CRM Coordinator

Our field services team covers retail chains, hospitals and banks, dispatching technicians to over 4,000 sites. Tickets live in ConnectWise and everyone logs time to the quarter hour.

Overview:

We're looking for someone who asks why a field exists before adding another one. Ledgercraft needs another CRM Coordinator to support about 150 sales, service and marketing users. We hire in the US through an employer of record, so this is a regular full-time job with local payroll and statutory benefits. We use Slack, Notion and Google Meet. Cameras on for team calls.

Day to day:

• Create reports and dashboards for sales, service and leadership.
• Manage users, profiles, permission sets and roles.
• Maintain page layouts, record types, custom objects and fields.
• Handle data imports and mass updates with Data Loader or the Data Import Wizard.
• Work the CRM support queue.
• Build and maintain Flows, validation rules and approval processes.

Qualifications:

• 1+ years of CRM administration experience.
• Strong knowledge of the Salesforce security model and sharing settings.
• Excel skills for data prep and reconciliation.
• Comfort with reports, dashboards and custom report types.

Nice to have:

• Basic SOQL and the ability to read Apex.
• Integration tools such as Zapier, Workato or MuleSoft.

The salary range for this role is $66,000 - $84,000 annually. This range reflects base salary only.

Compensation and benefits:

• Two weeks of paid leave at year end.
• Health insurance through our employer-of-record partner.
• Company laptop.
• Annual learning budget.

Ledgercraft is an Equal Opportunity Employer, including disability and protected veteran status.

No agencies or third-party recruiters, please.

A resume is enough to apply. Cover letters are optional.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Ledgercraft.