Slate CRM Consultant

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Quick Summary

Overview

Strata Information Group (SIG) is a trusted leader in higher ‑ education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM,

Technical Tools

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Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded partner within the higher‑education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands‑on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale.

Responsibilities

~1 min read

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

Requirements

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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%

Requirements

~1 min read

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