
201 - 500 employees
💼 Consulting
🏥 Healthcare
⚖️ Legal
Consulting • Healthcare • Legal
CeriFi is a company focused on professional education and training across various fields, including financial planning, tax and accounting, insurance, financial crimes, and legal education. With brands such as West LegalEdcenter, CheckPoint Learning, Bionic Turtle, Mark Meldrum Financial Planning, Dalton Education, and others under its umbrella, CeriFi offers continuing education and certification programs. The company emphasizes tech and innovation to enhance its educational platforms and services.
🔥 1 minute ago
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201 - 500 employees
💼 Consulting
🏥 Healthcare
⚖️ Legal
Consulting • Healthcare • Legal
CeriFi is a company focused on professional education and training across various fields, including financial planning, tax and accounting, insurance, financial crimes, and legal education. With brands such as West LegalEdcenter, CheckPoint Learning, Bionic Turtle, Mark Meldrum Financial Planning, Dalton Education, and others under its umbrella, CeriFi offers continuing education and certification programs. The company emphasizes tech and innovation to enhance its educational platforms and services.
• Serve as the primary administrator for Gong, Qualified, and Pardot (Salesforce Account Engagement) • Support processes and integrations across Salesforce, LinkedIn Navigator, Aircall, ZoomInfo, and related systems • Build, document, and maintain tech-enabled processes for seamless internal and external interactions • Monitor user configuration and multi-directional data mapping to maintain reliable downstream reporting inputs • Establish clear and consistent systems and processes across customer acquisition, renewal, and expansion • Improve lead management through Pardot and Salesforce workflows • Configure technology features to identify, progress, and repeat successful opportunity outcomes • Facilitate sales forecasting and predictive insights • Support data quality procedures including automated routing, record de-duplication, and enrichment • Manage sales and marketing stakeholder enrollment in technology-stack licensing • Monitor platform health and recommend improvements to data creation, storage, and transmission • Establish documented processes for prospecting outreach and sales campaign workflows • Evaluate new technologies and recommend improvements to the technology ecosystem • Ensure data integrity across Salesforce, Pardot, and integrated systems • Improve sales and marketing tool reliability and performance • Increase automation to reduce speed-to-lead and manual outreach steps • Support sales prioritization and best-practice guidance throughout the buyer journey • Strengthen data quality through governance and enrichment practices • Improve reporting capabilities across marketing activities and sales effectiveness
• 5-7 years administering Sales and/or Marketing tech stack (Pardot, Gong, SFDC, Qualified, ZoomInfo, etc) • Experience supporting B2B and B2C marketing automation programs • Strong understanding of Salesforce CRM and integration capabilities with Gong and Pardot • Experience administering conversational marketing and sentiment evaluation platforms • Strong understanding of lead management, sales lifecycle, and campaign operations • Experience building and scaling reports and dashboards • Excellent analytical and problem-solving skills • Pro-active mindset to enable change and continuous improvement • Strong attention to detail and project management skills
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