Entry-Level CRM Specialist

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