Customer Relationship Management (CRM) Administrator

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.