CRM Specialist - Oklahoma City, United States - Smith College

Description

If you have any questions about the position or our application process, reach out to us at

recruiting-

.
Job Description

Job Summary

The Customer Relationship Management (CRM) System Specialist plays a key role in supporting the recruitment and enrollment strategies of the Admissions Office, specifically by supporting the daily functions of the Slate CRM tool within the Admission Office.

This role will serve as a Slate generalist with specific responsibility for functionality around Reader, Queries & Reports, and Events.

In addition, this role will be assigned a small application reading territory in order to support the application reading process.

Take appropriate actions to support a diverse workforce and participate in the College's efforts to create a respectful, inclusive, and welcoming work environment.

Essential Functions
Admission CRM System Functionality (50%)

With guidance from the manager and in partnership with the Slate Co-Captain, support the day-to-day functionality of the CRM system.

Build, update, and maintain Slate reader and workflow functionality for admission reading processes: undergraduate admission (first year, transfer, and Ada Comstock transfer), Athletic reading process, and QuestBridge.

Build and maintain reports related to reading process.

In alignment with admission office priorities, provide comprehensive Slate support for special programs (e.g., Smith's Women of Distinction program, Precollege).

This will include building and updating applications, Reader and workflow functionality, event registration forms, and post-event surveys. Build and maintain reports related to special programs process and participants.

Provide comprehensive Slate support for Office of Admission recruitment travel, including: building and maintaining event registration templates, event note forms, and post-event surveys.

Contribute to the annul updates and testing of external application platforms: Common Application, Coalition Application.

Provide Slate Support for Office of Admission events including: creating and maintaining event templates and registration forms, maintaining event data, providing lists of registrants, and building and maintaining event reports.

Provide technical support and training to new staff in CRM processes and procedures regarding Slate.
Develop and maintain user manuals to support training and development for Admission Officers.
Evaluate Slate forums and communications to update the Slate Team on any known issues.
Reporting

(30%)
Develop and manage reports and queries to support the college's operational and enrollment goals.

Build queries, reports and tools to provide relevant data to the admission, student financial services, institutional research offices, other relevant campus constituents and external vendors.

Build and maintain reports to support the reading and selection strategy.

Build and maintain annual and ad hoc reports for external constituents (e.g., Trustee Reports, annual report reports, Common Data Set, IPEDS, US News, COFHE).

Ensure quality and accuracy in queries used for outreach and communication with prospective students.
Application Reading (10%)
Read applications and evaluate the admissibility of candidates for admission to the college.
Other Functions
General (10%)
Serve as leading member of the Admission Office Slate team.
Stay abreast of new Slate features through Technolutions trainings, chat forums and documentation.
Help admission staff with questions and provide informal

troubleshooting/training
All employees are expected to participate in the College's efforts to create a respectful, inclusive, and welcoming work environment.
Minimum Qualifications (knowledge, skills, education, experience, certifications, licenses)
Bachelor's Degree required.

Solid understanding of technology including familiarity with databases such as CRM software, Google Workspace/Microsoft Office and remote work tools such as Zoom.

Resourceful at problem-solving, analytical thinking and troubleshooting. Ability to multi-task and work to a deadline. Ability to work independently and with superb attention to detail. Team player with positive attitude. Ability to handle confidential information with respect and discretion.
Experience working with individuals from diverse backgrounds.
Preferred Qualifications
Familiarity with admissions CRM Slate by Technolotions. Experience working in admission or a similar fast pace work environment.
Skills
Demonstrated organizational and time management skills including the ability to prioritize multiple, concurrent tasks with demanding timelines. Excellent customer service and communication skills, both verbal and written. Ability to meet frequent deadlines.
Additional Information
This position is

hybrid eligible

after an initial onboarding period.
Please attach


BOTH
a current resume and a cover letter in order for your application to be considered for this position .

Be sure you have provided all attachments before submitting your application.

You will NOT be able to attach additional files after you have hit the Submit button.

Review of applications will begin:
April 30, 2024

Please attach/upload a current resume and cover letter in order for your application to be considered for this position.

Position Type:
Regular

If you have any questions about the position or our application process, reach out to us at

recruiting-

.
Job Description

Job Summary

The Customer Relationship Management (CRM) System Specialist plays a key role in supporting the recruitment and enrollment strategies of the Admissions Office, specifically by supporting the daily functions of the Slate CRM tool within the Admission Office.

This role will serve as a Slate generalist with specific responsibility for functionality around Reader, Queries & Reports, and Events.

In addition, this role will be assigned a small application reading territory in order to support the application reading process.

Take appropriate actions to support a diverse workforce and participate in the College's efforts to create a respectful, inclusive, and welcoming work environment.

Essential Functions
Admission CRM System Functionality (50%)

With guidance from the manager and in partnership with the Slate Co-Captain, support the day-to-day functionality of the CRM system.

Build, update, and maintain Slate reader and workflow functionality for admission reading processes: undergraduate admission (first year, transfer, and Ada Comstock transfer), Athletic reading process, and QuestBridge.

Build and maintain reports related to reading process.

In alignment with admission office priorities, provide comprehensive Slate support for special programs (e.g., Smith's Women of Distinction program, Precollege).

This will include building and updating applications, Reader and workflow functionality, event registration forms, and post-event surveys. Build and maintain reports related to special programs process and participants.

Provide comprehensive Slate support for Office of Admission recruitment travel, including: building and maintaining event registration templates, event note forms, and post-event surveys.

Contribute to the annul updates and testing of external application platforms: Common Application, Coalition Application.

Provide Slate Support for Office of Admission events including: creating and maintaining event templates and registration forms, maintaining event data, providing lists of registrants, and building and maintaining event reports.

Provide technical support and training to new staff in CRM processes and procedures regarding Slate.

Develop and maintain user manuals to support training and development for Admission Officers.

Evaluate Slate forums and communications to update the Slate Team on any known issues.

Reporting

(30%)
Develop and manage reports and queries to support the college's operational and enrollment goals.

Build queries, reports and tools to provide relevant data to the admission, student financial services, institutional research offices, other relevant campus constituents and external vendors.

Build and maintain reports to support the reading and selection strategy.

Build and maintain annual and ad hoc reports for external constituents (e.g., Trustee Reports, annual report reports, Common Data Set, IPEDS, US News, COFHE).

Ensure quality and accuracy in queries used for outreach and communication with prospective students.

Application Reading (10%)
Read applications and evaluate the admissibility of candidates for admission to the college.
Other Functions
General (10%)
Serve as leading member of the Admission Office Slate team.

Stay abreast of new Slate features through Technolutions trainings, chat forums and documentation.

Help admission staff with questions and provide informal

troubleshooting/training

All employees are expected to participate in the College's efforts to create a respectful, inclusive, and welcoming work environment.
Minimum Qualifications (knowledge, skills, education, experience, certifications, licenses)
Bachelor's Degree required.

Solid understanding of technology including familiarity with databases such as CRM software, Google Workspace/Microsoft Office and remote work tools such as Zoom.

Resourceful at problem-solving, analytical thinking and troubleshooting. Ability to multi-task and work to a deadline. Ability to work independently and with superb attention to detail. Team player with positive attitude. Ability to handle confidential information with respect and discretion.
Experience working with individuals from diverse backgrounds.
Preferred Qualifications
Familiarity with admissions CRM Slate by Technolotions. Experience working in admission or a similar fast pace work environment.
Skills
Demonstrated organizational and time management skills including the ability to prioritize multiple, concurrent tasks with demanding timelines. Excellent customer service and communication skills, both verbal and written. Ability to meet frequent deadlines.
Additional Information
This position is

hybrid eligible

after an initial onboarding period.
Please attach


BOTH
a current resume and a cover letter in order for your application to be considered for this position .

Be sure you have provided all attachments before submitting your application.

You will NOT be able to attach additional files after you have hit the Submit button.

Review of applications will begin:
April 30, 2024

Please attach/upload a current resume and cover letter in order for your application to be considered for this position.

Position Type:
Regular About Smith College

Located in Northampton, MA, Smith College is one of the largest women's colleges in the country and is dedicated to excellence in teaching and research across the liberal arts.

A faculty of outstanding scholars interact with students in small classes, as advisors, and through student-faculty research projects. The College is a member of the Five College Consortium with Amherst, Hampshire and Mt. Holyoke Colleges, and the University of Massachusetts Amherst.

Students cross-enroll and faculty cross-teach across the Five Colleges.

As set forth in our mission and values , Smith College is committed to promoting a culture of equity and inclusion among students, staff and faculty.

The College will not discriminate in employment on the basis of age, race, color, ethnicity, national origin, creed, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, genetic information, age, veteran status, physical or mental disability, or any other classification protected by law.

Smith College is an equal opportunity employer and complies with all state and federal laws that prohibit discrimination.

About Us

Smith College seeks to attract individuals who are committed to our mission of providing the highest quality education to women.

Smith College enjoys the reputation as one of the finest colleges in the country.

This reputation, tempered by time and challenged by change, holds strong because of the dedicated work of our staff, faculty and administration.

We are a diverse group bringing to our community different talents, perspectives and experiences.

Our strength arises from this diversity and is sustained by a community value of providing an outstanding educational environment for our nearly 2,700 students.

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