CRM and Operations Specialist
Jobtailor
Serve as an administrator for the Slate CRM, managing system configuration, maintenance, optimization, and ongoing enhancements in support of undergraduate admissions operations. Design, build, and maintain Slate functionality including applications, forms, portals, reader workflows, communication plans, configurable joins, datasets, queries, reports, rules, permissions, and automations. Lead the continuous assessment and optimization of Slate functionality by researching new features, best practices, and system enhancements to maximize platform capabilities. Develop and maintain data integrations between Slate, the Student Information System (Jenzabar), Axiom, testing vendors, financial aid systems, and other third-party applications while ensuring data integrity and accuracy. Monitor, troubleshoot, and resolve complex system, integration, and data issues across Slate and related enterprise systems. Establish and maintain data governance standards through regular auditing, validation, duplicate management, and reconciliation of admissions and enrollment data. Manage the import and validation of prospect, applicant, and testing data including purchased search names, SAT/ACT, AP, Common App, and other external data sources. Build and maintain advanced reporting and dashboards that support operational decision-making, enrollment management, and institutional reporting. Collaborate with Information Technology, Financial Aid, Registrar, and Enrollment leadership on system enhancements, integrations, and strategic initiatives. Oversee applicant-facing Slate functionality, including the applicant portal, ensuring an intuitive and effective user experience while resolving escalated technical issues. Manage and optimize document management processes, application review workflows, and electronic records to ensure efficient processing and compliance. Configure and maintain financial aid data imports and related applicant communications within Slate. Develop documentation, standard operating procedures, and training materials for Slate users across the admissions team. Provide functional training, and ongoing support for admissions staff, promoting effective use of Slate and adoption of best practices. Recommend and implement process improvements through automation, workflow redesign, and emerging technologies. Participate in recruitment and yield activities (e.g. open houses, information sessions, admitted student programs) as needed. Perform other duties as assigned. Requirements Bachelor’s degree. Minimum of 2 years of experience in Higher education, admissions, or Slate/data operations. Experience working in a Slate or admissions/enrollment technology platform. Demonstrated experience managing data, processes, and systems in a complex, collaborative environment. Core Competencies Demonstrates expertise in Slate CRM administration, including system configuration, data integration, and optimization to support undergraduate admissions operations. Proficient in managing data governance, reporting, and user training to enhance operational efficiency and compliance. Highest-signal resume keywords Slate CRM Administration Data Integration Management Reporting and Dashboard Development Data Governance Standards Higher Education Admissions Experience ATS Optimization Keywords Hard Skills System Configuration Data Management Workflow Automation Data Validation Complex Problem Solving Soft Skills Collaboration Training and Support Process Improvement Industry Keywords Higher Education Admissions Operations Enrollment Management Data Integrity User Experience Tools & Technologies Slate Jenzabar Axiom Financial Aid Systems #J-18808-Ljbffr Jobtailor
- ...Job Description Job Description Job Title: CRM and Operations Specialist Reports To: Associate Director of Admission Status: Full-Time, Exempt Modality: In-person (On-Campus) Summary/objective Reporting to the Associate Director of Admissions, the CRM...CRMFull timeCasual workWork at officeRemote workWork from homeVisa sponsorshipWork visaAfternoon shift
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Project Coordinator / Customer Operations CoordinatorLocation: Wappingers Falls, NY (On-site)Employment Type: Contract-to-HireBackground... ...Office SuiteAbility to learn and work within Salesforce or similar CRM systemsComfortable handling phone calls as part of the role (...CRMContract workTemporary workWork at office- H&R Block is looking for a seasonal Operations Technical Specialist to ensure their tax offices are operational and brand-compliant. You will support office openings, technical setups, and logistical operations, working closely with field leadership and district coordinators...SuggestedSeasonal workWork at office
$17.64 - $26.49 per hour
About The Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax office network. This role ensures offices are fully equipped, functional, and aligned with brand standards by providing hands‑on operational, technical...SuggestedMinimum wageTemporary workPart timeSeasonal workWork at officeLocal areaRelocationFlexible hours$17 per hour
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...SMCP - Sandro, Maje, Claudie Pierlot LOCATION: Central Valley, New York, United States Operations Associate At SMCP, our ambition is to become the global leader in the accessible luxury space. Our four Brands spread Parisian chic around the world by offering...Hourly payFull time$17 per hour
...Operations Associate, Sharpe Reservation Fresh Air Camps | Hudson Valley, NY | June 11 – August 15, 2026 Since its founding in 1877, The Fresh Air Fund, a not-for-profit youth development organization, has provided free life-changing summer experiences in the...Contract workSummer workLocal areaFlexible hoursNight shift- ...Sales Support Specialist I Laerdal Medical Benefits Include: ~ Generous PTO & Holidays... ...~ Hybrid and Compressed Work Week (for operations-based roles only) ~ Comprehensive... ...Proficiency in Salesforce or similar CRM systems is a plus. Familiarity with AI...CRMContract workWork at officeFlexible hours
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...lasting relationships. Stay updated on real estate laws, regulations, and market conditions. Utilize real estate software and CRM tools to manage leads and transactions. COMPENSATION: Full Commission ($75000 - $150000 yearly) Real Estate Professionals earn money...CRMLocal areaRelocation$60k - $90k
...up with all leads and in-home consultations Accurately disposition and report on outcomes via our Customer Relationship Management (CRM) tool Meet minimum required sales targets as set by sales leadership Full benefits package including health, vision, dental insurance...CRMPart timeLocal areaFlexible hoursAfternoon shift- ...tactics to new SMC sales professionals Document sales calls, projects, opportunities, contacts, success reports, and activity in CRM Complete other duties as prescribed by the Branch Manager/Sales Manager All other duties as assigned Physical Demands/Work...CRMWork at office
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...role. Communication and interpersonal skills. Organizational and multitasking abilities. Comfortable with engaging in sales conversations. Basic computer skills, including Microsoft Office and CRM systems. Compensation $15.00 - $18.00 per hour State FarmCRMHourly payFull timeWork at office$60k - $90k
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...customer base and increase the business with each correspondent in accordance with established policy and procedures. Coordinate with LCD, CRM and IAD to ensure the bank relationships follow the most up-to-date OCC and other regulations. Responsibilities Credit Portfolio...CRMWork at office$15 - $40 per hour
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