CRM Administrator

Overview

We're looking for a detail-oriented and proactive CRM Administrator to manage, optimize, and support our customer relationship management platform, Salesforce.

Key Responsibilities

• Implementation Support & Partner Collaboration
• Work closely with external CRM implementation partners throughout the project lifecycle
• Translate business requirements into clear, actionable specifications for implementation teams
• Participate in solution design workshops, providing system knowledge and internal process context
• Validate configuration, workflows, and integrations delivered by implementation partners
• Support user acceptance testing (UAT) by developing test cases, coordinating testers, and documenting feedback
• Avoid smooth knowledge transfer from implementation partners to internal teams
• Assist in planning and executing data migration activities, including mapping, cleansing, and validation
• Help manage project timelines, risks, and communication between internal stakeholders and implementation partners
• System Administration
• Maintain day-to-day Salesforce operations, including user account management, permissions, and security settings
• Configure fields, workflows, automations, dashboards, and page layouts to support business needs
• Monitor system performance and troubleshoot issues to ensure platform stability
• Data Management
• Oversee data integrity through regular audits, deduplication, and cleanup
• Import, export, and transform data as needed for reporting or integrations
• Establish and enforce data governance standards
• Support & Training
• Serve as the primary point of contact for Salesforce-related questions and technical support
• Develop and deliver training materials, documentation, and onboarding sessions for new users
• Partner with cross-functional teams to understand requirements and translate them into Salesforce solutions
• Reporting & Insights
• Build and maintain dashboards and reports to support sales, marketing, and service teams
• Analyze Salesforce data to identify trends, gaps, and opportunities for process improvement
• Provide actionable insights that help drive customer engagement and business growth
• Process Improvement & Optimization
• Collaborate with stakeholders to streamline workflows and enhance user experience
• Recommend and implement Salesforce best practices
• Support integration projects with other business systems and tools

Qualifications

• 3-5 years of experience administering Salesforce
• Strong understanding of CRM data structures, workflows, and automation tools
• Experience supporting or participating in CRM implementations or system rollouts
• Proficiency with reporting and dashboard creation
• Excellent problem-solving skills and attention to detail
• Strong communication skills and ability to work with both technical and non-technical teams

Preferred

• Salutation: Salesforce administrator certification
• Experience with API integrations or middleware tools
• Familiarity with SQL, Excel, or data visualization tools
• Experience working with external consultants or implementation partners