CRM Automation Specialist — Salesforce & TargetX

CornerStone Technology Talent Services; Columbia (SC); On-site; USD 70,000 - 95,000; Full time

Job summary

CornerStone Technology Talent Services is seeking a Salesforce / TargetX CRM & Communications Specialist to support, maintain, and optimize the organization's Salesforce and TargetX environment, with a focus on automated email drip campaigns.

The role requires hands-on TargetX and Communication Planner experience and collaboration with IT and functional teams to ensure timely communications during the transition to Slate CRM.

Qualifications

• 3+ years of experience working with Salesforce CRM.
• 3+ years of experience working with TargetX.
• 3+ years of experience with TargetX Communication Planner.
• 3+ years of experience creating, managing, renewing, and troubleshooting automated email or drip campaigns.
• 3+ years of experience with Salesforce reports, dashboards, objects, fields, and data.
• 3+ years of experience troubleshooting CRM- and campaign-related issues, including data, audience, configuration, scheduling, and delivery problems.

Responsibilities

• Serve as the primary functional and technical resource for TargetX Communication Planner and automated drip campaigns.
• Create, configure, schedule, test, deploy, and maintain new automated email and drip campaigns using Communication Planner; assist with SMS messaging as needed.
• Partner with each department to plan, renew, revise, add, or retire campaigns based on its communication and recruitment needs.
• Build and maintain recipient populations and communication audiences using Salesforce and TargetX data.
• Configure communication criteria, filters, scheduling, and related business rules.
• Create, maintain, and update reusable email templates, communication components, and campaign documentation.
• Test all new and revised campaigns in the sandbox environment and complete quality assurance before communications are released.
• Diagnose and resolve delivery, audience‑selection, scheduling, personalization, automation, and other Communication Planner issues, including campaigns that do not reach their intended target audience; coordinate with IT or vendors when escalation is needed.
• Monitor communication results and assist departments with evaluating the effectiveness of communication campaigns.
• Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns, templates, audiences, and related records, while maintaining standards and best practices.

Skills

Salesforce expertise

Campaign troubleshooting

Stakeholder collaboration

Project management

Tools

Salesforce CRM

TargetX

TargetX Communication Planner

Data Loader / SFDC data manipulation

Job description

CornerStone Technology Talent Services is seeking a Salesforce / TargetX CRM & Communications Specialist to support, maintain, and optimize the organization's Salesforce and TargetX environment, with a focus on automated email drip campaigns.

The role requires hands-on TargetX and Communication Planner experience and collaboration with IT and functional teams to ensure timely communications during the transition to Slate CRM.