Senior CRM Administrator
4 days ago
The CRM and Sales Enablement team at Neuberger Berman is seeking an experienced Salesforce administrator to drive adoption and maintain support for the North American Intermediary channel. As a key member of the team, you will be responsible for handling administrative functions, training users, and providing support.
About the Role:
- Serve as the primary channel administrator, handling user maintenance, dashboards, reports, list views, layout updates, workflows, and configuration tasks
- Train new and existing users, developing training curriculum, tools, and collateral, and driving overall adoption
- Provide support for channel users, investigating issues, and acting as a liaison between users, vendors, and technology teams
Requirements:
- 3+ years' experience with CRM Administration, 2+ years' experience with Lightning
- Experience with automated data feeds required; experience with DST, Broadridge, etc. preferred
- Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools
- Excellent time-management, planning, and organizational skills
- High level of accuracy and attention to detail
- Strong written and verbal communication skills
Benefits:
- Salary range: $140,000-$160,000 per year
- Comprehensive benefits package including paid time off, medical/dental/vision insurance, 401(k), life insurance, and other benefits
- Opportunity to work with a leading investment manager in a dynamic and supportive environment
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