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crm salesforce excel powerpoint wordπ Description
- Partner with ICG Relationship Managers to identify prospects and strengthen client relationships.
- Learn about industry, markets, client types, firm products, and narratives.
- Support fundraising via meetings, follow-ups, roadshows, and client events.
- Manage CRM data, oversee pipeline, and execute the sales strategy.
- Use data tools (Preqin, eVestment, WithIntelligence) for investor insights.
- Compile data and create presentations for internal stakeholders on fundraising and trends.
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