong understanding of fundraising processes, investor relations, and capital formation workflows.
• Exceptional project management and organizational skills, with the ability to manage multiple priorities under tight deadlines.
• Effectively communicate technical concepts and requirements to both technical and non-technical stakeholders.
• Excellent analytical, problem-solving, and data interpretation skills.
• Strong interpersonal skills, with the ability to work collaboratively across teams and communicate effectively with senior stakeholders.
• High attention to detail, accountability, and a solutions-oriented mindset.