10+ years of experience with C#/Python, .NET Core, and SQL Server in financial services
Proven experience in full application lifecycle development
Strong SQL skills for advanced querying and ETL tools
Extensive knowledge of Salesforce, Pardot, Marketo and their APIs
Ability to communicate technical concepts to diverse stakeholders
Understanding of CRM object model and financial product processes
Proven vendor management skills
Excellent communication and customer service abilities
Familiarity with hybrid work policy requirements.
Responsibilities
Develop integration solutions for the CRM ecosystem
Create service-based applications on Azure and Microsoft Fabric
Collaborate with IT and developers for application enhancements
Support business users by resolving errors and data issues
Communicate technical solutions clearly to business stakeholders
Shape strategic vision and marketing materials around CRM
Investigate application functionality for accuracy and improvements
Benefits
Inclusive workplace culture that values diversity
Opportunities for professional growth and development
Collaborative work environment with cross-functional teams
Potential for flexible working arrangements within hybrid policy
Full 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/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
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.
