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Job Description


Salesforce and FinancialForce administration along with documentation and implementation of best practices
Managing technical aspects of key marketing systems to generate, distribute, and report on leads
Creating, managing, and delivering in-depth analysis, reporting, and operational support to optimize sales strategy and marketing campaigns
Performing Salesforce and FinancialForce administrator functions such as user management, profiles, roles, permissions, rules, assignment rules, queues, licenses and storage management
Ensuring data accuracy and integrity, performing general database and system upgrade management
Providing automated and ad-hoc reports and analysis to teams as required
Streamlining training and documentation for new hire onboarding process
Collaborating to provide continual improvement to sales, marketing and business operations processes to drive growth

Technical Skills

Advanced expertise with Salesforce as both a user and administrator, as well as other SaaS sales efficiency technologies
Understanding of the integration between Salesforce and marketing automation platforms, as well as other integrated applications, such as Pardot and Linkedin Sales Navigator
Familiarity with FinancialForce or similar PSA tool
Strong Microsoft Excel competency
Familiarity with JIRA and Confluence
Programming background a plus

Personal Competencies

Deep understanding of the sales cycle to capture and act on key indicators of conversion
Analytical and strategic thinker who brings new ideas or technologies to current processes
Process oriented and customer-focused
Proactive about starting up and carrying out internal projects to gain efficiencies, with proven track record of delivery
Strong time management skills and ability to effectively multitask
Ability to work in a dynamic, fast-paced environment and pick up new skill sets quickly
Excellent oral and written communications skills
Drive for self-development and a desire to be an active participant in the growth of Kurtosys


Minimum 3–5 years of direct experience in sales, marketing and/or business operations, finance, or analytics, preferably in a B2B sales and marketing environment
Experience in the financial services industry or the FinTech space is desired, ideally within Asset Management
BA, BS or equivalent university degree in business/information systems, finance, marketing, or a related field
Salesforce Certification

About Kurtosys Systems

Your Investors Matter Kurtosys provides an industry class digital experience platform for financial services companies. Since 2002, our team of FinTech experts have been using digital technology to transform how your financial data is presented, distributed and consumed by your investors. By using our proprietary set of APIs shaped specifically for the financial services industry and designed to manage customers and market data, the Kurtosys platform helps deliver a broad range of fund marketing and investor servicing solutions including investment management websites, fund data tools, digital factsheets, secure investor portals and document libraries. Our robust infrastructure and platform technology are underpinned by our global ISO-27001 certification in information security management; and our design services are dedicated to reimagining the digital user experience for your investors. Headquartered in New York, Kurtosys has regional offices in London, Cape Town, Reno and Gurgaon (India). Our presence spans four continents and our customers include some of the world’s largest asset managers.
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