The CRM Strategy & Sales Enablement plays an important role in powering AllianceBernstein’s sales success. The team delivers modern technology capabilities that elevate the effectiveness of the global sales organization, leveraging a blend of leading SaaS platforms, in‑house applications, and streamlined business processes that ensure clean, accurate, and actionable data.The team oversees the full lifecycle of these tools—including ongoing development, enhancements, planning, and support—creating a dynamic environment where innovation, precision, and continuous improvement come together to drive meaningful business impact. The team oversees the full lifecycle of these tools—including ongoing development, enhancements, planning, and support—creating a dynamic environment where innovation, precision, and continuous improvement come together to drive meaningful business impact.
What You’ll Do:
The Salesforce Administrator/Developer will play a critical role in ensuring the stability, usability, and continuous improvement of the firm’s Private Wealth Management business’ CRM platform. This position blends operational excellence with hands-on configuration work, supporting business users while driving enhancements that elevate the ‑on configuration work, supporting business users while driving enhancements that elevate the platforms’ overall value.
Platform Support & Issue Management
· Actively monitor the production support queue and provide timely triage for incoming issues.
· Communicate directly with users to understand the challenges they encounter and guide them toward effective solutions.
· Manage SLAs and KPIs related to issue acknowledgement, investigation, and resolution.
· Collaborate with internal technology teams to drive issues to successful closure.
· Contribute to the knowledge base to improve future troubleshooting efficiency and team-wide learning.
User Administration & Security
· Administer user accounts, including license provisioning, access management, and deactivation.
· Maintain and optimize platform security, including sharing rules, permission sets, profiles, roles, and data access policies.
· Design and maintain user hierarchies that reflect organizational structure and support business operations effectively.
Configuration, Enhancements & Release Management
· Configure and optimize the Salesforce platform to improve usability, streamline processes, and support business goals.
· Manage new Salesforce releases and ensure smooth rollout of new features and updates.
· Create and maintain fields, objects, page layouts, dashboards, reports, campaigns, and other core Salesforce components.
· Build custom objects and flows when required to support advanced business processes.
· Execute ongoing configuration and customization activities as business needs evolve.
Reporting, Insights & Data Quality
· Fulfill ad hoc reporting requests with accuracy and speed.
· Support data quality through routine audits, cleanup efforts, and proactive governance practices.
What We’re Looking For:
This position requires:
· 5–6 years of hands-on Salesforce Administration and development experience, supporting complex, fastmoving business environments. ‑on Salesforce Administration‑moving business environments.
· Bachelor’s degree in information systems, Computer Science, Engineering, or a related field (or equivalent professional experience).
· Salesforce Administrator and Platform Developer I Certifications (Required); additional Salesforce certifications are a strong plus.
· Experience working in Financial services is preferred.
· Strong CI/CD development skills, with experience supporting modern deployment pipelines and structured release management processes.
· Expertise in core Salesforce administration, including permission sets, profiles, role hierarchies, security and visibility rules, declarative customization, and platform configuration.
· Exceptional communication skills with the ability to clearly explain issues, gather requirements, and support end-users across global regions.‑users across global regions
· Proven problem-solving ability, capable of independently diagnosing issues, researching solutions, and managing troubleshooting efforts while collaborating effectively as part of a broader technology team. ‑solving ability
· Experience supporting data integrity, reporting, dashboards, and workflow automation within Salesforce.
· Solid understanding of release readiness, new feature evaluation, and smooth rollout planning.
Special Knowledge (if applicable):
Certified Salesforce Administrator and Platform Developer I required
Pune, India
Top Skills
What We Do
AllianceBernstein (AB) is a leading global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with more than $500 billion in assets under management. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.
