Salesforce Administrator & Strategist
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, develo