CRM Specialist

Description

Provides direct support to the Coordinator for Admissions Data & Technology and the AVP for Enrollment, will also assist, guide and support the Admissions Team by assisting in the daily operations of the Slate CRM, including system maintenance, query development, process automation, event management, data integrity, integration with other campus systems, staff training, and the development of new Slate features. Oversee daily functions and processes including student record maintenance, recurring and ad-hoc imports and exports, process automation, and other tasks to ensure system performance and maximize system efficiency. Maintain features and capabilities of CRM components, ensuring they are functional, and troubleshoot and resolve issues as required. Will also supervise and direct the work of the Admissions Operational Specialists for Undergraduate and Graduate Admissions.

Examples of Duties

Oversees day-to-day print mailings and electronic communications for Undergrad and Graduate Admissions. Responsible for following a comprehensive and multi-channel communications plan by maintaining the queries, managing the file transfer to the appropriate vendors, establishing and adhering to a mailing schedule, working closely with the Director of Enrollment Marketing and the Operations Team.

20%

Support the recruiting team by answering Slate related questions, pulling data and running queries pertaining to their recruiting territories, make changes to student records. Daily, run processes to assure new applications processed correctly, are in the appropriate bin, and the data on the applications is accurate. Troubleshoot Slate technical issues as they arise for all team members.

20%

Coordinates with the event team for daily visits and admissions events. Creates surveys and queries to support events and surveys. Troubleshoot issues with events. Must have knowledge of event communications, the difference between communications from events vs templates, and attaching surveys to event communications.

20%

Oversee and execute all notification export files to campus departments (Residence Life, Registrar's Office, Business Office, Financial Aid, Advancement, faculty etc.)

5%

Monitors the Slate CRM records with daily maintenance for data integrity. To ensure accurate Slate reports, runs processes to clean and update the data in the following areas (but not limited to) GPA, start term, academic program, admit type, graduate location, clean addresses, missing information, and consolidate records for duplicate detection. Reviews all nightly imports of data from outside vendors including the Common App, Hobsons, Niche, Axiom, etc. Manually uploads data and processes vendor import from You Visit, College Board, ACT, CASPA, OTCAS, Show leads and college fairs, etc.

25%

Familiar with other campus systems and the interactions with Slate CRM. Monitors daily Axiom and Colleague for data integrity and accurate record updates. Troubleshoot records with errors an on hold record in Axiom, process records and move the data to Colleague.

10%

Supplemental Functions:

Other projects or tasks as assigned.

Must be adaptable to performing under moderate levels of stress, imposed by frequent deadlines, peak workloads and student contact. Ability to work independently as well as collaborate within a team environment while effectively managing multiple priorities and deadlines. Ability to provide excellent customer service in a high-paced and dynamic environment. The individual will be cross-functionally trained and develop a good understanding of the entire marketing, recruitment, and enrollment process, and the tools, services, and capabilities needed by both internal and external parties.

• Ability to handle highly confidential material, understanding that all University information should only be disclosed to others who have a need to know, for legitimate business reasons. Have the ability to exercise and apply sound judgment and decision-making skills as well as the ability to maintain integrity and confidentiality of data.
• Has advanced knowledge of Microsoft Office (Specifically, Word, Excel and Outlook) to implement, develop, and maintain computer-based business operations. Self-motivated to stay current with emerging technologies and recommend and implement improvements.
• Ability to balance priorities to accomplish assigned tasks within the required time frame and to be able to shift quickly between several tasks without loss of continuity.
• Strong organizational skills and the ability to work well under pressure and to meet deadlines; successfully manage multiple projects.
• Ability to establish and nurture effective working relationships with different constituents and members of the University community. Maintain professionalism when dealing with all staff and other customers while fostering positive working relationships.
• Accept and render constructive criticism in a professional manner.
• Adhere to the governing documents, policies and procedures established by St. Bonaventure University.

Typical Qualifications

Education:

Years of Experience: