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About the Role
Cohen & Steers is seeking a Sales Enablement - CRM Senior Associate to join their Sales Enablement team. This role acts as a liaison between business users and the Salesforce platform, focusing on user experience, support requests, workflow understanding, and business process documentation. The position involves translating requests into prioritized initiatives aligned with business outcomes, with a focus on analysis, requirements gathering, and process documentation.
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
- 2 - 4 years of B2B CRM experience, Salesforce preferred, as an administrator, business analyst, or advanced power user.
- Experience within asset management or the broader financial services industry is preferred.
- 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
- CRM platforms
- Core data model (Accounts, Contacts, Opportunities, Leads, Campaigns, and Activities)
- Data quality evaluation
- Reporting needs analysis
- Object relationships
- Agile delivery
- Backlog management
- User stories
- Acceptance criteria
- Roadmap prioritization
- Salesforce and data management
- SOQL
- Data profiling
- Master data concepts (golden records, universal identifiers)
- Integrated sales, marketing, and analytics technologies (Marketo, Pardot, Power BI, Microsoft Fabric)
- Training and enablement program design and delivery
- Super-user/champion network development
- Technical writing
- Process documentation
Location
- New York City
Work Type
- Hybrid
Experience Level
- Senior Associate
Education Level
- Salesforce Certified Administrator
- Salesforce Business Analyst
- Platform App Builder
Salary/Compensations
- $105,000 - $115,000
About the Company
- Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.