MRC | Merchant Risk Council

Customer Success Manager

• Serve as the primary administrator and strategic owner for Salesforce and related membership systems.
• Manage user access, security, profiles, permissions, automation, workflows, objects, reports, dashboards, and data quality processes.
• Support ongoing enhancements to CRM architecture, operational workflows, and member lifecycle management.
• Maintain documentation for systems, processes, automations, integrations, and operational procedures.
• Evaluate and recommend improvements to business systems, workflows, and platform usage.
• Oversight and collaboration on integrations between Salesforce and connected business platforms.
• Partner with internal teams and vendors to improve interoperability and automation between platforms.
• Monitor and troubleshoot integration issues, synchronization failures, and workflow bottlenecks across systems.
• Develop and maintain operational dashboards and reporting to support membership, events, sponsorship, marketing, education, finance, and executive decision-making.
• Assist departments with reporting requirements, segmentation, operational analytics, and process optimization.
• Collaborate with stakeholders across departments to evaluate operational needs and implement scalable technology solutions.
• Serve as a bridge between business stakeholders, vendors, and technical resources, helping translate business needs into practical technology solutions.

Senior Manager, CRM, Data & Membership Systems