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CRM Administrator

FreeWill14 days ago
Remote
Canada
CA$53,404/yearly
Mid Level

Top Benefits

Medical, dental, and vision coverage
Unlimited PTO
Flexible work hours

About the role

Who you are

  • 2-4 years experience
  • Communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams
  • Extensive knowledge of Salesforce platform, including configuration, customization, and integrations
  • Strong understanding of Salesforce best practices and functionality
  • Experience with data management tools and techniques
  • Familiarity with Salesforce security model and permission sets
  • Excellent problem-solving and communication skills
  • Maintain effective working relationships with team members and stakeholders
  • Self-starter with bias for action while maintaining stable, secure user experiences
  • Ability to ramp up quickly on new technologies
  • Exhibit strong attention to detail and excellent judgement

What the job involves

  • Freewill is looking for an enthusiastic and tech-savvy operations professional to join on as a CRM Administrator to be apart of our Operations Team
  • This role will play an integral part of leading projects related to our CRM and maintaining our tools. This role will mainly be working in Salesforce and Hubspot while also focusing on data maintenance, user management support and platform administration
  • This role will need to work during general business hours which is typically 9-5pm EST or 7-3pm PST
  • Manage CRM user lifecycle (Salesforce, Gong, Outreach, HubSpot) – provisioning, deactivation, roles, and permissions
  • Troubleshoot and resolve user issues; escalate when needed
  • Maintain clean, accurate data (deduplication, mass updates, field/page layout maintenance)
  • Work with the Rev Ops team to oversee integrations and syncs
  • Build and maintain Salesforce and HubSpot reports/dashboards for sales teams
  • Configure Salesforce (objects, fields, workflows, validation rules)
  • Manage account assignments, territory management, and app configurations
  • Identify and implement CRM process improvements; monitor release updates
  • Lead small-to-medium CRM projects end-to-end, including requirements, testing, stakeholder alignment, and communications
  • Create and maintain user documentation and perform enablement for affected teams
  • Proactively drive process improvements and automation

Benefits

  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Flexible work hours
  • Paid parental leave
  • (Virtual) Team events
  • Professional development
  • Monthly co-working reimbursement

About FreeWill

Technology, Information and Internet
201-500

FreeWill builds technology to make the largest and most impactful charitable donations easier for donors to give and simpler for nonprofit organizations to receive.