What are the responsibilities and job description for the Associate Director of Enrollment CRM Systems position at California Lutheran University?
Position Category: Staff (Exempt)
FLSA: Exempt
FTE: 1
Location: Thousand Oaks
University Background:
The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person's dignity.
Basic Function:
Under the direction of the Director of Enrollment Systems & Analytics, the Enrollment Systems CRM Manager is primarily responsible for the general administration, maintenance, and support of the Technolutions' Slate CRM system and its integration with campus systems. This position will work collaboratively with the Enrollment Systems team, admission operations teams and other campus staff to provide leadership and oversight of the Slate CRM functionality for Enrollment Management and Student Success.
Representative Duties:
Provide leadership and management of Slate functionality for the end users of the University. E
Oversee user security profiles in Slate, ensuring account permissions are appropriate, maintained and enforced. E
Research and develop new Slate capabilities and make recommendations for implementation and use in support of Enrollment Management & Student Success goals and initiatives. E
Provide technical support to areas of Enrollment Management and student success in advancement of Slate capabilities, including but not limited to, creation of fields, exports, filters, forms, readers, entities, or new custom datasets. E
Responsible for overall quality control and data integrity within the Slate CRM. E
Monitor and assist in identifying and diagnosing possible issues with integrations between various campus systems that communicate with Slate, including, but not limited to, Colleague, Perceptive, Front Rush, MyCLU Portal, and Dynamic Forms. E
Collaborate with ITS regarding, as needed, to develop and maintain Slate capabilities and integrations. E
Develop and monitor data integrity standards for data within the Slate CRM system. E
Investigate data accuracy and integrity issues, and recommend solutions for prevention. E
Work collaboratively with individuals and departments to develop and maintain dashboards, queries portals and reports with Slate. E
Create reports, including those that involve Slate configurable joins or custom SQL requested in support of Admission and Enrollment Management operational cycles. E
Provide documentation and training on technology and related processes to all applicable staff. E
Perform special projects and related duties as assigned.
E = Essential Duties
Knowledge Of:
Database systems, including Technolutions Slate CRM and Ellucian Colleague.
Knowledge of modern database applications and architecture.
Translating manual processes to computer assisted or automated processes.
Ability to write and modify Standarized Query Language (SQL) queries and stored procedures for data cleanup, import, and custom filters/exports within Slate.
Demonstrated techniques for systems/technology integration.
Programming and scripting languages, such as SQL, HTML, and XML.
Best practices for implementing and enforcing data management and security standards.
Proficiency with tools and techniques of manipulating single and multiple large datasets.
Proficiency advanced features of Microsoft Office, including creating formulas for lookup, cleanup and data manipulation.
Operation of a variety of office equipment, such as computers and related software and printers.
Laws, rules and regulations related to assigned activities, including FERPA, GDPR, and University mission, goals and objectives.
Diversity, equity, and inclusion initiatives, and their impact on student success.
Operation of a computer and data entry techniques.
Record-keeping techniques.
Good customer service skills, which includes interpersonal skills, using tact, patience and courtesy and telephone techniques and etiquette.
Principles and practices of technology training.
Oral and written communication skills; correct English usage, grammar, spelling, punctuation and vocabulary.
Ability To:
Apply best practices in data integrity, quality management and process automation.
Practice confidentiality and professionalism in all modes of communication
Evaluate, solve problems, and adopt an effective course of action.
Make interpretive judgments quickly and accurately regarding systems-related matters.
Work with and protect confidential information and exercise judgment with sensitive data.
Demonstrate analytical and problem-solving skills.
Learn, apply and explain policies, procedures, rules and regulations.
Prioritize and manage multiple assignments simultaneously.
Operate a computer and related computer software.
Oversee the preparation of statistical reports.
Analyze problems, develop new systems and procedures.
Maintain records and prepare reports.
Understand and follow oral and written directions.
Communicate effectively both orally and in writing.
Establish and maintain cooperative and effective working relationships with others.
Work independently with little direction.
Plan and organize work.
Minimum Qualifications:
Any combination equivalent to: master's degree in a related field or 2 years of experience with increased responsibilities working with Technolutions's Slate as an administrator or advanced/super user.
Preferred Qualifications:
Master's degree in a related field and 4 years of experience in a related field or 4 years of experience with increased responsibilities working with Technolutions Slate as an administrator or advanced/super user. Knowledge and experience with SQL and Colleague.
Licenses and Other Requirements:
None
Physical Abilities:
Detect to understand appropriate written correspondence; operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer; communicate to exchange information in person, in writing, on the telephone and by email; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files
Working Environment:
Office environment; frequent interruptions; occasional contact with dissatisfied individuals; working closely with individuals with a wide array levels of computer knowledge and expertise. Some weekends & evenings required.
Hiring Range $72,000 - $82,000
Posting Number: Staff004082022
Open Date: 03/04/2025
Close Date: 4/4/2025
Application Procedure/Special Instructions
To apply, visit https://careers.callutheran.edu/postings/12359
California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University's policies, procedures, and processes.
Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.
jeid-8c9ff8ed99b812408988b149125db531
FLSA: Exempt
FTE: 1
Location: Thousand Oaks
University Background:
The mission of California Lutheran University is to educate leaders for a global society who are strong in character and judgment, confident in their identity and vocation, and committed to service and justice. Founded in 1959 in beautiful Ventura County, the university has an enrollment of about 4,000 undergraduate and graduate students who come from across the nation and around the world from a diversity of backgrounds, cultures and faiths. As a federally recognized Hispanic-Serving Institution, Cal Lutheran is looking for candidates with a dedication to and success in working in diverse communities. The university is committed to an inclusive learning and work environment that values individual differences and respects each person's dignity.
Basic Function:
Under the direction of the Director of Enrollment Systems & Analytics, the Enrollment Systems CRM Manager is primarily responsible for the general administration, maintenance, and support of the Technolutions' Slate CRM system and its integration with campus systems. This position will work collaboratively with the Enrollment Systems team, admission operations teams and other campus staff to provide leadership and oversight of the Slate CRM functionality for Enrollment Management and Student Success.
Representative Duties:
Provide leadership and management of Slate functionality for the end users of the University. E
Oversee user security profiles in Slate, ensuring account permissions are appropriate, maintained and enforced. E
Research and develop new Slate capabilities and make recommendations for implementation and use in support of Enrollment Management & Student Success goals and initiatives. E
Provide technical support to areas of Enrollment Management and student success in advancement of Slate capabilities, including but not limited to, creation of fields, exports, filters, forms, readers, entities, or new custom datasets. E
Responsible for overall quality control and data integrity within the Slate CRM. E
Monitor and assist in identifying and diagnosing possible issues with integrations between various campus systems that communicate with Slate, including, but not limited to, Colleague, Perceptive, Front Rush, MyCLU Portal, and Dynamic Forms. E
Collaborate with ITS regarding, as needed, to develop and maintain Slate capabilities and integrations. E
Develop and monitor data integrity standards for data within the Slate CRM system. E
Investigate data accuracy and integrity issues, and recommend solutions for prevention. E
Work collaboratively with individuals and departments to develop and maintain dashboards, queries portals and reports with Slate. E
Create reports, including those that involve Slate configurable joins or custom SQL requested in support of Admission and Enrollment Management operational cycles. E
Provide documentation and training on technology and related processes to all applicable staff. E
Perform special projects and related duties as assigned.
E = Essential Duties
Knowledge Of:
Database systems, including Technolutions Slate CRM and Ellucian Colleague.
Knowledge of modern database applications and architecture.
Translating manual processes to computer assisted or automated processes.
Ability to write and modify Standarized Query Language (SQL) queries and stored procedures for data cleanup, import, and custom filters/exports within Slate.
Demonstrated techniques for systems/technology integration.
Programming and scripting languages, such as SQL, HTML, and XML.
Best practices for implementing and enforcing data management and security standards.
Proficiency with tools and techniques of manipulating single and multiple large datasets.
Proficiency advanced features of Microsoft Office, including creating formulas for lookup, cleanup and data manipulation.
Operation of a variety of office equipment, such as computers and related software and printers.
Laws, rules and regulations related to assigned activities, including FERPA, GDPR, and University mission, goals and objectives.
Diversity, equity, and inclusion initiatives, and their impact on student success.
Operation of a computer and data entry techniques.
Record-keeping techniques.
Good customer service skills, which includes interpersonal skills, using tact, patience and courtesy and telephone techniques and etiquette.
Principles and practices of technology training.
Oral and written communication skills; correct English usage, grammar, spelling, punctuation and vocabulary.
Ability To:
Apply best practices in data integrity, quality management and process automation.
Practice confidentiality and professionalism in all modes of communication
Evaluate, solve problems, and adopt an effective course of action.
Make interpretive judgments quickly and accurately regarding systems-related matters.
Work with and protect confidential information and exercise judgment with sensitive data.
Demonstrate analytical and problem-solving skills.
Learn, apply and explain policies, procedures, rules and regulations.
Prioritize and manage multiple assignments simultaneously.
Operate a computer and related computer software.
Oversee the preparation of statistical reports.
Analyze problems, develop new systems and procedures.
Maintain records and prepare reports.
Understand and follow oral and written directions.
Communicate effectively both orally and in writing.
Establish and maintain cooperative and effective working relationships with others.
Work independently with little direction.
Plan and organize work.
Minimum Qualifications:
Any combination equivalent to: master's degree in a related field or 2 years of experience with increased responsibilities working with Technolutions's Slate as an administrator or advanced/super user.
Preferred Qualifications:
Master's degree in a related field and 4 years of experience in a related field or 4 years of experience with increased responsibilities working with Technolutions Slate as an administrator or advanced/super user. Knowledge and experience with SQL and Colleague.
Licenses and Other Requirements:
None
Physical Abilities:
Detect to understand appropriate written correspondence; operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer; communicate to exchange information in person, in writing, on the telephone and by email; stationary position for extended periods of time; move or transport light objects; position self to store and/or retrieve files
Working Environment:
Office environment; frequent interruptions; occasional contact with dissatisfied individuals; working closely with individuals with a wide array levels of computer knowledge and expertise. Some weekends & evenings required.
Hiring Range $72,000 - $82,000
Posting Number: Staff004082022
Open Date: 03/04/2025
Close Date: 4/4/2025
Application Procedure/Special Instructions
To apply, visit https://careers.callutheran.edu/postings/12359
California Lutheran University is committed to providing equal opportunity in employment for all persons, regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, sexual orientation, genetic information, gender, gender identity or expression, or any other basis protected by applicable law. No person shall be excluded from participation in, be denied the benefits of, or be subjected to discrimination in any program, activity or facility of the University on the basis of these factors in a manner consistent with applicable federal and state laws, regulations, ordinances, orders and rules, and University's policies, procedures, and processes.
Upon request, reasonable accommodations in the application process can be provided to individuals with qualifying disabilities. Please contact the Human Resources Department for further information or to request an accommodation.
jeid-8c9ff8ed99b812408988b149125db531
Salary : $72,000 - $82,000
