CRM Analyst II

Under the general direction of the Assistant Director of Data Analytics and CRM, the CRM Analyst II plays a pivotal role in testing, daily operation, and maintenance of Slate (CRM). Focused primarily on supporting the Graduate and Professional School, this position is part of a team that supports admissions, recruitment, and current student efforts within the Undergraduate and Graduate CRM Systems.

Responsibilities

• CRM Communication Support
  • Assist in building out, supporting, and executing a multi-level communication plan for multiple constituents.
  • Build out queries for staff within the Graduate and Professional School for communication purposes.
  • Troubleshoot communication template errors and errors with communication queries.
  • Assist in building communication-focused reports to provide insight into recruitment and current student retention efforts.
  • Facilitate the approval process of scheduling communications in direct support of the Graduate and Professional School.
• 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.
  • Provide development and support for all additional database duties assigned within Slate for the Graduate and Professional School.
• CRM Database Maintenance
  • Provide development and support for CRM database portal maintenance.
  • Assist in the management of the Slate CRM Database Configuration, including understanding stakeholder needs and developing tools for configuration.
  • Understand and manage utilities of the Slate Administrator Dashboard, including all administrative functions.
  • 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 across the university to meet unique needs of each area.
  • 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
  • Serve on office search and planning committees.
  • 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 any equivalent combination of education and experience.
  • Four 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, verbal, and written communication skills.
  • Previous experience working in graduate higher education 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

• Must demonstrate a commitment to consultation and cooperation with students, faculty, staff, and administrators.
• Must possess 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 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 responsible for recruiting and enrollment of an academically prepared student body of all backgrounds that is geographically and economically varied. Admissions also 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.

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.
• Health and Wellness: Free exercise programs and release time.
• Professional Development: Free LinkedIn Learning training and webinars.
• Employee Tuition Assistance and Educational Release time for completing a degree while employed.