CRM Salesforce Associate

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: 
  • Flows
  • Fields
  • Page layouts
  • Record types
  • Custom settings
  • Dashboards
  • Reports
• 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.
• Validate business requirements and identify system-based solutions.
• Implement system configuration changes and collaborate with vendors to deliver enhancements and process improvements.

 Cross-Functional Collaboration

• Partner with business stakeholders to identify opportunities for process improvement and operational efficiency.
• Contribute to projects by coordinating tasks, managing priorities, and helping drive initiatives from planning through implementation.
• Work independently in a remote environment while effectively collaborating with cross-functional teams.

 What you will need to succeed:

• Salesforce Certified Platform Administrator (ADM-201) certification required.
• 1 to 3 years of experience as a Salesforce Administrator, CRM Administrator, Business Systems Analyst, or in a similar role.
• At least 1 year of hands-on experience administering Salesforce or a comparable CRM platform.
• Experience supporting users, managing system configurations, and handling user and license administration.
• Experience gathering business requirements and translating them into system solutions.
• Knowledge of data management, data governance, security administration, and change management processes.
• Experience working with SaaS-based business applications and CRM ecosystems.

 Required Skills

• Strong problem-solving skills with the ability to diagnose issues, identify root causes, and implement effective solutions.
• Excellent written and verbal communication skills with the ability to work effectively with stakeholders at all organizational levels.
• Strong technical aptitude, including software administration, troubleshooting, system configuration, and platform enhancements.
• Effective project management, organizational, and time management skills with the ability to manage multiple priorities simultaneously.
• Self-motivated learner with a curiosity for technology and continuous improvement.
• Ability to work independently and successfully in a remote work environment.

Desired Qualifications

• Salesforce Certified Advanced Administrator (Administrator II) certification.
• Salesforce Certified Platform App Builder certification.
• Familiarity with Agile Scrum methodologies and project delivery practices.
• Experience supporting multiple CRM instances or business systems in a fast-paced environment.

What are the benefits: 

North Star and its companies are an equal opportunity employer. We provide opportunities without regard to race, color, religion, gender, age, national origin, disability, veteran status, sexual orientation, genetic information and gender identity or expression. The law requires an employer to post notices describing the Federal laws prohibiting job discrimination based on race, color, sex, national origin, religion, age, equal pay, disability, veteran status, sexual orientation, and genetic information and gender identity or expression. Please visit https://www.eeoc.gov/employers/eeo-law-poster to visit the “EEO is the Law” poster