Investor Relations Technology Specialist
Sixth Street
The Role
This is a full-time based in Dallas or Austin, TX. As a Technology Specialist sitting within the Investor Services team, you will be working closely with our CRM Systems Specialist to implement high-priority projects focused on enhancing our Salesforce instance and related integrations and will assume product management responsibilities for a range of applications in the Investor Services tech stack. This role requires experience in the finance / investment management industry as well as an understanding of Salesforce development, API integrations, and project management principles. The ideal candidate is a highly motivated, self-directed individual with a proven track record of delivering successful Salesforce solutions.
Core Responsibilities
Individual will be a member of the Sixth Street Investor Services team, reporting to the Head of Investor Services. They will execute on the following primary responsibilities:
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- Strategic Platform Ownership & Roadmap Development:
- Assume ultimate ownership of the Investor Services Salesforce instance and all connected applications (e.g., SunGard DX, investor portals, marketing automation).
- Develop and maintain a multi-year strategic roadmap for the platform, aligning technology initiatives with the firm's business goals and investor engagement strategies.
- Architect and design scalable, robust solutions, making critical decisions on when to build custom (Apex/LWC) versus when to leverage declarative tools (Flows) or third-party applications.
- Project & Program Management:
- Lead all phases of the project lifecycle for IS technology initiatives, including requirements gathering, scoping, planning, resource allocation, development oversight, testing, and deployment.
- Manage project timelines, budgets, and stakeholder expectations, ensuring timely delivery of high-quality solutions.
- Prepare and present regular project status updates, performance metrics, and strategic recommendations directly to the Head of Investor Services and other senior management.
- Stakeholder Management & Business Analysis:
- Act as the primary technology partner for the Investor Services team, translating complex business needs into detailed technical requirements and functional specifications.
- Collaborate with cross-functional teams (IT, Compliance, Finance) to ensure seamless integration and data integrity across firm-wide systems.
- Proactively identify opportunities for process automation and system enhancements to improve team efficiency and the investor experience.
- Technical Leadership & Team Mentorship:
- Act as the primary technical lead and mentor for the CRM Systems Specialist and contractor(s), guiding their day-to-day project work and fostering their technical and professional development.
- Oversee the quality and outcome of all technical execution, ensuring adherence to best practices.
- Establish and enforce development best practices, documentation standards, and quality assurance protocols to elevate the team's capabilities.
- Data Governance & Integration Management:
- Design and oversee the architecture for all API integrations, ensuring secure and efficient data exchange between Salesforce and critical financial systems.
- Establish and manage a comprehensive data governance framework to ensure the accuracy, integrity, and security of all investor data within Salesforce.
- Oversee complex data migration projects and develop long-term data management strategies.
- Strategic Platform Ownership & Roadmap Development:
What We Value
- Problem-Solving Abilities: Strong analytical and problem-solving skills with the ability to identify and resolve technical challenges and approach issues strategically.
- Communication Skills: Excellent written and verbal communication skills, with the ability to explain technical concepts to both technical and non-technical audiences.
- Collaboration: Ability to work effectively within a team and collaborate with other developers and synthesize information from multiple stakeholders. “One-team” mentality.
- Self-Starter: Highly motivated and self-directed individual with the ability to work independently with minimal supervision.
Preferred
- Experience with CRM systems and investor services systems (particularly Salesforce)
- Salesforce certifications (e.g., Platform Developer I/II, Integration Architecture Designer)
- Familiarity with Agile development methodologies
- Experience with data migration tools
- Experience in alternative investments a plus
- Proven experience in Salesforce development, automations/flows, and API integrations
About Sixth Street
Founded in 2009, Sixth Street is a leading global investment firm dedicated to developing themes and offering solutions to companies across all stages of growth.
Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.
We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.
We believe adhering to our core values is a competitive advantage. Everyone on our team contributes their perspectives and expertise to help us solve complex challenges and get to the right answer. At Sixth Street, the best idea wins.
For more information, visit the Sixth Street Careers site or follow us on LinkedIn.
Sixth Street is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran or military status, disability, genetic predisposition, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws.
Pursuant to the San Francisco Fair Chance Ordinance, Sixth Street will consider for employment qualified applicants with arrest and conviction records.
If you need a reasonable accommodation to fill out this application, please contact Cindy Bombara.
Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).
If you are not eligible for this role, please refer to our Careers Page for other opportunities.