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Senior CRM Architect
Columbus McKinnon. Administer and maintain Salesforce environments, ensuring security, reliability, and optimal performance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce Administration, including configuration, user management, and data governance. Proficient in supporting business process automation and integrations with various enterprise systems while maintaining a customer-focused approach.
Highest-signal resume keywords
Salesforce AdministrationSalesforce Flow ConfigurationData ManagementBusiness Process AutomationUser Support and Training
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce FlowsValidation RulesApproval ProcessesData CleansingReportingDashboardsSecurity SettingsUser ManagementTroubleshootingProcess Improvements
Soft Skills
CommunicationCollaborationOrganizational SkillsAnalytical SkillsProblem-Solving
Tools & Technologies
SalesforceERP SystemsMarketing Automation PlatformsAppExchange Solutions
Industry Keywords
CRMSales CloudService CloudData ArchitectureOperational Excellence
Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Administer and maintain Salesforce environments, ensuring security, reliability, and optimal performance
- Configure and support Salesforce Flows, validation rules, approval processes, assignment rules, record types, page layouts, custom objects, reports, and dashboards
- Manage users, roles, profiles, permission sets, and licensing
- Troubleshoot issues, resolve defects, and implement enhancements
- Perform system maintenance, release testing, sandbox management, and platform health monitoring
- Maintain CRM documentation, training materials, and best practices
- Support data imports, exports, deduplication, cleansing, and governance
- Monitor platform usage and improve adoption and business processes
- Support and enhance sales, service, and quote-to-cash processes
- Configure and maintain pricing, product catalogs, approval workflows, and automation tools
- Gather business requirements and implement process improvements and automation
- Support integrations between Salesforce, ERP, marketing automation, customer service, and other enterprise systems
- Troubleshoot quoting, pricing, and order management issues
- Participate in testing, deployment, and optimization of CRM enhancements
- Liaise between business users and technical teams
- Evaluate Salesforce capabilities, AppExchange solutions, and emerging technologies
- Support change management and communicate platform updates
- Stay current on Salesforce releases, industry trends, and best practices
Requirements
What you’ll need- Bachelor's degree in Information Systems, Business, Computer Science, or a related field, or equivalent experience
- 3+ years of Salesforce Administration experience
- Experience supporting Salesforce Sales Cloud and/or Service Cloud
- Experience configuring Salesforce Flows, security settings, reports, and dashboards
- Experience providing user support, training, troubleshooting, and system enhancements
- Experience with data management, data quality, and migration activities
- Experience supporting business process automation and cross-functional CRM initiatives
- Strong understanding of Salesforce administration, security, data architecture, and declarative development tools
- Proficiency with Salesforce Flow and automation best practices
- Experience supporting marketing, sales, service, and CRM-driven business processes
- Knowledge of reporting, dashboards, analytics, and data management best practices
- Strong analytical, troubleshooting, and problem-solving skills
- Ability to translate business requirements into scalable technical solutions
- Experience supporting integrations with ERP systems, marketing automation platforms, and third-party applications
- Excellent communication, collaboration, and organizational skills
- Customer-focused mindset with a commitment to continuous improvement and operational excellence
Benefits
Comp & perks- Equal Opportunity Employer
- Drug Free Workplace
- Diverse and inclusive workforce