Junior CRM Salesforce Associate

North Star Fertility Partners LLC; Boston (MA); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Competitive health plan

401(k) with company match

Take What You Need PTO

Tuition Assistance

Paid Holidays

LTD/STD/Life Insurance

Wellness Programs

Hybrid/Remote work options

Job summary

North Star Fertility Partners LLC is seeking a CRM Associate in Boston to optimize our CRM platforms (Salesforce, SugarAI, Insightly) and support users across the organization with system administration, requirements gathering, and process improvements. The role involves collaborating with stakeholders and external partners to deliver effective business solutions.

You will manage user access, configurations, and data governance, while supporting training and documentation.

Qualifications

• 1–3 years of Salesforce/CRM administration experience.
• Experience gathering business requirements and translating into system solutions.
• Experience with data governance, security administration and change management.

Responsibilities

• Administer user and license management for CRM platforms.
• Triage and resolve user requests and escalate complex issues.
• Configure Salesforce: flows, fields, page layouts, record types and settings.
• Support data imports/exports and data governance processes.
• Collaborate with third-party Salesforce development teams on enhancements.
• Develop user training and create training materials.
• Stay current with Salesforce releases and best practices.

Skills

Salesforce Admin

CRM Administration

User Support

Data Governance

Problem Solving

Remote Work

Tools

Salesforce

SugarCRM

Insightly

PandaDoc

Omnito

Instabot

DocuSign

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Boston, MA, US

2 days ago Requisition ID: 1202

Salary Range: $70,000.00 To $75,000.00 Annually

Northstar Fertility Partners (www.nsfertility.com) is an industry leader in fertility services, specializing in surrogacy, egg donation, and family building through a constellation of expert-led companies.

As a CRM Associate, you will support and optimize our customer relationship management (CRM) platforms, including Salesforce, SugarAI, and Insightly, while serving as a key resource for users across the organization. You will be responsible for system administration, user support, process improvements, and partnering with stakeholders to deliver effective business solutions.

What You Will Do

CRM Administration

• Manage all aspects of user and license administration, including user setup and deactivation, roles, profiles, permissions, and public groups.
• Serve as the first point of contact for CRM support requests by triaging and resolving user issues and escalating complex cases to third-party support partners as needed.
• Gather, validate, and document business requirements from users and stakeholders.
• Configure and maintain Salesforce and other CRM platforms, including:
  • Flows
  • Fields
  • Page layouts
  • Record types
  • Custom settings
  • Dashboards
  • Reports
• Support data management, data governance, security, and change management processes, including bulk data imports and exports.
• Collaborate with third-party Salesforce development teams to implement enhancements and business solutions.
• Test system enhancements and bug fixes, coordinate user acceptance testing (UAT), regression testing, and integration testing, and make adjustments as needed.
• Develop and deliver user training and create supporting documentation and training materials.
• Stay current with Salesforce releases, new features, best practices, and emerging capabilities.

Business Systems Administration

• Administer and support ancillary business applications such as PandaDoc, Omnito, Instabot, DocuSign, and other SaaS platforms.
• Manage user accounts, licenses, permissions, and access controls across supported systems.
• Triage and resolve user support requests.
• Validate business requirements and identify system-based solutions.
• Implement system configuration changes and collaborate with vendors to deliver enhancements and process improvements.

Cross-Functional Collaboration

• Partner with business stakeholders to identify opportunities for process improvement and operational efficiency.
• Contribute to projects by coordinating tasks, managing priorities, and helping drive initiatives from planning through implementation.
• Work independently in a remote environment while effectively collaborating with cross-functional teams.

What you will need to succeed:

• 1 to 3 years of experience as a Salesforce Administrator, CRM Administrator, Business Systems Analyst, or in a similar role.
• At least 1 year of hands-on experience administering Salesforce or a comparable CRM platform.
• Experience supporting users, managing system configurations, and handling user and license administration.
• Experience gathering business requirements and translating them into system solutions.
• Knowledge of data management, data governance, security administration, and change management processes.
• Experience working with SaaS-based business applications and CRM ecosystems.

Required Skills

• Strong problem-solving skills with the ability to diagnose issues, identify root causes, and implement effective solutions.
• Excellent written and verbal communication skills with the ability to work effectively with stakeholders at all organizational levels.
• Strong technical aptitude, including software administration, troubleshooting, system configuration, and platform enhancements.
• Effective project management, organizational, and time management skills with the ability to manage multiple priorities simultaneously.
• Self-motivated learner with a curiosity for technology and continuous improvement.
• Ability to work independently and successfully in a remote work environment.

Desired Qualifications

• Salesforce Certified Advanced Administrator (Administrator II) certification.
• Salesforce Certified Platform App Builder certification.
• Familiarity with Agile Scrum methodologies and project delivery practices.
• Experience supporting multiple CRM instances or business systems in a fast-paced environment.

What are the benefits:

• A competitive health plan that includes health, dental and vision
• 401(k) with company match
• “Take What You Need” PTO
• Tuition Assistance
• Paid Holidays
• LTD/STD/Life Insurance
• Wellness Programs
• The ability to work hybrid or remote based on location
• And much more!

North Star and its companies are an equal opportunity employer. We provide opportunities without regard to race, color, religion, gender, age, national origin, disability, veteran status, sexual orientation, genetic information and gender identity or expression. The law requires an employer to post notices describing the Federal laws prohibiting job discrimination based on race, color, sex, national origin, religion, age, equal pay, disability, veteran status, sexual orientation, and genetic information and gender identity or expression. Please visithttps://www.eeoc.gov/employers/eeo-law-poster to visit the “EEO is the Law” poster