Note: The job is a remote job and is open to candidates in USA. Volexity is a cybersecurity company seeking a Customer Relationship Management (CRM) Administrator for its Customer Success team. The role owns the health, accuracy, security, and functionality of the CRM platform and customer portal, including configuration, data integrity, automation, reporting, access controls, and cross-functional system improvements.
Responsibilities
- 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
- 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
- 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
- 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
- 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
Skills
- * 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
- * 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
Benefits
- Remote work arrangement (USA)
- Benefits
- Equity
- Professional development budget
Company Overview