Enrollment Information CRM Administrator
Responsibilities include:
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.
Minimum Qualifications:
Bachelor's degree required, Advanced degree preferred. Must have three years of Slate CRM as well as three years of professional experience working with higher education.
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