- January 4, 2022
- Information Technology(IT), San Francisco Bay Area, CA
4944 Salesforce Trainer/Administrator
Duties:
The Global Campaign Operations team provides marketing, CRM, and analytics infrastructure to support the Company’s Public Policy and Communications departments (PC). We are a robust team of technical marketing experts focused on driving measurable and scalable engagement campaigns.
Our work supports the Company’s legitimate and scalable operations in an increasingly regulated environment.
The tools, guidance, tactics, and analysis we offer stakeholders are utilized for local and global outreach. We also collaborate with other marketing teams throughout the business to ensure our collective work creates an increasingly personalized and meaningful experience for hosts and guests.
This role requires a strong understanding of CRM tools, communicating effectively with non-technical and technical audiences, creating, managing and implementing a training and support program for end users, and identifying changing needs of the teams we support.
Responsibilities include
Offer daily support to Public Policy team members using a Salesforce ecosystem including troubleshooting, onboarding new users, managing bug reports, migrating offline data, and escalating issues when warranted.
Establish and implement a training and support program for use of Salesforce and integrated tools.
Create documentation of CRM features, onboarding resources, common use-cases, frequently asked questions, and more.
Provide end-users self-serve reports, analytics, and how-to guides.
Build relationships with regional teams to understand their programs and make tooling recommendations. This will include bi-weekly meetings with regional team leaders across the globe and may require occasional evening or early morning meetings to accommodate various time zones.
Create and tailor reports and dashboards for stakeholders with varying levels of technical expertise and varying programs of interest.
Collaborate with Public Policy Data Architect and Campaigns Operations team to identify opportunities to expand CRM data infrastructure to best support local, regional, and global Policy teams’ diverse program needs, e.g. lobbying, partnerships, bill tracking, digital marketing, etc.
Work closely with the internal Salesforce team to ensure CRM feature requests from local and regional Policy teams are effectively shepherded through the planning, scoping, and sprint process providing global tool management and continually improving the user experience.
Skills:
2+ years of experience in CRM support or substantial experience as a Salesforce power user.
Ability to utilize and present data in such a way that helps stakeholders make decisions and plans for their programs.
Experience understanding data visualization and reporting needs, then either building custom reports in a CRM or working with a data analytics/business intelligence/CRM team to create those.
Experience training end users on how to use reporting resources is critical.
Passion for training and experience building nimble training programs.
Commitment to modeling inclusive behavior.
Familiarity with digital marketing and comms tools and metrics of importance.
Experience in public policy, advocacy, or community organizing campaigns a plus.
Experience with Salesforce CRM, Splash event management, Mixmax, and/or Phone2Action a plus
Education:
If candidates have an education related to business systems, or business operations that would be beneficial.
Certifications & Licenses:
Certifications in Salesforce administration are a plus.