Summary:
The CRM and Sales Enablement team is responsible for driving Sales and Marketing productivity by providing training, support, and continual enhancement to our global Salesforce.com instance and associated tools The team supports 600+ users across our global Institutional and Intermediary lines of business.
We are looking for an experienced Salesforce Admin to overall drive adoption and maintain support for the North American Intermediary channel, as well as to contribute to global CRM initiatives. The NA Intermediary line of business consists of 100+ salespersons across the United States, covering Broker Dealers/Wirehouses, Private Banks, Registered Investment Advisors (RIA), Subadvisory, and Retirement relationships. This is an AVP or VP role, depending on experience level.
Responsibilities:
- Serve as the primary channel administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, layout updates, workflows, and other configuration tasks
- Train new and existing users, as well as developing training curriculum, tools and collateral, and driving overall adoption
- Provide support for channel users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutions
- Interface with data teams on automatic data feeds into CRM, monitor feeds to ensure they are performing as expected, investigating cross system issues and coordinating resolution across teams, contributing to projects to improve integrations based on business needs
- Conduct or coordinate mass data uploads and clean-ups on an as needed basis
- Own relationships with super users and managers within the Intermediary channel, to understand the Intermediary sales processes and help identify opportunities where the Salesforce platform could enable teams to sell, cross sell, retain assets, and/or improve their efficiency
- Provide business analyst expertise, identifying business needs, documenting requirements, working with IT and global CRM product owner to determine solutions
- Assist with the evaluation, scoping, configuration, testing, and release management for projects to meet channel needs
Qualifications:
- Undergraduate degree in economics, finance, business, statistics, or computer science preferred
- Understanding of and experience with the Asset Management industry, and specific understanding or experience with the NA Intermediary (Retail) distribution channel
- Experience with automated data feeds required; experience with DST, Broadridge, etc. preferred
- 3+ years’ experience with CRM Administration, 2+ years’ experience with Lightning
- 6+ years’ professional experience, preferably within asset management
- Certifications (ADM201, ADM211) preferred
- Experience with building and delivering training
- Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools
- Experience working in an agile project management environment
- Excellent time-management, planning and organizational skills
- High level of accuracy and attention to detail
- Strong written and verbal communication skills
- Self-starter with proven initiative and ability to work independently and as part of a broader team
- Experience with business stakeholder management
#LI-Hybrid #LI-LS1
Compensation Details
The salary range for this role is $140,000-$160,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
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