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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

Vacancy posted 3 days ago
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