Senior CRM Architect

Columbus McKinnon•Menomonee Falls, WI

19h

About The Position

The CRM Administrator is responsible for the administration, support, and continuous improvement of the Salesforce platform and related CRM technologies. The role partners with Sales, Marketing, Customer Service, Operations, and IT to optimize business processes, increase user adoption, and ensure CRM solutions support organizational goals. The ideal candidate combines Salesforce administration expertise with a focus on process improvement, automation, and user enablement. Experience with quote-to-cash solutions, including Experlogix, is preferred. The role helps maintain system integrity, enhance CRM capabilities, and deliver scalable solutions that support operational efficiency and business growth. The position administers and maintains Salesforce environments; configures platform features and access; supports data quality, user adoption, integrations, and quote-to-cash processes; and works with business stakeholders and technical teams to gather requirements and deliver improvements. It also supports testing, deployment, release management, documentation, training, and ongoing platform optimization.

Requirements

Bachelor's degree in Information Systems, Business, Computer Science, or a related field, or equivalent experience.
At least 3 years of Salesforce Administration experience.
Experience supporting Salesforce Sales Cloud and/or Service Cloud.
Experience configuring Salesforce Flows, security settings, reports, and dashboards.
Experience providing user support, training, troubleshooting, and system enhancements.
Experience with data management, data quality, and migration activities.
Experience supporting business process automation and cross-functional CRM initiatives.
Strong understanding of Salesforce administration, security, data architecture, and declarative development tools.
Proficiency with Salesforce Flow and automation best practices.
Experience supporting marketing, sales, service, and CRM-driven business processes.
Knowledge of reporting, dashboards, analytics, and data management best practices.
Strong analytical, troubleshooting, and problem-solving skills.
Ability to translate business requirements into scalable technical solutions.
Experience supporting integrations with ERP systems, marketing automation platforms, and third-party applications.
Excellent communication, collaboration, and organizational skills.
Customer-focused mindset and commitment to continuous improvement and operational excellence.

Nice To Haves

Salesforce certifications such as Administrator, Advanced Administrator, or Sales Cloud Consultant, or similar.
Experience with enterprise integration tools such as MuleSoft or Boomi.
Familiarity with CPQ and quote-to-cash solutions such as Experlogix, Salesforce CPQ, or similar platforms.
Working knowledge of Apex, Lightning Web Components (LWC), Salesforce APIs, and related development concepts.
Experience with DevOps, release management, and change management practices.
Experience with ERP integrations, marketing automation platforms, Einstein AI, Agentforce, or similar technologies.
Experience with Experlogix or other CPQ/quote-to-cash platforms.

Responsibilities

Administer and maintain Salesforce environments, including security, reliability, performance, and platform health.
Configure and support Salesforce Flows, validation rules, approval and assignment processes, record types, page layouts, custom objects, reports, and dashboards.
Manage users, roles, profiles, permission sets, and licensing.
Troubleshoot issues, resolve defects, and implement enhancements to improve usability and productivity.
Perform system maintenance, release testing, and sandbox management.
Maintain CRM documentation, training materials, and best practices.
Support data quality initiatives, including imports, exports, deduplication, cleansing, and governance.
Monitor platform usage and identify opportunities to improve adoption and business processes.
Support and enhance sales, service, and quote-to-cash processes in Salesforce and related applications.
Configure and maintain pricing, product catalogs, approval workflows, and automation tools.
Partner with stakeholders to identify and implement process improvements and automation opportunities.
Support Salesforce integrations with ERP, marketing automation, customer service, and other enterprise systems.
Troubleshoot quoting, pricing, and order management issues and coordinate resolutions.
Participate in testing, deployment, and ongoing optimization of CRM enhancements.
Serve as a liaison between business users and technical teams to ensure solutions meet business requirements.
Gather and document business requirements for enhancements and process improvements.
Evaluate Salesforce capabilities, AppExchange solutions, and emerging technologies.
Support change management activities and communicate platform updates.
Stay current on Salesforce releases, industry trends, and best practices.