- Serve as the primary system administrator for the Salesforce environment, covering Sales and Marketing processes.
- Manage all administrative functions including user maintenance, modification of page layouts, generation of reports and dashboards, creation of new fields, and other routine tasks.
- Lead the backlog of bugs, change requests, and development ideas, coordinating with the leadership committee to prioritize and implement enhancements that align with business goals.
- Act as the key liaison with our external Salesforce agency, collaborating on conceptual challenges, complex configurations, and strategic platform enhancements.
- Proactively identify and implement operational improvements, enhancements, and system customizations to optimize business processes and improve user experience.
- Ensure the system is updated with new releases from Salesforce and that our configuration remains aligned with best practices.
Data Integrity & Lead Lifecycle Management
- Own the end-to-end lead management process, from capture (inbound/performance marketing) and enrichment to assignment and initial qualification tracking.
- Manage the lead enrichment and sourcing process: Fulfill sales team requests by sourcing contacts in ZoomInfo, ensuring accurate import, and assigning leads within Salesforce according to defined rules.
- Implement and manage data quality and governance protocols. Conduct periodic data cleansing, de-duplication, and enrichment to maintain the health and accuracy of our first-party data asset.
- Develop and enforce data standards to ensure a single source of truth for all customer and prospect information.
Analytics, Reporting & Campaign Support
- Design, build, and maintain insightful reports and dashboards for all user groups, from individual sales reps to the executive leadership committee, providing clear visibility into business performance.
- Support the marketing team in setting up, executing, and tracking campaigns within Salesforce, ensuring accurate lead routing, attribution, and performance measurement.
- Analyze sales and marketing data to identify trends, measure campaign effectiveness, and provide actionable insights to stakeholders to drive strategic decisions.
- Translate complex data into easily understandable visualizations and summaries for business reviews.
User Enablement, Training & Support
- Act as the first point of contact for all Salesforce users, providing timely and effective first-level support for all questions and issues.
- Develop and deliver training programs for new and existing users to ensure high levels of adoption and proficiency across all departments.
- Create and maintain comprehensive training materials, process documentation, and user support resources (e.g., how-to guides, video tutorials, FAQs).
- Empower users to self-serve by training them on how to create their own reports, dashboards, and list views, fostering a culture of data-driven autonomy.