Client Relations Management (CRM) Specialist

Waukesha County Technical College; Village of Pewaukee (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Tuition waiver

Paid holidays

Job summary

Waukesha County Technical College is hiring a CRM Specialist to manage and optimize the CRM for admissions, enrollment, and campus partnerships. You will ensure data accuracy, train staff, and configure campus systems to meet needs, acting as a secondary CRM administrator.

You will work with enrollment leadership, associate deans, and marketing to align analytics with recruitment strategies and improve efficiency across processes.

Qualifications

• Experience with higher education CRM solutions, preferably Slate.
• Strong project management and ability to prioritize multiple projects.
• Experience in a higher education setting is preferred.
• Proficient with Windows, Microsoft Office, and Ellucian Banner.
• Excellent problem-resolution, organizational, and communication skills.
• Proficient in data analysis, database management, and data quality.
• Detail-oriented with a commitment to data accuracy and deadlines.

Responsibilities

• Identify trends in recruitment, applications, enrollment, and CRM use.
• Monitor daily CRM operations and provide end-user support.
• Segment prospective students using data to tailor communications.
• Analyze processes to remove bottlenecks and improve UX.
• Collaborate with staff to align data analysis with recruitment strategies.
• Provide training and develop user documentation for staff.
• Serve as secondary CRM administrator and backup to the Director.
• Contribute to special projects and maintain professional knowledge.

Skills

Slate experience

Project management

Higher ed experience

Data analysis

End-user support

Ellucian/Banner knowledge

Excel/Office

Communication

Education

Bachelor's degree

Associate degree + 2 years experience

Tools

Windows

Microsoft Office

Ellucian (Banner)

CRM platforms

Data warehouses

Job description

Ready to shape the future of how students connect with WCTC?

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

This position description should not be interpreted as all inclusive. It is intended to identify the major responsibilities and requirements of the job. The incumbents may be requested to perform job-related responsibilities and tasks other than those stated on this description.

1. 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.
2. 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.
3. 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.
4. Analyze system processes to identify potential bottlenecks or areas of improvement to increase efficiencies and improve end-user experience.
5. Work alongside staff and departments to troubleshoot issues with workflows, reporting, and data integration resulting in optimal solutions to advance college priorities.
6. Ensure data accuracy and integrity within systems, including data entry quality control and regular data updates.
7. Collaborate with end users, enrollment services leadership, associate deans, and the marketing team to align data analysis with recruitment and communication strategies.
8. Provide initial and ongoing training and support for staff users of the CRM system; assist in the development of training materials and user documentation.
9. Serve as a secondary administrator of the CRM system and the primary backup to the Director, CRM as it relates to the CRM.
10. 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.

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES

• Experience with higher education CRM solutions, preferred 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.

Interviews

Selected candidates will be invited to participate in Zoom interviews. Finalists will then be invited to an in-person interview. Interview dates are to be determined.

WCTC offers a wide range of outstanding benefits. Benefits include, but not limited to:

• 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.