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Salesforce / TargetX CRM & Communications Specialist

Full-time

Accord Technologies Inc

Job Title: Salesforce / TargetX CRM & Communications Specialist Job Location: Columbia, SC 20208 (Onsite) Position Type: W2 Contract Primary Skills: Salesforce CRM, TargetX, TargetX Communication Planner, automated email and drip campaign creation/management/renewal/troubleshooting, Salesforce reports, dashboards, objects, fields, and data, CRM and campaign troubleshooting (data, audience, configuration, scheduling, delivery), recipient population and audience building, email template creation, sandbox testing and quality assurance, campaign documentation, campaign maintenance and archiving Preferred Skills: Salesforce and TargetX in a higher education environment, admissions/recruitment/enrollment management/student services/advancement operations, Salesforce Flow and automation tools, TargetX forms/events/portals, HTML and CSS for email communications, Salesforce data imports/exports/Data Loader, CRM integrations and third-party applications, documentation development, end-user training, CRM migration and change management Position 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. Daily 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. Required Skills 3+ years

Vacancy posted 4 days ago
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