Salesforce, TargetX CRM & Communications Specialist

Salesforce / TargetX CRM & Communications Specialist

The Salesforce / TargetX CRM & Communications Specialist is responsible for supporting maintaining and enhancing the organizations Salesforce and TargetX environment with primary responsibility for automated email drip campaigns and communications that support recruitment engagement and other constituent activities.

The position requires hands-on experience with Salesforce and TargetX including TargetX Communication Planner to create schedule maintain renew and troubleshoot automated email communications and campaign workflows.

This position works closely with functional departments information technology staff and other stakeholders to provide reliable accurate and timely communications and to support the organizations planned transition from Salesforce/TargetX to Slate CRM.

TargetX Communication Planner

• Serve as the primary functional and technical resource for TargetX Communication Planner and automated drip campaigns.
  

• Create configure schedule test deploy and maintain new automated email and drip campaigns using Communication Planner; assist with SMS messaging as needed.
  

• Partner with each department to plan renew revise add or retire campaigns based on its communication and recruitment needs.
  

• Build and maintain recipient populations and communication audiences using Salesforce and TargetX data.
  

• Configure communication criteria filters scheduling and related business rules.
  

• Create maintain and update reusable email templates communication components and campaign documentation.
  

• Test all new and revised campaigns in the sandbox environment and complete quality assurance before communications are released.
  

• Diagnose and resolve delivery audience-selection scheduling personalization automation and other Communication Planner issues including campaigns that do not reach their intended target audience; coordinate with IT or vendors when escalation is needed.
  

• Monitor communication results and assist departments with evaluating the effectiveness of communication campaigns.
  

• Perform routine campaign maintenance including cleanup and archiving of outdated campaigns templates audiences and related records while maintaining standards and best practices.
  

Slate CRM Transition Support

• Inventory and document existing Salesforce/TargetX drip campaigns templates audiences business rules integrations and dependencies to support migration planning.
  

• Work with departments and the Slate implementation team to translate current campaign requirements and workflows into Slate CRM requirements.
  

• Assist with campaign migration configuration review data validation user acceptance testing and training to help ensure continuity of communications during the transition.
  

• Identify opportunities to simplify standardize consolidate or retire campaigns as part of the transition from Salesforce/TargetX to Slate CRM.
  
• Strong troubleshooting and analytical skills.
  
• Excellent attention to detail particularly when managing large-scale communications.
  
• Ability to understand relationships among CRM data business processes and communications.
  
• Ability to manage multiple projects and priorities simultaneously.
  
• Ability to communicate technical concepts clearly to non-technical users.
  
• Strong customer-service orientation.
  
• Ability to work collaboratively with functional offices IT staff leadership and external vendors.
  
• Strong understanding of data quality and data management principles.
  
• Ability to translate business requirements into technical or system solutions.
  

Education and Certifications:

• Bachelors Degree In Computer Science or a closely related discipline
  

Required Skills:

• 3 years of experience working with Salesforce CRM.
  

• 3 years of experience working with TargetX.
  

• 3 years of experience with TargetX Communication Planner.
  

• 3 years of experience creating managing renewing and troubleshooting automated email or drip campaigns.
  

• 3 years of experience with Salesforce reports dashboards objects fields and data.
  

• 3 years of experience troubleshooting CRM- and campaign-related issues including data audience configuration scheduling and delivery problems.
  

Preferred Skills:

• Experience supporting Salesforce and TargetX in a higher education environment.
  
• Experience supporting admissions recruitment enrollment management student services advancement or similar operations.
  
• Experience with Salesforce Flow and other Salesforce automation tools.
  
• Experience with TargetX forms events portals or other TargetX functionality.
  
• Working knowledge of HTML and CSS as they relate to email communications.
  
• Experience with Salesforce data imports exports Data Loader or similar tools.
  
• Experience with CRM integrations and third-party applications.
  
• Experience developing documentation providing end-user training or supporting CRM migration and change-management activities.