CRM Platform Specialist

alllinestechnology; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

alllinestechnology is looking for a detail-oriented CRM Platform Specialist to join their team in Pittsburgh, PA. This role involves CRM platform administration, data management, and operational support, particularly during the transition from SAP CRM to Salesforce.com.

The successful candidate will possess strong technical skills and a background in CRM platforms, ensuring data quality and supporting campaign operations within a fast-paced environment.

Qualifications

• 1–3+ years of experience supporting CRM platforms, preferably Salesforce.
• Familiarity with CRM administration concepts and data management.
• Strong attention to detail and organizational skills.

Responsibilities

• Perform routine CRM administration tasks and manage user permissions.
• Execute data imports and ensure high data quality.
• Support campaign execution and monitor operational metrics.

Skills

CRM platform support

Data management

Attention to detail

Organizational skills

Troubleshooting

Cross-functional teamwork

Tools

Salesforce

SAP CRM

Excel

Job description

We are seeking a detail-oriented and technically capable CRM Platform Specialist to join our CRM Platform team. This role will support day-to-day platform administration, data management, and operational activities across our CRM ecosystem, including ongoing transition and support efforts from SAP CRM to Salesforce.com.

The ideal candidate thrives in a fast-paced, cross-functional environment and brings a strong balance of technical aptitude, data discipline, and operational awareness.

Key Responsibilities

Platform Administration & Support

• Perform routine CRM administration tasks, including user setup, permissions, and role management
• Monitor system health and troubleshoot user-reported issues
• Manage ticket intake, triage, and resolution for CRM-related requests
• Maintain and update system documentation and knowledge base resources

Data Management & Governance

• Execute data imports, exports, and updates using approved tools
• Perform ongoing data maintenance across Leads, Accounts, and related objects
• Ensure high data quality through deduplication, validation, and governance processes
• Support account hierarchy management, including parent-child relationship data integrity
• Assist with data audits, reporting requests, and data cleanup initiatives

Lead & Campaign Operations Support

• Serve as Level 1 triage for inbound lead form submissions, ensuring timely and accurate processing
• Perform basic QA on lead routing and scoring rules to ensure proper assignment and workflow
• Monitor and elevate feedback on lead process inefficiencies or friction points
• Support campaign execution and lead data management activities
• Track and report on key operational metrics and support process accountability

Collaboration & Coordination

• Partner with CRM product owners, developers, and business stakeholders
• Participate in sprint ceremonies and project check-ins as needed
• Communicate clearly on progress, priorities, blockers, and risks

Qualifications

• 1–3+ years of experience supporting CRM platforms (Salesforce experience preferred)
• Familiarity with CRM administration concepts (users, roles, security, workflows)
• Experience with data management, data quality, and reporting within CRM systems
• Strong attention to detail and organizational skills
• Ability to troubleshoot issues and manage multiple priorities
• Comfortable working in cross-functional teams and fast-paced environments

Preferred Qualifications

• Experience with Salesforce.com (administration or support)
• Exposure to SAP CRM or CRM migration environments
• Basic understanding of lead lifecycle management and campaign operations
• Familiarity with data tools (Excel, data loaders, or integration tools)