CRM Administrator

Socket.dev; Boston (MA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

fully paid health insurance

paid parental leave

unlimited PTO

Job summary

Viant is seeking a technically skilled CRM Administrator to oversee and optimize the CRM ecosystem that supports the panelist lifecycle. You will own the system, design scalable workflows, and leverage automation and AI to improve efficiency, data quality, and the panelist experience.

You will partner with Operations, Engineering, Product, and Support to translate business needs into scalable solutions that support recruitment, onboarding, engagement, retention, support, and offboarding.

Qualifications

• 3-7 years of experience in CRM administration, systems management, operations technology, or related technical operations.
• Hands-on experience administering CRM platforms and building workflow automations.
• Experience designing scalable operational processes and lifecycle automations.
• Experience with AI tools, automation platforms, and intelligent workflow solutions.
• Experience with APIs, system integrations, or low-code/no-code automation platforms.

Responsibilities

• Own the administration, configuration, and ongoing optimization of the organization's CRM platform and panel management systems.
• Design, build, and maintain scalable workflows and automations that support the full panelist lifecycle.
• Develop AI-powered workflows and intelligent automations to improve efficiency and data quality.
• Partner with cross-functional stakeholders to translate business requirements into scalable system solutions.
• Monitor system performance, data quality, and process effectiveness; identify opportunities for improvement.
• Create and maintain dashboards and documentation to support visibility and decision-making.
• Manage integrations between CRM platforms, internal databases, and third-party applications using APIs.
• Troubleshoot system issues and provide technical support for teams.
• Recommend and implement continuous process improvements to enhance scalability and the panelist experience.
• Ensure configurations align with policies, security standards, and compliance requirements.

Skills

CRM administration

Workflow automation

APIs & integrations

Low-code/no-code automation

AI tooling

Analytical problem solving

Cross-functional collaboration

Tools

CRM platforms

Job description

WHAT YOU'LL DO

We are seeking a technically skilled and process-oriented CRM Administrator to oversee and optimize the systems, workflows, and automations that support the full panelist lifecycle. In this role, you will own the organization's Panel facing CRM ecosystem, design scalable operational processes, and leverage automation and AI to improve efficiency, data quality, and the panelist experience.

You'll partner closely with Operations, Engineering, Product, and Support teams to translate business needs into scalable system solutions that support recruitment, onboarding, engagement, retention, support, and offboarding.

The ideal candidate is analytical, highly organized, technically proficient, and experienced in building CRM solutions, workflow automations, and operational systems in a fast-paced environment.

THE DAY-TO-DAY

• Own the administration, configuration, and ongoing optimization of the organization's CRM platform and panel management systems.
• Design, build, and maintain scalable workflows and automations that support the full panelist lifecycle, including recruitment, onboarding, engagement, retention, support, and offboarding.
• Develop AI-powered workflows and intelligent automations to improve operational efficiency, reduce manual processes, enhance support operations, and optimize panel management.
• Partner with cross-functional stakeholders to identify operational challenges and translate business requirements into scalable system solutions.
• Monitor system performance, workflow effectiveness, and data quality, proactively identifying opportunities for improvement.
• Create and maintain dashboards, reports, documentation, and process maps to support operational visibility and decision-making.
• Manage integrations between CRM platforms, internal databases, and third-party applications using APIs and automation tools.
• Troubleshoot system issues, investigate workflow failures, and provide technical support for operational teams.
• Recommend and implement continuous process improvements that enhance scalability, operational efficiency, and the panelist experience.
• Ensure system configurations, workflows, and data management practices align with organizational policies, security standards, and compliance requirements.

GREAT TO HAVE

• 3-7 years of experience in CRM administration, systems management, operations technology, or a related technical operations role.
• Hands-on experience administering CRM platforms and building workflow automations.
• Experience designing scalable operational processes and lifecycle automations.
• Experience with AI tools, automation platforms, and intelligent workflow solutions, with the ability to identify opportunities to improve operational efficiency.
• Experience working with APIs, system integrations, or low-code/no-code automation platforms.Strong analytical, troubleshooting, and problem-solving skills.
• Ability to manage multiple priorities and projects independently.
• Excellent communication and cross-functional collaboration skills.

LIFE AT VIANT

Investing in our employee's professional growth is important to us, but so is investing in their well-being. That's why Viant was voted one of the best places to work and some of our favorite employee benefits include fully paid health insurance, paid parental leave and unlimited PTO and more.

Base compensation range: $100,000 - $130,000

In accordance with California law, the range provided is Viant's reasonable estimate of the compensation for this role. Final title and compensation for the position will be based on several factors including work experience and education.

#LI-TD1

About Viant

Viant Technology (NASDAQ: DSP) is an exclusively buy-side, AI-powered advertising platform purpose-built for CTV. Viant uniquely combines proprietary content intelligence, household-level identity resolution, and person-level attention signals to connect advertisers with real customers and drive measurable outcomes across the open internet. Through its award-winning AI solutions, Viant is building the future of autonomous advertising, where AI doesn't just assist the campaign, it delivers real results. Learn more at viantinc.com.

Viant is an equal opportunity employer and makes employment decisions on the basis of merit. Viant prohibits unlawful discrimination against employees or applicants based on race (including traits historically associated with race, such as hair texture and protective hairstyles), religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, reproductive health decision making, gender, gender identity, gender expression, age, military status, veteran status, uniformed service member status, sexual orientation, transgender identity, citizenship status, pregnancy, or any other consideration made unlawful by federal, state, or local laws. Viant also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

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