CRM Platform Specialist

Pittsburgh, PA

Full Time

Mid Level

We are seeking a detail-oriented and technically capable CRM Platform Specialist to join our CRM Platform team. This role will support day-to-day platform administration, data management, and operational activities across our CRM ecosystem, including ongoing transition and support efforts from SAP CRM to Salesforce.com.
The ideal candidate thrives in a fast-paced, cross-functional environment and brings a strong balance of technical aptitude, data discipline, and operational awareness.

Key Responsibilities
Platform Administration & Support

Perform routine CRM administration tasks, including user setup, permissions, and role management
Monitor system health and troubleshoot user-reported issues
Manage ticket intake, triage, and resolution for CRM-related requests
Maintain and update system documentation and knowledge base resources

Data Management & Governance

Execute data imports, exports, and updates using approved tools
Perform ongoing data maintenance across Leads, Accounts, and related objects
Ensure high data quality through deduplication, validation, and governance processes
Support account hierarchy management, including parent-child relationship data integrity
Assist with data audits, reporting requests, and data cleanup initiatives

Lead & Campaign Operations Support

Serve as Level 1 triage for inbound lead form submissions, ensuring timely and accurate processing
Perform basic QA on lead routing and scoring rules to ensure proper assignment and workflow
Monitor and escalate feedback on lead process inefficiencies or friction points
Support campaign execution and lead data management activities
Track and report on key operational metrics and support process accountability

Collaboration & Coordination

Partner with CRM product owners, developers, and business stakeholders
Participate in sprint ceremonies and project check-ins as needed
Communicate clearly on progress, priorities, blockers, and risks

Qualifications

1–3+ years of experience supporting CRM platforms (Salesforce experience preferred)
Familiarity with CRM administration concepts (users, roles, security, workflows)
Experience with data management, data quality, and reporting within CRM systems
Strong attention to detail and organizational skills
Ability to troubleshoot issues and manage multiple priorities
Comfortable working in cross-functional teams and fast-paced environments

Preferred Qualifications

Experience with Salesforce.com (administration or support)
Exposure to SAP CRM or CRM migration environments
Basic understanding of lead lifecycle management and campaign operations
Familiarity with data tools (Excel, data loaders, or integration tools)

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CRM Platform Specialist

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