Senior Associate, Sales Enablement - CRM

Cohen & Steers • New York, NY

9d • $105,000 - $115,000 • Hybrid

About The Position

Cohen & Steers is seeking a Sales Enablement - CRM Senior Associate to join its Sales Enablement team within Global Distribution. Reporting to the Senior Vice President, Head of Sales Enablement, this role serves as a link between business users and the Salesforce platform, addressing user needs within the broader CRM strategy. The position focuses on the day-to-day user experience, support requests, stakeholder workflows, and documentation of business processes supported by Salesforce. It also brings structure to the backlog and roadmap by translating ad hoc requests into prioritized initiatives tied to business outcomes. The role includes light Salesforce administration but is fundamentally focused on business processes, data, analysis, requirements gathering, and scalable solutions that deliver long-term value.

The role partners with Sales, Marketing, Relationship Management, and Distribution teams to gather requirements, shape and validate CRM solutions, and communicate progress and decisions. It supports Salesforce users, identifies workflow and adoption challenges, develops training and documentation, and maintains a prioritized backlog and roadmap. Cohen & Steers states that it values diversity and is committed to an inclusive culture. The role is subject to the firm's hybrid work policy, which currently requires working from the New York City office four days per week, with one remote workday permitted.

Requirements

• 2–4 years of B2B CRM experience as an administrator, business analyst, or advanced power user; Salesforce experience is preferred.
• Strong understanding of CRM platforms and Salesforce's 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 requirements, challenge assumptions, and work with stakeholders to translate needs into CRM solutions.
• Strong organizational and prioritization skills, including the ability to manage multiple initiatives and deliver high-quality work on time.
• Strong interpersonal, written, and verbal communication skills; ability to work with technical and non-technical audiences and balance strategic thinking with hands-on support.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.
• Agreement to comply with the firm's hybrid work policy, currently requiring four days per week in the New York City office and permitting one remote workday.

Nice To Haves

• Experience in asset management or the broader financial services industry.
• Salesforce Certified Administrator, Salesforce Business Analyst, and/or Platform App Builder certification.
• Experience with Agile delivery and backlog management using Azure DevOps, Jira, or similar tools, including user stories, acceptance criteria, and roadmap prioritization.
• Salesforce and data management knowledge, including SOQL, reporting, data profiling, and master data concepts such as golden records and universal identifiers.
• Experience with integrated sales, marketing, and analytics technologies, including Marketo, Pardot, Power BI, and Microsoft Fabric.
• Expertise designing and delivering user training programs and super-user or champion networks to drive adoption.
• Strong technical writing and process documentation skills for business and technical audiences.

Responsibilities

• Partner with Sales, Marketing, Relationship Management, and Distribution teams to gather requirements, design and validate CRM solutions, and communicate outcomes.
• Translate business needs into user stories, features, and epics; maintain a prioritized backlog and roadmap aligned with strategic objectives.
• Engage Salesforce users to understand workflows, identify pain points and adoption barriers, and recommend process improvements.
• Design and deliver training and enablement programs, including support for a super-user and champion network.
• Provide end-user support and case management, resolve issues, and promote platform best practices and user proficiency.
• Communicate project status, priorities, decisions, and delivery progress to stakeholders.
• Create and maintain documentation for Salesforce business processes, configurations, and operational procedures.
• Perform light Salesforce administration, including creating reports and dashboards, managing list views, and making simple configuration updates within governance guidelines.
• Identify and implement practical applications of generative and agentic AI to improve support processes, documentation, and team effectiveness.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed