CRM Assistant (Salesforce)

Remote

Full Time

Experienced

We are looking for an experienced Salesforce Assistant who will help our clients with their CRM monitoring and management tasks.

This is a great opportunity for someone who wants continuous learning and growth during their career.

The Benefits

The Role

Upload new accounts/contacts in Salesforce and ensure we don't create dupes and upload all necessary fields
Create reports for campaigns in salesforce
Update various salesforce fields for marketing meeting attribution
Marketing attribution
Contact/Account uploads
Database cleaning (deduping, lead conversions, updating fields, etc.)
Account/contact matching when we get new lists from events, leads, etc.)
Able to create effective Salesforce reports with the right filters and fields
Assign accounts to SDRs in salesforce
Proactively manage the marketing calendar to stay ahead of campaigns
Set up SalesLoft email campaigns in SalesLoft

The Requirements
Must haves:

2+ years of Salesforce ops and reporting experience (intermediate level)
Highly detail-oriented and demonstrated ability to follow process documentation with little to no errors
Ability to work PST
1+ years of experience setting up email campaigns in Salesloft (or a similar tool)
Slack / Gmail experience for internal comms

Required*

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Do you have 2+ years of Salesforce experience?*

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