CRM & Data Optimization (40%)

Translate qualitative customer and prospect insights into actionable quantitative data within our CRM to further the depth and quality of our community relationships.
Architect a scalable framework for relationship tagging that balances depth of insight with ease of use across teams.
Proactively identify and resolve Salesforce data gaps, partnering with the sales team to drive sustainable data quality improvements.
Own the build and ongoing maintenance of key databases, ensuring data is consistently entered, organized, and ready to activate.
Manage the intersection of data across platforms (e.g., ensuring relationship and network data in Polinode aligns with and is enriched by what lives in Salesforce and other tools).

Process Optimization (25%)

Evaluate existing workflows and lead initiatives to automate or streamline inefficiencies.
Establish and maintain SOPs and documentation that help the team scale, including things like tear sheets pre-event, post-event upload protocols, and other repeatable processes that keep the team moving efficiently.

Support leadership in cultivating a network where relationships are actively nurtured, not just tracked.
Map and maintain relationship data across people, companies, and consultants to surface connection opportunities and referral pathways.
Conduct Relationship Gap Analysis to surface unknown and dormant relationships in the network and trigger re-engagement workflows to deepen community ties for leadership.
Track market intelligence such as RFP activity and procurement cycles that create strategic value across the network.

Assist leadership in identifying where the community has gaps, momentum, or untapped potential.
Track engagement patterns across the network to help leadership prioritize where to invest time and relationships.
Build reporting that keeps leadership informed on referral exchanges, pending opportunities, and follow-up needs.

5–7 years in a role centered around relationship management, strategic partnerships, network development, or other similar field.
Proficiency in Salesforce and data visualization tools.
Analytical mindset with a track record of improving systems, not just managing them.
Genuinely curious about people, networks and how relationships drive business outcomes.

Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&D Insurance.
Flexible Spending Benefits.
401(k) Retirement Savings Program.
Short-term and long-term disability.
Discretionary Paid Time Off.
Paid Company Holidays.
Wellness Benefits.
Commuter Benefits.
Paid Parental Leave benefits.
Employee Assistance Program (EAP).
Professional development and training opportunities.