Customer Relationship Management Project Administrator (Remote)
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Job Location:
San Antonio, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Title
Customer Relationship Management Project Administrator (Remote)Agency
Texas A&M University - San AntonioDepartment
AVP Enrollment ManagementProposed Minimum Salary
CommensurateJob Location
San Antonio TexasJob Type
StaffJob Description
The CRM Project Administrator under general supervision coordinates and supports projects related to CRM operations data management and reporting. This role assists with data processes system workflows and project implementation to help ensure accurate information efficient operations and reliable reporting across enrollment and student data systems.
This role although primarily working remote must live within driving distance of Texas A&M University-San Antonio and be able to commute to campus when needed.
Responsibilities:
Works with leadership to identify project needs and support CRM-related data and process initiatives.
Assists in preparing reports dashboards and data summaries using tools such as Power BI.
Supports data hygiene efforts including validation cleanup standardization deduplication and data integrity monitoring.
Prepares imports and manages data lists while ensuring proper source tracking labeling and adherence to data standards.
Assists with data transformation and preparation using Power Query (M code) spreadsheets and database query tools.
Uses Python for data cleaning formatting and basic automation of data import/export tasks as needed.
Helps support and maintain CRM structures such as fields forms segments and workflows to ensure consistent data collection.
Assists in automating routine data processes (e.g. file transfers scheduled tasks report refresh support) using tools such as Power Automate.
Coordinates with Institutional Research and Information Technology to support data integrations between the CRM Banner/Argos and reporting systems.
Provides CRM support and training to staff including one-on-one guidance and group instruction on data processes and reporting tools.
Documents workflows procedures and data-related processes to support team continuity and knowledge sharing.
Assists with project coordination activities including planning support progress tracking vendor coordination and implementation of new services.
May help monitor milestones budget-related information and compliance requirements for assigned projects.
May assist in supervising student workers or temporary staff supporting data or project operations.
Education and Experience:
Bachelors degree or higher in related field.
Preferred Education and Experience:
One (1) or two (2) years of experience in data support reporting CRM systems or project coordination.
Experience with CRMs especially Element 451 Salesforce or Slate.
Experience with student information systems or reporting databases (e.g. Banner/Argos).
Knowledge Skills and Abilities:
Working knowledge of data reporting and visualization concepts with experience or exposure to tools such as Power BI.
Familiarity with data preparation and transformation techniques using tools such as Power Query (M code) spreadsheets or similar data-shaping tools.
Basic understanding of workflow automation concepts with exposure to tools such as Power Automate or other automation platforms.
Understanding of CRM data structures field mapping list imports/exports and workflow or automation triggers.
Basic programming or scripting experience for data cleaning or automation tasks using Python (e.g. Pandas NumPy) or similar tools.
Comfort using a code or scripting editor (such as VS Code Vim or similar) to support data processing tasks.
Ability to interpret data trends and clearly communicate findings to nontechnical stakeholders.
Strong attention to detail especially related to data accuracy integrity and documentation of processes.
Ability to manage multiple tasks support ongoing projects and collaborate with cross-functional teams.
ApplicantInstructions:
Please make sure to provide the following documents:
Cover Letter
Resume/ CV
Professional References
For detailed instructions on how to apply for any position on our website please use the following link:
Please ensure that all required documents are uploaded prior tosubmittingthe application. Oncetheapplication issubmitted no changes or revisions can be made. If you have issues with adding documentstoyour application please contact HR at .
In compliance with ADA if accommodations are needed for the application process please contact HR at .
All positions are security-sensitive. Applicants are subject to a criminal history investigation and employment is contingent upon the institutions verification of credentials and/or other information required by the institutions procedures including the completion of the criminal history check.
Equal Opportunity/Veterans/Disability Employer.
Required Experience:
Unclear Seniority
Key Skills
- Microsoft Office
- Construction Experience
- Microsoft Outlook
- Microsoft Word
- Sage
- Microsoft Powerpoint
- Microsoft Excel
- Project Management
- Sharepoint
- Microsoft Project
- Administrative Experience
- Project Coordination
