CRM Salesforce Associate

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Full Time Boston, MA, US

2 days ago Requisition

Salary Range: $70,000.00 To $75,000.00 Annually

Northstar Fertility Partners () is an industry leader in fertility services, specializing in surrogacy, egg donation, and family building through a constellation of expert-led companies.

As a CRM Associate, you will support and optimize our customer relationship management (CRM) platforms, including Salesforce, SugarAI, and Insightly, while serving as a key resource for users across the organization. You will be responsible for system administration, user support, process improvements, and partnering with stakeholders to deliver effective business solutions.

• Manage all aspects of user and license administration, including user setup and deactivation, roles, profiles, permissions, and public groups.
• Serve as the first point of contact for CRM support requests by triaging and resolving user issues and escalating complex cases to third-party support partners as needed.
• Gather, validate, and document business requirements from users and stakeholders.
• Configure and maintain Salesforce and other CRM platforms, including:
  • Flows
  • Fields
  • Page layouts
  • Record types
  • Custom settings
  • Dashboards
  • Reports
• Support data management, data governance, security, and change management processes, including bulk data imports and exports.
• Collaborate with third-party Salesforce development teams to implement enhancements and business solutions.
• Test system enhancements and bug fixes, coordinate user acceptance testing (UAT), regression testing, and integration testing, and make adjustments as needed.
• Develop and deliver user training and create supporting documentation and training materials.
• Stay current with Salesforce releases, new features, best practices, and emerging capabilities.

• Administer and support ancillary business applications such as Panda Doc, Omnito, Instabot, Docu Sign, and other SaaS platforms.
• Manage user accounts, licenses, permissions, and access controls across supported systems.
• Triage and resolve user support requests.
• Validate business requirements and identify system-based solutions.
• Implement system configuration changes and collaborate with vendors to deliver enhancements and process improvements.

• Partner with business stakeholders to identify opportunities for process improvement and operational efficiency.
• Contribute to projects by coordinating tasks, managing priorities, and helping drive initiatives from planning through implementation.
• Work independently in a remote environment while effectively collaborating with cross-functional teams.

• 1 to 3 years of experience as a Salesforce Administrator, CRM Administrator, Business Systems Analyst, or in a similar role.
• At least 1 year of hands-on experience administering Salesforce or a comparable CRM platform.
• Experience supporting users, managing system configurations, and handling user and license administration.
• Experience gathering business requirements and translating them into system solutions.
• Knowledge of data management, data governance, security administration, and change management processes.
• Experience working with SaaS-based business applications and CRM ecosystems.

• Strong problem-solving skills with the ability to diagnose issues, identify root causes, and implement effective solutions.
• Excellent written and verbal communication skills with the ability to work effectively with stakeholders at all organizational levels.
• Strong technical aptitude, including software administration, troubleshooting, system configuration, and platform enhancements.
• Effective project management, organizational, and time management skills with the ability to manage multiple priorities simultaneously.
• Self-motivated learner with a curiosity for technology and continuous improvement.
• Ability to work independently and successfully in a remote work environment.

• Salesforce Certified…