Specialist, CRM

POSITION SUMMARY:

The CRM Specialist is responsible for the overall administration, optimization, and adoption of the Salesforce platform across the organization. This role serves as the primary owner of Salesforce user management, security, permissions, workflow automation, reporting, and system enhancements. The CRM Specialist partners with Sales, Marketing, Customer Service, IT, and other business stakeholders to gather requirements, implement scalable solutions, support Salesforce-SAP integrations, and drive continuous process improvements. The position is also responsible for managing support requests, delivering user training, maintaining data integrity, and ensuring Salesforce effectively supports business objectives and user productivity through best practices and ongoing platform enhancement.

The essential functions of the position include, but are not limited to the following:

• Own the administration and overall health of the Salesforce platform, ensuring a secure, reliable, and user-friendly environment for Sales, Marketing, and other business functions.
• Manage user administration, including user provisioning, deactivation, role hierarchy, profiles, permission sets, license management, and access controls.
• Maintain and enhance Salesforce security, governance, and compliance through effective management of permissions, sharing rules, and platform controls.
• Design, implement, and support workflow automation, approval processes, flows, validations, and other system enhancements to improve business efficiency and reduce manual activities.
• Gather and document business requirements, translating them into scalable Salesforce solutions that follow best practices and deliver an exceptional user experience.
• Provide ongoing support for Salesforce-SAP integrations, troubleshooting issues, coordinating with IT, and ensuring reliable data exchange between systems.
• Develop, maintain, and optimize Salesforce reports, dashboards, and analytics to support business decision-making and operational visibility.
• Manage and prioritize Salesforce support requests, system issues, and enhancement tickets, ensuring timely resolution and effective communication with stakeholders.
• Lead end-user training initiatives, create documentation, communicate platform updates, and provide ongoing user support to maximize productivity and platform effectiveness.
• Evaluate new Salesforce capabilities, releases, and third-party solutions, recommending enhancements that improve functionality, usability, and return on investment.
• Support Finance and HR to ensure accurate Sales Incentive Plan data for quarterly and half-year payouts.
• Ensure data harmony across integrated applications, including SAP S/4HANA, Tableau, various cloud applications, CRM Analytics, Maps and Territory Management, and Sales and Manufacturing Cloud, liaising with IT on issues that may arise.

SUPERVISORY / MANAGERIAL RESPONSIBILITIES

None

TRAVEL REQUIREMENTS

• Up to 10% travel

ESSENTIAL EDUCATION, SKILLS, AND EXPERIENCE

• Strong Salesforce Platform and CRM Analytics/Analytics Studio product knowledge and at least 3+ years of experience in a Salesforce Administrator and/or Analyst role with hands-on experience
• Salesforce Administrator Certification
• Bachelor’s degree, preferably in Data Analytics, Big Data, or IT
• Excellent oral and written communication skills, with the ability to interact effectively with all levels of management
• Ability to be comfortable and credible in reviewing and analyzing prospective company and sales data
• Excellent project management skills
• Effective time management skills
• Ability to prioritize and escalate issues appropriately

BENEFICIAL EDUCATION, SKILLS, AND EXPERIENCE

• Demonstrates continued personal and professional development
• Active in the Salesforce community
• Experience with SAP S/4HANA, Tableau, various cloud applications, CRM Analytics, Maps and Territory Management, and Service Cloud
• Business Analyst Certification is a plus

The pay range for this position at commencement of employment is expected to be between $85,600/yr. and $117,700/yr.; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements, including commissions based on achieving individual performance and/or sales metrics, incentive compensation and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these additional compensation and benefit plans will be provided if an employee receives an offer of employment.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

We are an equal employment opportunity employer. All employment decisions are made without regard to race, color, religion, sex, pregnancy, breastfeeding or related medical condition, national origin, ancestry, citizenship, age, marital status, sexual orientation, gender identity, gender expression, domestic partnership, physical disability, mental disability, medical condition, genetic characteristic or information, military or veteran status or other legally protected status (except when one of these criteria is a legally permissible bona- fide occupational qualification).

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the Company, or (c) consistent with the Company’s legal duty to furnish information.

To view the EEO is The Law Poster and the supplement, please visit www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

To view the Notice to Job Applicants and Employees regarding San Francisco's Fair Chance Ordinance and the Know Your Rights poster please visit www.sfgov.org/olse/sites/default/files/FCO%20poster2020_0.pdf

Applicants with a disability who need assistance with the application process may contact Human Resources by email at employment@meus.mea.com or by calling 714.229.3813.