Data Engineer - CRM Support

Brains Workgroup•New York City, NY

2d•Onsite

About The Position

Our client, a major bank in New York City, is looking for a Senior Data Engineer - CRM Support Consultant for an initial 3-6 month contract with the possibility of extensions and an option to hire. This role requires 5 days on-site in the NYC Office. The consultant must be authorized to work for ANY employer in the US, and NO H1 Visa support is available for this role. The rate is $65-70/h on W2, with possible C2C as well. This position serves as the primary liaison between business stakeholders, vendors, and technology teams to ensure data integrity, operational excellence, and successful delivery of system enhancements. The ideal candidate combines data management, project coordination, application support, and stakeholder management skills with a strong customer-service mindset.

Requirements

2-5 years of experience in CRM Support, Data Management, Business Analysis, or Application Support.
Strong understanding of data quality management and governance principles.
Experience supporting business-critical applications.
Advanced Excel skills.
Working knowledge of SQL and relational databases.
Strong documentation, communication, and organizational skills.
Experience working directly with business users and external vendors.
Bachelors Degree or equivalent experience.
Must be authorized to work for ANY employer in US - NO H1 Visa support for this role.

Nice To Haves

Experience supporting Datazoic Prism CRM.
Knowledge of Equity Research, Sales Trading, or Capital Markets workflows.
Experience with event management platforms.
Exposure to project management methodologies.
Familiarity with Jira, Azure DevOps, ServiceNow, or similar platforms.
Experience with AI, Microsoft Copilot, or LLM-related initiatives.
Familiarity with Power BI reporting environments.

Responsibilities

Serve as the business application owner and subject matter expert for Datazoic Prism CRM and the Buy the Sell Event Management Platform.
Manage day-to-day application support activities, including coordinating platform upgrades, enhancements, defect resolution, and vendor engagement.
Maintain application documentation, procedures, and knowledge repositories.
Establish and maintain data quality standards and controls, monitoring data health across various data points.
Investigate, troubleshoot, and resolve data quality concerns.
Develop procedures for ongoing data governance and stewardship.
Support daily operation of Prism CRM, including onboarding and training new users, handling employment change processing, and contact maintenance.
Vet new analyst contact lists prior to import and configure/maintain research distribution lists.
Manage research publication subscriptions and support monthly interaction uploads and data aggregation processes.
Support and monitor integrations with IPREO BlueMatrix, SendGrid, Visible Alpha, CorpAxe, Commcise, Dealogic, and other third-party research and event platforms.
Manage enhancement requests from business users, gather and document business requirements, and facilitate user acceptance testing (UAT).
Coordinate project timelines, milestones, and vendor deliverables, providing status reporting to stakeholders and management.
Identify opportunities to leverage AI and LLM technologies to improve event management workflows, user support processes, data cleansing, contact enrichment, research distribution, and business productivity.
Partner with technology teams on AI-enabled business initiatives.
Produce ad-hoc business reports for commissions, coverage, client interactions, research readership, and event participation.
Support quarterly McLagan data submission processes.
Partner with Power BI teams to ensure data availability and quality for enterprise reporting.