CRM Administrator Student Success & Retention (Title III)

Customer Relationship Management (CRM) Administrator Student Success & Retention

FranU

Baton Rouge La

The Customer Relationship Management (CRM) Administrator Student Success & Retention position is a vital role within Enrollment Operations and is dedicated to supporting post-matriculation student engagement persistence and completion. This position is responsible for managing student success workflows within the CRM including early alert systems intervention tracking retention communications and progression monitoring. The CRM Administrator will identify and resolve system and process issues that impact student persistence and success addition the individual will be responsible for creating documenting and managing business process flows that support advising academic support and student success operations to ensure efficiency and a high level of service to currently enrolled students. This role will collaborate closely with Information Technology Academic Affairs Student Success Financial Aid the Registrar and Student Life to ensure positive student progression satisfaction and timely completion. #CB

Job Standards and Performance Expectations

1. Mission Alignment
   1. Actively engages the Catholic and Franciscan mission and identity of Franciscan Missionaries of Our Lady University by modeling the Franciscan values honoring the legacy of the founding congregation promoting justice for the communities we serve and integrating the Catholic and Franciscan intellectual traditions in programs courses and services
2. Strategic CRM Administration and Maintenance
   1. Oversee the administration configuration and maintenance of the CRM System (Technolutions Slate CRM) ensuring optional functionality data integrity user access management and alignment with institutional objectives
3. Slate Process Auditing and System Enhancement
   1. Conduct detailed audits analyses and reviews of Slate processes proactively identifying opportunities for improvement and independently designing and implementing system enhancements that promote operational efficiency
4. Data Management and Integration
   1. Manage and oversee the import and export of data between Slate Colleague and other institutional systems. Ensure data integrity accuracy and compliance with University standards across all enrolled student academic progress advising and student success records and documentation supporting retention persistence and progression initiatives
5. Slate Reader and Review Process Oversight
   1. Maintain configure and strategically update Slate review and case management tools including the design and implementation of student success review forms early alert workflows and intervention processes aligned with institutional student success retention and advising policies and procedures
6. Reporting Dashboards and Data Analytics
   1. Compile analyze and present student success retention persistence and progression data through strategic reports dashboards queries and data visualizations that inform decision-making and support Enrollment Management and Student Success strategies
7. Slate Communications and Workflow Automation
   1. Design manage and monitor Slate communication campaigns workflows automation rules and delivery systems to enhance engagement and operational effectiveness
8. Training and Documentation
   1. Develop and deliver comprehensive Slate training programs resources and documentation for new and existing users ensuring knowledge transfer and system proficiency across the institution
9. Cross-Departmental Collaboration and Consultation
   1. Serve as the primary liaison to internal departments providing expert consultation on Slate capabilities and making strategic recommendations for system enhancements to support institutional policies
10. Other Duties as Assigned
    1. Support various programs events and administrative tasks aimed at fulfilling institutional goals
    2. Perform other duties as assigned

EXPERIENCE

• One (1) yar of experience in Higher Education Student Success Academic Advising Retention Enrollment Operations or Admissions preferred;
• One (1) year of experience using a CRM supporting post-matriculation workflows preferred;
• Experience with Technolutions Slate CRM (including Student Success/Retention functionality) preferred

EDUCATION

• Bachelors Degree

SPECIAL SKILLS

• Ability to work flexible hours as needed;
• Superb organizational skills problem-solving ability and attention to detail;
• Ability to work under pressure with multiple deadlines;
• Excellent written and verbal communication skills;
• Must be able to work independently and as a member of a Team; Ability to work collaboratively with a wide range of stakeholders across Enrollment Operations Student Success Academic Affairs and Student Life;
• Strong analytical skills to support student success workflows interventions and retention efforts.