CRM Administrator - Student Success & Retention (Title III)
Franciscan Missionaries of Our Lady Health System, Baton Rouge, Louisiana, us, 70873
Job Description
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 outcomes. In 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
Responsibilities
Job Standards and Performance Expectations Mission Alignment
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
Strategic CRM Administration and Maintenance
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
Slate Process Auditing and System Enhancement
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
Data Management and Integration
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
Slate Reader and Review Process Oversight
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
Reporting, Dashboards, and Data Analytics
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
Slate Communications and Workflow Automation
Design, manage, and monitor Slate communication campaigns, workflows, automation rules, and delivery systems to enhance engagement and operational effectiveness
Training and Documentation
Develop and deliver comprehensive Slate training programs, resources, and documentation for new and existing users, ensuring knowledge transfer and system proficiency across the institution
Cross-Departmental Collaboration and Consultation
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
Other Duties as Assigned
Support various programs, events, and administrative tasks aimed at fulfilling institutional goals Perform other duties as assigned
Qualifications
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
Bachelor's 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.
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 outcomes. In 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
Responsibilities
Job Standards and Performance Expectations Mission Alignment
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
Strategic CRM Administration and Maintenance
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
Slate Process Auditing and System Enhancement
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
Data Management and Integration
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
Slate Reader and Review Process Oversight
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
Reporting, Dashboards, and Data Analytics
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
Slate Communications and Workflow Automation
Design, manage, and monitor Slate communication campaigns, workflows, automation rules, and delivery systems to enhance engagement and operational effectiveness
Training and Documentation
Develop and deliver comprehensive Slate training programs, resources, and documentation for new and existing users, ensuring knowledge transfer and system proficiency across the institution
Cross-Departmental Collaboration and Consultation
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
Other Duties as Assigned
Support various programs, events, and administrative tasks aimed at fulfilling institutional goals Perform other duties as assigned
Qualifications
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
Bachelor's 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.