About This Role
This role focuses on managing, optimizing, and supporting the company's Salesforce platform, with a strong emphasis on systems and processes for marketing and lead generation. It involves day-to-day administration, troubleshooting, data quality, reporting, automation, and system improvements. The position suits a candidate with a solid foundation in Salesforce administration who enjoys the intersection of technology, business processes, and user needs.
Responsibilities
- Administer and maintain Salesforce, including user management, profiles, permissions, data integrity, and system configuration
- Provide day-to-day support and troubleshooting for Salesforce users
- Troubleshoot issues related to reports, fields, workflows, Flow, permissions, and other Salesforce functionality
- Monitor system performance and identify opportunities to improve usability, efficiency, and overall Salesforce adoption
- Support the implementation and rollout of new Salesforce features, enhancements, and platform updates
- Take primary ownership of Marketing-related Salesforce requests, partnering with Marketing and other business stakeholders to understand needs and develop solutions
- Support the systems and processes that enable lead generation, lead management, marketing communications, and campaign-related activities
- Help administer and troubleshoot Salesforce-integrated marketing tools, including MassMailer, FormAssembly, LeanData/Book It, SmartAsset, Birdeye, and other connected applications
- Work with stakeholders to identify opportunities to improve marketing workflows, lead routing, data capture, and overall process efficiency
- Help evaluate and implement automation solutions that streamline business processes and reduce manual work
- Maintain high levels of data quality, accuracy, and integrity across Salesforce and integrated systems
- Validate and reconcile data between Salesforce and connected applications
- Investigate data discrepancies and coordinate with appropriate teams to resolve issues
- Create and maintain reports, dashboards, and analytics that support business and Marketing needs
- Identify trends and opportunities for improving data quality and reporting capabilities
- Identify opportunities to improve Salesforce processes through automation, configuration, and workflow optimization
- Collaborate with the internal Salesforce/IT team and external consulting partners on enhancements, projects, and system improvements
- Translate business requirements into practical Salesforce solutions
- Help document system configurations, processes, and best practices
- Stay current on Salesforce functionality and recommend new features or approaches that could benefit the organization
