Data Engineer CRM Support Consultant

Data Engineer / CRM Support consultant for direct banking client in New York City

Work location: midtown Manhattan, NYC

Work schedule: 5 days in office

LOCAL CANDIDATES ONLY

NO OUT OF STATE CANDIDATES WILL BE CONSIDERED

Job Summary

We are seeking a detail-oriented Data Excellence & Application Owner to oversee business operations, data quality management, and application ownership for Prism CRM and the Buy the Sell Event Management Platform.

This role serves as the primary liaison between business stakeholders, vendors, and technology teams to ensure data integrity, operational excellence, and successful delivery of system enhancements.

The ideal candidate combines data management, project coordination, application support, and stakeholder management skills with a strong customer-service mindset.

Key Responsibilities

Application Ownership

• Serve as the business application owner and subject matter expert for:

• Datazoic Prism CRM

• Buy the Sell Event Management Platform

• Manage day-to-day application support activities.
• Coordinate platform upgrades, enhancements, defect resolution, and vendor engagement.
• Maintain application documentation, procedures, and knowledge repositories.

Data Excellence & Governance

• Establish and maintain data quality standards and controls.
• Monitor data health across contacts, accounts, research coverage, interactions, subscriptions, and event data.
• Investigate, troubleshoot, and resolve data quality concerns.
• Develop procedures for ongoing data governance and stewardship.

CRM Operations

• Support daily operation of Prism CRM.
• Onboard and train new users.
• Handle employment change processing and contact maintenance.
• Vet new analyst contact lists prior to import.
• Configure and maintain research distribution lists.
• Manage research publication subscriptions.
• Support monthly interaction uploads and data aggregation processes.

Platform Integrations

Support and monitor integrations with:

• IPREO
• BlueMatrix
• SendGrid
• Visible Alpha
• CorpAxe
• Commcise
• Dealogic
• Other third-party research and event platforms

Project Management & Business Analysis

• Manage enhancement requests from business users.
• Gather and document business requirements.
• Facilitate user acceptance testing (UAT).
• Coordinate project timelines, milestones, and vendor deliverables.
• Provide status reporting to stakeholders and management.

AI & Process Improvement

• Identify opportunities to leverage AI and LLM technologies to improve:

• Event management workflows

• User support processes

• Data cleansing activities

• Contact enrichment

• Research distribution processes

• Business productivity

• Partner with technology teams on AI-enabled business initiatives.

Reporting & Analysis

• Produce ad-hoc business reports for:

• Commissions

• Coverage

• Client interactions

• Research readership

• Event participation

• Support quarterly McLagan data submission processes.
• Partner with Power BI teams to ensure data availability and quality for enterprise reporting.

Required

• 2-5 years of experience in CRM Support, Data Management, Business Analysis, or Application Support.
• Strong understanding of data quality management and governance principles.
• Experience supporting business-critical applications.
• Advanced Excel skills.
• Working knowledge of SQL and relational databases.
• Strong documentation, communication, and organizational skills.
• Experience working directly with business users and external vendors.

Preferred

• Experience supporting Datazoic Prism CRM.
• Knowledge of Equity Research, Sales Trading, or Capital Markets workflows.
• Experience with event management platforms.
• Exposure to project management methodologies.
• Familiarity with Jira, Azure DevOps, ServiceNow, or similar platforms.
• Experience with AI, Microsoft Copilot, or LLM-related initiatives.
• Familiarity with Power BI reporting environments.

Education: Bachelors Degree or equivalent experience