Crm jobs in United States

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Ramsey Portia

liverpool, United Kingdom

Other

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Yes

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1

06.06.2025

21.07.2025

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The Sales & Investor Relations Manager is an experienced client relationship management professional who will build a solid network of relationships with key fund managers & institutional investors in the Middle East Region.

The role requires:

• Persuasive communications skills both written and oral, and ability to cross-sell
• Excellent organisation skills and meticulous attention to detail
• Very good phone manners and sales skills. Presentation and public speaking skills are a plus
• Draft and collect feedback (well-written notes) from investor calls and meetings in order to help Program Directors prepare Agendas
• Ability to work under pressure and deadlines
• Ability to discern priorities
• Understanding of the territory and ability to grow within the market.
• Self-starter and resilient attitude
• Team player
• A good understanding of investment management industry and in-depth knowledge investor client base, and curiosity to continue learning more
• Comfortable with traveling abroad
• An interest for staying abreast of global news and a mature grasp of general affairs (particularly in their region); a good understanding of social, political and economic trends and how these impact the investment industry
• Audience development planning understanding
• Ability to run event project timeline on schedule and liaise with wider IR team to keep tasks on track
• Ability to grow new business targets and strengthen already existing relationships
• Have regular communication lines with investors through face-to-face meetings, calls and emails
• Proficiency in Salesforce, Excel, Pardot, Boomset and other event planning related CRM tools
• Ability to work alongside Marketing team to advise on lead generation projects and explain our needs and audience targets to marketing
• Work with Program Directors, Client Coordinators and Logistics Managers leading up to an event; communicate effectively with all staff involved in the project management
• Source content from investors for the Allocator Intel Network.
• Willing to travel to the Middle East region