Salesforce/TargetX CRM & Communications Specialist # 26-25951

Us Tech Solutions; Columbia (SC); On-site; USD 90,000 - 120,000; Part time

Job summary

US Tech Solutions in Columbia, SC is seeking a Salesforce/TargetX CRM & Communications Specialist to support, maintain, and enhance the organization’s Salesforce and TargetX environment, with a focus on automated email drip campaigns and recruitment communications.

You will work with IT and business units to migrate from Salesforce/TargetX to Slate CRM, configure campaigns, test in sandbox, and ensure accurate delivery and reporting.

Qualifications

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

Responsibilities

• TargetX Communication Planner: manage automation and drip campaigns.
• Serve as primary resource for TargetX and Campaign Planner.
• Create, configure, schedule, test, deploy, and maintain campaigns; assist with SMS as needed.
• Plan and renew campaigns with departments based on recruitment needs.
• Build and maintain recipient populations and audiences using CRM data.
• Configure criteria, filters, scheduling, and business rules.
• Update email templates and campaign documentation.
• Test campaigns in sandbox and QA before release.
• Diagnose and resolve delivery and personalization issues; escalate when needed.
• Monitor campaign results and assist departments in evaluating effectiveness.
• Perform routine campaign maintenance and archiving of campaigns, templates, audiences, and records.
• Slate CRM Transition Support: inventory campaigns, templates, audiences, and dependencies.
• Translate campaign requirements to Slate CRM; assist with migration and training.

Skills

Troubleshooting

Analytical skills

Attention to detail

Project management

Communication to non-tech

Customer service

Collaboration

Data quality

Data management

Requirements translation

Tools

Salesforce

TargetX

TargetX Communication Planner

HTML/CSS

Data Loader

Job description

• 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.
  

Duration: 12 Months

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 communication campaigns.
• 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.
• Strong customer-service orientation.
• 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.

Note:

• Location: Onsite (Columbia, SC)
• Candidate Location: Locals to SC preferred.

Equal Opportunity Statement

US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

AI Statement:

By applying, you acknowledge that AI-assisted tools may be used during hiring.