Salesforce CRM Manager Job Description [Updated for 2025]

In the era of customer relationship management, the role of a Salesforce CRM Manager has become paramount.
As business relationships evolve, so does the need for skilled professionals who can effectively manage, optimize and protect our customer relationship management systems.
But what exactly does a Salesforce CRM Manager do?
Whether you are:
- A job seeker keen to understand the depth of this role,
- A hiring manager seeking the perfect candidate,
- Or simply curious about the intricacies of Salesforce CRM management,
You’ve come to the right place.
Today, we are presenting a customizable Salesforce CRM Manager job description template, designed for easy publishing on job boards or career sites.
Let’s delve right into it.
Salesforce CRM Manager Duties and Responsibilities
Salesforce CRM Managers are responsible for managing and overseeing the organization’s customer relationship management (CRM) system, specifically Salesforce.
Their main aim is to ensure that the CRM system is effectively used to meet business needs.
The duties and responsibilities of a Salesforce CRM Manager include:
- Overseeing the usage and performance of the Salesforce CRM platform within the organization
- Customizing and configuring Salesforce to meet the company’s needs and objectives
- Training staff on how to use Salesforce and creating user-friendly documentation and training materials
- Creating and maintaining reports and dashboards to track business metrics
- Developing and implementing CRM strategies to enhance customer relationship
- Working closely with various teams to ensure Salesforce is effectively integrated with other systems
- Keeping up-to-date with new Salesforce features and functionality and providing recommendations for process improvements
- Ensuring data integrity by performing regular data audits and clean up
- Managing Salesforce roles, profiles, sharing rules, workflows, and groups
- Troubleshooting and resolving Salesforce issues
Salesforce CRM Manager Job Description Template
Job Brief
We are seeking a dedicated Salesforce CRM Manager to oversee the performance and operation of our Salesforce CRM system.
The Salesforce CRM Manager’s responsibilities include managing the team, making decisions about the platform architecture, ensuring data quality and creating and implementing Salesforce policies and procedures.
Our ideal candidate has extensive experience with Salesforce CRM, strong analytical skills, and the ability to effectively communicate and collaborate with various team members.
Ultimately, the role of the Salesforce CRM Manager is to ensure the Salesforce platform is effectively utilized across the organization, is secure, up-to-date and optimized for the company’s needs.
Responsibilities
- Manage and provide leadership to the Salesforce team
- Design, setup and maintain Salesforce standard and custom objects, workflows, and processes
- Ensure data integrity by merging duplicate Leads, Contacts, and Accounts; performing mass uploads and updates of data as required
- Train new users, and grow the Salesforce skill set across the organization
- Work with management to establish suitable processes to support administrative, development, and change management activities
- Effectively communicate and collaborate with stakeholders
- Stay current with Salesforce updates, technologies and trends, and apply this knowledge to business needs
Qualifications
- Proven experience as a Salesforce CRM Manager or similar role
- Solid understanding of Salesforce architecture and components
- Experience in managing a team
- Familiarity with Salesforce tools and extensions
- Proficiency in creating Salesforce profiles, allocating roles, and managing access
- Excellent problem-solving, communication and project management skills
- Salesforce Certified Administrator or Developer certification is a plus
- BSc degree in Computer Science, Information Systems or relevant field
Benefits
- 401(k)
- Health insurance
- Dental insurance
- Retirement plan
- Paid time off
- Professional development opportunities
Additional Information
- Job Title: Salesforce CRM Manager
- Work Environment: Office setting with flexibility for remote work. Some travel may be required for team meetings or trainings.
- Reporting Structure: Reports to the Director of IT or Chief Information Officer.
- Salary: Salary is determined by candidate experience and qualifications, as well as market and business considerations.
- Pay Range: $105,000 minimum to $165,000 maximum
- Location: [City, State] (specify the location or indicate if remote)
- Employment Type: Full-time
- Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
- Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].
What Does a Salesforce CRM Manager Do?
A Salesforce CRM Manager is responsible for managing a company’s customer relationship management system on the Salesforce platform.
They primarily oversee the administration of the Salesforce system, ensuring that it is optimally set up to meet the organization’s needs and objectives.
Their tasks include managing the Salesforce database and ensuring its accuracy, security, and integrity.
This involves creating and maintaining custom reports, dashboards, and workflows within the Salesforce CRM.
Salesforce CRM Managers also work closely with various teams within the organization, such as sales, marketing, and customer service, to understand their requirements and implement CRM solutions to meet those needs.
They may also be responsible for providing Salesforce training to employees, resolving technical issues, and managing the implementation of new CRM features and upgrades.
In some cases, Salesforce CRM Managers may work with external Salesforce consultants or vendors, ensuring that their work aligns with the company’s objectives and meets the required standards.
Ultimately, the aim of a Salesforce CRM Manager is to optimize the use of the Salesforce CRM to improve customer relationships, enhance customer service, streamline sales and marketing processes, and increase overall business efficiency.
Salesforce CRM Manager Qualifications and Skills
A Salesforce CRM Manager should possess a blend of technical, managerial, and interpersonal skills to effectively manage and optimize the organization’s CRM platform, such as:
- Extensive knowledge of Salesforce CRM platforms and proficiency in handling Salesforce.com and other CRM software to help with the sales process and customer relationship management.
- Strong leadership skills to manage and guide the CRM team and promote a positive and productive work environment.
- Exceptional analytical skills to interpret sales data and customer interaction data, identify trends, and make data-driven decisions that can boost sales and improve customer service.
- Excellent problem-solving skills to address and resolve any issues or challenges that may arise in the CRM system.
- Outstanding communication skills to coordinate with various teams, explain complex technical concepts to non-technical colleagues, and report CRM status to upper management.
- Experience with database systems, data analysis, and data visualization tools to manage and interpret CRM data effectively.
- Project management skills to oversee CRM projects, ensure they are completed on time and within budget, and achieve the desired results.
- Customer service skills to understand the needs and preferences of customers, and tailor the CRM strategies accordingly.
Salesforce CRM Manager Experience Requirements
Candidates for the Salesforce CRM Manager role should have a minimum of 3 to 5 years of experience working within the Salesforce platform, ideally in a management or supervisory role.
This includes experience managing the Salesforce CRM system and other related tools, managing CRM projects, and implementing and managing Salesforce integrations.
They should be knowledgeable about different aspects of the Salesforce platform such as Sales Cloud, Service Cloud, and Marketing Cloud, as well as data management and security.
A proven track record in problem-solving and decision-making abilities is highly desirable.
Candidates with experience in Salesforce development, including Apex and Visualforce, are generally preferred.
Having Salesforce certifications, such as the Salesforce Certified Administrator or the Salesforce Certified Advanced Administrator, is highly recommended and often required.
Those with more than 5 years of experience may have some experience in strategizing and executing a company-wide Salesforce CRM strategy and may be ready for senior management or directorial roles.
Experience working in cross-functional teams and coordinating with stakeholders from various departments is also a plus, as the role often requires strong communication and team management skills.
Salesforce CRM Manager Education and Training Requirements
Salesforce CRM Managers typically have a bachelor’s degree in business administration, computer science, information systems, or a related field.
They also need a strong background in sales, marketing, customer service, as well as understanding of business processes.
Proficiency in Salesforce CRM, including its various software applications, is a must.
Often, a Salesforce Certified Administrator certification is required, demonstrating their ability to configure and manage Sales and Service Cloud applications.
For those managing larger implementations or wishing to demonstrate a higher level of expertise, a Salesforce Certified Advanced Administrator certification or a Salesforce Certified Consultant certification may be preferred.
A master’s degree in a related discipline or an MBA, although not always required, can be advantageous.
This higher level of education may indicate a candidate’s potential for leadership and strategic planning.
Continued education and staying updated with the latest Salesforce releases and features is also important for this role as the platform continually evolves.
Salesforce CRM Manager Salary Expectations
A Salesforce CRM Manager can expect an average salary of $114,478 (USD) per year.
However, this may vary depending on factors such as the individual’s level of experience, the size of the company, and the geographical location of the job.
Salesforce CRM Manager Job Description FAQs
What skills are required for a Salesforce CRM Manager?
A Salesforce CRM Manager should possess strong technical skills, particularly in Salesforce software, as well as a deep understanding of CRM systems.
They should also have excellent communication and interpersonal skills, as they will be coordinating with various teams and stakeholders.
Analytical skills are also crucial, as they need to interpret and leverage data to drive business decisions.
What qualifications are needed to become a Salesforce CRM Manager?
Typically, a Salesforce CRM Manager should hold a bachelor’s degree in a related field like Computer Science, IT or Business.
Furthermore, Salesforce certifications like Certified Administrator or Certified Advanced Administrator are highly desirable.
A proven track record of managing CRM systems, preferably Salesforce, is also usually required.
What should you look for in a Salesforce CRM Manager’s resume?
A strong Salesforce CRM Manager resume should reflect a blend of technical and managerial skills.
Look for experience with Salesforce software, project management, data analysis, and a record of successful CRM system implementation.
Also, pay attention to any relevant Salesforce certifications they may have.
What qualities make a good Salesforce CRM Manager?
A good Salesforce CRM Manager should be detail-oriented and analytical, capable of understanding and interpreting complex data.
They need to have a problem-solving mindset and the ability to make strategic decisions.
Good communication and interpersonal skills are also important, as they need to collaborate with multiple teams and stakeholders.
Lastly, they should have a deep understanding and passion for customer relationship management.
What is the career path for a Salesforce CRM Manager?
Typically, a Salesforce CRM Manager starts with a role like Salesforce Administrator or Developer.
After gaining experience and expertise in Salesforce, they can progress to become a CRM Manager.
With further experience and a strong performance record, they may advance to more strategic roles like CRM Director or even Chief Technology Officer (CTO).
Some also choose to specialize in certain areas of CRM and become consultants or specialists.
Conclusion
And there we have it.
Today, we’ve delved into the intricacies of being a Salesforce CRM Manager.
But guess what?
It’s not just about managing databases.
It’s about shaping the future of customer relationship management, one data point at a time.
Armed with our handy Salesforce CRM Manager job description template and real-world examples, you’re ready to make your next move.
But why stop at just that?
Immerse yourself further with our job description generator. It’s your key to developing laser-focused job listings or refining your resume to perfection.
Remember:
Every data point is a part of a larger customer story.
Let’s shape that future. Together.
How to Become a Salesforce CRM Manager (Complete Guide)
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