Melissa is a fast-growing software company and leading provider of global address verification and identity authentication solutions. They are seeking a Junior CRM Specialist to assist in maintaining the integrity of contact data within the CRM system and support demand generation campaigns for the marketing and sales team.
Responsibilities
- Create, maintain and update contact and company lists to ensure data integrity for marketing communications
- Create, update, and streamline any CRM workflow and documentation processes
- Be able to self-troubleshoot, problem-solve, and prioritize projects
- Build advanced automations for lead routing, follow-up, and reporting
- Maintain data cleanliness and governance, including deduplication, formatting standards, and enrichment
- Create internal documentation and SOPs for HubSpot processes
- Collaborate with leadership and team members to align HubSpot functionality with sales and operational goals
- Lead Salesforce configuration, customization, and maintenance
- Collaborate with dev, BA, and stakeholders on scalable solutions
- Manage users, roles, and security for data integrity and compliance
- Build and maintain custom objects, workflows, and approvals
- Create reports and dashboards to drive actionable insights
- Prioritize, troubleshoot, and resolve bugs/issues promptly
- Administer and maintain Salesforce orgs, including user setup, profiles, roles, permissions, and security settings
- Create and manage custom objects, fields, validation rules, workflow rules, and approval processes
- Build and maintain reports, dashboards, and data visualizations to support business insights and decision-making
- Implement and optimize automation using Flow Builder, Process Builder, and scheduled flows
- Ensure data integrity, perform data imports/exports, and manage data deduplication and cleanup
- Develop and maintain clear documentation for configurations, processes, user training guides, and in-person training sessions across departments
- Provide day-to-day support and troubleshooting for Salesforce users, resolving issues efficiently and effectively
- Collaborate with business units to gather requirements and translate them into scalable Salesforce solutions
- Stay current with Salesforce releases and recommend new features to improve system performance and user experience
- Support integration with third-party platforms
- Assist with general IT support when needed, including Windows troubleshooting, basic system administration, and helpdesk ticket resolution
- System management : Perform daily administrative tasks to keep the CRM running smoothly and efficiently
- User support : Act as the main point of contact for users, resolving technical issues and providing guidance
- Data management : Maintain data integrity, manage data entry, and implement security measures to protect sensitive customer information
- Customization : Tailor the CRM to the specific needs of the business by creating custom fields, designing workflows, and generating reports
- Training : Train and onboard new users to ensure they can effectively utilize the CRM
- Security : Implement and maintain security protocols to protect the system and its data from threats
- Reporting and analysis : Generate reports to help analyze data and provide insights for business decisions
Skills
- 1-2 years direct experience in CRM and email marketing platforms, preferably in tech/date/software industry
- Knowledge and understanding of CRM platforms like HubSpot, Salesforce or other marketing automation software, database management, and general IT knowledge
- Strong communication, problem-solving, and analytical skills are crucial for working with different stakeholders and navigating challenges
- Knowledge of A/B testing, cross-channel marketing, and customer lifecycle including personalization
- Highly organized and proactive with a strong attention to detail
- 2+ years of experience as a Salesforce Administrator
- Salesforce Certified Administrator credential
- Strong understanding of Salesforce data model, security architecture, and user management
- Proven experience building complex reports and dashboards using native Salesforce tools and custom report types
- Demonstrated ability to create user-friendly documentation and deliver effective training
- Proficiency in data management, including Data Loader, Import Wizard, and data validation
- Excellent troubleshooting, communication, and documentation skills
Benefits
- 401(k) with company match
- Medical, dental, and vision insurance
- Flexible spending account
- Life insurance, including company-provided coverage
- Paid Holidays and personal time off
- Educational assistance
- Office lunch on select weekdays
- Haircuts and manicures
- Workout class with personal trainer
- Onsite EV charging
Company Overview
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