Vice President, Head of CRM Technology

Job Title: Vice President, Head of CRM TechnologyDepartment: Information TechnologyReports To: Senior Vice President, Head of DevelopmentFLSA Code: Exempt Estimated Salary: $185,000 - $200,000Job Summary:Cohen and Steers is currently seeking a Head of CRM technology to lead the strategy, architecture, and development of our Salesforce CRM ecosystem. The individual will own the technical roadmap for CRM data, integrations, and applications – both on-premise and in the cloud while guiding a development team and partnering 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:Own the strategic roadmap and technology vision for CRM, driving alignment between business priorities and technical executionDirect the design, implementation, and delivery of integration solutions across the CRM ecosystemLead and mentor developers, setting standards for architecture, code quality, and deliveryServe as the primary technical stakeholder and escalation point for CRM initiatives across IT and business unitsManage the CRM development team while directly contributing to solution design and build, ensuring hands-on technical credibility alongside leadershipDevelopment of service-based solutions to integrate between different platforms, including services hosted in Azure and Microsoft FabricDevelopment of applications utilizing Azure App Services (PaaS), Azure SQL Database, and Microsoft FabricDevelopment of enhancements across the Salesforce platform architecture and ensuring a full CI/CD across environmentsWorking with developers and other IT members in identifying and proposing application system changes, enhancements, or troubleshooting issuesResponsible for supporting business users, investigating, and resolving application errors, data discrepancies and queriesResponsible for clearly articulating technical concepts to lead business stakeholdersMinimum Requirements: A Bachelor’s Degree in the Information Technology field is required10+ years' experience in CRM/data application development, with deep hands-on expertise in C#/Python, .NET Core, and SQL ServerExperience partnering with senior business stakeholders to define technology strategy and prioritiesPrior experience leading or mentoring a development team, with accountability for technical direction and deliveryProven vendor management skillsSubstantial experience in developing application solutions through all phases of the application lifecycle from initial requirements gathering to ongoing enhancementsStrong knowledge of SQL for advanced querying, window functions, CTEs, pivoting, and handling slowly changing dimensionsStrong knowledge of ETL tools and patternsExperience designing and reviewing Salesforce integration patterns (REST/SOAP APIs, Bulk API, Platform Events, Change Data Capture) between Salesforce and external systemsStrong knowledge of Apex, Lightning Web Components (LWC), and Flow/Process Automation, sufficient to guide and review development work even if not hands-on dailyExperience with Salesforce data governance, including sharing/security model design, field-level security, and data quality/deduplication strategiesFamiliarity with Salesforce release management and DevOps practices (sandboxes, change sets, and CI/CD)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 requirementsAbility to work with users and managers to prioritize between tasksReasonable knowledge of the portfolio management process (Positions, Transactions) and how it intersects with the standard CRM object model (Account, Contacts, Opportunities).Demonstrates inclusive behaviors in support of a culture that values diverse perspectivesAgrees 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 MicroservicesExperience with Microsoft Fabric, Azure DataBricks, or SnowflakeExperience with Azure DevOps (CI/CD)Relevant Salesforce certificationsRecent experience in an Asset Management Firm or Hedge FundExperience with Salesforce administrationReasonable knowledge of master data management conceptsExperience with Python and various data manipulation librariesExperience of using job scheduling software (JAMS, ActiveBatch, AutoSys or equivalent)Technical writing and documentation proficiencyNote: 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.