Salesforce / TargetX CRM & Communications Specialist

Project Overview

The Salesforce / TargetX CRM & CommunicationsSpecialist is responsible for supporting, maintaining, and enhancing theorganization's Salesforce and TargetX environment, with primary responsibilityfor automated email drip campaigns and communications that support recruitment,engagement, and other constituent activities. 

The position requires hands-on experience withSalesforce and TargetX, including TargetX Communication Planner, to create,schedule, maintain, renew, and troubleshoot automated email communications andcampaign workflows. 

This position works closely with functionaldepartments, information technology staff, and other stakeholders to providereliable, accurate, and timely communications and to support the organization'splanned transition from Salesforce/TargetX to Slate CRM. 

Duties/Responsibilities:

TargetX Communication Planner 

• Serve as the primary functional and technical resource for TargetX CommunicationPlanner and automated drip campaigns. 

• Create, configure, schedule, test, deploy, and maintain new automated email and drip campaigns using Communication Planner; assist with SMS messaging as needed. 

• Partner with each department to plan, renew, revise, add, or retire campaigns based on its communication and recruitment needs. 

• Build and maintain recipient populations and communication audiences usingSalesforce and TargetX data. 

• Configure communication criteria, filters, scheduling, and related business rules. 

• Create, maintain, and update reusable email templates, communication components, and campaign documentation. 

• Test all new and revised campaigns in the sandbox environment and complete quality assurance before communications are released. 

• Diagnose and resolve delivery, audience-selection, scheduling, personalization, automation, and other Communication Planner issues, including campaigns that do not reach their intended target audience; coordinate with IT or vendors when escalation is needed. 

• Monitor communication results and assist departments with evaluating the effectiveness of communication campaigns. 

• Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns, templates, audiences, and related records, while maintaining standards and best practices. 

Slate CRM Transition Support 

• Inventory and document existing Salesforce/TargetX drip campaigns, templates, audiences, business rules, integrations, and dependencies to support migration planning. 

• Work with departments and the Slate implementation team to translate current campaign requirements and workflows into Slate CRM requirements. 

• Assist with campaign migration, configuration review, data validation, user acceptance testing, and training to help ensure continuity of communications during the transition. 

• Identify opportunities to simplify, standardize, consolidate, or retire campaigns as part of the transition from Salesforce/TargetX to Slate CRM. 
• Strong troubleshooting and analytical skills. 
• Excellent attention to detail, particularly when managing large-scale communications. 
• Ability to understand relationships among CRM data, business processes, and communications. 
• Ability to manage multiple projects and priorities simultaneously. 
• Ability to communicate technical concepts clearly to non-technical users. 
• Strong customer-service orientation. 
• Ability to work collaboratively with functional offices, IT staff, leadership, and external vendors. 
• Strong understanding of data quality and data management principles. 
• Ability to translate business requirements into technical or system solutions. 

Requirements

Education and Certifications:

• Bachelor’s Degree In ComputerScience or a closely related discipline

Required Skills:

• 3+ years of experience working with Salesforce CRM. 

• 3+ years of experience working with TargetX. 

• 3+ years of experience with TargetX Communication Planner. 

• 3+ years of experience creating, managing, renewing, and troubleshooting automated email or drip campaigns. 

• 3+ years of experience with Salesforce reports, dashboards, objects, fields, and data. 

• 3+ years of experience troubleshooting CRM- and campaign-related issues, including data, audience, configuration, scheduling, and delivery problems. 

Preferred Skills:

• Experience supporting Salesforce and TargetX in a higher education environment. 
• Experience supporting admissions, recruitment, enrollment management, student services, advancement, or similar operations. 
• Experience with Salesforce Flow and other Salesforce automation tools. 
• Experience with TargetX forms, events, portals, or other TargetX functionality. 
• Working knowledge of HTML and CSS as they relate to email communications. 
• Experience with Salesforce data imports, exports, Data Loader, or similar tools. 
• Experience with CRM integrations and third-party applications. 
• Experiencedeveloping documentation, providing end-user training, or supporting CRMmigration and change-management activities. 

Benefits