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.