CRM Platform Specialist

Fire Fighter Sales & Service Co.Pittsburgh, PA
Onsite

About The Position

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.

Requirements

  • 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

Nice To Haves

  • 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)

Responsibilities

  • 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
  • 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
  • Support Lead & Campaign Operations
  • 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
  • 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
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