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CRM (Salesforce) Manager - REMOTE

Capitol Recruiters Inc.
Washington, DC
commensurate with experience.
August 04, 2022

Posted By Premium Recruiter


CRM (Salesforce) Manager - for top tier global law firm.

**This is a fully remote role.

This position has a significant role in configuration/support/maintenance/improvement of the CRM and Marketing Automation platforms used by this firm.

Ideal candidate has extensive experience with Salesforce, Pardot, and an understanding of how these tools support business strategy for the firm firmwide.

Duties: System Management - Manage daily operations of Salesforce platform including maintenance processes, training, ad hoc reporting, bulk uploads, and data integrations. Ensure compliance with privacy and anti-spam laws and regulations. Allocate resources, assign work, and oversee the completion of that work by the CRM team. Maintain all aspects of user management including user onboarding, off boarding, roles, profiles, permissions, and public groups. Create long-term strategy of Firm email marketing efforts, assess and improve efficiency of email marketing tasks, and monitor/report performance of all email campaigns. Create and maintain targeted practice, industry, and ad hoc mailing lists, working with practice group leaders and marketing managers. Identify, track, and resolve CRM and email software performance issues. Create and execute marketing campaigns. Develop best practices for data entry, quality, currency, and comprehensiveness, and create related training and reference materials. Ensure data quality and integrity and implement periodic data cleansing processes. Liaise with vendors, including Salesforce and Intapp.

System Development- Manage pilot rollouts. Gather detailed business requirements in collaboration with internal stakeholders. Configure standard and custom objects, fields, record types, validation rules, page layouts, list views, and process automation (process builders, flows). Create and share complex cross-object dashboards and reports. Establish campaign KPIs and success metrics through deep understanding of business objectives, cross-functional team goals. Leverage automation to improve processes and productivity, and make recommendations to support department and Firm-wide objectives.

Training- Act as a point of contact for Salesforce and Pardot end users. Provide training to current and new users, ensuring compliance with data quality standards. Create and update training program and materials.

Position Requirements: Bachelor’s degree. Minimum of three years of experience with Salesforce/Pardot and prior experience managing a team. Ability to quickly learn and master new technologies. Excellent interpersonal and written/verbal communication skills. Detail-oriented, with strong problem solving skills. Excellent project management and organizational skills and ability to multitask.

Salary is commensurate with experience.