Salesforce CRM Administrator & Strategist

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. This position reports to the SVP of Strategy and works collaboratively with client strategists, project managers, developers, and other team members across client accounts.

Responsibilities

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 platform automations; Manage user onboarding, permissions, role hierarchies, security settings, and access controls; Monitor system performance, troubleshoot issues, and identify improvements; Support Salesforce releases, sandbox testing, quality assurance, and production deployments; Develop CRM strategies aligned with client 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 requirements and translate them into scalable Salesforce solutions; Configure and manage Salesforce Marketing Cloud campaigns, customer journeys, audience segments, data extensions, and automations; Build and optimize email, SMS, and multichannel communications; Support integrations between Salesforce, Marketing Cloud, websites, lead sources, and third-party systems; Monitor campaign performance, deliverability, engagement, and conversions; Maintain compliance with CAN-SPAM, GDPR, and other applicable requirements; Manage integrations between Salesforce and third-party applications; Support data imports, exports, migrations, cleansing, mapping, and synchronization; Maintain data quality through duplicate management, validation rules, normalization, and audits; Troubleshoot integration failures and coordinate with developers or vendors; Create reports and dashboards that provide actionable insights; Serve as Salesforce subject matter expert and strategic advisor for assigned client accounts; Conduct client training sessions and create user documentation; Help clients improve Salesforce adoption and operational efficiency; Support GoHighLevel workflows, funnels, pipelines, forms, calendars, campaigns, and integrations; Help clients connect GoHighLevel with Salesforce and other sales or marketing systems

Requirements

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

Nice to have

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