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Salesforce CRM Specialist



Salesforce CRM Specialist



The Customer Relationship Management Specialist is responsible for the design, implementation and support of the CRM strategy. The specialist is also responsible for managing, analyzing and interpreting data to provide insight and support strategic business decisions. The individual's main area of focus is to support and make best practices recommendations for all teams which use the CRM solution. This role must maintain good working relationships and communication with IT and all users (internal customers). An important function of this role is collaboration with business areas to gather and document new and existing requirements while providing recommendations and suggestions for solutions. This role supports and assists with end user training and coordinates the implementation of these services for the Business. The CRM Specialist, within the Sales Operations Area, will work closely with the IT dept.

Primary Responsibilities

  • Responsible defining and managing end user training for CRM solutions.
  • Collaborate with IT on defining the capabilities and driving the implementation of the required CRM infrastructure.
  • CRM data governance:
    • Data creation and Certification
    • Data audit
    • Data cleaning
  • Daily support to the CRM users
  • Manage dashboards and reporting, both standard and on-demand
  • Responsible for distribution of required reports from the CRM
  • Constant training to users
  • CRM documentation continuous update
  • Manage Accounts Change Requests

Required Skills/abilities

  • College Education with focus on Economics
  • Excellent written and verbal communication skills
  • Knowledge of MS Windows and MS Office required
  • Salesforce knowledge, Salesforce Admin Certification is a plus
  • Experience performing user training
  • Ability to adhere to defined processes and procedures and suggest improvements
  • Ability to work in a team environment and take initiative
  • Ability to effectively prioritize and handle multiple tasks simultaneously

Mason Frank International is the leading global provider of high-caliber permanent and freelance Salesforce professionals across all stages of the CRM lifecycle, from discovery to post-implementation. Since 2010 we've established an exceptional reputation for connecting top Salesforce professionals with excellent opportunities in the market.