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Job: Customer Data Manager – Salesforce/Pardot

Title Customer Data Manager – Salesforce/Pardot
Categories Alternative Asset Management, CRM Administration, Data Analytics, Digital Marketing, Salesforce.com
Location Harrison, NY
Job Information

Our Distressed Hedge Fund client is seeking to recruit a Marketing Automation Manager to oversee the firm’s marketing technology and CRM platforms, analyze and manage complex customer data assist the investment team with digital marketing campaign design and execution.


  • Oversee and maintain the Salesforce platform and the firm’s marketing auotmation and sales enablement technology platforms
  • Research and analyze customer data, performance metrics and marketing analytics to solve data bottlenecks and streamline the sales engagement process
  • Collaborate with senior management and the investment team to brainstorm, develop and execute cutting edge customer engagement initiatives
  • Develop, execute and maintain digital marketing and sales engagement campaigns
  • Develop digital content and consistent messaging strategies to identify new business opportunities and drive revenue growth
  • Manage brand engagement across a variety of digital and social media platforms


  • 3+ years’ data management, marketing technology and digital marketing experience
  • Demonstrated experience maintaining CRM (Salesforce preferred) and marketing technology platforms
  • Advanced technical ability with Salesforce and customer data analysis
  • Experience with marketing automation tools required (i.e., Pardot, LinkedIn Site Navigator, Outreach, etc.)
  • Entreprenurial, motivated and outgoing personality with strong project management and time management skills
  • Creative mindset and demonstrated critical thinking skills
  • Keen interest in the asset management and alternative investments industry
  • Flexible team player that is able well to adapt to change
  • Excellent communication and interpersonal skills
  • Prior financial services industry experience preferred
  • Bachelor’s Degree required
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