CRM Administrator

We are seeking a CRM Administrator to join the Global Applications Support Team at Bernstein. This role partners with the Global Equity Research & Sales groups by providing support and training users as well as working with the vendors and in-house development teams who manage our Client Relationship Management (CRM), Distribution (Email, Website, Aggregators) and Research systems.  This role works collaboratively with global teams based in US, Europe, and Asia and has direct involvement with senior business stakeholders on key initiatives.  Our group operates in a fast-paced front-office environment in small teams, covering a wide range of technologies.

The key job responsibilities include, but are not limited to:

·       Support daily CRM activities for Sales & Research users in a busy front office environment.

·       Promote best practices and drive user adoption by engaging and training users; update training materials, help documents and tips-and-tricks communications as needed. 

·       Collaborate across departments to identify user needs and work to optimize the user experience using CRM tools and technology.

·       Implement data quality controls to support reporting and analysis.

·       Work with the vendors and development teams using agile methods and tools. Manage application upgrades, testing and support of applications used in Sales and Research such as Events, Mobile Apps along with other applications. 

·       Conduct detailed diagnosis of operational problems and work with local, external, and global teams to resolve issues in a timely manner.

·       Document business processes and procedures. 

The role is eligible an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, Medical/Dental/Vision, and other benefits for fertility, wellness, student loans and commuters.  Base salary range does not include bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience.

We look for consummate team players who seek a highly rigorous and collegial environment for their career development.

Basic Qualifications

·       Demonstrated track record of providing user support and administration for Salesforce.com or a Salesforce-based Client Relationship Management (CRM) system.

·       Excellent verbal and written communication skills and ability to liaise with people at all levels, both technical and non-technical stakeholders.

·       Proven ability to manage projects, priorities and deadlines.

·       Demonstrated track record of providing responsive support in a fast-paced environment.

·       Experience in Agile methodology using JIRA and maintaining written troubleshooting procedures in Wiki.

·       Experience in Data quality and reporting using best practices and tools.

·       Demonstrated track record of working with global teams.

·       Advanced proficiency in Excel.

Preferred Qualifications

·       Experience with Capital Markets CRM such as Tier1 or Singletrack.

·       Knowledge of database principals and basic SQL would be advantageous.

·       Experience with Investment Research Distribution Platforms.

·       Scripting skills are useful.

·       Experience in Capital Markets or Equity Research is a plus but not mandatory.

Bernstein is widely recognized as a premier global equity research and brokerage firm, with a trading platform that spans the US, Europe, and Asia. Our research and trading capabilities are sought out by leading investment managers around the world, and we have a long history of our research receiving #1 rankings for overall quality and industry knowledge.

Research is our legacy and foundation. Our brand is defined by our Blackbooks, renowned for their in-depth quantitative forecasts and unmatched industry expertise. Our Research Analysts are thought leaders who typically have many years of direct experience in the industries they cover. Our reputation is for the very highest caliber of disciplined investment and industry analysis.

In 2019 Bernstein acquired Autonomous Research, a highly regarded global financial services independent research firm. This acquisition further strengthened us as the preeminent provider of the highest-quality research to our clients worldwide.

On April 1, 2024, AllianceBernstein and Societe Generale announced the official launch of Bernstein, a new joint venture expanding our global cash equities and equity research business. Clients now have unparalleled equity liquidity access and a full range of integrated services, leveraging Bernstein’s cash equities and research capabilities and Societe Generale’s equity derivatives, prime services and equity capital markets offering.