CRM Salesforce Associate

North Star Fertility Partners LLCWashington, DC
$70,000 - $75,000Hybrid

About The Position

Northstar Fertility Partners is an industry leader in fertility services, specializing in surrogacy, egg donation, and family building through a constellation of expert-led companies. As a CRM Associate, you will support and optimize our customer relationship management (CRM) platforms, including Salesforce, SugarAI, and Insightly, while serving as a key resource for users across the organization. You will be responsible for system administration, user support, process improvements, and partnering with stakeholders to deliver effective business solutions.

Requirements

  • Salesforce Certified Platform Administrator (ADM-201) certification required.
  • 1 to 3 years of experience as a Salesforce Administrator, CRM Administrator, Business Systems Analyst, or in a similar role.
  • At least 1 year of hands-on experience administering Salesforce or a comparable CRM platform.
  • Experience supporting users, managing system configurations, and handling user and license administration.
  • Experience gathering business requirements and translating them into system solutions.
  • Knowledge of data management, data governance, security administration, and change management processes.
  • Experience working with SaaS-based business applications and CRM ecosystems.
  • Strong problem-solving skills with the ability to diagnose issues, identify root causes, and implement effective solutions.
  • Excellent written and verbal communication skills with the ability to work effectively with stakeholders at all organizational levels.
  • Strong technical aptitude, including software administration, troubleshooting, system configuration, and platform enhancements.
  • Effective project management, organizational, and time management skills with the ability to manage multiple priorities simultaneously.
  • Self-motivated learner with a curiosity for technology and continuous improvement.
  • Ability to work independently and successfully in a remote work environment.

Nice To Haves

  • Salesforce Certified Advanced Administrator (Administrator II) certification.
  • Salesforce Certified Platform App Builder certification.
  • Familiarity with Agile Scrum methodologies and project delivery practices.
  • Experience supporting multiple CRM instances or business systems in a fast-paced environment.

Responsibilities

  • Manage all aspects of user and license administration, including user setup and deactivation, roles, profiles, permissions, and public groups.
  • Serve as the first point of contact for CRM support requests by triaging and resolving user issues and escalating complex cases to third-party support partners as needed.
  • Gather, validate, and document business requirements from users and stakeholders.
  • Configure and maintain Salesforce and other CRM platforms, including: Flows, Fields, Page layouts, Record types, Custom settings, Dashboards, Reports.
  • Support data management, data governance, security, and change management processes, including bulk data imports and exports.
  • Collaborate with third-party Salesforce development teams to implement enhancements and business solutions.
  • Test system enhancements and bug fixes, coordinate user acceptance testing (UAT), regression testing, and integration testing, and make adjustments as needed.
  • Develop and deliver user training and create supporting documentation and training materials.
  • Stay current with Salesforce releases, new features, best practices, and emerging capabilities.
  • Administer and support ancillary business applications such as PandaDoc, Omnito, Instabot, DocuSign, and other SaaS platforms.
  • Manage user accounts, licenses, permissions, and access controls across supported systems.
  • Triage and resolve user support requests.
  • Validate business requirements and identify system-based solutions.
  • Implement system configuration changes and collaborate with vendors to deliver enhancements and process improvements.
  • Partner with business stakeholders to identify opportunities for process improvement and operational efficiency.
  • Contribute to projects by coordinating tasks, managing priorities, and helping drive initiatives from planning through implementation.
  • Work independently in a remote environment while effectively collaborating with cross-functional teams.

Benefits

  • A competitive health plan that includes health, dental and vision
  • 401(k) with company match
  • “Take What You Need” PTO
  • Tuition Assistance
  • Paid Holidays
  • LTD/STD/Life Insurance
  • Wellness Programs
  • The ability to work hybrid or remote based on location
  • And much more!
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