Salesforce/TargetX CRM & Communications Specialist-W-2 ONLY

United Global Technologies, Inc.; Columbia (SC); On-site; USD 55,000 - 83,000; Part time

Job summary

United Global Technologies, Inc. is seeking a Salesforce/TargetX CRM & Communications Specialist to support, maintain, and enhance our Salesforce and TargetX environment. The role focuses on automated email drip campaigns for recruitment and engagement, and will assist with transitioning to Slate CRM.

The candidate will work closely with IT and other stakeholders, with 28 hours per week, onsite in Columbia, SC (Mon-Fri, 8 AM–2 PM). Current SC residency required; no relocation or sponsorship.

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 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.

Responsibilities

• 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 campaigns; assist with SMS as needed.
• Plan, renew, revise, add, or retire campaigns based on recruitment needs.
• Build and maintain recipient populations using Salesforce/TargetX data; configure criteria, filters, and scheduling.
• Create and update email templates and campaign documentation; ensure QA before release.
• Troubleshoot delivery, audience, scheduling, personalization, and automation issues; coordinate with IT/vendors for escalation.
• Monitor campaign results and assist departments in evaluating effectiveness.
• Support migration planning from Salesforce/TargetX to Slate CRM during transition.

Skills

Salesforce CRM

TargetX

Communication Planner

Email campaigns

Troubleshooting

Data analysis

Collaboration

HTML/CSS

Tools

Salesforce Data Loader

TargetX Forms

Slate CRM

Job description

W-2 ONLY, NO SUBS, NO Subcontract firms, NO sponsorship

Role is fully onsite in Columbia, SC

Candidate must be a CURRENT SC resident. No relocation allowed.

Additional details: This role will be part time, roughly 28 hours per week. Additional hours may be worked if approved. 8 AM -2 PM Mon-Fri

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.

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.