CRM Operations Specialist
1 day ago
University of the Pacific seeks a highly skilled CRM Operations Specialist to play a key role in developing, configuring, and implementing solutions within Slate to support various university departments involved in enrollment. The ideal candidate will serve as a subject matter expert on enrollment data and processes for their designated unit, ensuring alignment with the goals of Enrollment Technology.
About the RoleThe CRM Operations Specialist will be responsible for serving as the primary Enrollment Technology contact, providing support for daily operations within Slate for assigned university departments. This includes managing Slate troubleshooting requests, coordinating with Enrollment Technology, Marketing, Admissions, and other departments, and overseeing CRM functions related to travel, events, applications, review processes, scholarship programming, decision releases, and Slate-hosted applications.
Responsibilities- Serve as CRM Liaison: Act as the primary Enrollment Technology contact, providing support for daily operations within Slate for assigned university departments.
- Day-to-Day System Support: Manage Slate troubleshooting requests, coordinate with Enrollment Technology, Marketing, Admissions, and other departments, and oversee CRM functions related to travel, events, applications, review processes, scholarship programming, decision releases, and Slate-hosted applications.
- Application Management and Review Oversight: Partner with Enrollment Technology to manage and maintain the admissions application, conducting annual reviews, preparing for each application cycle, and implementing ad-hoc updates as needed.
- Execute Communication Strategy: Work with Enrollment Marketing on project initiatives to enhance communication effectiveness and applicant engagement.
- Implement CRM Policy and Access Standards: Collaborate with Enrollment Technology to establish and implement policies for CRM access and utilization within the assigned department, ensuring compliance and efficiency.
- Data Analysis and Reporting: Compile year-end admissions data to evaluate recruitment strategies, events, and communications in Slate.
- Event and Program Support: Provide technical support for Slate, Liaison WebAdmit, and Banner SIS systems as needed for enrollment events and student programs, managing event registrations, communications, and post-event follow-ups.
- Training and Resource Coordination: Oversee the development and maintenance of CRM training resources, conducting both regular and ad-hoc training sessions to ensure end-users are well-equipped to use Slate effectively.
- Bachelor's degree in a related field or equivalent professional experience (Two (2) years of full-time experience in the same/similar position is equal to one (1) year of completed post-high school education coursework).
- Experience with data analysis and reporting tools, with strong analytical and problem-solving abilities.
- Proven experience in developing, managing, and maintaining enrollment CRM systems or relational databases, including Technolutions Slate CRM, Liaison WebAdmit, or Ellucian Banner.
- Ability to train and provide technical support for all processes, troubleshoot and resolve technical issues, respond to ad hoc information requests, and develop clear, comprehensive written documentation for all procedures.
- Excellent organizational skills and project management capabilities, with strong oral and written communication skills to support and collaborate effectively with non-technical users.
- Demonstrated experience in advancing social justice, equity, and inclusion in a university setting.
A valid driver's license is required. The incumbent must also be able to meet the University's fleet rules and be eligible to drive for University business.
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