Salesforce CRM 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, 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.