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CRM Configuration Specialist

New York, New York 10036

Job ID: 10431 Category: Technology



  • Lead data separation, access, security and configuration planning, discovery and design
  • Executing Salesforce build out in close coordination with Salesforce project team
  • Gathers, documents, and analyzes business requirements;
  • Develops high level and detailed design documentation;
  • Assists with project implementation, including system configuration. testing and release packaging and planning;
  • Assists with creation of advanced Salesforce reports, analytics and dashboards;
  • Monitors, enforces, and improves data quality and integrity;
  • Opens, monitors, and escalates system issues;
  • Communicate potential issues that may result from user requests or enhancements;
  • Researches, tests, and implements new CRM functionality and released;
  • Documents and prioritizes numerous tasks, projects, and training;
  • Communicates system changes, enhancements, issues, and status to users;
  • Investigates and brainstorms potential solutions for complex issues and enhancement requests;
  • Identified best solutions with preference to leveraging out of the box functionality and configuration over custom development where possible;
  • Performs quality Salesforce development when needed that operations efficiently with little to no increase in support efforts;
  • Management and record of all work in Version One system including unit test cases and results;
  • Strategize and execute on complex security changes using Salesforce Access Profiles, Permissioning,
  • Sharing Rules or other Salesforce solutions
  • Management and record of all work in Version One system including unit test cases and results






  • Bachelor’s degree (B.A. or B.S.) or equivalent;
  • 3+ years’ experience with;
  • Certified Salesforce Advanced Administrator
  • Experience with complex CRM implementations involving multiple system interfaces and varied user base;
  • Ability to manage and prioritize multiple critical projects with high attention to detail;
  • Ability to remain patient and courteous when fielding user complaints and system issues;
  • Strong oral and written communication skills;
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