CRM Data Lead for Investor Solutions & Training

Pantheon is seeking a CRM Data & Training Specialist to manage investor and prospect data within our MS Dynamics CRM, train Pantheon employees, and drive enhancements across Client Solutions and marketing. The role also supports onboarding and data synchronization for new investor closings.

You will work with PowerBI, Excel and external vendors to improve data quality, reporting, and CRM adoption, while supporting fundraising data delivery to management and boards.

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