Salesforce / TargetX CRM & Communications
Specialist
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- Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns,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.
