CRM Manager

JOB SUMMARY:

We are seeking a detail-oriented and proactive CRM Manager to lead the implementation, customization, and ongoing management of our Salesforce platform. This role will ensure the system aligns with business processes, supports user needs, and scales with organizational growth. A key focus of the role is enabling user adoption and system proficiency by developing and delivering comprehensive training, onboarding, and self-service resources. The ideal candidate will be skilled in platform configuration, data integrity, reporting, automation, and stakeholder collaboration-serving as both a technical expert and a strategic partner across the organization.

The role is grounded in our Company's Core Values:

Personal.Service.Excellence. We share a passion for serving others and take extreme ownership of creating the best possible experience.

Make it Happen. With integrity we are persistent in overcoming obstacles, delivering beyond expectations.

We Not Me. Through listening and collaboration, we selflessly solve problems to create success.

ESSENTIAL FUNCTIONS:

Administer and manage the Salesforce platform, including user accounts, roles, profiles, permissions, and security settings to ensure proper access and data protection.

Lead and support Salesforce implementation and enhancement projects, ensuring alignment with business needs and platform best practices.

Develop and deliver user training and documentation, including onboarding programs, self-service guides, and ongoing support to promote system adoption and proficiency.

Monitor and maintain data integrity and security, including data imports/exports, duplication, and compliance with data quality standards using tools like Data Loader.

Design and maintain reports, dashboards, and analytics tools to support data-driven decision-making across teams.

Customize and configure Salesforce objects, fields, page layouts, and record types to support evolving business processes.

Build and manage process automation, including Flows, Workflow Rules, and Process Builder, to streamline business operations.

Collaborate with stakeholders to gather requirements, implement system solutions, and manage ongoing enhancements, including designing scalable, go-forward business processes that drive efficiency and alignment across teams.

Perform regular system maintenance, including audits, release management, sandbox testing, and timely application of platform updates and patches.

Evaluate, install, and manage third-party applications via the Salesforce AppExchange to extend platform functionality.

Stay current with Salesforce releases and features, assessing impact and opportunities for continuous improvement.

Participates in special projects and handles all other assigned duties as required.

JOB QUALIFICATIONS:

Bachelor's degree in information technology, Business Administration or a related field or equivalent experience.

2-4 years of hands-on experience as a Salesforce Administrator in a business environment

1-3 years of previous 3PL experience.

Proven experience with Salesforce configuration, including custom objects, fields, record types and flows.

Proficient in report and dashboard creation and using tools such as Data loader or Data Import Wizard

Ability to translate business requirements into scalable system solutions.

Excellent communication and interpersonal skills, with a proven ability to train and support end users.

Ability to travel up to 40% for business needs.

Commitment to living Company Core Values.

WORK ENVIRONMENT / PHYSICAL DEMANDS:

This job operates in a physical office environment. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand; walk; use hands, arms and fingers to handle and lift objects up to 10 pounds.

REMOTE ELIGIBILITY: Hybrid

ADDITIONAL RESPONSIBILITIES:

This job description does not imply that the above functions are the only tasks that may be required. Team Members will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as requested.

EEO STATEMENT:

Trinity Logistics, Inc. is an Equal Opportunity employer. All Team Members and applicants are considered without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or any status which is protected by state or federal law.