Manage and optimize Salesforce environments while advising clients on CRM strategy, governance, automation, integrations, data quality, and user adoption. Configure Salesforce and Marketing Cloud features, build customer journeys and campaigns, support GoHighLevel workflows, manage migrations and integrations, create reports, troubleshoot issues, and develop documentation and training. Lead discovery sessions, translate business requirements into scalable solutions, and support multiple client accounts across sales, marketing, service, and revenue operations.
ABOUT THE ROLE
- As a Salesforce Administrator and Strategist at 321, you will manage, configure, and optimize Salesforce environments while helping clients develop effective CRM strategies. You will combine hands-on Salesforce administration with strategic planning to improve sales, marketing, customer service, and revenue operations.
- You will work directly with clients and internal teams to understand business needs, recommend scalable solutions, establish CRM governance standards, and translate requirements into well-designed Salesforce systems.
- The ideal candidate has strong Salesforce administration experience and hands-on experience with Salesforce Marketing Cloud. Experience with GoHighLevel is a plus.
WHAT YOU’LL DO
- Salesforce Administration and Optimization
- Configure and maintain Salesforce objects, fields, record types, page layouts, validation rules, profiles, permission sets, and user access.
- Build and optimize Salesforce Flows, approval processes, notifications, and other platform automations.
- Manage user onboarding, permissions, role hierarchies, security settings, and access controls.
- Monitor system performance, troubleshoot issues, and identify opportunities for improvement.
- Support Salesforce releases, sandbox testing, quality assurance, and production deployments.
- Evaluate new Salesforce features and recommend enhancements based on client needs.
- CRM Strategy and Governance
- Develop CRM strategies that align Salesforce capabilities with each client’s business goals.
- Lead discovery sessions to understand workflows, challenges, reporting needs, and growth objectives.
- Create CRM roadmaps, governance policies, operating procedures, and platform standards.
- Gather and document business, functional, and technical requirements.
- Translate business requirements into scalable Salesforce solutions.
- Develop process maps, data dictionaries, user stories, acceptance criteria, and training materials.
- Establish standards for data entry, naming conventions, permissions, integrations, automation, and change management.
- Identify implementation risks, dependencies, and opportunities.
- Salesforce Marketing Cloud
- Configure and manage Salesforce Marketing Cloud campaigns, customer journeys, audience segments, data extensions, and automations.
- Build and optimize email, SMS, and multichannel customer communications.
- Work within Journey Builder, Automation Studio, Email Studio, and other Marketing Cloud tools.
- Develop segmentation, personalization, and behavioral-trigger strategies.
- Support integrations between Salesforce CRM, Marketing Cloud, websites, lead sources, and third-party systems.
- Monitor campaign performance, deliverability, customer engagement, and conversions.
- Maintain compliance with CAN-SPAM, GDPR, and other applicable marketing and data privacy requirements.
- Integrations and Data Management
- Manage integrations between Salesforce and third-party applications using native connectors, APIs, middleware, and webhooks.
- Support data imports, exports, migrations, cleansing, mapping, and synchronization.
- Maintain data quality through duplicate management, validation rules, normalization, and routine audits.
- Troubleshoot integration failures and coordinate with developers or vendors when needed.
- Create reports and dashboards that provide actionable business insights.
- Monitor data integrity across Salesforce and connected systems.
- Client Consulting and Support
- Serve as a Salesforce subject matter expert and strategic advisor for assigned client accounts.
- Recommend solutions based on Salesforce best practices and client business requirements.
- Conduct client training sessions and create user documentation.
- Provide ongoing platform support, troubleshooting, and strategic recommendations.
- Help clients improve Salesforce adoption and operational efficiency.
- Collaborate with client strategists, project managers, developers, and marketing teams across multiple accounts.
- GoHighLevel Support
- Support GoHighLevel workflows, funnels, pipelines, forms, calendars, campaigns, and integrations when needed.
- Help clients connect GoHighLevel with Salesforce and other sales or marketing systems.
- Apply consistent CRM governance and data management standards across Salesforce and GoHighLevel.
- Assist with CRM evaluations and migration projects involving Salesforce and GoHighLevel.
WHAT YOU HAVE - Four or more years of hands-on Salesforce administration experience.
- Hands-on experience with Salesforce Marketing Cloud.
- Experience configuring Salesforce objects, permissions, reports, dashboards, validation rules, and automation.
- Experience with Salesforce Flow and current Salesforce automation practices.
- Experience developing CRM strategies, governance policies, and platform roadmaps.
- Experience gathering and documenting business, functional, and technical requirements.
- Strong understanding of CRM architecture, data quality, platform security, and access management.
- Experience with APIs, webhooks, middleware, and third-party integrations.
- Experience with data migrations, mapping, cleansing, and duplicate management.
- Understanding of email marketing, customer journeys, audience segmentation, deliverability, and marketing compliance.
- Strong analytical, troubleshooting, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple client accounts, projects, and priorities.
- Detail-oriented approach with a passion for process improvement and system efficiency.
PREFERRED QUALIFICATIONS - Salesforce Administrator certification.
- Salesforce Marketing Cloud certifications.
- Experience administering or implementing GoHighLevel.
- Experience with Sales Cloud, Service Cloud, Experience Cloud, or other Salesforce products.
- Experience working in an agency, consulting, or multi-client environment.
- Experience supporting Salesforce migrations, system redesigns, and large-scale data projects.
- Familiarity with HTML and CSS for email templates and landing pages.
REPORTING STRUCTURE
- This position reports to the SVP of Strategy and works collaboratively with client strategists, project managers, developers, and other team members across client accounts.
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