- Set up and maintain client programs in Salesforce, keeping campaign details, requirements, and timelines accurate.
- Monitor active programs, track deliverables, and flag pacing, quality, or execution issues.
- Troubleshoot campaign setup and delivery issues with internal teams.
- Prepare regular campaign reports and check data accuracy before sharing them with the Client Success team.
- Coordinate internal handoffs and follow up on open items.
- Review leads and campaign elements against program requirements and flag corrections.
- Keep campaign records and process documentation organized and up to date.
- Identify recurring issues and suggest practical workflow improvements.