Salesforce / TargetX CRM Specialist
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Role details
Tech stack
Job description
- Must be available to work fully onsite in Columbia, SC.
- This is a part-time position averaging 28 hours weekly. Additional hours may be available depending on the agreed bill rate.
- Must be comfortable attending an in-person second-round interview.
Key Responsibilities
- Manage and maintain TargetX Communication Planner and automated email/drip campaigns.
- Create, configure, schedule, test, renew, and troubleshoot communication campaigns.
- Build recipient lists, audience segments, communication filters, and business rules using Salesforce and TargetX.
- Maintain email templates, personalization, scheduling, and campaign documentation.
- Troubleshoot campaign delivery failures, incorrect audiences, CRM data issues, and automation errors.
- Use Salesforce reports, dashboards, objects, and fields to support CRM operations and campaign performance.
- Perform sandbox testing, quality assurance, campaign maintenance, and cleanup.
- Document existing Salesforce/TargetX workflows, integrations, and dependencies for Slate CRM migration.
- Support migration activities, data validation, UAT, training, and transition planning.
- Collaborate with admissions, recruitment, enrollment, IT teams, and business stakeholders.
Requirements
- 3+ Years: Salesforce CRM experience.
- 3+ Years: TargetX CRM experience.
- 3+ Years: TargetX Communication Planner.
- 3+ Years: Creating, managing, renewing, and troubleshooting automated email/drip campaigns.
- 3+ Years: Salesforce reports, dashboards, objects, fields, and data management.
- 3+ Years: Troubleshooting CRM and campaign issues involving data, audience selection, configuration, scheduling, and email delivery.
Preferred Skills
- Salesforce and TargetX experience within higher education/universities.
- Experience supporting admissions, student recruitment, enrollment management, or student services.
- Salesforce Flow and other Salesforce automation tools.
- TargetX Forms, Events, Portals, and related functionality.
- HTML/CSS for email templates and communications.
- Salesforce Data Loader, data imports/exports, and integrations.
- Experience with third-party CRM applications.
- CRM migration, documentation, UAT, end-user training, and change management.
- Exposure to Slate CRM or CRM implementation projects.
About the company
About Us: InterSources Inc , is a Small, Woman, and Minority-Owned Business Enterprise, ISO/IEC 27001, SOC 2 Type 2 certified company with massive 18+ years of diversified experience in providing IT Consulting Services, Artificial Intelligence, Data Analysis, Application Development, Cloud Services, Cybersecurity, Digital Marketing, ERP Management, Custom Software Development, Web Development, UI/ UX Design, System Integration, QA Support etc. We make reasonable accommodations for clients and employees, and we do not discriminate based on any protected attribute including race, religion, color, national origin, gender sexual orientation, gender identity, age, or marital status. We also are a Google Cloud and Oracle partner company.
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