CRM Coordinator in Philadelphia at CBIZ

Date Posted: 1/22/2023

Job Snapshot

Job Description

About our Business

CBIZ Private Equity Advisory is the dedicated private equity advisory practice of CBIZ (NYSE: CBZ). We are focused on providing private equity groups and their related portfolio companies with consulting services and solutions focused on deal advisory, business optimization, EBITDA enhancement and performance management & improvement. Our team embraces a collaborative, client-centric approach to architecting and delivering on projects driven by ongoing transactions, transitions and transformations across a broad range of industries. We believe that the diverse perspectives of all our team members help to drive innovation and transformative results for our business. We are entrepreneurially minded and operate as a meritocracy, promoting and compensating team members based upon performance and potential. We are 

CBIZ Private Equity Advisory – Invested in You


Our clients are benefitted by additional scope and scale provided through CBIZ, which has over 100 offices and nearly 6,000 employees across North America, focused on providing top-level financial and employee focused professional services to organizations of all sizes.

CBIZ has been honored to be the recipient of several national recognitions:

  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Great Place to Work Cerification
  • 2022 Top Workplaces USA

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

About the Role

  • Fully Remote Position
  • 40 Hours/Week
  • Partner with Practice Group Leaders, Sponsor Coverage Team Members, and Accounting/Finance Team Members
  • Hands-on-keyboard for reporting and compliance procedures within Salesforce and other CBIZ systems
  • Develop and maintain an understanding of the Private Equity operating model for purposes of understanding how sponsor and portfolio company relationships impact internal reporting and compliance procedures
  • Review and maintain data quality and integrity of items input into Salesforce by PE Advisory Team Members
  • Perform CBIZ required conflict check procedures via Salesforce
  • Perform new project setup procedures via populating and/or transferring required information between Salesforce systems
  • Perform cross-serve reporting via CBIZ TRACS and BIRT tools
  • Perform monthly new project wins reporting via Salesforce
  • Assist with Logo and Tombstone maintenance for marketing purposes via Salesforce reporting
  • Assist with preparation of PE Advisory quarterly newsletter via data transcription 

Preferred Qualifications

  •  Strong attention to detail
  • Strong written and verbal communication skills
  • Experience working with Salesforce
  • Experience working in professional services environment

Minimum Qualifications

  • High School degree/GED required
  • At least 2 years of administrative support experience; marketing experience helpful
  • Solid database management skills and attention to detail
  • Working knowledge of the public accounting or a professional services firm desirable
  • Able to manage deadlines, work efficiently on multiple projects and prioritize assignments


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.