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About the Role

Cohen & Steers is seeking a CRM Associate to join our Sales Enablement team. This role is the critical link between business users and our Salesforce platform, ensuring user needs are addressed within a broader CRM strategy. The successful candidate will manage the day-to-day health of the user experience, handle support requests, partner with stakeholders, and document business processes. This role also structures and disciplines the backlog and roadmap by translating ad hoc requests into prioritized initiatives aligned with business outcomes. While involving light administrative configuration, it is fundamentally a business and data-focused role.

Responsibilities

Partner with Sales, Marketing, Relationship Management, and Distribution teams to gather business requirements, design and validate CRM solutions, and communicate outcomes effectively to stakeholders.
Translate business needs into actionable work, developing well-defined user stories, features, and epics while maintaining a prioritized backlog and roadmap aligned with strategic business objectives.
Engage regularly with Salesforce users to understand workflows, identify pain points, uncover adoption barriers, and recommend process improvements that enhance productivity and user experience.
Design and deliver training and enablement programs across the Sales Enablement ecosystem, including the development and support of a super-user and champion network.
Provide end-user support and case management, resolving issues efficiently while promoting best practices and increasing user proficiency with the platform.
Drive stakeholder alignment through clear communication, providing timely updates on project status, priorities, key decisions, and delivery progress.
Create and maintain comprehensive documentation for Salesforce business processes, system configurations, and operational procedures, ensuring materials remain current as capabilities and workflows evolve.
Perform light Salesforce administration, including report and dashboard creation, list view management, and simple configuration updates within established governance guidelines.
Identify and implement practical applications of generative and agentic AI to improve support processes, documentation quality, and overall team effectiveness.

Requirements

4+ years of B2B Salesforce experience as an administrator, business analyst, or advanced power user.
Experience within asset management or the broader financial services industry is preferred.
Strong understanding of the Salesforce platform and core data model, including Accounts, Contacts, Opportunities, Leads, Campaigns, and Activities.
Ability to evaluate data quality, reporting needs, and object relationships.
Demonstrated ability to gather and analyze business requirements, challenge assumptions, and partner with stakeholders to translate business needs into effective CRM solutions.
Excellent organizational and prioritization skills, with a proven ability to manage multiple initiatives simultaneously and deliver high-quality work on time.
Strong interpersonal, written, and verbal communication skills, with the ability to build relationships across technical and non-technical audiences and effectively balance strategic thinking with hands-on user support.
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
Agrees to comply with the firm’s hybrid work policy, requiring reporting to the New York City office four (4) days per week, with one (1) remote workday permitted.

Skills

Salesforce administration
Business analysis
Salesforce platform
Core data model (Accounts, Contacts, Opportunities, Leads, Campaigns, Activities)
Data quality evaluation
Reporting needs analysis
Object relationships
Requirements gathering
Stakeholder partnership
CRM solutions
Organizational skills
Prioritization skills
Managing multiple initiatives
Interpersonal communication
Written communication
Verbal communication
Relationship building
Strategic thinking
User support
Agile delivery
Backlog management
User stories
Acceptance criteria
Roadmap prioritization
SOQL
Data profiling
Master data concepts (golden records, universal identifiers)
Integrated sales technologies
Integrated marketing technologies
Integrated analytics technologies
Marketo
Pardot
Power BI
Microsoft Fabric
Training design
Enablement program delivery
User training programs
Super-user/champion networks
Adoption driving
Technical writing
Process documentation
Generative AI
Agentic AI

Location

New York City

Work Type

Hybrid

Experience Level

4+ years of B2B Salesforce experience

Education Level

Salesforce Certified Administrator
Salesforce Business Analyst
Platform App Builder

Salary/Compensations

$80,000 - $85,000

About the Company

Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.