Salesforce Administrator & Strategist

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.

• 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.