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.

• 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 clients 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.

Required Experience:

Senior IC