CRM Specialist

Partially Remote - Bonita Springs, Florida

CSI is seeking a highly organized, self-motivated, problem solver to join our team as CRM Specialist.

CRM Specialist

Position Type: Full-time

Position Requirements

Are you an ambitious, self-motivator with an entrepreneurial spirit?  Then we want to meet you!

The CRM Specialist will be responsible for developing a new business environment on Salesforce and managing prospect outreach and interaction.

He/she will be in charge of:

  • Implementing new features and phasing out retiring features
  • Recommending best practices
  • Providing support for salesforce users
  • Creating process builders to automate tasks
  • Creating flows for alerts, field updates among other automations
  • Improving object layouts and schema
  • Performing day-to-day SFDC tasks and support
  • Developing integrations with Outlook, internal systems, Docusign & other third parties
  • Helping and supporting Sales and Operations needs in regards to the use of Salesforce
  • Knowledge of Service Cloud, Sales Cloud and Community Cloud
  • Helping and supporting marketing needs in regards to the use of Salesforce and Marketing Cloud


Skills & Experience:

You have a minimum of 2 years’ experience in a similar function, or in a IT, Business Development or Marketing environment.

You have a Bachelor’s degree in IT, Marketing, Business or in a related field. Equivalent combination of education and experience will be considered.

You have demonstrated:

  • Strong knowledge and working experience with Salesforce
  • Business-driven and problem solver skills
  • Strong verbal and written communication skills
  • Excellent analytical/methodical skills
  • Excellent organization and prioritization skills
  • Salesforce Administrator Training
  • Recent Salesforce certification
  • Familiarity with databases/data models, and a solid understanding of CRM concepts and processes
  • Data/file migration experience
  • Experience with APIs and integration with external systems


Other Details:

  • Languages required: English
  • Location: Partially Remote after 30-60 days.
  • Specific working conditions 40 hours/week.


Company Perks

  • 100% employer paid Health Insurance for employee
  • 401K
  • Paid Holidays
  • Paid Vacation
  • Catered lunches
  • Gym membership


CSI is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Apply to this position

Equal Employment Opportunity

We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state or local law


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