Serve as day-to-day engagement manager for private equity fund administration: oversee capital calls, distributions, reporting, audits, waterfall/carried interest calculations, client responses, team development, offshore coordination, onboarding, and quality control while implementing process improvements and using firm fund administration platforms.

Lead architecture and vendor selection for RSM's Martech stack: optimize Adobe Customer Journey Analytics, select and implement a CDP, evaluate journey orchestration, define integration patterns, data model, identity resolution, governance, and activation across CRM, analytics, and marketing systems to enable ABM and personalized buyer journeys.