What are the responsibilities and job description for the CRM Platform Specialist position at All Lines Technology Inc?
We are seeking a detail-oriented and technically capable CRM Platform Specialist to join our CRM Platform team. This role will support day-to-day platform administration, data management, and operational activities across our CRM ecosystem, including ongoing transition and support efforts from SAP CRM to Salesforce.com.
The ideal candidate thrives in a fast-paced, cross-functional environment and brings a strong balance of technical aptitude, data discipline, and operational awareness.
Key Responsibilities
Platform Administration & Support
- Perform routine CRM administration tasks, including user setup, permissions, and role management
- Monitor system health and troubleshoot user-reported issues
- Manage ticket intake, triage, and resolution for CRM-related requests
- Maintain and update system documentation and knowledge base resources
Data Management & Governance
- Execute data imports, exports, and updates using approved tools
- Perform ongoing data maintenance across Leads, Accounts, and related objects
- Ensure high data quality through deduplication, validation, and governance processes
- Support account hierarchy management, including parent-child relationship data integrity
- Assist with data audits, reporting requests, and data cleanup initiatives
Lead & Campaign Operations Support
- Serve as Level 1 triage for inbound lead form submissions, ensuring timely and accurate processing
- Perform basic QA on lead routing and scoring rules to ensure proper assignment and workflow
- Monitor and escalate feedback on lead process inefficiencies or friction points
- Support campaign execution and lead data management activities
- Track and report on key operational metrics and support process accountability
Collaboration & Coordination
- Partner with CRM product owners, developers, and business stakeholders
- Participate in sprint ceremonies and project check-ins as needed
- Communicate clearly on progress, priorities, blockers, and risks
Qualifications
- 1–3 years of experience supporting CRM platforms (Salesforce experience preferred)
- Familiarity with CRM administration concepts (users, roles, security, workflows)
- Experience with data management, data quality, and reporting within CRM systems
- Strong attention to detail and organizational skills
- Ability to troubleshoot issues and manage multiple priorities
- Comfortable working in cross-functional teams and fast-paced environments
Preferred Qualifications
- Experience with Salesforce.com (administration or support)
- Exposure to SAP CRM or CRM migration environments
- Basic understanding of lead lifecycle management and campaign operations
- Familiarity with data tools (Excel, data loaders, or integration tools)