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. Salary: $50-$75/hour negotiable Originally posted on Himalayas