CRM Specialist – Junior Salesforce Administrator

Hilco Global

Northbrook, IL

About Hilco Global is the world’s preeminent authority on maximizing the value of assets for both healthy and distressed companies. We provide a comprehensive range of financial services that leverage a unique blend of deep restructuring and advisory experience in combination with capital solutions and principal investing through our merchant banking capabilities.

Hilco Global’s unrivaled track record has been hard-earned by serving as a trusted advisor, agent, investor and/or principal in transactions of all sizes and scopes for many of the world’s largest, most innovative and best-known companies. In each engagement, we work side-by-side with clients to deliver the best possible outcome by aligning interests and providing strategic insight, advice, and – increasingly – access to the capital required to complete the deal. Operating as a privately held, diversified financial services holding company, Hilco Global, its more than twenty highly specialized business units and 800+ professionals are positioned across five continents.

The CRM Specialist – Junior Salesforce Administrator will report directly to the VP, Director of CRM & Corporate Intelligence. This role involves planning, developing, and executing essential administrative functions within CRM platforms such as Salesforce for all Hilco OPCO companies and businesses. Effective collaboration within a team environment is required, involving the Chief Marketing Officer, Head of Global Business Development Operations, SVP, Marketing, VP, Director of CRM and Corporate Intelligence, as well as other firms and divisions as necessary. This position combines CRM system administration, data analysis, and cross-functional collaboration to promote business growth and enhance customer engagement.

Responsibilities

Junior Salesforce Administration:

• Perform day-to-day maintenance of CRM and related platforms, including user account management, role assignments, and permission settings.

• Create and manage reports, dashboards, and workflows to support business objectives.

Implement automations within CRM platforms, such as creating flows, validation rules, and email alerts.

• Troubleshoot and resolve CRM issues, collaborating with stakeholders and vendors.

• Oversee data imports/exports, ensuring data integrity through cleansing, de-duplication, and validation.

• Document processes, updates, and configurations to maintain an accurate knowledge base.

Project Management:

• Support the long-term CRM roadmap, focusing on the business KPI’s, adoption, and engagement.

• Collaborate with business development and marketing to identify and execute use case solutions and targeted go-to-market campaigns.

• Partner with stakeholders to refine CRM workflows and implement best practices.

Data Quality and Reporting:

• Ensure consistent data quality through routine QA processes, including regular audits, cleansing, and standardization.

• Develop and maintain reports and dashboards to track adoption, engagement, and campaign performance metrics.

• Use Power BI and Excel to analyze data and provide actionable insights for business improvement.

• Assist, monitor and manage corporate intelligence tools, such as Pitchbook, CapitalIQ, and Debtwire, etc. to support business research efforts.

Collaboration and Stakeholder Engagement:

• Work closely with cross-functional teams to ensure CRM strategies align with organizational goals.

• Train users on CRM functionalities, including Salesforce, mobile apps, and add-ons, to enhance system adoption and efficiency.

• Communicate updates, recommendations, and insights to stakeholders clearly and effectively.

System Enhancements and Process Improvement:

• Collaborate with the VP, Director of CRM, and vendor to implement system enhancements based on feedback and business needs.

• Identify opportunities to streamline processes and introduce automation to improve efficiency.

• Stay current on Salesforce releases, features, and best practices, applying updates to the platform.

Qualifications

• Bachelor’s degree in Marketing, Communications, Public Relations, Analytics, or a related field.

• 1-3 years of experience with CRM platforms (e.g., Salesforce, HubSpot, SugarCRM) in an administrative or campaign support role.

• Foundational knowledge of Salesforce administration (e.g., creating users, reports, workflows, and automation).

• Experience with Salesforce APEX code is a plus. Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook.

• Familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus. • Hands-on experience with data tools, including imports/exports, quality, and automations.

Characteristics of Success

• Passionate about CRM and customer engagement with a focus on continuous learning and improvement.

• Proactive, resourceful, and able to work autonomously while contributing to team goals.

• A problem-solver who thrives in dynamic environments and enjoys building efficient processes

• Excellent verbal and written communication skills to effectively interact with stakeholders at all levels.

• Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.

• A collaborative mindset with a proactive approach to challenges.

• Ability to work in a fast-paced environment while maintaining high standards of quality and accuracy.

In compliance with the New York & Illinois Pay Transparency Law, the base salary range for this role in Illinois is between $80,000-$90,000. This salary range does not include discretionary bonus or other forms of compensation or benefits which are offered in connection with this job. Several factors are considered when determining a candidate’s compensation. Please note that the salary range listed for this position is based on the level of experience outlined in the job description. If a candidate's experience differs from the requirements, the salary may be adjusted accordingly.

Hilco Global is an equal opportunity employer. Qualified candidates will be considered on merits and without regard to race, religion, color, national origin, sexual orientation, genetic information, marital status, gender, veteran, or disability status.

Hilco Global strives to comply with all applicable local/state regulations regarding displaying salary ranges. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, Hilco Global is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. https://hilcoglobal.com/careers-about/