CRM & Sales Enablement Analyst

Cohen & Steers

New York (NY)

Hybrid

USD 105,000 - 115,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Cohen & Steers is seeking a Senior Associate, Sales Enablement - CRM to join the Global Distribution team. This role bridges business users and the Salesforce platform, focusing on user experience, support requests, and documenting business processes.

The position involves translating requests into prioritized initiatives with some administrative Salesforce work. Hybrid work policy requires reporting to the New York City office four days per week with one remote day.

Qualifications

2–4 years of B2B CRM experience, Salesforce preferred.
Salesforce certifications are preferred (Admin, BA, App Builder).
Strong understanding of CRM platforms and core data models.
Able to gather requirements and translate into CRM solutions.
Excellent organizational and prioritization skills.
Hybrid work policy requires NYC office four days/week with one remote day.

Responsibilities

Partner with Sales, Marketing,Relationship Management and Distribution to gather requirements.
Translate business needs into well-defined user stories, epics and a prioritized backlog.
Engage Salesforce users to understand workflows and adoption barriers.
Design and deliver training and enablement programs across the ecosystem.
Provide end-user support and case management within governance guidelines.
Maintain documentation for Salesforce processes and configurations.
Perform light Salesforce administration (reports, dashboards, list views).
Identify AI applications to improve support processes and documentation.