Slate CRM & Enrollment Systems Manager
Bates College
Slate CRM & Enrollment Systems Manager Job no: 493106
Work type: Staff Full Time - Full Year
Location: Lewiston, ME
Categories: Admission & Student Financial Services Title: Slate CRM & Enrollment Systems Manager Position Purpose: Slate CRM & Enrollment Systems Manager will oversee the vision, development, and optimization of our Customer Relations Management (CRM) system (Technolutions Slate) to drive enrollment success. The Manager will lead CRM initiatives that enable data-driven decision making, streamline processes, and foster collaboration across departments. Additionally, the role creates the CRM architecture used to design and maintain automated workflows for application review, decision release, enrollment data synchronization, and essential operations projects, ensuring the CRM supports seamless pathways from initial inquiry through enrollment and beyond. Job Duties: Slate Captain:
Applications close:
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Work type: Staff Full Time - Full Year
Location: Lewiston, ME
Categories: Admission & Student Financial Services Title: Slate CRM & Enrollment Systems Manager Position Purpose: Slate CRM & Enrollment Systems Manager will oversee the vision, development, and optimization of our Customer Relations Management (CRM) system (Technolutions Slate) to drive enrollment success. The Manager will lead CRM initiatives that enable data-driven decision making, streamline processes, and foster collaboration across departments. Additionally, the role creates the CRM architecture used to design and maintain automated workflows for application review, decision release, enrollment data synchronization, and essential operations projects, ensuring the CRM supports seamless pathways from initial inquiry through enrollment and beyond. Job Duties: Slate Captain:
- Directs the technical and operational infrastructure of the admissions process, ensuring seamless functionality of Slate CRM to support recruitment, application processing, and enrollment goals.
- Maintains applicant and admitted student portals, and oversees Slate Working Group to identify opportunities to further leverage the use of technology to meet institutional enrollment goals.
- Enforces and revises the data system to ensure it is properly structured, maintainable, and conforming to best practices.
- Designs and maintains automated workflows for application review, leveraging emerging Slate AI features such as system prompts, chatbots, and potential Slate agent implementations.
- Manages communications and event capabilities along with routine system maintenance, while documenting CRM procedures and procedural changes in an up-to-date manual for staff and partners.
- Troubleshoots technical issues and implements automation to enhance efficiency within the department.
- Supervises and supports an Admission Data Analyst who manages the tactical aspects of all data analysis and reporting projects.
- Remains current with Slate's latest features, best practices, and recommended configuration standards.
- Identifies opportunities to streamline manual processes and replace them with sustainable system-driven solutions; oversee annual cycle preparation, including rule updates, portal updates, campaign refreshes, and system clean-up
- Designs and delivers comprehensive training programs for Admission staff and cross-departmental users.
- Acts as the primary liaison between the Admission office, campus partners, and external consultants on overall Slate systems-related issues.
- Responsible for onboarding new users through personalized sessions, developing user guides, and hosting workshops to enhance proficiency in Slate's features.
- Serves on Bates Admission Senior Leadership Team to strategize with and advise the VP/Dean and Director of Admission on the general direction of the office.
- Coordinates and aligns CRM usage and workflows across Admission, Student Financial Services, Advancement, and Information & Library Services functions.
- Leads CRM-related process improvement, data reconciliation, and ensures consistent implementation of policies impacting student data.
- Works with the Systems Development and Integration department liaison in ILS to test and maintain communication between Slate, Banner, Argos, and Axiom.
- Attends Banner User Group and Data Governance Committee meetings and participates in professional associations and listservs to utilize community support from other institutions relative to new and innovative uses and best practices for each platform.
- 5-7 years of progressive leadership and managerial experience in admissions operations, enrollment management, or higher education recruitment are required.
- Minimum of 3-5 years of experience using Slate to build applications, forms, queries, and workflows, including the use of Deliver, Inbox, and Scheduler modules.
- Experience in project management and coordinating organizational communications across a variety of stakeholders.
- Commitment to equity and inclusion, and serving the needs of a culturally and educationally diverse community.
- Advanced knowledge of development, best practices, and design options in Slate, including the ability to build and maintain sophisticated Slate Portals.
- Expertise in current and emerging policies, practices, and technologies related to admissions operations and enrollment systems.
- Ability to analyze system data to identify barriers in the enrollment pipeline and provide actionable insights to leadership.
- Familiarity with data governance, FERPA, accessibility standards, and industry best practices for data security.
- Ability to manage multiple projects in a deadline-oriented environment; highly organized, flexible, and rigorous attention to detail.
- Strong interpersonal skills with the ability to develop and maintain collegial relationships. Must approach work with a collaborative spirit and nimbleness.
- Familiarity with integration processes between Slate and Banner via Axiom, including data imports, exports, and troubleshooting sync issues
- Self-motivated systems leader who engages with the Slate community and takes initiative in identifying and implementing improvements to strengthen system performance.
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Vacancy posted 14 hours ago
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