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CRM Analyst & Slate Administrator

University of the Pacific

United States, California, Stockton

3601 Pacific Avenue (Show on map)

Nov 27, 2024

Posting Details

Position Information

Job Title	CRM Analyst & Slate Administrator
Union Level
Department	Admission
Campus	Stockton
Posting Number	201303880P
Full or Part Time	Full Time
Number of Months	12
Work Schedule	Work is performed in a normal office environment. Work may be required during standard business and non-standard business hours and weekends. Occasional travel both local and overnight.
Position End Date
Open Date	11/26/2024
Close Date
Open Until Filled	Yes
Special Instructions to Applicants	For Applicants Seeking Job Opportunities within the University Internal: Internal applicants will be considered within the first five (5) business days of the posting period. External: External applicants will be considered on the sixth (6) business day of the posting period. This position is not eligible for visa sponsorship

Position Summary Information

Primary Purpose	Reporting to the Director of Enrollment Technology and Analytics, the CRM Analyst & Slate Administrator will play a key role as a Slate Captain, developing, configuring, and implementing solutions within Slate to support various university departments involved in enrollment at University of the Pacific. Acting as the primary liaison for their assigned departments, this role emphasizes communication, advocacy, and collaboration. The Analyst will serve as a subject matter expert on enrollment data and processes for their designated unit, ensuring alignment with the goals of Enrollment Technology. Key responsibilities include developing and maintaining efficient solutions in Slate, which encompasses tasks such as building, testing, implementing, and managing CRM functionalities. These areas may include email and SMS communications, event management, application processes, reader bins, queries, and portal management. The ideal candidate will be detail-oriented, technically skilled, and outcome-focused, thriving in a fast-paced, collaborative team environment.
Essential Functions	Serve as CRM Liaison: Act as the primary Enrollment Technology contact, providing support for daily operations within Slate for assigned university departments. Guide department leaders, counselors, faculty, and partners in using Slate effectively to support recruitment, admissions, yield, and anti-melt efforts. Day-to-Day System Support: Manage Slate troubleshooting requests, coordinate with Enrollment Technology, Marketing, Admissions, and other departments, and oversee CRM functions related to travel, events, applications, review processes, scholarship programming, decision releases, and Slate-hosted applications. Provide reporting support for CRM users and maintain collaborative relationships across university functions. Application Management and Review Oversight: Partner with Enrollment Technology to manage and maintain the admissions application, conducting annual reviews, preparing for each application cycle, and implementing ad-hoc updates as needed. Ensure the application review process is technically precise and data is accurate for all applicants. Execute Communication Strategy: Work with Enrollment Marketing on project initiatives to enhance communication effectiveness and applicant engagement. Using Slate, implement the university's annual communication plan, aligning it with strategic enrollment goals. Oversee email communication strategies for the assigned department(s), including the design of templates, audience segmentation, personalization, testing, scheduling, automation, and deployment. Implement CRM Policy and Access Standards: Collaborate with Enrollment Technology to establish and implement policies for CRM access and utilization within the assigned department, ensuring compliance and efficiency. Data Analysis and Reporting: Compile year-end admissions data to evaluate recruitment strategies, events, and communications in Slate. Create and manage queries and reports to track and analyze key admissions metrics and trends. Event and Program Support: Provide technical support for Slate, Liaison WebAdmit, and Banner SIS systems as needed for enrollment events and student programs, managing event registrations, communications, and post-event follow-ups. Technical Guidance and System Improvement: Advise assigned departments on technical elements of Slate. Continuously research and propose improvements to academic and business systems. Training and Resource Coordination: Oversee the development and maintenance of CRM training resources, conducting both regular and ad-hoc training sessions to ensure end-users are well-equipped to use Slate effectively. University of the Pacific recognizes that diversity, equity, and inclusion is foundational to the success of our valued students and employees. We prioritize policy and decision-making that demonstrates awareness of, and responsiveness to, the ways socio-cultural forces related to race, gender, ability, sexuality, socio-economic status, etc. impede or propel students, faculty, and staff.
Minimum Qualifications	Bachelor's degree in a related field or equivalent professional experience (Two (2) years of full-time experience in the same/similar position is equal to one (1) year of completed post-high school education coursework). Three (3) years of technical Proficiency and familiarity with SQL, HTML, CSS, and JavaScript.
Preferred Qualifications	Advanced Data Analysis and Reporting: Experience with data analysis and reporting tools, with strong analytical and problem-solving abilities. CRM System Experience: Proven experience in developing, managing, and maintaining enrollment CRM systems or relational databases, including Technolutions Slate CRM, Liaison WebAdmit, or Ellucian Banner. Technical Support and Training:Ability to train and provide technical support for all processes, troubleshoot and resolve technical issues, respond to ad hoc information requests, and develop clear, comprehensive written documentation for all procedures. Project and Communication Skills: Excellent organizational skills and project management capabilities, with strong oral and written communication skills to support and collaborate effectively with non-technical users. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice, equity, and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.
Physical Requirements	The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties require frequent sitting, repetitive use of hands and wrists while using computer keyboard and phone. Occasional walking, standing and simple grasping. Infrequent climbing stairs, bending, stooping, kneeling or reaching. May be requested to lift up to 25lbs. Work Environment/Work Week/Travel Work is performed in a normal office environment. Work may be required during standard business and non-standard business hours and weekends. Occasional travel both local and overnight. Valid driver's license required. Incumbent must also be able to meet the University's fleet rules and be eligible to drive for University business. The University and its insurance carrier reserves the right to exclude applicants based on their driving record.
Hiring Range	$70,000-$75,000 per year. We consider factors such as, but not limited to, scope and responsibilities of the position, candidate's qualifications, internal equity, as well as market and organizational considerations when extending an offer.
Background Check Statement	All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening.
AA/EEO Policy Statement	University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.