Support user and license administration, including creating and deactivating users, assigning permission sets, and assisting with access to integrated systems
Assist with security and compliance tasks, such as monitoring login history, updating permission sets, and validating field-level access
Monitor AI-driven sales tools and automations (email, chat, CRM prompts), reporting irregularities, performance issues, or opportunities for improvement
Maintain and update internal Salesforce training materials, ensuring documentation reflects current processes, features, and best practices
Maintain and update technical documentation, such as process guides, field definitions, and configuration notes
Assist with reports and dashboards, including creating and modifying basic reports, maintaining subscriptions, and supporting end-user reporting needs
Provide frontline Salesforce support to internal users by troubleshooting issues, answering process questions, and escalating complex cases when needed
Perform routine data operations, including data imports, updates, deduplication, and data hygiene tasks to maintain accuracy and consistency across the org

Bachelor’s Degree preferred
Salesforce Certified Platform Administrator credential
2-3 years of hands-on Salesforce (or like platform) experience and CRM concepts
Clear, effective interpersonal communication skills
Strong knowledge of Salesforce user management, security, and automation
Experience supporting Salesforce integrations, AI-driven sales tools, and data operations
Working knowledge of Salesforce reporting, dashboards, and subscriptions
Strong documentation skills for training materials and system configurations
Detail-oriented, process-driven approach to Salesforce support and data integrity

Medical, vision, dental and mental health benefits for you and your family
Access to a health care concierge
Flexible or Health Savings Accounts (FSA or HSA)
Free concert tickets
Generous paid time off including paid holidays, sick time, and personal days
401(k) program with company match
Stock reimbursement program
New parent programs including caregiver leave, plus fertility, adoption, foster, or surrogacy support
Career and skill development programs with School of Live
Tuition reimbursement
Student loan repayment
Volunteer time off
Crowdfunding match

Manager – CRM & Sales Operations

Key skills