Systems Analyst - Advanced - Salesforce/TargetX CRM & Communications Specialist

Key Responsibilities

TargetX Communication Planner

• Serve as the primary functional and technical resource for TargetX Communication Planner and automated drip campaigns.
• Create, configure, schedule, test, deploy, and maintain automated email and drip campaigns, and assist with SMS messaging as needed.
• Partner with departments to plan, renew, revise, add, or retire campaigns based on their communication and recruitment needs.
• Build and maintain recipient populations and communication audiences using Salesforce and TargetX data.
• Configure communication criteria, filters, scheduling, and related business rules.
• Create and maintain reusable email templates, communication components, and campaign documentation.
• Test all new and revised campaigns in the sandbox environment and complete quality assurance before release.
• Diagnose and resolve issues with delivery, audience selection, scheduling, personalization, and automation, including campaigns that miss their intended audience. Escalate to IT or vendors when needed.
• Monitor campaign results and help departments evaluate campaign effectiveness.
• Perform routine maintenance, including cleanup and archiving of outdated campaigns, templates, and audiences, while upholding standards and best practices.

Slate CRM Transition Support

• Inventory and document existing drip campaigns, templates, audiences, business rules, integrations, and dependencies to support migration planning.
• Work with departments and the Slate implementation team to translate current campaign requirements and workflows into Slate CRM requirements.
• Assist with campaign migration, configuration review, data validation, user acceptance testing, and training so communications continue without interruption.
• Identify opportunities to simplify, standardize, consolidate, or retire campaigns during the transition.

Required Qualifications

• 3+ years of experience with Salesforce CRM.
• 3+ years of experience with TargetX.
• 3+ years of experience with TargetX Communication Planner.
• 3+ years of experience creating, managing, renewing, and troubleshooting automated email or drip campaigns.
• 3+ years of experience with Salesforce reports, dashboards, objects, fields, and data.
• 3+ years of experience troubleshooting CRM and campaign issues, including data, audience, configuration, scheduling, and delivery problems.

Preferred Qualifications

• Experience supporting Salesforce and TargetX in a higher education environment.
• Background in admissions, recruitment, enrollment management, student services, advancement, or similar operations.
• Experience with Salesforce Flow and other Salesforce automation tools.
• Experience with TargetX forms, events, portals, or other TargetX features.
• Working knowledge of HTML and CSS for email communications.
• Experience with Salesforce data imports and exports, Data Loader, or similar tools.
• Experience with CRM integrations and third-party applications.
• Experience writing documentation, delivering end-user training, or supporting CRM migration and change management.

Key Skills

• Strong troubleshooting and analytical skills.
• Excellent attention to detail when managing large-scale communications.
• Understanding of how CRM data, business processes, and communications connect.
• Ability to manage multiple projects and priorities at once.
• Ability to explain technical concepts clearly to non-technical users.
• Strong customer-service orientation.
• Collaborative approach when working with functional offices, IT staff, leadership, and external vendors.
• Solid grasp of data quality and data management principles.
• Ability to translate business requirements into technical solutions.