Salesforce, TargetX CRM & Communications Specialist

Innosoft Corporation • Columbia, SC

11h • Onsite

About The Position

The Salesforce / TargetX CRM & Communications Specialist supports, maintains, and enhances 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 specialist uses Salesforce and TargetX, including TargetX Communication Planner, to create, schedule, maintain, renew, and troubleshoot automated email communications and campaign workflows.

The role works closely with functional departments, IT staff, and other stakeholders to provide reliable, accurate, and timely communications. It also supports the organization’s planned transition from Salesforce/TargetX to Slate CRM by documenting existing campaigns and workflows, helping translate requirements, and assisting with migration, testing, data validation, and training.

Requirements

• Bachelor’s degree in Computer Science or a closely related discipline.
• At least 3 years of experience working with Salesforce CRM.
• At least 3 years of experience working with TargetX.
• At least 3 years of experience with TargetX Communication Planner.
• At least 3 years of experience creating, managing, renewing, and troubleshooting automated email or drip campaigns.
• At least 3 years of experience with Salesforce reports, dashboards, objects, fields, and data.
• At least 3 years of experience troubleshooting CRM- and campaign-related issues, including data, audience, configuration, scheduling, and delivery problems.
• Strong troubleshooting and analytical skills.
• Excellent attention to detail, particularly when managing large-scale communications.
• Ability to understand relationships among CRM data, business processes, and communications.
• Ability to communicate technical concepts clearly to non-technical users.
• Strong customer-service orientation.
• Ability to work collaboratively with functional offices, IT staff, leadership, and external vendors.
• Strong understanding of data quality and data management principles.
• Ability to translate business requirements into technical or system solutions.
• Must be a current South Carolina resident; relocation is not allowed.
• Must work on an Innosoft W-2 and have at least 6 months of valid work authorization. Listed authorization types are Citizen, GC, EAD, OPT-EAD, and H4-EAD.

Nice To Haves

• Experience supporting Salesforce and TargetX in a higher education environment.
• Experience supporting admissions, recruitment, enrollment management, student services, advancement, or similar operations.
• Experience with Salesforce Flow and other Salesforce automation tools.
• Experience with TargetX forms, events, portals, or other TargetX functionality.
• Working knowledge of HTML and CSS as they relate to email communications.
• Experience with Salesforce data imports, exports, Data Loader, or similar tools.
• Experience with CRM integrations and third-party applications.
• Experience developing documentation, providing end-user training, or supporting CRM migration and change-management activities.

Responsibilities

• Serve as the primary functional and technical resource for TargetX Communication Planner and automated drip campaigns.
• Create, configure, schedule, test, deploy, and maintain automated email and drip campaigns using Communication Planner; assist with SMS messaging as needed.
• Partner with departments to plan, renew, revise, add, or retire campaigns according to 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 new and revised campaigns in the sandbox environment and complete quality assurance before release.
• Diagnose and resolve delivery, audience-selection, scheduling, personalization, automation, and other Communication Planner issues; coordinate with IT or vendors when escalation is needed.
• Monitor communication results and assist departments in evaluating campaign effectiveness.
• Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns, templates, audiences, and related records.
• 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 campaign requirements and workflows into Slate CRM requirements.
• Assist with campaign migration, configuration review, data validation, user acceptance testing, and training to help maintain communications continuity.
• Identify opportunities to simplify, standardize, consolidate, or retire campaigns during the transition to Slate CRM.
• Manage multiple projects and priorities while collaborating with functional offices, IT staff, leadership, and external vendors.

Benefits

• 50% of health insurance paid by Innosoft.
• Paid vacation.
• 401(k) match.
• Short-term disability, long-term disability, and AD&D paid by Innosoft.

What This Job Offers

• Career Level: Mid Level