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About General Atlantic
General Atlantic is a leading global investor in the private markets with more than four decades of experience providing capital and strategic support for over 540 growth companies throughout its history. Established in 1980, General Atlantic continues to be the dedicated partner to visionary founders and investors seeking to build dynamic businesses and create long-term value. The firm leverages its patient capital, operational expertise, and global platform to support a diversified investment platform spanning Growth Equity, Credit, Climate, and Infrastructure strategies. General Atlantic manages approximately $100 billion in assets under management, inclusive of all strategies, as of October 1, 2024, with more than 900 professionals in 20 countries across five regions. For more information on General Atlantic, please visit: www.generalatlantic.com.
Position Summary
The Salesforce Product Manager will be responsible for managing and optimizing our Salesforce platform to support deal sourcing, investor relations, fundraising, portfolio management, and operational reporting. You will act as a bridge between business stakeholders, investment teams, and technical developers, ensuring Salesforce delivers measurable value to our firm.
Responsibilities
Salesforce Strategy & Product Management
- Own the Salesforce roadmap, ensuring alignment with business objectives and PE industry best practices.
- Define and prioritize Salesforce enhancements, customizations, and integrations to improve investment processes and operational efficiency.
- Work with key stakeholders (deal teams, investor services, finance, and fundraising operations) to gather and refine requirements.
- Oversee the development, testing, and deployment of Salesforce updates, ensuring minimal disruption to business operations.
Stakeholder Engagement & Business Process Optimization
- Collaborate with investment professionals, the Investor Services team, and fundraising to optimize Salesforce usage for deal flow management, investor communications, fundraising, and portfolio analytics.
- Lead training and adoption initiatives to ensure teams effectively leverage Salesforce capabilities.
- Partner with third-party vendors, consultants, and Salesforce developers to implement best-in-class solutions.
Data Management, Reporting & Integrations
- Ensure data integrity, governance, and security best practices within Salesforce.
- Develop and enhance Salesforce dashboards, reports, and analytics to provide actionable insights for deal teams and investors.
- Oversee integrations with other business-critical systems (e.g., financial reporting tools, data providers, CRM add-ons).
Qualifications
- 5+ years of Salesforce product management, administration, or consulting experience (preferably in private equity, venture capital, investment banking, or asset management).
- Strong understanding of private equity workflows, deal sourcing, investor relations, and fundraising processes.
- Knowledge of data integrations, APIs, and automation tools (e.g., Tableau, Power BI).
- Proven ability to translate business needs into technical requirements and deliver Salesforce solutions that drive efficiency and decision-making.
- Excellent communication, stakeholder management, and project leadership skills.
- Salesforce certifications (e.g., Certified Administrator, Advanced Administrator, or Product Manager/Business Analyst) are a plus.
GA Value
- Competitive compensation
- Comprehensive health, dental, and vision insurance plans
- Retirement savings plan with employer matching
- Professional development opportunities and ongoing training
- Collaborative and inclusive work culture with opportunities for advancement
General Atlantic offers a robust reward program to all employees that will support you and your family, maintaining fulfilling, secure and healthy lives now and into the future, which includes but is not limited to medical insurance, retirement savings contributions, mental and physical health resources and an equal pay program that allows you to earn a base salary of $175,000 - $215,000 USD of which the exact amount offered will be driven by the degree to which you meet role requirements, additional special skills and experience. Additional reward programs, such as annual discretionary bonuses and long-term incentive programs, are available for eligible employees and are offered as recognition for performance and one’s contributions towards the organization’s success.
General Atlantic is an equal opportunity employer and does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
By completing this application, you are consenting to General Atlantic’s processing and use of your personal data. Information on how General Atlantic will use and process your data can be found here: https://www.generalatlantic.com/privacy-notice/
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