Job Title: Systems Analyst Advanced Salesforce/TargetX CRM & Communications Specialist
Contract Duration: 8 Months
Possibility of Extension: Yes
Work Location: Columbia, South Carolina
Work Arrangement: Fully Onsite
Work Schedule: Part-time, approximately 28 hours per week
Candidate Location: Candidates must currently reside in South Carolina. Relocation is not permitted.
Interview Process: Two rounds first round virtual, second round in person
Job Overview
We are seeking an experienced Systems Analyst Advanced with expertise in Salesforce CRM, TargetX, and TargetX Communication Planner to support the transition and implementation of a new customer relationship management (CRM) system.
The primary focus of this role will be providing TargetX Communication Planner support and assisting with the transition to Salesforce-based CRM solutions. The successful candidate will be responsible for managing automated email communications, maintaining campaign workflows, troubleshooting CRM-related issues, and supporting data integrity throughout the transition process.
The ideal candidate will have hands-on experience with Salesforce CRM, TargetX, automated communication campaigns, and CRM data management. Experience supporting higher education operations, including admissions, recruitment, and enrollment management, is highly desirable.
This is a part-time, fully onsite contract position requiring approximately 28 hours per week.
Key Responsibilities
1. Salesforce CRM and TargetX Transition Support
- Support the transition, implementation, and configuration of CRM solutions involving Salesforce and TargetX.
- Assist with the migration and maintenance of CRM data, configurations, communication workflows, and related functionality.
- Collaborate with stakeholders to identify business requirements and ensure CRM capabilities align with operational needs.
- Identify, troubleshoot, and resolve issues affecting CRM functionality, campaign execution, and data integrity.
- Support system testing, validation, and transition activities to ensure continuity of business operations.
2. TargetX Communication Planner and Campaign Management
- Create, configure, manage, and maintain automated email campaigns and communication workflows using TargetX Communication Planner.
- Develop and manage drip campaigns and scheduled communications to support stakeholder engagement.
- Monitor campaign execution and troubleshoot issues involving audience selection, data, configuration, scheduling, and email delivery.
- Review and maintain communication plans to ensure accurate targeting and timely delivery.
- Identify opportunities to improve campaign effectiveness, workflow efficiency, and communication processes.
3. Salesforce Administration and Reporting
- Work with Salesforce objects, fields, reports, dashboards, and CRM data.
- Create, maintain, and troubleshoot reports and dashboards to support business and operational requirements.
- Assist with data validation, data cleanup, imports, and exports to maintain data accuracy and consistency.
- Support Salesforce automation tools and workflows as required.
- Investigate data-related issues and recommend appropriate corrective actions.
4. Troubleshooting and Technical Support
- Diagnose and resolve Salesforce CRM, TargetX, and communication campaign issues.
- Investigate problems involving CRM data, audience segmentation, configuration settings, campaign scheduling, and delivery.
- Collaborate with technical teams and business stakeholders to resolve system issues efficiently.
- Support CRM integrations and troubleshoot issues involving connected applications where applicable.
- Document recurring issues, resolutions, and recommended improvements.
5. Documentation, Training, and Change Management
- Develop and maintain documentation covering CRM configurations, communication workflows, campaign procedures, and troubleshooting processes.
- Assist with end-user training and provide guidance on Salesforce and TargetX functionality.
- Support change-management activities associated with CRM transition and implementation.
- Communicate system changes, issues, and updates to relevant stakeholders.
- Recommend process improvements to enhance system usability, data quality, and campaign performance.
6. Stakeholder Collaboration
- Work closely with business users, technical teams, and project stakeholders to understand requirements and resolve operational challenges.
- Provide timely updates on assigned tasks, campaign issues, and transition activities.
- Support business functions such as admissions, recruitment, enrollment management, and student services, as applicable.
- Maintain accurate records of system changes, reported issues, and completed work.
Required Skills and Qualifications
Candidates must possess the following experience:
- 3+ years of experience working with Salesforce CRM.
- 3+ years of experience working with TargetX.
- 3+ years of experience working with TargetX Communication Planner.
- 3+ years of experience creating, managing, renewing, and troubleshooting automated email campaigns or drip campaigns.
- 3+ years of experience working with Salesforce reports, dashboards, objects, fields, and data.
- 3+ years of experience troubleshooting CRM- and campaign-related issues, including data, audience, configuration, scheduling, and email delivery problems.
Preferred Skills and Qualifications
- Experience supporting Salesforce and TargetX within a higher education environment.
- Experience supporting admissions, recruitment, enrollment management, student services, advancement, or similar business operations.
- Familiarity with Salesforce Flow and other Salesforce automation tools.
- Experience working with TargetX forms, events, portals, and related functionality.
- Working knowledge of HTML and CSS for email communications.
- Experience with Salesforce data imports, exports, Data Loader, or similar data management tools.
- Experience supporting CRM integrations and third-party applications.
- Experience developing technical documentation, providing end-user training, and supporting CRM migration or change-management initiatives.
- Strong analytical, troubleshooting, and problem-solving skills.
- Excellent communication and stakeholder collaboration abilities.
- Strong attention to detail and commitment to data accuracy and campaign reliability.
