Director, Salesforce Administrator

Job Title: Director, Salesforce Administrator

Department: Investment Administration

Reports To: Senior Vice President, Head of CRM & Sales Enablement

FLSA Code: Exempt

Estimated Salary: $130,000 - $160,000

Job Summary:

Cohen and Steers is currently seeking a Director, Salesforce Administrator who will be responsible for day to day administration of Salesforce and Pardot platforms. Reporting to the Head of CRM & Sales Enablement, the administrator will monitor system usage, identify opportunities for improvement, provide training and education on best practices, and assist with reporting and analytics. You will work cross-functionally with our Sales, Relationship Management, Technology, Marketing, and Finance teams to gather requirements to design and build process enhancements. You will assist in advising on best practices and design project plans for system enhancements. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

• Provide day to day end-user support and assist users with best practices to improve and increase their knowledge of Salesforce.

• Coordinate with cross-functional teams to gather requirements, design solutions, and implement changes.

• Develop project plans, timelines, and status reports to keep stakeholders informed.

• Demonstrate strong technical understanding and demonstrate the ability to translate technical issues across different business units into user stories for development.

• Create and maintain ongoing internal documentation of processes and system configurations as business processes evolve and features are added Salesforce.

• Provide training and user support across the CNS CRM ecosystem.

• Assist the Data Management team in maintaining data quality throughout the system through validation rules, monitoring KPI dashboards, and ad hoc bulk data processing.

• Manage sprint planning and backlog prioritization.

Minimum Requirements:

• 7+ years B2B Salesforce administration. Asset management industry preferred.

• Experience using Pardot or similar Marketing Automation tools.

• Salesforce Certified Administrator

• Ability to articulate concepts and work with business partners to co-develop and lead CRM deliverables.

• Ability to thoughtfully plan and organize for on-time project delivery.

• Experience supporting multiple stakeholders and departments.

• Knowledge and familiarity with industry software and tools for Sales and Marketing such as Broadridge, SS&C SalesConnect, Seismic, ON24, RIA Database, IC Research.

• Deadline-driven, manager of multiple projects at the same time.

• Excellent interpersonal and communication skills.

Note: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The job title or duties and responsibilities may be changed by the Company at any time.