Director, Sales Enablement – Client Data

Role Overview

The Director, Client Data will be responsible for managing the governance, quality, and lifecycle of critical client and intermediary data across Cohen & Steers’ Distribution platform. Reporting to the Head of Sales Enablement, this role will serve as the primary owner of firm, office, advisor, consultant, and institutional entity data, ensuring consistency and accuracy across Salesforce CRM, Master Data Management (MDM) platforms, and third-party data providers.

What You Will Do

Own the governance, mastering, and lifecycle management of firm, office, advisor, consultant, and institutional entity data across CRM, MDM, and third-party data platforms. Establish and maintain data quality standards, matching logic, survivorship rules, and stewardship processes to ensure the integrity of enterprise ‘golden record’ data.

Why It Might Be a Fit

This role requires strong analytical, problem-solving, and data quality management skills, experience managing and validating complex data feeds and reporting processes from multiple internal and external sources, and the ability to document business processes, operational procedures, and data governance standards.

Requirements

• 7+ years of experience in data governance, master data management, CRM administration, sales operations, business intelligence, or related functions.
• Strong understanding of client, intermediary, advisor, consultant, and organizational data structures within asset management or financial services.
• Experience managing and validating complex data feeds and reporting processes from multiple internal and external sources.
• Demonstrated experience working with CRM and data management platforms, including Salesforce and MDM solutions.
• Strong analytical, problem-solving, and data quality management skills.
• Experience managing vendor relationships and coordinating with third-party data providers.
• Ability to document business processes, operational procedures, and data governance standards.
• Excellent organizational, communication, and stakeholder management skills.
• Ability to effectively manage multiple priorities and deliver high-quality results in a fast-paced environment.
• Demonstrates inclusive behaviors in support of a culture that values diverse perspectives.

Benefits

• Estimated salary: $185,000 – $200,000
• Committed to an inclusive culture, valuing diversity in support of our people and clients.
• Hybrid work policy (work from home policy) with four (4) days per week in the Company’s New York City office and one (1) remote workday permitted.