CRM Administrator

Overview

We’re looking for a detail‑oriented and proactive CRM Administrator to manage, optimize, and support our customer relationship management platform, Salesforce. In this role, you’ll ensure the CRM runs smoothly, empower teams with accurate data, and help drive better customer engagement through thoughtful configuration, reporting, and process improvements. You will also play a key role in partnering with our external implementation team as we deploy Salesforce.

• Work closely with external CRM implementation partners throughout the project lifecycle
• Translate business requirements into clear, actionable specifications for implementation teams
• Participate in solution design workshops, providing system knowledge and internal process context
• Validate configuration, workflows, and integrations delivered by implementation partners
• Support user acceptance testing (UAT) by developing test cases, coordinating testers, and documenting feedback
• Ensure smooth knowledge transfer from implementation partners to internal teams
• Assist in planning and executing data migration activities, including mapping, cleansing, and validation
• Help manage project timelines, risks, and communication between internal stakeholders and implementation partners

• Maintain day‑to‑day Salesforce operations, including user account management, permissions, and security settings
• Configure fields, workflows, automations, dashboards, and page layouts to support business needs
• Monitor system performance and troubleshoot issues to ensure platform stability

• Oversee data integrity through regular audits, deduplication, and cleanup
• Import, export, and transform data as needed for reporting or integrations
• Establish and enforce data governance standards

• Serve as the primary point of contact for Salesforce-related questions and technical support
• Develop and deliver training materials, documentation, and onboarding sessions for new users
• Partner with cross‑functional teams to understand requirements and translate them into Salesforce solutions

• Build and maintain dashboards and reports to support sales, marketing, and service teams
• Analyze Salesforce data to identify trends, gaps, and opportunities for process improvement
• Provide actionable insights that help drive customer engagement and business growth

• Collaborate with stakeholders to streamline workflows and enhance user experience
• Recommend and implement Salesforce best practices
• Support integration projects with other business systems and tools

• 3-5 years of experience administering Salesforce
• Strong understanding of CRM data structures, workflows, and automation tools
• Experience supporting or participating in CRM implementations or system rollouts
• Proficiency with reporting and dashboard creation
• Excellent problem‑solving skills and attention to detail
• Strong communication skills and ability to work with both technical and non‑technical teams

• Salesforce administrator certification
• Experience with API integrations or middleware tools
• Familiarity with SQL, Excel, or data visualization tools
• Experience working with external consultants or implementation partners

• A reliable, well‑organized CRM that supports business goals
• A smooth, well‑coordinated implementation process with strong internal and external collaboration
• Empowered users who understand and adopt CRM best practices
• Clean, accurate data that drives confident decision‑making
• Continuous improvements that enhance efficiency and customer engagement

Refresco is passionate about empowering leaders who reflect our core values and live by our leadership behaviors. These behaviors encourage effective leadership within the business, and focus on leading courageously, empowering individuals, and driving company growth as one team. Joining our team as a people manager means you’ll be encouraged to evolve as a leader who prioritizes the success of both you and your team, to deliver results, whilst bringing your authentic self…