Slate CRM Consultant

Are you a seasoned functional consultant who can assist clients in crafting, planning, and executing Slate® CRM solutions tailored for academic institutions? We are accepting applications for future job opportunities as a Slate CRM Consultant. The ideal candidate should have a robust background in Slate CRM and its underlying software, with a preference for web development proficiency. This role necessitates substantial travel and hands-on involvement in spearheading Slate CRM initiatives. The position offers remote work flexibility.

• →Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clients
• →Analyze current business practices and make recommendations to leverage various technology tools to improve business processes for admissions, retention and advancement
• →Ability to adapt to varying challenges and varying levels of user knowledge

• 5 or more years working within the Higher Education Industry.
• 5 or more years of experience working with Slate CRM, demonstrating advanced user proficiency.
• Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools
• Extensive experience utilizing Slate Datasets and Entities for reporting, data management, process automation, and system optimization
• Proficient with developing, deploying, customizing and integrating CRM software
• Experience developing HTML content
• Ability to analyze business processes, procedures, and functions and make recommendations for improvement
• Experience with data collection, designing workflows, and audit requirements to determine suitability of the CRM software
• Experience with building and managing integrations with various third-party admissions applications (Common App, Royall/EAB, Liaison/UNICAS)
• Experience Designing and managing integrations with Enterprise Resource Planning/Student Information Systems
• Experience in a consulting capacity, focusing on enhancing business process and creating efficiency.
• Ability to troubleshoot technical and functional issues within Slate.
• Exceptional oral and written communication skills and a proven customer service approach
• The ability to travel over 25%

• Experience managing project based work.
• Experience with Ellucian CRM Advance or Recruit, Microsoft Dynamics, Element 451, Salesforce or other CRM's is a bonus
• Graduate Admissions/Enrollment experience