Melissa · 1 day ago
Entry-Level CRM Specialist
Rancho Santa Margarita, CA
Full-time
Hybrid
Entry Level
$54K/yr - $62K/yr
1+ years expMelissa is a fast-growing software company and leading provider of global address verification and identity authentication solutions. They are seeking a Junior CRM Specialist to assist in maintaining the integrity of contact data within the CRM system and support demand generation campaigns for the marketing and sales team.
Data IntegrationData VisualizationInformation TechnologySoftware
Responsibilities
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
Qualification
Required
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 organized and proactive with a strong attention to detail
2+ years of experience as a Salesforce Administrator
Salesforce Certified Administrator credential
Strong understanding of Salesforce data model, security architecture, and user management
Proven experience building complex reports and dashboards using native Salesforce tools and custom report types
Demonstrated ability to create user-friendly documentation and deliver effective training
Proficiency in data management, including Data Loader, Import Wizard, and data validation
Excellent troubleshooting, communication, and documentation skills
Benefits
401(k) with company match
Medical, dental, and vision insurance
Flexible spending account
Life insurance, including company-provided coverage
Paid Holidays and personal time off
Educational assistance
Office lunch on select weekdays
Haircuts and manicures
Workout class with personal trainer
Onsite EV charging
Company
Melissa
Melissa helps organizations profile and verify, dedupe and enrich all their people data name, address, email and phone number and more.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Melissa
CEO & President
Recent News
Company data provided by crunchbase