PGIM Private Alternatives, Global Investor Services – Sales Enablement Associate (Hybrid | Newark, NJ, or NYC)

Job Classification:

Product Management - Product Management

A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!  

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

We are seeking an individual to support our Salesforce customer relationship management system and suite of sales enablement tools to facilitate the business’ sales process and investor lifecycle with strong focus on driving efficiency, maximizing sales results, and improving the client experience.   

The sales and investor lifecycle ecosystem are comprised of the following key systems/tools:  Salesforce, InvestorFlow, Tableau, Anduin, Seismic, and Marketing Cloud.

We are seeking a highly organized, energetic individual with strong data governance and analytical skill and systems administration capabilities to support the team in managing the day-to-day operations related to Salesforce, InvestorFlow, and other sales enablement tools, such as managing users and stakeholders, pulling campaigns and distribution lists, overseeing data quality, building out the existing reporting and analytics capabilities. 

This role can be based in the NY or NJ office.

What you can expect

• Salesforce and InvestorFlow:
  • Responsible for all day-to-day data updates across Salesforce to effectuate ongoing business needs (i.e., territory reassignments, new set ups/close outs/edits for products, organizations, contacts, investments, fundraises, portal pages, etc.)
  • Responsible for day-to-day troubleshooting and working with technology and users to log, track, and resolve issues.
  • Manage user onboard and off board process, including license review, security and profile review and set up.
  • Manage native Salesforce reporting as needed.
  • Support InvestorFlow daily activities, including document uploads and correspondence.
  • Manage Salesforce connectivity across multiple systems and operational workflows.
  • Oversee and manage set up and lifecycle for all diligence and investor reporting rooms across Salesforce and InvestorFlow platforms.
  • Assist with integration of third-party market intel data sources, in house AUM process, and CRM data from other PGIM institutional businesses to drive fuller understanding of client accounts and opportunities.
  • Manage the end-to-end investor communication process and understanding various communication types and nuances across platforms and audiences being reached, including coordination of undeliverable emails after mailings and removal/inactivation of contacts.
• Data and Analytics
  • Deliver reporting and analytics for key stakeholders in a scalable manner that aids stakeholders in their day-to-day decision making and facilitates the sales process.
  • Manage the current auditing capabilities and continue to build out in scalable manner to proactively identify data issues across the platforms.
  • Work with related parties to resolve data issues.

What you will bring

• +4 years of Salesforces CRM experience.
• Knowledge of tools in the sales and investor lifecycle ecosystem: Salesforce, Marketing Cloud, Tableau, InvestorFlow, and Anduin.
• Strong proficiency in all Microsoft products, including Excel, Word, and Power Point
• Strong accountability, adaptability, and takes initiative with a positive attitude.

What will set you apart?

• Experience working in the investment management industry preferred.
• Excellent organization and time management skills with the ability to balance multiple priorities in high paced, dynamic environment.
• Strong analytic and project management skills.
• Detail-oriented with solid written and verbal skills.
• Ability to work independently and to orchestrate work with other teams.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage y