Entry-Level CRM Specialist

overview

melissa is a fast-growing software company and leading provider of global address verification and identity authentication solutions. We’re passionate about data quality and pioneering new ways businesses can achieve clean, accurate and trusted contact data to gain critical insight and drive meaningful customer relationships.

we are looking for a junior crm specialist to assist and maintain the integrity of contact data and information within the crm system. The ideal candidate will be data-driven, self-motivated, and detail-oriented. The position will focus on assisting in demand generation campaigns to drive prospect and customer engagement for the marketing and sales team.

• create, maintain and update contact and company lists to ensure data integrity for marketing communications.
• create, update, and streamline any crm workflow and documentation processes.
• be able to self-troubleshoot, problem-solve, and prioritize projects.
• build advanced automations for lead routing, follow-up, and reporting.
• maintain data cleanliness and governance, including deduplication, formatting standards, and enrichment.
• create internal documentation and sops for hubspot processes.
• collaborate with leadership and team members to align hubspot functionality with sales and operational goals.
• lead salesforce configuration, customization, and maintenance.
• collaborate with dev, ba, and stakeholders on scalable solutions.
• manage users, roles, and security for data integrity and compliance.
• build and maintain custom objects, workflows, and approvals.
• create reports and dashboards to drive actionable insights.
• prioritize, troubleshoot, and resolve bugs/issues promptly.
• administer and maintain salesforce orgs, including user setup, profiles, roles, permissions, and security settings.
• create and manage custom objects, fields, validation rules, workflow rules, and approval processes.
• build and maintain reports, dashboards, and data visualizations to support business insights and decision-making.
• implement and optimize automation using flow builder, process builder, and scheduled flows.
• ensure data integrity, perform data imports/exports, and manage data deduplication and cleanup.
• develop and maintain clear documentation for configurations, processes, user training guides, and in-person training sessions across departments.
• provide day-to-day support and troubleshooting for salesforce users, resolving issues efficiently and effectively.
• collaborate with business units to gather requirements and translate them into scalable salesforce solutions.
• stay current with salesforce releases and recommend new features to improve system performance and user experience.
• support integration with third-party platforms.
• assist with general it support when needed, including windows troubleshooting, basic system administration, and helpdesk ticket resolution.
• system management
  : perform daily administrative tasks to keep the crm running smoothly and efficiently.
• user support
  : act as the main point of contact for users, resolving technical issues and providing guidance.
• data management
  : maintain data integrity, manage data entry, and implement security measures to protect sensitive customer information.
• customization
  : tailor the crm to the specific needs of the business by creating custom fields, designing workflows, and generating reports.
• training
  : train and onboard new users to ensure they can effectively utilize the crm.
• security
  : implement and maintain security protocols to protect the system and its data from threats.
• reporting and analysis
  : generate reports to help analyze data and provide insights for business decisions.

• 1-2 years direct experience in crm and email marketing platforms, preferably in tech/date/software industry.
• knowledge and understanding of crm platforms like hubspot, salesforce or other marketing automation software, database management, and general it knowledge.
• strong communication, problem-solving, and analytical skills are crucial for working with different stakeholders and navigating challenges.
• knowledge of a/b testing, cross-channel marketing, and customer lifecycle including personalization.
• highly…