About the role
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.
Compensation: $50-$75/hour negotiable