Salesforce/TargetX CRM & Communications Specialist

About the role

Location: Columbia, SC 20208 (Onsite). Position Type: W2 Contract. The Salesforce / TargetX CRM & Communications Specialist supports, maintains, and enhances the organization's Salesforce and TargetX environment, focusing on automated email drip campaigns for recruitment, engagement, and other constituent activities. The role works with functional departments, IT staff, and stakeholders to provide reliable communications and support the planned transition from Salesforce/TargetX to Slate CRM.

Responsibilities

• Serve as primary functional and technical resource for TargetX Communication Planner and automated drip campaigns.
• Create, configure, schedule, test, deploy, and maintain new automated email and drip campaigns using Communication Planner; assist with SMS messaging as needed.
• Partner with departments to plan, renew, revise, add, or retire campaigns based on communication and recruitment needs.
• Build and maintain recipient populations and communication audiences using Salesforce and TargetX data.
• Configure communication criteria, filters, scheduling, and related business rules.
• Create, maintain, and update reusable email templates, communication components, and campaign documentation.
• Test all new and revised campaigns in the sandbox environment and complete QA before release.
• Diagnose and resolve delivery, audience‑selection, scheduling, personalization, automation, and other Communication Planner issues; coordinate with IT or vendors when escalation is needed.
• Monitor communication results and assist departments with evaluating campaign effectiveness.
• Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns, templates, audiences, and related records while maintaining standards and best practices.
• Support Slate CRM transition: inventory and document existing Salesforce/TargetX drip campaigns, templates, audiences, business rules, integrations, and dependencies.
• Work with departments and Slate implementation team to translate current campaign requirements into Slate CRM requirements.
• Assist with campaign migration, configuration review, data validation, user acceptance testing, and training to ensure continuity of communications.
• Identify opportunities to simplify, standardize, consolidate, or retire campaigns as part of the transition.

Requirements

• 3+ years of experience working with Salesforce CRM
• 3+ years of experience working with TargetX
• 3+ years of experience with TargetX Communication Planner
• 3+ years of experience creating, managing, renewing, and troubleshooting automated email or drip campaigns
• 3+ years of experience with Salesforce reports, dashboards, objects, fields, and data
• 3+ years of experience troubleshooting CRM‑ and campaign‑related issues, including data, audience, configuration, scheduling, and delivery problems

Skills

• Experience supporting Salesforce and TargetX in a higher education environment
• Experience supporting admissions, recruitment, enrollment management, student services, advancement, or similar operations
• Experience with Salesforce Flow and other Salesforce automation tools
• Experience with TargetX forms, events, portals, or other TargetX functionality
• Working knowledge of HTML and CSS as they relate to email communications
• Experience with Salesforce data imports, exports, Data Loader, or similar tools
• Experience with CRM integrations and third‑party applications
• Experience developing documentation, providing end‑user training, or supporting CRM migration and change‑management activities
• Strong troubleshooting and analytical skills
• Excellent attention to detail, particularly when managing large‑scale communications
• Ability to understand relationships among CRM data, business processes, and communications
• Ability to manage multiple projects and priorities simultaneously
• Ability to communicate technical concepts clearly to non‑technical users
• Strong customer‑service orientation
• Ability to work collaboratively with functional offices, IT staff, leadership, and external vendors
• Strong understanding of data quality and data management principles
• Ability to translate business requirements into technical or system solutions