CRM Analyst

The CRM Analyst ensures the accuracy, integrity, consistency, and quality of data within the university’s Customer Relationship Management (CRM) system. This position supports Enrollment Management by proactively monitoring data quality, conducting system audits, identifying and resolving data discrepancies, and collaborating with campus partners to maintain reliable data that supports recruitment, admissions, and institutional decision-making.  Acts as a steward of institutional data, promoting best practices in data governance while helping ensure the CRM operates efficiently within a shared database environment. 

 Conducts routine audits of prospect, applicant, and student records to ensure data accuracy, consistency, and completeness.  Identifies, investigates, and resolves duplicate records, incomplete data, and other data integrity issues. Monitors data quality across forms, imports, exports, queries, workflows, and system integrations.  Develops and executes recurring audit schedules to proactively identify and address data quality concerns.  Performs data cleanup activities and recommend improvements to business processes that enhance data integrity.  Validates CRM processes and workflows to ensure accurate data collection and reporting.

Develops and maintains queries to support reporting and operational needs across university departments.  Assists departments in retrieving accurate and reliable data for recruitment, admissions, enrollment, and other institutional initiatives. Validates query results to ensure data accuracy and adherence to established reporting standards.

Partners with the Executive Director, CRM Managers, and campus stakeholders to identify opportunities for system and process improvements.  Collaborates with university departments to investigate and resolve data-related issues. Provided guidance to end users regarding data integrity, record maintenance, and CRM best practices. Assists with testing and validating CRM updates, enhancements, and new functionality prior to implementation. 

Prepares regular reports summarizing data quality metrics, audit findings, and corrective actions.  Documents recurring issues and recommends process improvements to strengthen data governance.  Maintains documentation of data standards, audit procedures, and best practices.  Tracks and monitors the resolution of identified data quality issues. 

Ensures data management practices comply with institutional policies and applicable federal and state regulations, including FERPA.  Maintains the confidentiality and security of applicant and student information.  Supports internal and external audits by providing documentation and validating data as needed. 

Other duties as assigned. 

Bachelor's degree and two years of related experience in a higher education environment. Minimum two years of Slate experience. Relevant experience may substitute for required education.

Working Conditions

• While performing the duties of this job, the employee is regularly required to sit, use hands to handle or feel, and talk or hear. 

• The employee frequently is required to walk. 

• The employee is occasionally required to stand, reach with hands and arms, and stoop, kneel, or crouch. 

• The employee must occasionally lift and/or move up to 10 pounds. 

• Specific vision abilities required by this job include close vision. 

Applicants must be authorized to work in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.