CRM Data Analyst Neuberger Berman 59 reviews - New York, NY Summary : The CRM Administrator/Data Analyst assists in the overall maintenance of data, processes, profiles and architecture of our Salesforce.com solution. The CRM Administrator will work closely with other CRM Team members and the Lead SFDC Architect to process data hygiene request, update requirements and business processes specifications, and aid in large projects. The Administrator will also work closely with IT development teams (CRM and Enterprise Data Mart) on projects intended to improve user experience and operational functionality. The Administrator must also work closely with Sales Data Operations and Sales Reporting teams to reconcile sales data between CRM and corporate systems of record. In addition, the Administrator may assist in developing proposals for new policies and procedures, metrics, and for documenting process flows. Responsibilities: * Ensure quality client and sales data is available in SFDC to all user groups including Sales Distribution, Global Sales Reporting, and Finance. * Conduct analyses and tests of CRM data requirements in partnership with IT. * Assist in defining, documenting, and maintaining process flows as well as policies and procedures. * Perform account reconciliation on several platforms for multiple data elements. * Utilize various sources to verify asset and transaction details for exception management and resolution. * Liaise with external vendors and sales firms to expand data coverage and enhance processes. * Adhere to corporate data management processes and oversight procedures to ensure data integrity. * Communicate with users and managers regarding status of sales data inquiries. * Assist in projects by conducting business analysis and submitting necessary documentation. Requirements: * BA degree in Business Administration, Finance, or related field. * Two to four years experience in Financial Services / Asset Management. * Proficiency in SFDC Administrative tasks e.g., creating profiles/roles, user setup, page layouts, reports/dashboards * Experience with development, administration, configuration, and Implementation of Salesforce CRM and SFA applications based on Apex Language and leveraging Force.com Platform highly desirable. * Demonstrated experience with sizeable data models and in data ETL and processing helpful * Proficiency in Tableau, Alteryx and Conga highly desirable. * Keen eye for detail and the ability to manage multiple complex tasks. * Desire to work in a team-oriented environment yet able to work independently. * Strong written and verbal communication skills. Neuberger Berman is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, protected veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com . 12 hours ago - save job - original job Apply On Company Site Other jobs you may like Data Analyst Atlas Search New York, NY 1 day ago Easily apply Data Analyst Source One New York, NY 1 day ago Easily apply * Crm Data Analyst jobs in New York, NY * Jobs at Neuberger Berman in New York, NY