Manage Slate CRM operations to support enrollment workflows and data integrity.

Responsibilities

• Maintain and update Slate CRM forms, events, queries, rules, and communication flows.
• Monitor CRM processes to ensure accuracy, timeliness, and alignment with institutional enrollment goals.
• Provide day-to-day support for Slate users, including troubleshooting, documentation, and training.
• Assist with data imports, exports, and integration checks to ensure data integrity and consistency.
• Conduct routine data audits and quality checks to support accurate reporting and decision-making.
• Build and schedule email and text communications within Slate Deliver, ensuring brand alignment and accuracy.
• Support event management workflows, including registration forms, confirmations, reminders, and follow-up communications.
• Assist with the creation of dashboards, reports, and queries for Enrollment, Marketing, and Student Success teams.
• Participate in testing, implementation, and documentation of new CRM features and enhancements.
• Collaborate with campus partners to understand operational needs and translate them into CRM solutions.
• Maintain up-to-date documentation of CRM processes, configurations, and user guides.

Requirements

• Experience working with Slate or another CRM platform.
• Strong attention to detail and commitment to data accuracy.
• Ability to learn technical tools quickly and troubleshoot issues effectively.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Demonstrated customer-service orientation and collaborative working style

Preferred

• Hands-on experience with Slate tools such as Queries, Reports, Rules, Deliver, Forms, and Events.
• Familiarity with HTML, or basic SQL.
• Experience supporting admissions and enrollment operations.
• Prior experience in data management, process coordination, or CRM administration.