Job Title: Associate, CRM & Sales Enablement
Department: Investment Administration
Reports To: Vice President, Digital Strategy, Sales Enablement
FLSA Code: Non-Exempt
Estimated Salary: $80,000 - $90,000
Job Summary:
The CRM & Sales Enablement Associate will play a key role in advancing asset management distribution strategies through the effective use of technology and the client data warehouse. This entry-level, hybrid business-technology position requires strong analytical and technical capabilities to support and enhance data-driven decision-making across Sales, Marketing, and Finance functions.
This role involves developing analytical models (SQL, Python, R), building interactive visualizations (Power BI, Salesforce), and administering CRM and data workflows. The Associate will collaborate with cross-functional teams, ensuring projects are executed efficiently and business requirements are clearly defined and met. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.
Major Responsibilities/Activities:
- Collaborate with stakeholders to gather, document, and refine business requirements for analytics, CRM, and data processes.
- Manage small to mid-sized projects from initiation through completion, including timelines, risks, and stakeholder communication.
- Perform data analysis using internal and external sources; develop reusable models using SQL and advanced analytics tools (Python, R).
- Create scalable and insightful dashboards and reports using Power BI.
- Support daily operations of the Sales Enablement team, including CRM configuration, reporting, and third-party fund data integration.
- Maintain and enhance interfaces between the data warehouse, CRM, and other internal systems.
- Develop and maintain technical and business-facing documentation.
- Provide impact assessments and actionable recommendations based on system or data issues.
Minimum Requirements:
- Bachelor’s degree or equivalent experience in a relevant field.
- Strong analytical and problem-solving skills with an attention to detail.
- 1 – 2 years of related experience.
- Excellent written and verbal communication skills; ability to translate technical concepts for business audiences.
- Proficiency in SQL, Power BI, Python, and R; familiarity with PowerQuery and Salesforce a plus.
- Proven ability to manage competing priorities and deliver projects on time.
- Experience supporting multiple stakeholders and working collaboratively across departments.
- Commitment to fostering an inclusive, diverse workplace culture.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
About Cohen & Steers:
Cohen & Steers is a leading specialty manager focused on real assets and alternative income. We specialize on U.S. and international real estate securities, listed infrastructure, and preferred securities including private real estate. Headquartered in New York City, with offices in London, Hong Kong, Tokyo, Dublin and Singapore. Cohen & Steers serves financial professionals and institutional investors through a broad range of investment vehicles.
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.
