Client Relations Management (CRM) Specialist

WCTC Corporate Training Center; City of Pewaukee (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package (health

Generous time off and holiday schedule

Wisconsin Retirement System (ETF)

Tuition reimbursement / waiver

Well-being activities

Collaborative and supportive team

Job summary

WCTC Corporate Training Center in Pewaukee, WI is seeking a CRM Specialist to oversee day-to-day management, design, strategy, and operational support of the CRM across admissions, enrollment management, and campus partners.

You will ensure data accuracy and integrity, perform data entry and quality control, and train staff on system use, while aligning CRM configurations with WCTC’s needs and campus workflows to drive recruitment effectiveness.

Qualifications

• Bachelor's degree or equivalent in a data-related field; preference for higher education experience
• 1-2 years in data systems (SIS/CRM/Data Warehouse); higher ed experience preferred
• Experience with data analytics and deriving insights from data

Responsibilities

• Identify trends in student recruitment, applications, enrollment and CRM uses; recommend process improvements
• Monitor daily CRM operations; provide end-user support and collaborate with campus partners
• Segment prospective students by demographics and interests to tailor communications and recruitment strategies
• Analyze system processes to identify bottlenecks and opportunities to improve efficiency
• Train staff on CRM usage; develop training materials and user documentation
• Serve as secondary administrator and backup to the CRM Director
• Collaborate with enrollment leadership and marketing to align data analysis with recruitment strategies
• Maintain data accuracy and perform regular data updates

Skills

Project management

Data analysis

Communication

Organizational skills

Problem-solving

Independent work

Prioritizing multiple projects

Education

Bachelor's degree in data science / statistics / computer science or Associate degree with 2 years related experience

1-2 years of experience with data systems (SIS, CRM, Data Warehouse)

Higher education experience preferred

Tools

Technolutions Slate

Ellucian Banner

Microsoft Office

Excel

Windows

Job description

Description

The CRM Specialist will assist in day-to-day management, design, strategy, and operational support of the CRM. This role combines technical expertise with strategic thinking to ensure our admissions, enrollment management, and campus partners use of the CRM to manage relationship processes are efficient and effective. This position is responsible for ensuring data accuracy and integrity within systems, including data entry, quality control, and regular data updates, as well as training staff in system use. In addition, this position will be responsible for maintaining a thorough understanding of the functional needs of WCTC and how campus systems can be configured to address those needs.

Essential Duties and Responsibilities

• Identify trends, patterns, and opportunities in student recruitment, application, enrollment processes, and other uses of the CRM system. Recommend process improvements to increase efficiency within the client and end-user experience.
• Monitor and support the daily operations of the CRM system; including end-user support and collaborating with campus partners to maximize use of the system.
• Utilize data insights to segment prospective students based on their academic interests, demographics, geographic location, and other relevant criteria to tailor personalized communication and recruitment strategies.
• Analyze system processes to identify potential bottlenecks or areas of improvement to increase efficiencies and improve end-user experience.
• Work alongside staff and departments to troubleshoot issues with workflows, reporting, and data integration resulting in optimal solutions to advance college priorities.
• Ensure data accuracy and integrity within systems, including data entry quality control and regular data updates.
• Collaborate with end users, enrollment services leadership, associate deans, and the marketing team to align data analysis with recruitment and communication strategies.
• Provide initial and ongoing training and support for staff users of the CRM system; assist in the development of training materials and user documentation.
• Serve as a secondary administrator of the CRM system and the primary backup to the Director, CRM as it relates to the CRM.
• Participate in and contribute to assignments and special projects of a similar nature and level. Maintain current professional/technical knowledge through professional education and activities.

Minimum Qualifications

• Experience with higher education CRM solutions, preferred Technologies like Technolutions Slate.
• Strong project management skills and ability to prioritize multiple projects simultaneously.
• Experience working in a higher education setting.
• Working knowledge of Windows, Microsoft Office, and Ellucian applications, or the ability to learn and use Ellucian, specifically Banner. Proficient in Microsoft Office applications, including Excel, Word, and Outlook.
• Must possess excellent problem-resolution, organizational, interpersonal, and communication skills.
• Proficient with data analysis, database management, and data analysis practices.
• Detail-oriented with a commitment to data accuracy and quality.
• Ability to work independently, manage multiple projects, and meet deadlines.

Educational and Experience Requirements

• Bachelor's degree; preference for degrees in Data Science, Statistics, Computer Science; or Associate degree with two years’ related experience.
• One to two years of experience in data systems (SIS, CRM, Data Warehouse, and Publicly Available Data); higher education experience preferred.
• Preferred experience working with data and providing insights rooted in data and best practices.

Typical hours will be Monday through Friday, 8:00 a.m. to 5:00 p.m.

Benefits

• Competitive compensation
• Comprehensive Benefits Package including health, dental, vision, life, long-term disability, supplemental life, flex spending accounts, and much more
• Generous time off and holiday schedule
• Eligibility in the Wisconsin Retirement System (ETF)
• Opportunities for professional growth and development (including tuition reimbursement, tuition waiver)
• Well-being activities to support personal and professional well-being
• Collaborative and supportive team environment

Internal team members are encouraged to grow their careers at WCTC! To be eligible to apply for a new role, employees must be in their current position for at least six (6) months.

Candidates must be legally authorized to work in the United States at the time of hire and maintain that authorization through employment. Verification of employment eligibility will be required upon hire. WCTC does not provide employment-based visa sponsorship.