Job Title: Director, Sales Enablement Platforms
Department: Investment Administration
Reports To: Senior Vice President, Head of Sales Enablement
FLSA Code: Exempt
Estimated Salary: $170,000 - $185,000
Job Summary:
The Director, Sales Enablement Platforms will be responsible for leading the development & management of a distribution innovation stack, including the administration of Salesforce CRM and other emerging technologies. Reporting to the Head of Sales Enablement, this role will develop & maintain a strategic roadmap for the CRM and other platforms; monitor system usage; identify opportunities for overall improvement; provide training and education on best practices; and build platform-related reporting and analytics. Day-to-day, you will collaborate cross-functionally with our Sales, Relationship Management, Technology, Marketing, and Finance teams to gather business & technical requirements; design and build process enhancements; and manage 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:
- Coordinate with cross-functional teams to gather CRM-related requirements, and design, implement, test & communicate solutions.
- Define user stories, features and epics for development and deployment, as well as project plans, timelines, and status reports to keep stakeholders informed.
- Demonstrate strong technical understanding and the ability to translate technical issues across different business units into requirements.
- Manage sprint planning and backlog prioritization.
- Create and maintain ongoing internal documentation of Salesforce processes and system configurations as business processes evolve and features are added.
- Provide end-user support and assist users with best practices to improve and increase their knowledge of Salesforce.
- Provide training and user support across the Sales Enablement ecosystem.
- Foster CRM data quality through validation rules, monitoring KPI dashboards, and ad hoc bulk data processing.
Minimum Requirements:
- 7+ years B2B Salesforce administration. Asset management industry preferred.
- 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 delivery of multiple projects at the same time.
- Salesforce Certified Administrator certification, as well as other Salesforce certifications such as Platform Developer and Business Analyst preferred.
- Experience integrating Marketing Automation tools such as Pardot, Marketo or Hubspot.
- Knowledge and familiarity with industry software and tools for Sales and Marketing such as Tableau, Agentic AI, Seismic, LinkedIn Sales Navigator, Dialpad, RFP.IO or Allego.
- Excellent interpersonal and communication skills.
- Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
- Is able to abide by the firm’s hybrid work arrangement policy in New York City office (4 days in-office/1 day remote)
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.
