CRM System Manager

Summary

The CRM System Manager serves as the University’s functional owner and primary administrator of the Slate Customer Relationship Management (CRM) system. Under the direction of the Vice President for Enrollment Management, this position provides strategic leadership for the planning, design, implementation, optimization, governance, and continuous improvement of the University’s CRM ecosystem to support enrollment growth, student engagement, and institutional effectiveness.

Working collaboratively with Enrollment Management, Marketing, Financial Aid, Information Technology, Student Success, Academic Affairs, and other campus partners, the CRM System Manager leverages Slate to automate business processes, improve operational efficiency, enhance the prospective student experience, and provide actionable data to support institutional decision‑making.

The CRM System Manager is responsible for the configuration, administration, security, integrations, reporting, communications, workflow automation, and ongoing development of Slate while serving as the University’s subject‑matter expert and champion for CRM best practices. The position leads CRM governance, evaluates emerging technologies and Slate enhancements, and ensures the institution maximizes its investment in Slate through innovation, collaboration, and continuous improvement.

• Serve as the University’s primary functional administrator and subject‑matter expert for the Slate CRM.
• Develop and execute the University’s CRM strategy aligned with enrollment and institutional goals.
• Lead continuous improvement, optimization, and expansion of Slate functionality across the University.
• Maintain system integrity, security, performance, and CRM governance standards.
• Evaluate new Slate releases, features, and best practices and recommend implementation strategies.
• Configure and maintain databases, forms, portals, workflows, rules, dashboards, communications, and permissions.
• Design and optimize automated workflows supporting recruitment, admissions, communications, financial aid, events, and student engagement.
• Configure applicant review processes, reader workflows, committee review forms, and decision release processes.
• Develop online forms, event registrations, appointment scheduling, landing pages, and constituent portals.
• Partner with Admissions and Marketing to create personalized, multi‑channel communication campaigns.
• Manage audience segmentation, dynamic content, conditional logic, SMS, and email communications.
• Ensure data integrity through governance, validation, duplicate prevention, auditing, and quality assurance.
• Develop queries, dashboards, executive reports, and enrollment analytics.
• Manage integrations between Slate, the SIS, marketing platforms, and third‑party vendors using APIs and automated data exchanges.
• Lead user training programs as needed.
• Develop documentation, training materials, and provide functional support to campus users.
• Lead CRM projects, prioritize enhancement requests, and manage the institutional CRM roadmap.
• Remain current with Slate community resources, conferences, and emerging best practices.
• Maintain compliance with FERPA, University policies, and applicable privacy regulations.
• Support the University’s Strategic Plan and perform other duties as assigned.

• Bachelor’s degree from an accredited institution.
• Two years of progressively responsible experience administering a CRM platform, preferably Slate, in higher education.
• Experience configuring enterprise software systems and business process automation.
• Experience with CRM workflows, communication campaigns, forms, portals, reporting, and system administration.
• Experience developing reports, dashboards, queries, and data analysis.
• Knowledge of CRM governance, data quality, security, and user administration.
• Experience with system integrations and data imports/exports.
• Strong analytical, organizational, project management, written, verbal, and interpersonal communication skills.
• Ability to translate business needs into technical solutions.
• Ability to manage multiple priorities in a collaborative environment.
• Commitment to outstanding customer…