Salesforce/TargetX CRM & Communications - 26-01174

Datasoft Technologies, Inc.; Columbia (SC); On-site; USD 55,000 - 83,000; Full time

Job summary

DataSoft Technologies seeks a Systems Analyst - Advanced to manage Salesforce and TargetX CRM & Communications, focusing on automated email campaigns for recruitment and engagement. Onsite in Columbia, SC, this contract role requires hands-on expertise with Salesforce, TargetX, and the TargetX Communication Planner.

The role involves configuring, testing, and optimizing campaigns, supporting the Slate CRM transition, and collaborating with IT and business units to ensure reliable communications

Qualifications

• 3+ years of experience with Salesforce CRM.
• 3+ years of experience with TargetX.
• 3+ years of experience with TargetX Communication Planner.
• 3+ years of experience creating, managing, renewing, and troubleshooting automated email campaigns.
• 3+ years of experience with Salesforce reports, dashboards, objects, fields, and data.

Responsibilities

• Manage TargetX Communication Planner and automated drip campaigns.
• Create, configure, schedule, test, deploy, and maintain new campaigns; assist with SMS when needed.
• Collaborate with departments to plan and renew campaigns based on needs.
• Build and maintain recipient populations using Salesforce and TargetX data.
• Test campaigns in sandbox and ensure QA before release.

Skills

Salesforce CRM

TargetX

Communication Planner

Email campaigns

CRM troubleshooting

Data analysis

Tools

Data Loader

HTML/CSS basics

Job description

Systems Analyst - Advanced - Salesforce/TargetX CRM & Communications Specialist

Onsite: Columbia, SC

About the Job

• Duration: Long term Contract Position
• Location: Onsite: Columbia, SC
• Pay rate: Hourly

Overview:

Position Summary

• The Salesforce / TargetX CRM & Communications Specialist is responsible for supporting, maintaining, and enhancing the organization's Salesforce and TargetX environment, with primary responsibility for automated email drip campaigns and communications that support recruitment, engagement, and other constituent activities. The position requires hands‑on experience with Salesforce and TargetX, including TargetX Communication Planner, to create, schedule, maintain, renew, and troubleshoot automated email communications and campaign workflows. This position works closely with functional departments, information technology staff, and other stakeholders to provide reliable, accurate, and timely communications and to support the organization's planned transition from Salesforce/TargetX to Slate CRM.

Primary Responsibilities

• TargetX Communication Planner
• 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
• Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns, templates, audiences, and related records, while maintaining standards and best practices. Slate CRM Transition Support
• Inventory and document existing Salesforce/TargetX drip campaigns, templates, audiences, business rules, integrations, and dependencies to support migration planning.
• Work with departments and the Slate implementation team to translate current campaign requirements and workflows into Slate CRM requirements.
• Assist with campaign migration, configuration review, data validation, user acceptance testing, and training to help ensure continuity of communications during the transition.
• Identify opportunities to simplify, standardize, consolidate, or retire campaigns as part of the transition from Salesforce/TargetX to Slate CRM.

Required 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.

Preferred Qualifications

• Experience supporting Salesforce and TargetX in a higher education environment.
• Experience supporting admissions, recruitment, enrollment management, student services, advancement, or similar operations.
• Experience with Salesforce Flow and other Salesforce automation tools.
• Experience with TargetX forms, events, portals, or other TargetX functionality.
• Working knowledge of HTML and CSS as they relate to email communications.
• Experience with Salesforce data imports, exports, Data Loader, or similar tools.
• Experience with CRM integrations and third‑party applications.
• Experience developing documentation, providing end‑user training, or supporting CRM migration and change‑management activities.

Knowledge, Skills, and Abilities

• Strong troubleshooting and analytical skills.
• Excellent attention to detail, particularly when managing large‑scale communications.
• Ability to understand relationships among CRM data, business processes, and communications.
• Ability to manage multiple projects and priorities simultaneously.
• Ability to communicate technical concepts clearly to non‑technical users.
• Ability to work collaboratively with functional offices, IT staff, leadership, and external vendors.
• Strong understanding of data quality and data management principles.
• Ability to translate business requirements into technical or system solutions.

About our Company

DataSoft Technologies is a highly recognized provider of professional IT Consulting services in the US. Founded in 1994, DataSoft Technologies, Inc. provides staff augmentation services for Information Technology and Automotive Services. Our team member benefits include: