CRM System Manager

Warner Pacific University; Portland (OR); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Warner Pacific University seeks a CRM System Manager to own and administer the Slate CRM, guiding strategy, governance, and continuous improvement across enrollment, student engagement, and institutional effectiveness.

Collaborating with Enrollment Management, Marketing, Financial Aid, IT, and Academic Affairs, you will oversee configurations, security, integrations, and reporting to maximize Slate value and enable data-driven decisions across the campus.

Qualifications

• Bachelor's degree from an accredited institution.
• Two years of progressively responsible experience administering a CRM platform, preferably Slate, in higher education.
• Experience configuring enterprise software systems and business process automation.
• Experience with CRM workflows, communication campaigns, forms, portals, reporting, and system administration.
• Experience developing reports, dashboards, queries, and data analysis.
• Knowledge of CRM governance, data quality, security, and user administration.
• Experience with system integrations and data imports/exports.
• Strong analytical, organizational, project management, written, verbal, and interpersonal communication skills.
• Ability to translate business needs into technical solutions.
• Ability to manage multiple priorities in a collaborative environment.

Responsibilities

• Serve as the University's primary functional administrator and SME for the Slate CRM.
• Develop and execute the University's CRM strategy aligned with enrollment goals.
• Lead continuous improvement and expansion of Slate functionality across the University.
• Maintain system integrity, security, performance, and governance standards.
• Evaluate Slate releases, features, and best practices; recommend strategies.
• Configure and maintain databases, forms, portals, workflows, dashboards, and permissions.
• Design and optimize automated workflows for recruitment, admissions, communications, and student engagement.
• Configure applicant review processes, reader workflows, and decision release processes.
• Develop online forms, event registrations, scheduling, landing pages, and portals.
• Partner with Admissions and Marketing for personalized multi-channel campaigns.
• Manage audience segmentation, dynamic content, and email communications.
• Ensure data integrity via governance, validation, auditing, and QA.
• Develop queries, dashboards, and enrollment analytics.
• Lead CRM projects, prioritize enhancements, and manage the roadmap.
• Remain current with Slate resources and emerging best practices.

Skills

Slate CRM

CRM governance

Data analysis

Project management

API integrations

Power BI

Tableau

Training & support

Communication

Education

Bachelor's degree

Tools

Slate

Ellucian Colleague

APIs

Power BI

Job description

The CRM System Manager serves as the University's functional owner and primary administrator of the Slate Customer Relationship Management (CRM) system. Under the direction of the Vice President for Enrollment Management, this position provides strategic leadership for the planning, design, implementation, optimization, governance, and continuous improvement of the University's CRM ecosystem in support of enrollment growth, student engagement, and institutional effectiveness.

Working collaboratively with Enrollment Management, Marketing, Financial Aid, Information Technology, Student Success, Academic Affairs, and other campus partners, the CRM System Manager leverages Slate to automate business processes, improve operational efficiency, enhance the prospective student experience, and provide actionable data to support institutional decision-making.

The CRM System Manager is responsible for the configuration, administration, security, integrations, reporting, communications, workflow automation, and ongoing development of Slate while serving as the University's subject matter expert and champion for CRM best practices. The position leads CRM governance, evaluates emerging technologies and Slate enhancements, and ensures the institution maximizes its investment in Slate through innovation, collaboration, and continuous improvement.

Qualified out-of-state candidates will be considered for a hybrid-remote work schedule.

Primary Job Duties:

• Serve as the University's primary functional administrator and subject matter expert for the Slate CRM.
• Develop and execute the University's CRM strategy aligned with enrollment and institutional goals.
• Lead continuous improvement, optimization, and expansion of Slate functionality across the University.
• Maintain system integrity, security, performance, and CRM governance standards.
• Evaluate new Slate releases, features, and best practices and recommend implementation strategies.
• Configure and maintain databases, forms, portals, workflows, rules, dashboards, communications, and permissions.
• Design and optimize automated workflows supporting recruitment, admissions, communications, financial aid, events, and student engagement.
• Configure applicant review processes, reader workflows, committee review forms, and decision release processes.
• Develop online forms, event registrations, appointment scheduling, landing pages, and constituent portals.
• Partner with Admissions and Marketing to create personalized, multi-channel communication campaigns.
• Manage audience segmentation, dynamic content, conditional logic, SMS, and email communications.
• Ensure data integrity through governance, validation, duplicate prevention, auditing, and quality assurance.
• Develop queries, dashboards, executive reports, and enrollment analytics.
• Manage integrations between Slate, the SIS, marketing platforms and third-party vendors using APIs and automated data exchanges
• Lead user training programs as needed.
• Develop documentation, training materials, and provide functional support to campus users.
• Lead CRM projects, prioritize enhancement requests, and manage the institutional CRM roadmap.
• Remain current with Slate community resources, conferences, and emerging best practices.
• Maintain compliance with FERPA, University policies, and applicable privacy regulations.
• Support the University's Strategic Plan and perform other duties as assigned.

Minimum Qualifications:

• Bachelor's degree from an accredited institution.
• Two years of progressively responsible experience administering a CRM platform, preferably Slate, in higher education.
• Experience configuring enterprise software systems and business process automation.
• Experience with CRM workflows, communication campaigns, forms, portals, reporting, and system administration.
• Experience developing reports, dashboards, queries, and data analysis.
• Knowledge of CRM governance, data quality, security, and user administration.
• Experience with system integrations and data imports/exports.
• Strong analytical, organizational, project management, written, verbal, and interpersonal communication skills.
• Ability to translate business needs into technical solutions.
• Ability to manage multiple priorities in a collaborative environment.
• Commitment to outstanding customer service and the University's mission.

Preferred Qualifications:

• Slate Certified Professional or equivalent Slate administration experience.
• Three to five years of direct Slate administration experience.
• Experience administering Ellucian Colleague or another higher education Student Information System.
• Experience with Slate Reader, portals, events, communications, and workflow automation.
• Experience supporting APIs and enterprise system integrations.
• Experience with Power BI, Tableau, or similar business intelligence tools.
• Experience supporting undergraduate, graduate, online, and adult enrollment operations.
• Experience leading enterprise technology projects and organizational change management.

Physical Demands – Work Environment:

The position is located in a typical office environment. Professional/business casual attire is required. There is not a remote work option for this position.

Warner Pacific University’s Mission:

Warner Pacific is a Christ-centered, urban, diverse, minority-serving, Hispanic-serving, liberal arts University dedicated to providing students with an education that prepares them to engage actively in a constantly changing world. Our hiring practices reflect our missional commitment to being a Christ-centered institution.

Warner Pacific University’s Commitment to Diversity:

Warner Pacific University is an Equal Opportunity Employer that seeks a diverse workforce of committed Christians from all racial, ethnic, and socio-economic backgrounds. Warner Pacific University is committed to hiring staff and faculty with an intentionality that demonstrates the importance of having an employee community that reflects the racial and ethnic diversity of the students we serve.

Employment and Lifestyle Standards:

Warner Pacific is a Christ-centered urban liberal arts University dedicated to providing students from diverse backgrounds an education that prepares them to engage actively in a constantly changing world. The University was founded in 1937 by the Church of God (Anderson, Indiana). Central to Warner Pacific’s identity as a Christ-centered higher education institution is the policy of hiring persons whose personal and professional lives reflect:

1. A belief in the deity of and commitment to Jesus Christ and the Christian faith, as interpreted through the historic witness of Scripture and the continuing ministry of the Holy Spirit.
2. The practice of following Christ through day-to-day personal lifestyle choices.
3. A vitality of Christian experience maturing in insight and application and appreciative of differing viewpoints.
4. A commitment to life-long learning and service through personal and professional development.
5. For teaching faculty, the expression of artful teaching, based on mastery of relevant subject matter and in an environment of purposeful and rigorous inquiry amongst a community of scholars who support one another.
6. A capability, by temperament, preparation, and will, to support students as they confront the intellectual, social, physical, emotional, and spiritual challenges of their lives.
7. A sensitivity to and support for the mission, core themes, vision, values, ethos and traditions of the Warner Pacific University community.
8. A commitment to teaching and serving in harmony with the doctrines of the Holy Bible.

Employee Agreement:

Mission-based hiring is of critical importance to Warner Pacific University. Employees are expected to demonstrate and articulate a vital Christian faith and to live in a manner consistent with a Christ-centered lifestyle as informed by the Scriptures of the New Testament.

Warner Pacific’s students, faculty and staff are expected to foster an environment of mutual respect and accountability, to care for the personal dignity of others and to exercise integrity in their conduct and communication. The University environment is expected to be free from discrimination and harassment (including bullying). When an individual’s behavior has direct implications for others and/or the well-being of the University community, there may be cause for institutional involvement, regardless of where the situation occurs.

Warner Pacific University desires to provide a safe and healthy environment for staff, faculty, students, visitors and guests. Therefore, smoking is not permitted on University property, in its vehicles, or at any University sponsored event. The use of illegal drugs or non-prescribed controlled substances is strictly prohibited. Use of alcoholic beverages or tobacco products is strictly prohibited on Warner Pacific University campuses.

Warner Pacific provides equal opportunity for employment and advancement for all employees and applicants regardless of race, color, sex, gender, national origin, citizenship status, disability, age, genetic information, status with regard to public assistance, veteran status and any other status protected by laws and regulations to which Warner Pacific is subject. All employment decisions, including hiring, promotions, compensation, benefits, transfers, and terminations are made in a manner that does not discriminate against individuals in the categories discussed above. Because Warner Pacific is a Christian liberal arts University, the University exercises its legal right to hire Christian employees to fulfill its mission and purpose.