Senior Associate, Sales Enablement - CRM

Job Title: Senior Associate, Sales Enablement - CRM

Department: Global Distribution

Reports To: Senior Vice President, Head of Sales Enablement

FLSA Code: Exempt

Estimated Salary: $105,000 - $115,000

Job Summary

Cohen & Steers is seeking a Senior Associate, CRM & Platforms to serve as a key link between our business users and all Sales Enablement platforms. This role will partner across Global Distribution to understand business needs, improve Salesforce workflows and user experience, and develop requirements that can be translated into scalable solutions. The position will also focus on user training, support, documentation, and day-to-day data & Salesforce needs. While the role includes light Salesforce administration, its primary focus is business analysis, process improvement, data, and user enablement. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities / Activities

Partner with cross-functional teams across Sales, Marketing, Relationship Management, and Distribution to gather requirements, validate CRM solutions, and communicate outcomes.

Translate business needs into actionable requirements , including user stories and features, and help maintain a prioritized CRM backlog and roadmap.

Engage with Salesforce users to understand workflows, identify pain points and adoption barriers, and recommend process improvements.

Design and deliver training and enablement programs , including support for a super-user and champion network.

Provide end-user support and case management, resolve issues efficiently, and promote CRM best practices.

Keep stakeholders informed of project status, priorities, key decisions, and delivery progress.

Create and maintain documentation for Salesforce business processes, configurations, and operating procedures.

Perform light Salesforce administration , including reports, dashboards, list views, and simple configuration updates; identify practical uses of generative and agentic AI to improve team effectiveness.

Minimum Requirements

2-4 years of B2B CRM experience , preferably with Salesforce, as an administrator, business analyst, or advanced power user; financial services experience preferred.

Strong understanding of CRM platforms and data , including core Salesforce objects, reporting, and data quality.

Experience gathering business requirements and translating them into practical CRM solutions.

Strong organizational and prioritization skills , with the ability to manage multiple initiatives.

Excellent communication and relationship-building skills across technical and non-technical teams.

Salesforce certification preferred , such as Administrator, Business Analyst, or Platform App Builder.

Demonstrates inclusive behaviors in support of a culture that values diverse perspectives

Agrees to comply with the firm’s hybrid work policy (“work from home policy,” as aligned with the Company’s employee handbook), which currently requires reporting to the Company’s New York City office four (4) days per week, with one (1) remote workday permitted.

Preferred Qualifications

Agile delivery and backlog management experience, including user stories, acceptance criteria, and roadmap prioritization; experience with Azure DevOps, Jira, or similar tools is a plus.

Salesforce data management and reporting experience, including exposure to SOQL, data profiling, or master data concepts.

Experience with CRM training, user enablement, or process documentation ; exposure to adjacent sales, marketing, or analytics tools such as Power BI, Seismic, Marketo/Pardot, or Microsoft Fabric is a plus.

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.