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CRM Analyst and Slate Administrator

University of the Pacific

United States, California, Stockton

3601 Pacific Avenue (Show on map)

Mar 05, 2025

Posting Details

Position Information

Job Title	CRM Analyst and Slate Administrator
Union Level
Department	Admission
Campus	Stockton
Posting Number	201303948P
Full or Part Time	Full Time
Number of Months	12
Work Schedule
Position End Date
Open Date
Close Date
Open Until Filled	No
Special Instructions to Applicants	For Applicants Seeking Job Opportunities within the University Internal: Internal applicants will be considered within the first five (5) business days of the posting period. External: External applicants will be considered on the sixth (6) business day of the posting period.

Position Summary Information

Primary Purpose	Under the direction of the Director of Enrollment Technology & Analytics, the CRM Analyst and Slate Administrator is responsible for the development, configuration, and daily management of Technolutions Slate CRM to support admissions, enrollment, and student engagement initiatives. This role serves as the primary liaison for assigned university departments, ensuring that Slate CRM is optimized for recruitment, application processing, yield strategies, and anti-melt efforts. The CRM Analyst and Slate Administrator works closely with Enrollment Technology, Marketing, Admissions, and university leadership to implement communication strategies, data processes, and system improvements that align with institutional enrollment goals.
Essential Functions	Slate Administration & System Support Act as the primary Enrollment Technology contact for assigned university departments, providing technical support and training on Slate CRM functionalities. Manage daily Slate CRM troubleshooting requests, coordinating with Enrollment Technology, Marketing, Admissions, and IT to resolve issues. Maintain and oversee Slate CRM functions related to recruitment travel, events, applications, decision releases, and student engagement workflows. Ensure system compliance with university policies, security standards, and Slate CRM best practices. Application & Review Process Management Partner with Enrollment Technology leadership to manage admissions application configurations, reader bins, and processing workflows. Conduct annual Slate CRM updates and cycle preparation, implementing adjustments to support new application cycles. Ensure data accuracy, record integrity, and efficiency in the application review and evaluation processes. Communication & Digital Engagement Strategy Implement email, SMS, and event communication strategies within Slate CRM, ensuring alignment with institutional marketing and enrollment goals. Oversee email campaign execution, including template design, audience segmentation, personalization, automation, and performance tracking. Work with Enrollment Marketing and Admissions to develop effective digital outreach strategies that improve prospective student engagement and yield. Data Management, Reporting & Analysis Create and manage Slate CRM queries, reports, and dashboards to track key admissions and recruitment metrics. Provide data-driven insights and analytics to evaluate recruitment strategies, communication effectiveness, and student engagement trends. Collaborate with Institutional Research, Admissions, and Enrollment Technology to ensure data consistency and reporting accuracy. Event & Program Support Provide technical support for enrollment events and student programs, managing event registrations, email communications, and post-event follow-ups. Ensure that Slate-hosted event pages, application portals, and decision pages are fully optimized for user experience and engagement. Training, Documentation & System Improvements Develop and maintain Slate CRM training materials, conducting both regular and ad-hoc training sessions for users across departments. Continuously research emerging Slate CRM tools, automation techniques, and process enhancements to improve Slate functionality and enrollment workflows. Collaborate with Enrollment Technology leadership to establish Slate CRM policies, data security standards, and system usage guidelines. University of the Pacific recognizes that diversity, equity, and inclusion is foundational to the success of our valued students and employees. We prioritize policy and decision-making that demonstrates awareness of, and responsiveness to, the ways socio-cultural forces related to race, gender, ability, sexuality, socio-economic status, etc. impede or propel students, faculty, and staff.
Minimum Qualifications	Bachelor's degree; or equivalent work experience (Two (2) years of full-time experience in the same/similar position is equal to one (1) year of completed post-high school education coursework). One (1) year of experience managing Technolutions Slate or similar CRM platform.
Preferred Qualifications	Proven ability to train and support end-users, troubleshoot technical issues, and document system processes. Excellent organizational, project management, and communication skills, with the ability to collaborate with non-technical users and institutional leadership. Technical proficiency in SQL, HTML, CSS, JavaScript, and CRM automation tools. Strong data analysis and reporting skills, with experience using queries, exports, and dashboards in Technolutions Slate CRM. Familiarity with Liaison WebAdmit, Ellucian Banner, OnBase, or other student information systems. Knowledge of data governance, CRM best practices, and compliance regulations (FERPA, GDPR, etc.). Experience with email marketing strategies, communication automation, and student engagement workflows. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice, equity, and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.
Physical Requirements	The physical demands described here are representative but not definitive of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties require frequent sitting, repetitive use of hands and wrists while using computer keyboard and phone. Occasional walking, standing and simple grasping. Infrequent climbing stairs, bending, stooping, kneeling or reaching. May be requested to lift up to 25lbs. Work Environment/Work Week/Travel Work is performed in a normal office environment. Work may be required during standard business and non-standard business hours and weekends. Occasional travel both local and overnight. Valid driver's license required. Incumbent must also be able to meet the University's fleet rules and be eligible to drive for University business. The University and its insurance carrier reserves the right to exclude applicants based on their driving record.
Hiring Range	$70-75K per year. We consider factors such as, but not limited to, the scope and responsibilities of the position, the candidate's qualifications, internal equity, as well as market and organizational considerations when extending an offer.
Background Check Statement	All applicants who receive a conditional offer of employment are required to execute a release and authorization for a background screening. AB 810 Misconduct Disclosure Requirement: University of the Pacific complies with California Assembly Bill 810, requiring candidates accepting conditional job offers to disclose any final administrative or judicial findings, ongoing proceedings, allegations, resignations under investigation, or appeals related to sexual harassment or misconduct within the past seven years.
AA/EEO Policy Statement	University of the Pacific is an affirmative action and equal opportunity employer dedicated to workforce diversity. In compliance with applicable law and its own policy, Pacific is committed to recruiting and retaining a diverse faculty and staff and does not discriminate in its hiring of faculty and staff, or in the provision of its employment benefits to its faculty and staff on the basis of race, color, religion, national origin, ancestry, age, genetic information, sex/gender, marital status, military and veteran status, sexual orientation, medical condition, pregnancy, gender identity, gender expression, or mental or physical disability.