Position Overview

The CRM and Sales Enablement team is responsible for driving Sales and Marketing productivity by providing training, support, and continual enhancement to our global Salesforce.com instance and associated tools. The team supports 600+ users across our global Institutional and Intermediary lines of business.

We are looking for an experienced Salesforce Admin to join the team, to overall drive adoption and maintain support for the EMEA and Latin America channel, as well as to contribute to global CRM initiatives.

Primary Responsibilities

• Serve as the primary regional administrator, handling all administrative functions including user maintenance, dashboards and reports, list views, workflows, and other configuration tasks
• Conduct or coordinate mass data uploads and clean-ups on an as needed basis
• Assist in the training of new and existing users, as well as developing tools and collateral, and driving overall adoption
• Provide support for regional users, investigating issues, and acting as a liaison between our users, vendors, and technology teams to coordinate resolutions
• Provide business analyst expertise, identifying business needs, documenting requirements, working with IT and global CRM product owner to determine solution
• Assist with the evaluation, scoping, configuration, testing, and release management for projects to meet regional and global business needs

Key Requirements / Qualifications (essential unless stated)

• Undergraduate degree in economics, finance, business, statistics, or computer science preferred
• Understanding of and experience with the Asset Management industry preferred
• 6+ years’ experience with CRM Administration and/or Certification for Salesforce Administration
• 2+ years’ experience with Lightning
• Strong data management abilities, with data maintenance tool experience - Data Loader, DemandTools
• Experience working in an agile project management environment
• Excellent time-management, planning and organizational skills
• High level of accuracy and attention to detail
• Strong written and verbal communication skills
• Self-starter with proven initiative and ability to work independently and as part of a broader team

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected] .

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