CRM Implementation Specialist

Shift Timings:US Shift(Mandatory)

About Holtara:
Holtara is at the forefront of developing successful ESG programs, combining expert advice with our award-winning platform. For over 15 years, we have been empowering investors, managers, and companies to leave a lasting legacy they can be truly proud of. Backed by the global Apex Group, Holtara offers a unique blend of advisory and technology services across the investment lifecycle, aiming to impact businesses today for a sustainable tomorrow.

What we look for

This is an excellent opportunity for a highly motivated professional to join our global ESG Team as Implementation Specialist Analyst role. The candidate will be responsible for providing support to Global Client Success Managers (CSM) in achieving company’s client deliverables, research, and marketing materials and for other related tasks. This role demands a high-quality communication (verbal and written) and the ability to work effectively without supervision to contribute to the team objectives.

We look to recruit bright, articulate, and numerate candidates who are not afraid of a challenge and are prepared to work hard and love what they do. Every member in the team plays a part in making our business what it is today and the more we grow, the more important that becomes.

Whatever your career path, ambition, or skillset you will be joining an entrepreneurial environment and become part of a globally connected team. We don’t just want you to succeed, we want you to flourish.

The Role & Key Responsibilities

• Provide day-to-day support to the Global CSMs team.
• Coordinating on-boarding and kick-off calls with clients. Mapping out the project timeline and workload.
• Ensure all aspects of client engagement and delivery are coordinated, aligned and efficient.
• Ensure a consistently high quality of report delivery, both in content and timing, reflective of the client needs, ESG priorities and high impact potential.
• Proactively identify aspects of the delivery process and products themselves that can be improved to ensure that Apex ESG remains efficient and best-in-class.
• Prepare and maintain project tracker to ensure all the projects are updated on timely basis.
• Maintenance of internal tools used for project tracking
• Support Global CSMs to prepare client feedback presentations / client proposals / weekly check-ins
• Assist in client questionnaire and perform analysis on the results.
• Manage client queries on ESG products
• Support CSMs to build strategies with ongoing contact with clients and Portfolio companies for upsell opportunities.
• Manage sales support function for ESG.
• Work independently and in collaboration with a wide team of CSMs across regions.
• Coordinate new portfolio companies set up in ESG Portal.
• Coordinate with clients / PCs facing issues related ESG Portal.
• Prepare dashboard for management team to monitor progress of prospects.
• The role involves extensive on-the-job learning and candidates must be self-motivated
• The role requires strong project management and coordination skills, as candidates will be responsible for managing multiple projects simultaneously, tracking progress against timelines, monitoring key deliverables, and ensuring successful execution through effective stakeholder communication and reporting.

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Skills Required

• Bachelor’s degree in Sustainability / ESG / business administration would be an advantage.
• 1-3 years of experience as Client support / ESG Operations for Private Equity services is preferred.
• Experience in a client support role, preferably with high profile, international clients.
• The ability to engage, build rapport and influence a wide range of stakeholders, internal and external, for the good of our philosophy to drive positive change for people and planet.
• Excellent organizational skills, attention to detail, time management and prioritization.
• IT skills: Advance Microsoft Office (Excel, PowerPoint, Word) to a high level is essential.