Description

• 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• Perform routine campaign maintenance, including cleanup and archiving of outdated campaigns, templates, audiences, and related records, while maintaining standards and best practices.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

Key Skills

Education

Bachelor's degree