CRM Systems Lead — Salesforce & BI Automation

Booz Allen Hamilton; McLean (VA); On-site; USD 87,000 - 198,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Tuition assistance

Job summary

Booz Allen Hamilton is seeking a CRM Program Specialist to drive adoption of our opportunity pipeline and Salesforce-based CRM. You will build workflows, optimize automation, and collaborate with cross-functional teams to boost platform usage.

Responsibilities include documenting requirements, participating in governance as a user advocate, and providing Tier 1 support to ensure a reliable CRM experience. U.S. citizenship is required due to facility requirements.

Qualifications

• 5+ years of experience with Salesforce.
• 2+ years of experience with business intelligence tools, including Tableau or Power BI.
• Experience using and configuring Agentforce.
• Experience creating and maintaining customer-ready documentation.
• Ability to communicate with audiences varying in size and seniority.
• Bachelor’s degree.

Responsibilities

• Promote CRM best practices and effective use of Salesforce to support users and improve efficiency.
• Build and maintain workflows and automation to continuously improve the CRM user experience.
• Partner with cross-functional teams to improve processes and increase platform adoption.
• Participate in governance processes as a user advocate.
• Document requirements and collaborate with the CIO to plan release schedules for enhancements.
• Provide Tier 1 user support and troubleshooting to ensure a smooth CRM experience.

Skills

Salesforce

Tableau

Power BI

Agentforce

Documentation

Communication

Education

Bachelor’s degree

Tools

Agentforce

Job description

Booz Allen Hamilton is seeking a CRM Program Specialist to drive adoption of our opportunity pipeline and Salesforce-based CRM. You will build workflows, optimize automation, and collaborate with cross-functional teams to boost platform usage.

Responsibilities include documenting requirements, participating in governance as a user advocate, and providing Tier 1 support to ensure a reliable CRM experience. U.S. citizenship is required due to facility requirements.