This role will focus on enhancing CRM workflows, improving pipeline visibility, and driving adoption of modern SalesTech and AI-enabled solutions.
Key Responsibilities
- Manage and optimize CRM systems supporting fundraising and business development
- Improve visibility into sales pipelines, client engagement, and performance metrics
- Develop dashboards and reporting to support data-driven decision making
- Support DDQs, investor communications, and fundraising processes
- Drive adoption of sales tools and operational best practices
- Design and implement AI-driven workflows to improve efficiency
- Evaluate and implement new technologies to support scaling operations
- Partner with cross-functional teams across business and technology
Required Qualifications
- 5–7+ years of experience in RevOps, SalesOps, CRM, or similar roles
- Experience working with CRM systems (DealCloud or similar preferred)
- Strong data and analytics skills
- Experience improving business processes and workflows
- Strong communication and stakeholder management skills
Preferred Qualifications
- Experience in financial services, private equity, or investor relations
- Experience with AI tools and automation platforms
- Exposure to scripting or data tools (Python, Power Automate, etc.)
- Experience implementing or managing SalesTech tools
Compensation & Benefits
- Salary range: $200,000-$215,000
- 20% annual bonus eligibility
- Comprehensive benefits package including medical, dental and vision insurance
Work Environment
- Cross-functional, high-impact role
- Fast-paced, growth-focused environment
- Blend of business and technology responsibilities
LaSalle Network is an Equal Opportunity Employer m/f/d/v.
LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Engineering, Marketing, Technology, Supply Chain, Revenue Cycle, Call Center, Human Resources and Executive Search, LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries.