Slate CRM Consultant

Strata Information Group; United States; Remote; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

Life Insurance

Short & Long Term Disability

Paid Parental Leave

3 Weeks Vacation, Sick Leave & Paid Ho

401(K) with a 5% Employer Contribution

Pet Insurance

Job summary

Strata Information Group (SIG) seeks a seasoned Slate CRM Consultant to tailor and implement Slate CRM solutions for colleges and universities. The role emphasizes hands‑on leadership, security and workflow design, and cross‑functional client support across admissions, retention, and advancement. Remote work is supported.

The ideal candidate brings 5+ years in higher education and extensive Slate CRM expertise, plus experience with HTML content and CRM integrations. Travel >25% is required.

Qualifications

• 5+ years in Higher Education industry.
• 5+ years with Slate CRM with advanced proficiency.
• Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools.
• Extensive experience utilizing Slate Datasets and Entities for reporting, data management, process automation, and system optimization.
• Proficient with developing, deploying, customizing and integrating CRM software.
• Experience developing HTML content.
• Ability to analyze business processes, procedures, and functions and make recommendations for improvement.
• Experience with data collection, designing workflows, and audit requirements to determine suitability of the CRM software.
• Experience with building and managing integrations with various third‑party admissions applications (Common App, Royall/EAB, Liaison/UNICAS).
• Experience Designing and managing integrations with Enterprise Resource Planning/Student Information Systems.
• Experience in a consulting capacity, focusing on enhancing business process and creating efficiency.
• Ability to troubleshoot technical and functional issues within Slate.
• Exceptional oral and written communication skills and a proven customer service approach
• The ability to travel over 25%

Responsibilities

• Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clients
• Analyze current business practices and make recommendations to leverage various technology tools to improve business processes for admissions, retention and advancement
• Ability to adapt to varying challenges and varying levels of user knowledge

Skills

Slate CRM experience

HTML content development

CRM reporting & dashboards

Tools

Slate Datasets & Entities

Slate Integrations

Job description

Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded partner within the higher‑education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands‑on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale.

Position Summary & Responsibilities

Are you a seasoned functional consultant who can assist clients in crafting, planning, and executing Slate® CRM solutions tailored for academic institutions? We are accepting applications for future job opportunities as a Slate CRM Consultant. The ideal candidate should have a robust background in Slate CRM and its underlying software, with a preference for web development proficiency. This role necessitates substantial travel and hands‑on involvement in spearheading Slate CRM initiatives. The position offers remote work flexibility.

• Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clients
• Analyze current business practices and make recommendations to leverage various technology tools to improve business processes for admissions, retention and advancement
• Ability to adapt to varying challenges and varying levels of user knowledge

Required Qualifications

• 5 or more years working within the Higher Education Industry.
• 5 or more years of experience working with Slate CRM, demonstrating advanced user proficiency.
• Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools
• Extensive experience utilizing Slate Datasets and Entities for reporting, data management, process automation, and system optimization
• Proficient with developing, deploying, customizing and integrating CRM software
• Experience developing HTML content
• Ability to analyze business processes, procedures, and functions and make recommendations for improvement
• Experience with data collection, designing workflows, and audit requirements to determine suitability of the CRM software
• Experience with building and managing integrations with various third‑party admissions applications (Common App, Royall/EAB, Liaison/UNICAS)
• Experience Designing and managing integrations with Enterprise Resource Planning/Student Information Systems
• Experience in a consulting capacity, focusing on enhancing business process and creating efficiency.
• Ability to troubleshoot technical and functional issues within Slate.
• Exceptional oral and written communication skills and a proven customer service approach
• The ability to travel over 25%

Preferred Qualifications

• Experience managing project based work.
• Experience with Ellucian CRM Advance or Recruit, Microsoft Dynamics, Element 451, Salesforce or other CRM’s is a bonus
• Graduate Admissions/Enrollment experience

Pay and Benefit

• The salary range is $90,000 -$125,000
• Health, Vision, Dental & Life Insurance
• Short & Long Term Disability
• Paid Parental Leave
• 3 Weeks Vacation, Sick Leave & Paid Holidays
• 401(K) with a 5% Employer Contribution
• Pet Insurance

The listed salary range for this position is indicative and subject to adjustment based on the candidate’s unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG.

Equal Employment Opportunity employer

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