Customer Relationship Management, CRM Administrator

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and manage Volexity’s Salesforce CRM, including user access, profile permissions, workflows, page layouts, record types, and data fields.

• Ensure data accuracy through audits, deduplication, and cleanup procedures.

• Develop and sustain dashboards and reports that monitor pipeline, engagement, retention, and various metrics.

• Maintain the customer portal, ensuring the precise delivery of product licenses, documentation, and training materials.

• Manage workflows within the portal and the presentation of incidents, alerts, and vulnerability notifications.

• Configure reports and dashboards for customer-facing purposes.

• Align portal access, permissions, and sharing rules with customer license entitlements.

• Enforce customer data segmentation and uphold strict tenant-level data isolation.

• Troubleshoot portal issues for both customers and internal teams.

• Protect sensitive customer data and address data exposure risks.

• Oversee platform projects, including feature rollouts, migrations, and third-party integrations.

• Monitor CRM updates and propose enhancements or new features.

• Manage deployments from sandbox to production, including testing configuration changes, customizations, and integrations.

• Collaborate with Sales, Marketing, Operations, IT, and technical teams.

• Document CRM and portal processes, configurations, and best practices.

• Train analysts, developers, sales, and marketing stakeholders on CRM processes and workflows.

⛳️ Requirements

• Practical experience in administering Salesforce CRM and Experience Cloud.

• Background in configuring and maintaining a customer portal.

• Strong grasp of data hygiene, deduplication, and database management principles.

• Knowledge of data security best practices, including access controls, permission sets, and sharing rules.

• Familiarity with reports, dashboards, and workflow automation.

• Ability to work with entitlement structures ensuring customers see only their license coverage.

• Excellent written and verbal communication skills.

• Detail-oriented with strong organizational and time management capabilities.

• Basic problem-solving and troubleshooting skills.

• Ability to work collaboratively across functions and translate business needs into technical configurations.

• Capacity to work independently or as part of a team.

• Commitment to maintaining strict confidentiality when managing sensitive customer and security data.

• Preferred: 2 to 4 years of experience administering CRM in a business operations or Customer Success role.

• Preferred experience in managing a customer portal, self-service community, or partner portal.

• Preferred experience with CRM integrations.

• Preferred familiarity with SQL, Apex, Flow, or other CRM automation tools.

• Preferred experience in cybersecurity, technical, or environments handling sensitive/confidential data.

🏝️ Benefits

• Opportunity to be part of a growing, industry-leading cybersecurity organization.

• Chance to take ownership and shape a core system that powers internal operations and the customer-facing portal.

• Collaboration with technical teams across various disciplines.

• Engage in CRM administration and customer-facing product delivery.

• Benefits, equity, and a professional development budget are included as components of the total compensation package under discussion.