Manager – CRM & Sales Operations

This is a fully remote position, open to applicants in Illinois, +2 more states.

📋 Description

• Facilitate user and license management by creating and disabling user accounts, assigning permission sets, and aiding in access to integrated systems.

• Support security and compliance initiatives, including monitoring login activity, updating permission sets, and verifying field-level access.

• Oversee AI-driven sales tools and automations (such as email, chat, and CRM prompts), reporting any irregularities, performance challenges, or opportunities for enhancement.

• Revise and refresh internal Salesforce training materials to ensure documentation accurately represents current processes, features, and best practices.

• Update and maintain technical documentation, including process guides, field definitions, and configuration notes.

• Assist with the creation and modification of reports and dashboards, maintaining subscriptions, and addressing end-user reporting requirements.

• Offer frontline Salesforce support to internal users by resolving issues, answering process inquiries, and escalating complex cases as necessary.

• Conduct routine data operations, including data imports, updates, deduplication, and data hygiene tasks to uphold accuracy and consistency across the organization.

⛳️ Requirements

• Preferred Bachelor’s Degree.

• Salesforce Certified Platform Administrator certification.

• 2-3 years of practical experience with Salesforce (or similar platform) and CRM concepts.

• Excellent interpersonal communication skills.

• Comprehensive understanding of Salesforce user management, security, and automation processes.

• Experience in supporting Salesforce integrations, AI-driven sales tools, and data operations.

• Familiarity with Salesforce reporting, dashboards, and subscriptions.

• Strong documentation capabilities for training materials and system configurations.

• Detail-oriented and process-driven mindset towards Salesforce support and data integrity.

🏝️ Benefits

• Medical, vision, dental, and mental health benefits for you and your family.

• Access to a health care concierge service.

• Flexible or Health Savings Accounts (FSA or HSA).

• Complimentary concert tickets.

• Generous paid time off, including holidays, sick leave, and personal days.

• 401(k) program with company matching.

• Stock reimbursement program.

• New parent programs, including caregiver leave, fertility assistance, adoption, foster care, or surrogacy support.

• Career and skill development opportunities through the School of Live.

• Tuition reimbursement options.

• Student loan repayment assistance.

• Volunteer time off.

• Crowdfunding matching program.