Salesforce / TargetX CRM & Communications Specialist

Project Overview

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

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

This position works closely with functional
departments, information technology staff, and other stakeholders to provide
reliable, accurate, and timely communications and to support the organization's
planned transition from Salesforce/TargetX to Slate CRM. 

Duties/Responsibilities:

TargetX Communication Planner 

• Serve as
  the primary functional and technical resource for TargetX Communication
  Planner 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 using
  Salesforce 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  routine campaign maintenance, including cleanup and archiving of outdated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 Computer
  Science 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. 
  
• Experience
  developing documentation, providing end-user training, or supporting CRM
  migration and change-management activities. 
  

Benefits