Data Engineer CRM Support

Our client a major bank in New York City is looking forSenior Data Engineer - CRM Support Consultant

3-6 months initial contract with possibility for extensions and option to hire.
5 days on-site in NYC Office

** Must be authorized to work for ANY employer in US - NO H1 Visa support for this role

Rate: $65-70/h on W2 possible C2C as well.

Data Engineer - CRM Support Consultant

• 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.

• 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.

• 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.

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

• 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.

• 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.

• 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.

• 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.

• 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.

Please email your resume or