The Role
Provide day-to-day CRM platform administration and support across Salesforce and SAP CRM transition efforts. Manage user setup, permissions, tickets, data imports/exports, deduplication, account hierarchies, lead triage, campaign support, and collaborate with product owners and developers to maintain data quality and operational metrics.
Summary Generated by Built In
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
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
- 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
- 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
- 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
- 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
- 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)
Skills Required
- 1-3+ years supporting CRM platforms
- 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
- 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)
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The Company
What We Do
All Lines Technology is a leader in Edge to Cloud solutions that enable our customers to achieve optimal results utilizing best-of-breed technology solutions and services. Founded in 2000, All Lines Technology has steadily grown as a trusted advisor for our customers and partner, locally, nationally, and globally. Our goal is to help companies streamline and improve the way they buy, implement, and manage their technology needs. All Lines has an experienced and robust technical and sales staff that supports our broad range of customers from start-ups to Fortune 500. By leveraging cutting-edge technology and management solutions from industry leaders, we ensure you receive the technology solutions you require, delivered with the highest level of service and security.
