Senior CRM Architect

Columbus McKinnon Corporation•Menomonee Falls, WI

15h

About The Position

The CRM Administrator is responsible for administering, supporting, and continuously improving 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 position combines Salesforce administration expertise with process improvement, automation, and user enablement, and supports scalable solutions that maintain system integrity and improve operational efficiency and business growth. Experience with quote-to-cash solutions, including Experlogix, is preferred. The role also supports and enhances sales, service, and quote-to-cash processes across Salesforce and related applications. It works with business stakeholders and technical teams to gather requirements, improve processes, support integrations, resolve quoting and order management issues, and deliver tested CRM enhancements. It maintains documentation and training materials, supports change management, and evaluates new Salesforce capabilities and related technologies.

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.
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 to ensure security, reliability, and performance.
Configure and support Salesforce Flows, validation rules, approval and assignment rules, 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, sandbox management, and platform health monitoring.
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 integrations between Salesforce and 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.
Act as a liaison between business users and technical teams to align solutions with business requirements.
Gather and document business requirements for enhancements and process improvements.
Evaluate Salesforce capabilities, AppExchange solutions, and emerging technologies.
Support change management and communicate platform updates.
Stay current on Salesforce releases, industry trends, and best practices.