Business Intelligence Manager

Cogenuity Partners is a lower middle market private equity firm investing in critical businesses within the advanced industrial economy. We combine deep industry experience with hands‑on operational support to build long‑term value and drive sustainable growth. Cogenuity distinguishes itself by working closely with management teams from day one, using a customized, human‑centric approach to accelerate growth and secure sustainable value. Since closing its debut $425 million fund in 2024, Cogenuity has rapidly expanded its team, attracting top talent with deep experience in investing and operations within the industrials sector.

Central to its strategy is the

Cogenuity Collaborative Operations (CoOp) Program™, which is designed to seamlessly integrate hands‑on operational support with strategic capital to empower businesses like portfolio companies United Safety & Survivability Corporation (USSC), Tech Tube, Ever Line, and Interconnect Solutions Company to thrive in competitive markets.

This role offers a unique opportunity to gain hands‑on exposure across the full private equity lifecycle while managing the systems and data that differentiate the firm’s platform.

Key responsibilities include:

• Assisting with firmwide analytics and reporting (pipeline reporting, deal reports, watchlist, quarterly sourcing metrics, investor reporting, etc.)
• Actively managing the firm's CRM system (data entry and accuracy, customization, QA/QC, reporting logic, system optimization), including managing 3rd party consultants and vendors on implementation and upgrade projects
• Establishing and enforcing CRM data governance standards and lead ongoing process improvement initiatives to ensure accuracy, consistency, and scalability across the firm
• Ensuring accurate entry, syncing and maintenance of contacts, notes, companies, interactions, and follow ups within the firm's CRM system
• Managing integration of 3rd party data sources / platforms and the firm's CRM system
• Driving continuous improvement and technology upgrade initiatives for the firm's business development function; proactively evaluating, demoing, and recommending additional tools to enhance the firm’s integrated technology stack

• 2+ years professional experience in CRM / systems management, revenue ops, and operations support for investment banking, private equity, venture capital, or growth equity; and / or
• 2+ years experience working at CRM and data platform companies such as Deal Cloud, Salesforce, Grata, Source Scrub, and Pitchbook, with focus on investing and M&A applications
• High degree of proficiency with Deal Cloud or Salesforce
• Motivated self‑starter, proactive and action‑oriented
• Ability to develop new ideas and creative solutions
• Advanced problem‑solving skills for complex issues
• Ability to manage multiple priorities in a fast‑paced environment
• Excellent communication and presentation skills, including experience engaging with senior leadership
• Proven ability to lead cross‑functional projects and drive process improvements
• Exceptional communication skills and the ability to convey technical requirements to non‑technical users
• Ability to multi‑task and prioritize according to project timelines
• Proven ability to manage third parties, consultants, and vendors
• Experience using AI tools, with a proactive mindset toward learning, experimentation, and embedding AI into processes to drive efficiency & workflow optimization
• Deal Cloud Platform Manager certification preferred