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.