Lead development and integration of the Salesforce CRM ecosystem, building Azure- and Fabric-based services and applications. Collaborate with Sales, Finance, Marketing and others to design enhancements, resolve data and application issues, support business users, manage vendors, and shape CRM strategy and workflows.
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/Activities:
- 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
- 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.
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.
Cohen & Steers New York, New York, USA Office
1166 Avenue of the Americas, New York, NY , United States, 10036
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