CRM Specialist

About the Role

Our Client is seeking a dedicated CRM Specialist to lead the transition and implementation of a new Salesforce/TargetX system. In this role, you will collaborate closely with business stakeholders to design and execute communication plans, configure the platform, and ensure a smooth migration of data and processes. Working in a fast‑paced, fully onsite environment in Columbia, you will have the opportunity to shape the user experience and drive adoption across the organization. Your contributions will directly impact the efficiency of customer engagement and internal communications.

Key Responsibilities

• Develop and execute comprehensive communication plans for the TargetX and Salesforce rollout.
• Lead data migration and configuration activities to transition from Slate CRM to the new platform.
• Collaborate with business users to gather requirements and translate them into system specifications.
• Provide training and support to end‑users, ensuring adoption and proficiency with the new CRM tools.
• Document system configurations, processes, and best practices for future reference.
• Monitor system performance and troubleshoot issues during the transition period.
• Coordinate with IT and security teams to maintain data integrity and compliance.
• Assist in the development of reporting dashboards and analytics to track CRM usage.
• Participate in post‑implementation reviews and recommend enhancements.

Required Skills & Experience

• 3+ years of experience in CRM implementation and support, with a strong focus on Salesforce and TargetX.
• Proven ability to design and deliver effective communication plans for technology rollouts.
• Excellent analytical and problem‑solving skills, with attention to detail in data migration.
• Strong interpersonal and training skills, capable of guiding users of varying technical proficiency.
• Knowledge of data governance, security, and compliance best practices in a CRM context.
• Bachelor’s degree in Computer Science, Information Systems, Business Administration, or a related field.
• Certification in Salesforce (e.g., Administrator or Advanced Administrator) is a plus.

Tools & Technologies

• Salesforce platform – configuration, data migration, and reporting.
• TargetX – communication planning and execution.
• Slate CRM – source system for data migration.
• Microsoft Office Suite – documentation, training materials, and reporting.
• Project management tools (e.g., Jira, Trello) for task tracking.
• Basic knowledge of SQL or data extraction tools for data validation.

Work Schedule & Duration

• Contract length: 8 months, with possibility for extension.
• Work arrangement: Fully onsite at 514 Main Street, Columbia, South Carolina.
• Hours: Part‑time, approximately 28 hours per week, with flexibility for additional hours if needed.
• Candidate must be a current South Carolina resident; relocation is not permitted.

Interview Process

The selection process includes an initial virtual screening followed by a second in‑person interview at the Columbia office. Candidates will be evaluated on technical knowledge, communication skills, and fit for the transition project.

Position Details

• Employment Type: Contract
• Duration: Approximately 12 months (with potential for extension)
• Work Authorization: Must be authorized to work in the United States