CRM Analyst I

Proposed minimum salary commensurate with experience. Location: College Station, Texas. Staff position.

About the Role

The CRM Analyst I serves on the Slate Customer Relationship Management (CRM) database Enrollment Management team and provides development and support for event management, application cycle and CRM database portal maintenance, executing a multi-level communications plan, and all additional database duties assigned within Slate for the Office of Admissions. We value professionals who can contribute effectively within a collaborative team structure, seamlessly hand off and receive work as projects evolve, and remain accountable for independently managing and accomplishing their own priorities and responsibilities.

Responsibilities

• CRM Communication Support
  • Assist in building out, supporting, and executing a multi-level communication plan for multiple constituents.
  • Build out queries to be utilized by recruiters within the Office of Admissions for communication purposes.
  • Facilitate the approval process of scheduling communications to be sent in direct support of recruitment efforts.
  • Troubleshoot communication template errors and errors with communication queries.
  • Assist in building communication-focused reports to provide insight into recruitment efforts.
• Constituent Management Support
  • Support constituents assigned to Slate CRM Database Administrators, including the network of Slate users across Texas A&M University at College Station.
  • Complete all work requests assigned via Slate Help Desk, which may include forms, events, populations, dataset upload, scheduler events, folder creation, queries, reports, landing pages, portals, or template requests.
  • Assist CRM Database Administrators with constituent project timelines and recruitment efforts.
  • Provide development and support for all additional database duties assigned within Slate for the Office of Undergraduate Recruitment & Outreach.
• Program Coordination
  • Assist in establishing short- and long-term goals and strategic planning.
  • Collaborate with others to create new and expanded programs.
  • Assist in identifying opportunities to partner with third-party vendors to develop system functionality.
  • Plan and implement measures to evaluate activities.
  • Assist in establishing goals, objectives, policies, and procedures.
  • Prepare reports on project activities.
• CRM Database Maintenance
  • Provide development and support for CRM database portal maintenance.
  • Assist in the management of the Slate CRM Database Configuration, including understanding the needs of stakeholders and developing tools for configuration.
  • Understand and manage utilities of the Slate Administrator Dashboard, including all administrative functions of the Slate database.
  • Create and modify forms, portals, populations, fields, prompts, event templates, and set up rule automations as needed.
  • Assist in building out communication and event templates for distribution to constituents.
  • Understand workflows and database management, including entity management and creation.
  • Provide development and support for annual cycle prep.
• Training and CRM Database Advancement
  • Assist in developing, updating, and delivering Slate training for users, including creation of training modules for Readers and Reviewers.
  • Assist with creation of training modules for Administrators of Slate.
  • Assist with creation and delivery of online training modules (synchronous and asynchronous).
  • Assist in creation and delivery of in-person training workshops hosted across the university and in off-campus Prospective Student Centers.
  • Assist in gathering business process requirements and converting them to technical specifications.
  • Assist in developing new database functionality.
  • Serve on the Slate Customer Relationship Management (CRM) database Enrollment Management team, which may require traveling to different locations on campus.
• Professional Development
  • Attend and present at state, regional, and/or local conferences.
  • Represent the Office of Admissions on campus, within the community, and/or at the state level when needed.

Requirements

• Required Education and Experience
  • Bachelor’s degree or equivalent combination of education and experience.
  • Two years of administrative experience to include one or more years of cloud-based application experience.
• Preferred Qualifications
  • A State of Texas class “C” vehicle operator’s license or ability to obtain within 30 days of employment.
  • Four or more years of experience in a position requiring managing multiple constituents and strong customer service, strong verbal and written communication skills.
  • Previous experience working in higher education admissions or related field with organizational processes.
  • Previous experience with CRM, document imaging software, admissions and/or university software including Technolutions Slate and Ellucian Banner.
  • Ability to function in a deadline-driven environment with multiple projects simultaneously.
  • Prior knowledge of Slate CRM or demonstrate a high aptitude to learn.

Skills

• Commitment to consultation and cooperation with students, faculty, staff, and administrators.
• Strong interpersonal and communication skills with the ability to visualize, organize, and provide feedback.
• Working knowledge of data management concepts including relational databases, data security, data governance, and system maintenance.
• Strong computer skills to include Microsoft Excel, Word, and Outlook.
• Strong verbal and written communication skills.
• Ability to multi-task and work cooperatively with others.

About the Office of Admissions

The Office of Admissions handles freshman, transfer, graduate, international, and other applicant types who wish to apply to Texas A&M University. The office is also responsible for recruiting and enrollment of an academically prepared student body of all backgrounds that is geographically and economically varied. In addition, Admissions offers several opportunities for prospective students and their families to visit campus throughout the year to learn about the rich traditions and culture of Texas A&M University.

To learn more about us, please visit our website.

Benefits

• Health, dental, vision, life, and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums.
• 12-15 days of annual paid holidays.
• Eight hours of paid sick leave and at least eight hours of paid vacation each month.
• Automatic enrollment in the Teacher Retirement System of Texas.
• Free exercise programs and release time for wellness activities.
• Professional development: All employees have access to free LinkedIn Learning training and webinars.
• Employee Tuition Assistance and Educational Release time for completing a degree while employed.

For additional information on benefits, click here.