Slate CRM Analyst
525 Technologies, Jackson, MS, United States
Benefits:
Competitive salary
Flexible schedule
Opportunity for advancement
Position Summary
The Slate CRM Analyst is responsible for the administration, configuration, and optimization of
Slate CRM , the university's primary admissions and enrollment management platform. This role supports recruitment, application processing, and enrollment reporting through advanced system configuration, data analysis, and workflow automation.
This position
requires demonstrated hands-on experience administering or configuring Slate CRM
in a higher education environment.
Key Responsibilities
Slate CRM Administration
Configure and maintain application forms, portals, and admission workflows within Slate Manage user permissions, roles, and system security settings Maintain and monitor system integrations and data imports Troubleshoot system issues and provide technical support to admissions staff Data Management & Reporting
Develop and maintain queries, datasets, and reports within Slate Create dashboards and data visualizations for enrollment leadership Analyze application and recruitment data to support strategic decision-making Workflow Automation
Build and maintain communication rules, event registrations, and automated workflows in Slate Optimize admissions processes and improve system efficiency Support recruitment and marketing initiatives through CRM automation Data Integrity
Ensure the accuracy and integrity of applicant and prospect data Perform regular data audits and resolve discrepancies Maintain data governance standards within the system Training & Documentation
Train admissions and enrollment staff on Slate processes and best practices Develop documentation for system workflows and procedures Serve as the primary subject matter expert for Slate CRM Required Qualifications
Bachelor's degree in information systems, data analytics, business administration, or related field Minimum 2-3 years of hands-on experience working with
Slate CRM Experience creating Slate queries, datasets, forms, and workflows Experience managing data imports, integrations, or system configuration within Slate Strong data analysis and reporting skills Preferred Qualifications
Experience working in higher education admissions or enrollment management Experience with SQL or data visualization tools Knowledge of student information systems and CRM integrations Skills
Slate CRM administration and configuration Data analysis and reporting Workflow automation Data integrity and governance Collaboration with cross-functional teams
SLATE CRM Analyst
Position Summary
The SLATE CRM Analyst is responsible for the administration, configuration, optimization, and reporting of the Technolutions Slate CRM platform in support of enrollment management, admissions, recruitment, and student lifecycle initiatives. This role partners closely with Admissions, Financial Aid, Marketing, IT, and Student Affairs to enhance data integrity, streamline business processes, and improve the student experience from inquiry through enrollment.
Primary Responsibilities
1. Slate CRM Administration
• Configure and maintain Technolutions Slate (forms, portals, reader workflows, dashboards, queries, rules, and communications).
• Manage user roles, permissions, security groups, and data governance standards.
• Monitor system performance and implement enhancements.
• Maintain documentation of configurations, processes, and workflows.
2. Data Management & Reporting
• Develop advanced queries and reports using Slate's query tool.
• Create dashboards and visualizations for leadership.
• Ensure data integrity and accuracy across recruitment and application pipelines.
• Manage imports/exports and troubleshoot data discrepancies.
• Support predictive modeling and enrollment forecasting efforts.
3. Workflow Automation & Communication
• Build and maintain communication plans (email campaigns, SMS, drip campaigns).
• Configure event management workflows.
• Support application review processes and reader assignments.
• Implement automation rules and triggers to improve efficiency.
4. Integration & Technical Support
• Coordinate integrations between Slate and Student Information Systems.
• Work with IT on API integrations and SFTP imports.
• Test upgrades and new features before deployment.
5. Strategic Support
• Provide analytical insights to support enrollment growth strategies.
• Participate in CRM governance committees.
• Recommend process improvements aligned with institutional goals.
• Support campus-wide CRM initiatives beyond admissions when applicable.
Qualifications
Required
• Bachelor's degree in Information Systems, Data Analytics, Higher Education, or related field.
• 2+ years of experience working with Technolutions Slate or comparable CRM.
• Experience with SQL, data querying, and reporting tools.
• Strong analytical and problem-solving skills.
• Excellent communication and cross-functional collaboration abilities.
Preferred
• Experience in higher education admissions or enrollment management.
• Knowledge of SIS platforms (Banner, Colleague, Workday).
• Understanding of FERPA compliance and data governance.
• Experience with API integrations and data automation tools.
Core Competencies
• Data-driven decision making
• Process optimization
• Attention to detail
• Stakeholder engagement
• Strategic thinking
• Project management
*Please note that this is a contract-to-hire opportunity.
Flexible work from home options available.
Compensation: $55,000.00 - $75,000.00 per year
525 Technologies ownership comes from a technical and problem-solving background. The founding ideas and principles are centered around the understanding, helping, and supporting customers with technical needs. Years in the making, we finally launched on May 25, hence the "525". 525's goal is exceeding the needs of our customers. We do this by making their processes more efficient and cost-effective. Our solutions, products, and services are strategically designed to go above and beyond our mission statement,
"Making technology simple" .
The Slate CRM Analyst is responsible for the administration, configuration, and optimization of
Slate CRM , the university's primary admissions and enrollment management platform. This role supports recruitment, application processing, and enrollment reporting through advanced system configuration, data analysis, and workflow automation.
This position
requires demonstrated hands-on experience administering or configuring Slate CRM
in a higher education environment.
Key Responsibilities
Slate CRM Administration
Configure and maintain application forms, portals, and admission workflows within Slate Manage user permissions, roles, and system security settings Maintain and monitor system integrations and data imports Troubleshoot system issues and provide technical support to admissions staff Data Management & Reporting
Develop and maintain queries, datasets, and reports within Slate Create dashboards and data visualizations for enrollment leadership Analyze application and recruitment data to support strategic decision-making Workflow Automation
Build and maintain communication rules, event registrations, and automated workflows in Slate Optimize admissions processes and improve system efficiency Support recruitment and marketing initiatives through CRM automation Data Integrity
Ensure the accuracy and integrity of applicant and prospect data Perform regular data audits and resolve discrepancies Maintain data governance standards within the system Training & Documentation
Train admissions and enrollment staff on Slate processes and best practices Develop documentation for system workflows and procedures Serve as the primary subject matter expert for Slate CRM Required Qualifications
Bachelor's degree in information systems, data analytics, business administration, or related field Minimum 2-3 years of hands-on experience working with
Slate CRM Experience creating Slate queries, datasets, forms, and workflows Experience managing data imports, integrations, or system configuration within Slate Strong data analysis and reporting skills Preferred Qualifications
Experience working in higher education admissions or enrollment management Experience with SQL or data visualization tools Knowledge of student information systems and CRM integrations Skills
Slate CRM administration and configuration Data analysis and reporting Workflow automation Data integrity and governance Collaboration with cross-functional teams
SLATE CRM Analyst
Position Summary
The SLATE CRM Analyst is responsible for the administration, configuration, optimization, and reporting of the Technolutions Slate CRM platform in support of enrollment management, admissions, recruitment, and student lifecycle initiatives. This role partners closely with Admissions, Financial Aid, Marketing, IT, and Student Affairs to enhance data integrity, streamline business processes, and improve the student experience from inquiry through enrollment.
Primary Responsibilities
1. Slate CRM Administration
• Configure and maintain Technolutions Slate (forms, portals, reader workflows, dashboards, queries, rules, and communications).
• Manage user roles, permissions, security groups, and data governance standards.
• Monitor system performance and implement enhancements.
• Maintain documentation of configurations, processes, and workflows.
2. Data Management & Reporting
• Develop advanced queries and reports using Slate's query tool.
• Create dashboards and visualizations for leadership.
• Ensure data integrity and accuracy across recruitment and application pipelines.
• Manage imports/exports and troubleshoot data discrepancies.
• Support predictive modeling and enrollment forecasting efforts.
3. Workflow Automation & Communication
• Build and maintain communication plans (email campaigns, SMS, drip campaigns).
• Configure event management workflows.
• Support application review processes and reader assignments.
• Implement automation rules and triggers to improve efficiency.
4. Integration & Technical Support
• Coordinate integrations between Slate and Student Information Systems.
• Work with IT on API integrations and SFTP imports.
• Test upgrades and new features before deployment.
5. Strategic Support
• Provide analytical insights to support enrollment growth strategies.
• Participate in CRM governance committees.
• Recommend process improvements aligned with institutional goals.
• Support campus-wide CRM initiatives beyond admissions when applicable.
Qualifications
Required
• Bachelor's degree in Information Systems, Data Analytics, Higher Education, or related field.
• 2+ years of experience working with Technolutions Slate or comparable CRM.
• Experience with SQL, data querying, and reporting tools.
• Strong analytical and problem-solving skills.
• Excellent communication and cross-functional collaboration abilities.
Preferred
• Experience in higher education admissions or enrollment management.
• Knowledge of SIS platforms (Banner, Colleague, Workday).
• Understanding of FERPA compliance and data governance.
• Experience with API integrations and data automation tools.
Core Competencies
• Data-driven decision making
• Process optimization
• Attention to detail
• Stakeholder engagement
• Strategic thinking
• Project management
*Please note that this is a contract-to-hire opportunity.
Flexible work from home options available.
Compensation: $55,000.00 - $75,000.00 per year
525 Technologies ownership comes from a technical and problem-solving background. The founding ideas and principles are centered around the understanding, helping, and supporting customers with technical needs. Years in the making, we finally launched on May 25, hence the "525". 525's goal is exceeding the needs of our customers. We do this by making their processes more efficient and cost-effective. Our solutions, products, and services are strategically designed to go above and beyond our mission statement,
"Making technology simple" .