Slate CRM Analyst

SLATE CRM Analyst Position Summary The SLATE CRM Analyst is responsible for the administration, configuration, optimization, and reporting of the Technolutions Slate CRM platform in support of enrollment management, admissions, recruitment, and student lifecycle initiatives. This role partners closely with Admissions, Financial Aid, Marketing, IT, and Student Affairs to enhance data integrity, streamline business processes, and improve the student experience from inquiry through enrollment. Primary Responsibilities 1. Slate CRM Administration • Configure and maintain Technolutions Slate (forms, portals, reader workflows, dashboards, queries, rules, and communications). • Manage user roles, permissions, security groups, and data governance standards. • Monitor system performance and implement enhancements. • Maintain documentation of configurations, processes, and workflows. 2. Data Management & Reporting • Develop advanced queries and reports using Slate's query tool. • Create dashboards and visualizations for leadership. • Ensure data integrity and accuracy across recruitment and application pipelines. • Manage imports/exports and troubleshoot data discrepancies. • Support predictive modeling and enrollment forecasting efforts. 3. Workflow Automation & Communication • Build and maintain communication plans (email campaigns, SMS, drip campaigns). • Configure event management workflows. • Support application review processes and reader assignments. • Implement automation rules and triggers to improve efficiency. 4. Integration & Technical Support • Coordinate integrations between Slate and Student Information Systems. • Work with IT on API integrations and SFTP imports. • Test upgrades and new features before deployment. 5. Strategic Support • Provide analytical insights to support enrollment growth strategies. • Participate in CRM governance committees. • Recommend process improvements aligned with institutional goals. • Support campus-wide CRM initiatives beyond admissions when applicable. Qualifications Required • Bachelor's degree in Information Systems, Data Analytics, Higher Education, or related field. • 2+ years of experience working with Technolutions Slate or comparable CRM. • Experience with SQL, data querying, and reporting tools. • Strong analytical and problem-solving skills. • Excellent communication and cross-functional collaboration abilities. Preferred • Experience in higher education admissions or enrollment management. • Knowledge of SIS platforms (Banner, Colleague, Workday). • Understanding of FERPA compliance and data governance. • Experience with API integrations and data automation tools. Core Competencies • Data-driven decision making • Process optimization • Attention to detail • Stakeholder engagement • Strategic thinking • Project management Flexible work from home options available. Compensation: $55,000.00 - $75,000.00 per year 525 Technologies ownership comes from a technical and problem-solving background. The founding ideas and principles are centered around the understanding, helping, and supporting customers with technical needs. Years in the making, we finally launched on May 25, hence the "525". 525's goal is exceeding the needs of our customers. We do this by making their processes more efficient and cost-effective. Our solutions, products, and services are strategically designed to go above and beyond our mission statement, "Making technology simple".

Created: 2026-03-10