CRM Administration Lead Slate CRM administration, collaborating with other institutional stakeholders, e.g., Admissions, Advising, Registrar, Business Office, Financial Aid, Institutional Research, and Information Technology, to effectively use the system to meet enrollment, student success, and retention goals. Build and maintain system configurations, integrations, communications, forms, queries, reports, workflows, and portals, aligning system capabilities with institutional objectives. Analyze complex business problems and design, implement, and support solutions that ensure user needs are addressed comprehensively and effectively. Manage user access and CRM user permissions, granting access to the system and individual items based on institutional role, custom permissions, realms, and populations. Assist users as needed, resolving technical issues and providing education regarding the development and deployment of queries, communications, and event/interview processes, campaigns, and messaging. Monitor and ensure data accuracy and integrity for system use as well as institutional policy, accreditation and regulatory compliance. Report information for local, state, and federal reporting as necessary in consultation with relevant offices and Institutional Planning and Support. Plan and coordinate all activities tied to the CRM and related business systems, working with other institutional offices and/or external vendors to manage activities such as implementation, enhancements, integration and maintenance. Training and Documentation Maintain competency in enrollment, financial aid, academic, and recordkeeping policies, procedures, and best practices. Create and deliver user training and develop assessments to ensure consistent use of tools. Work with departmental leadership to verify staff data entry precision and overcome user challenges. Participate in and/or lead training for new and/or experienced users when necessary and communicate system changes, upgrades, or clarifications. Fully document system configurations, permissions, integrations, and specific information related to ongoing support and maintenance of the system. Administrative Plan and oversee departmental budget. Act as a liaison between partnership agencies and the institution. Participate in University department meetings and training as appropriate. Maintain effective communication with community members, organizations, faculty, staff, and students. Assist in long-range planning efforts and in the creation and completion of annual goals. Other duties may be assigned by the supervisor as required to meet the needs and growth of the position.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to sit at a desk and operate a personal computer, sometimes for hours at a time; and occasionally lift and/or move up to 10 pounds. Specific vision abilities required by the job include ability to distinguish the nature of objects by using the eye.

Essential Background, Qualifications, Experience, and Skills:

Three years' Slate CRM administration experience Extensive knowledge and understanding of Slate query and reporting tools Experience establishing procedures for CRM users, including system documentation, user training, coaching and problem-solving. Knowledge of data privacy regulations such as FERPA and best practices in handling student data. Understanding of data governance and recordkeeping regulations and best practices. Experience in Slate user authentication and permissions management. Experience managing Slate source formats, exports and integrations. Familiarity with portals. Experience in development of custom datasets and associated workflows. Strong analytical, interpersonal, and organizational skills. Ability to communicate effectively and appropriately using all modes of communication.

Education or training requirement:

Three years' Slate CRM development experience. Bachelor's degree required. Advanced degree preferred. Three years of professional experience working with higher education.

Pay:

From $25.00 per hour

Benefits:

401(k) Dental insurance Health insurance Vision insurance

Work Location:

In person