Salesforce TargetX CRM Marketing Automation Specialist

Cynet Systems•Columbia, SC

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 role 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. The specialist works closely with functional departments, IT staff, and other stakeholders to provide reliable, accurate, and timely communications and to support the planned transition from Salesforce/TargetX to Slate CRM. The position also documents existing campaigns, templates, audiences, business rules, integrations, and dependencies to support migration planning. It assists departments and the Slate implementation team with translating current campaign requirements and workflows into Slate CRM requirements, and helps with campaign migration, configuration review, data validation, user acceptance testing, and training to maintain continuity of communications during the transition.

Requirements

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 manage multiple projects and priorities simultaneously.
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.

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 perform quality assurance before release.
Diagnose and resolve delivery, audience-selection, scheduling, personalization, automation, and other Communication Planner issues; coordinate escalations with IT or vendors as 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, while maintaining standards and best practices.
Inventory and document existing Salesforce/TargetX drip campaigns, templates, audiences, business rules, integrations, and dependencies for 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 support continuity during the transition.
Identify opportunities to simplify, standardize, consolidate, or retire campaigns as part of the transition from Salesforce/TargetX to Slate CRM.