Overview
This part-time position involves overseeing the administration of Salesforce CRM and Account Engagement within a boutique asset management environment. The selected candidate will work collaboratively with marketing and distribution teams to ensure high data quality and a smooth user experience, contributing to the overall effectiveness of the company's engagement strategies. This role offers the opportunity to have a significant impact in a forward-thinking organization focused on integrity and transparency in investment management.
Responsibilities
- Administer and support Salesforce CRM and Account Engagement (Pardot).
- Manage users, permissions, security, and system access.
- Maintain data quality, governance, and CRM best practices.
- Configure and enhance Salesforce functionality, automation, and workflows.
- Develop reports, dashboards, and campaign tracking solutions.
- Provide user support, training, and documentation.
- Partner with marketing and distribution teams to deliver scalable CRM solutions.
Requirements
- Proven experience in Salesforce Administration and Account Engagement (Pardot).
- Strong skills in CRM configuration, automation, and data management.
- Experience in building reports, dashboards, and campaign analytics.
- Excellent problem-solving and user support capabilities.
- High attention to detail and commitment to data quality.
- Ability to work independently in a fast-paced environment.