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CRM Salesforce Associate
ICT
Company shared salary
NA
Market rate
4,500 CAD–7,000 CAD/mo (54,000 CAD–84,000 CAD/yr)
Based on similar roles (title + domain + location).
Responsibilities
- ● Northstar Fertility Partners (www.nsfertility.com) 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.
- ● What You Will Do
- ● CRM Administration
- ● 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:
- ● Page layouts
- ● Record types
- ● Custom settings
- ● 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.
- ● Business Systems Administration
- ● Administer and support ancillary business applications such as PandaDoc, Omnito, Instabot, DocuSign, and other SaaS platforms.
- ● Manage user accounts, licenses, permissions, and access controls across supported systems.
- ● Triage and resolve user support requests.
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