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Customer Relationship Management (CRM) Administrator

United States

Location:  Remote (USA)

Experience Level:  Mid-level

Position Type:  Full-Time, Customer Relationship Management Administrator

Volexity is looking for a Customer Relationship Management (CRM) Administrator to join its Customer Success team. This role owns the health, accuracy, and functionality of Volexity's CRM platform. The CRM Administrator will manage system configuration, data integrity, automation, and reporting, while also maintaining the customer and internal employee portal experience. Given the sensitivity of the data flowing through this platform, a strong commitment to data security and confidentiality is essential.

JOB DESCRIPTION

Volexity's CRM Administrator will be responsible for maintaining and optimizing the CRM environment that supports both internal customer relationship management, internal employee operations, and the external-facing customer portal. This person will work closely with Customer Success, Sales, Marketing, Products, Services, and Threat Intelligence teams to ensure the platform supports day-to-day operations and delivers a reliable, secure, and intuitive experience for customers accessing critical product and managed security service information.

This role offers the opportunity to:

  • Be part of a growing, industry-leading cybersecurity company
  • Own and shape a core system that powers both internal operations and the customer-facing portal
  • Collaborate with Volexity’s technical teams across a range of disciplines
  • Work on both the CRM administration and customer-facing product delivery, while providing an emphasis on handling sensitive data responsibly

RESPONSIBILITIES

As a CRM Administrator, responsibilities will include, but are not limited to:

CRM Administration

  • Administering and maintaining Volexity’s existing CRM, including user access, profile permissions, workflows, page layouts, record types and data fields
  • Ensuring data integrity through regular audits, deduplication, and cleanup processes
  • Creating and maintaining dashboards and reports to track pipeline, engagement, retention, and other key metrics

Customer Portal Administration

  • Maintaining the customer portal, ensuring accurate, seamless delivery of product licenses, documentation, and training materials
  • Managing the workflow and presentation of the Services team’s reported incidents, alerts, and vulnerability notifications delivered through the portal
  • Configuring and maintaining customer-facing reports and dashboards
  • Ensuring portal access, permissions, and sharing rules align with customer license entitlements, so customers see only what they are authorized to access
  • Configuring and enforcing customer data segmentation, ensuring each customer organization can only view their own data, licenses, and communications
  • Troubleshooting portal issues for customers and internal teams

Data Security & Confidentiality

  • Safeguarding sensitive customer data, including accounts, contacts, product license information, alerts, incidents, and vulnerability details
  • Designing and auditing sharing rules, org-wide defaults, and record-level security to guarantee strict customer data isolation within the multi-tenant portal environment
  • Identifying and remediating data exposure risks within the CRM and portal environment

General

  • Managing platform-related projects, including new feature rollouts, migrations, or third-party integrations
  • Staying current on CRM updates, ensuring new releases don't adversely affect existing workflows and integrations, and recommending improvements or new features
  • Managing the sandbox-to-production deployment process, including testing configuration changes, customizations, and integrations before release

REQUIRED SKILLS

As a CRM Administrator, the expected skillset includes:

  • Hands-on experience administering Salesforce CRM and Experience Cloud
  • Experience configuring and maintaining a customer portal
  • Strong understanding of data hygiene, deduplication, and database management principles
  • Demonstrated understanding of data security best practices, including access controls, permission sets, and sharing rules
  • Familiarity with building reports, dashboards, and workflow automations
  • Comfortable working with entitlement structures, ensuring customers see only what their license covers
  • Strong written and verbal communication
  • Detail-oriented with strong organizational and time management skills
  • Basic problem-solving and troubleshooting abilities
  • Ability to work cross-functionally and translate business needs into technical configuration
  • Resourceful self-starter, comfortable working independently or as part of a team
  • Willingness to maintain strict confidentiality given exposure to sensitive customer and security data

PREFERRED EXPERIENCE

  • 2 to 4 years administering CRM in a business operations or Customer Success capacity
  • Experience managing a customer portal, self-service community, or partner portal
  • Experience with CRM integrations 
  • Familiarity with SQL, Apex, Flow, or other CRM automation tools
  • Prior experience in a cybersecurity, technical, or other environment handling sensitive/confidential data

COLLABORATION

The CRM Administrator will be expected to:

  • Work closely with Sales, Marketing, and Operational teams to align CRM and portal structure with business and customer needs
  • Document CRM and portal processes, configurations, and best practices for internal training and reference
  • Partner with IT and other technical teams on integrations, data security, access controls, and system upgrades
  • Train stakeholders across the organization, including analysts, developers, sales, and marketing, on Volexity's CRM system processes, procedures, and workflows

COMPENSATION

Compensation may vary based on location, experience, and skills. We are open to discussing total compensation including benefits, equity, and professional development budget.

Volexity values diversity and is an equal opportunity employer. All employment is decided on the basis of qualifications, merit, and business need.

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