Vice President, Head of CRM Technology

Cohen & Steers; New York (NY); On-site; USD 185,000 - 200,000; Full time

Job summary

A financial services firm located in New York City is seeking a Vice President, CRM Developer to lead CRM technologies, primarily with Salesforce. The role involves developing integration solutions, collaborating across departments, and ensuring effective communication for business solutions. With over 10 years of experience in a financial services environment, candidates should possess strong technical skills in C#/Python and SQL Server, as well as effective customer service capabilities. This position follows a hybrid model, requiring 4 days in-office and 1 day remote.

Qualifications

• 10+ years of experience in a financial services environment.
• Substantial experience in developing application solutions across the application lifecycle.
• Strong knowledge of SQL for advanced querying and handling slowly changing dimensions.

Responsibilities

• Develop integration solutions for the CRM ecosystem.
• Build applications utilizing Azure SQL Database and Microsoft Fabric.
• Support business users and resolve application errors.

Skills

C#/Python

.NET Core

SQL Server

Salesforce

ETL tools

Strong customer service skills

Communication skills

Education

Bachelor’s Degree in Information Technology

Tools

Azure App Services

Microsoft Fabric

Salesforce APIs

Job description

Job Title: Vice President, CRM Developer

Department: Information Technology

Reports To: Senior Vice President, Head of Development

FLSA Code: Exempt

Estimated Salary: $185,000 - $200,000

Job Summary

Cohen and Steers is currently seeking a highly motivated, CRM developer to join our Information Technology department leading the technologies surrounding Salesforce CRM. The individual will be part of the development team that works primarily with the CRM datasets, workflows, and applications both on‑premise and in the cloud. Strong communication skills will be required as the individual will collaborate with Sales Enablement, Finance, Relationship Management, Marketing and Sales to design and build enhancements for our strategic CRM platform. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities

• Responsible for developing integration solutions for our CRM ecosystem
• Development of service‑based solutions to integrate between different platforms, including services hosted in Azure and Microsoft Fabric
• Development of applications utilizing Azure App Services (PaaS), Azure SQL Database, and Microsoft Fabric
• Working with developers and other IT members in identifying and proposing application system changes, enhancements, or troubleshooting issues
• Responsible for supporting business users, investigating, and resolving application errors, data discrepancies and queries
• Responsible for clearly articulating technical concepts to lead business stakeholders
• Working with departments to shape our strategic vision around CRM and related marketing materials

Minimum Requirements

• A Bachelor’s Degree in the Information Technology field is required
• 10+ years’ experience with C#/Python, .NET Core, and SQL Server in a similar financial services environment
• Substantial experience in developing application solutions through all phases of the application lifecycle from initial requirements gathering to ongoing enhancements
• Strong knowledge of SQL for advanced querying, window functions, CTEs, pivoting, and handling slowly changing dimensions
• Strong knowledge of ETL tools and patterns
• Strong knowledge of Salesforce, Pardot, Marketo and their relevant APIs
• Ability to work independently and as part of a team
• Strong customer service skills, with excellent written and verbal communication, in order to communicate with all levels of end users and help develop sustainable business solutions that address user requirements
• Ability to work with users and managers to prioritize between tasks
• Proven vendor management skills
• Understanding of the standard CRM object model (Account, Contact, Firms, Opportunity, Lead, Campaign)
• Excellent written and verbal communication skills
• Knowledge of Salesforce SOQL, Bulk API, and REST API
• Reasonable financial product knowledge and knowledge of the portfolio management process (Positions, weights, benchmarks, etc.)
• 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)

Beneficial Skills

• Experience with Microservices
• Experience with Microsoft Fabric, Azure DataBricks, or Snowflake
• Experience with Azure DevOps (CI/CD)
• Experience with Salesforce administration
• Recent experience in an Asset Management Firm or Hedge Fund
• Reasonable knowledge of master data management concepts
• Experience with Python and various data manipulation libraries
• Experience of using job scheduling software (JAMS, ActiveBatch, AutoSys or equivalent)
• Technical writing and documentation proficiency

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.