The Lead CRM Administrator is responsible for managing the evolution of our Salesforce CRM and ensuring that it continuously meets requirements for the execution of our day-to-day business. This includes configuration, maintenance, administration, and integration of Salesforce with SmartBrief systems, and managing the delivery of the Salesforce platform roadmap.
RESPONSIBILITIES:
- Ownership of all technical aspects of Salesforce, including data migration, data quality, systems integrations, and advising on 3rd party applications
- Advance and maintain the Salesforce implementation to accelerate the delivery of innovative, high quality solutions. Translate business requirements into working solutions using a combination of Salesforce configuration.
- Manage an iterative CRM roadmap and strategy capable of supporting the growing SmartBrief business. Continue to drive completion of existing roadmap initiatives while identifying new initiatives
- Project management for external development of roadmap initiatives utilizing Salesforce and 3rd party resources
- Relationship ownership for 3rd party integration and administration of applications including marketing automation platform and contract LMT
- Work cross functionally with internal stakeholders including the sales, product marketing, partner, marketing, and finance teams to analyze and optimize their business processes, and increase the benefits and usability of Salesforce
- Work with internal teams to manage and prioritize ongoing support requests and administrative needs of users across different departments and delegate and prioritize those support requests to the CRM Associate Administrator
- Optimize the use of Salesforce and integrated applications through initiatives to improve testing, implementation, documentation and company training
- Create (design, document, build) and manage (test, deploy) custom objects, fields, formulas, validation rules, custom workflow, approval processes, and other enhancements
- Coordinate with Accounting team to establish consistent workflow and core team responsibilities between Sales Ops and Accounting to ensure excellent end-to-end client service
- Manage CRM Associate, including training plan, project management, QA
REQUIREMENTS:
- 2-3+ years of Salesforce administration experience (across sales and marketing functions)
- 2-3 years’ experience in a digital role working cross-departmentally
- Understanding of common industry standard business practices as related to: Marketing (Campaigns, Lead Generation, Lead Allocation, Lead Assignment and Distribution, Lead Source reporting); Salesforce Management (Opportunity, Proposal, Insertion Orders, Forecasting, Territory Management and Quotas); Support (Case Management); Project Management
- BS Degree with a strong academic record
SKILLS/ABILITIES:
- Ability to balance technical skills with business savvy – ability to transform end-user needs into technical and functional requirements
- Excellent customer service skills; ability to form and nurture relationships both externally and internally
- Excellent time management skills; able to work efficiently while meeting tight deadlines and multiple priorities
Required Skills
Required Experience