Enrollment Systems and CRM Manager

Reporting to the Assistant Vice President of Enrollment Services, 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 La Sierra University. 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 the Enrollment Services.

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 is a strategic problem-solver with strong technical expertise in Slate and a deep understanding of enrollment processes. They will be responsible for optimizing CRM functionalities to drive student engagement, streamline operations, and support university-wide enrollment goals. This role requires a balance of data analysis, technical acumen, and collaborative leadership, ensuring seamless communication and execution across multiple departments.

Duties And Responsibilities

• Serve as CRM Liaison: Act as the primary CRM strategist and technical expert, ensuring that Enrollment Services and assigned departments maximize the capabilities of Slate to enhance recruitment, admissions, and student engagement. Guide department leaders, counselors, faculty, and partners in using Slate effectively to support recruitment, admissions, yield, and anti-melt efforts. Contribute to team innovation ideation conversations, taking ownership of projects, processes, and integrations that interest them and meet the needs of the team.
• Day-to-Day System Support: Manage Slate troubleshooting requests, coordinate with Enrollment Services, 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 Services 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.
• Optimize Enrollment Communications & Engagement: Work with Enrollment Services and Marketing on project initiatives to enhance communication effectiveness and applicant engagement. Using Slate, implement the university’s communication strategy that emphasizes data-informed decision-making, utilizes A/B testing for optimization, incorporates automation for efficiency, and focuses on reporting impact to drive continuous improvement.
• Implement CRM Policy and Access Standards: Collaborate with Enrollment Services to establish and implement policies for CRM access and utilization within the assigned department, ensuring compliance and efficiency.
• Data Analysis and Reporting: Compile enrollment funnel reports and 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 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. Contribute to the growth and modification of the Slate CRM platform by acquiring and maintaining knowledge of emerging resources and tools to support Slate users, including keeping up with the Slate roadmap, coordinating release management, and conducting system and user acceptance testing. Work closely with database support/IT to ensure effective interface between Slate and Banner as well as fulfillment of database/technological support for enrollment services.
• Training and Resource Coordination: Train and empower university staff on Slate best practices, ensuring optimal system utilization across all enrollment functions. Partner with cross-functional teams to develop data-driven insights that inform strategic enrollment decisions.
• Professional Development & Continuous Improvement: Stay ahead of Slate CRM advancements by participating in training, user groups, and industry conferences, continuously bringing back new strategies to enhance university-wide enrollment practices.
  
  

Other Duties

• Participate in the annual planning of the recruitment calendar.
• Maintains student staff by recruiting, selecting, orienting, and training student workers, maintaining a safe and secure work environment.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; and participating in professional societies.
• Other duties as assigned.
  
  

Qualifications

Knowledge, Skills and Abilities

Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employee will be responsible administratively for specific activities, projects, programs or coordination of services within the functional area.

Education/Experience: Bachelor’s degree from an accredited college or university. Two years of office experience in a related field.

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 Technologists 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.
  
  

Reasoning Ability

Ability to solve problems and deal with a variety of variables in situations where only limited standardization exists. Problems are highly varied, complex and often non-recurring and novel, and require creative approaches to resolutions. New concepts and approaches may have to be developed. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Certificates And Licenses

Valid Driver's License.

Supervisory Responsibilities

This job supervises student employee(s).

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to work near moving mechanical parts.

The noise level in the work environment is usually moderate.

Physical Demands

The physical demands described here are representative 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.

The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift 50 pounds. Specific vision abilities required by this job include Close vision, Distance vision, Peripheral vision, Depth perception and Ability to adjust focus.

Additional Information

Position requires a high level of interpersonal and leadership skills. Must have knowledge and/or skill in marketing/recruitment.

Ability to represent the University well with external publics, including knowledge about the University as an academic institution. Familiarity with academic institutions including the role of faculty, administration, students and support staff.

Position requires travel within and outside of the United States.