Slate CRM Manager (fully remote)

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About the position

The Coalition for College is seeking a Slate CRM Manager to develop, enhance, and maintain the organization’s Slate CRM instance, used for customer relationship management across a variety of constituents including students, college members, and donors. As the administrator of the Coalition’s Slate instance, which is used both as a membership CRM and fundraising CRM, the Manager will be the Slate expert within our seven-person team. The successful candidate will have a proven track record working in the Slate CRM, will strive for both creative solutions and accuracy, and will have a passion for improving access to higher education for all students. This position is fully remote and reports to the CEO.

Responsibilities

  • Functional, end-to-end ownership and delivery of all organizational business processes carried out in Slate, including (but not limited to): Creating and maintaining accurate and secure organizational records for Coalition members and parents and individual records for diverse constituencies, including students and donors; Processing payments for event registrations, annual dues, and donations; Delivery of communications campaigns across audiences to support Coalition initiatives; Reporting on engagement of constituencies to support member recruitment and retention and donor cultivation, solicitation and stewardship
  • Translating evolving business needs into durable technical implementations that align with organizational goals
  • Building audit and testing processes that ensure the accuracy, consistency, and security of data, reporting, and user experience across Slate
  • Creating and maintaining forms, queries, reports, rules, interactions, populations, events, portals, custom datasets, user access, documentation, and staff training
  • Evaluating existing systems and workflows to identify opportunities for simplification, automation, and performance improvement
  • Supporting assessment of and reporting on organizational programs by ensuring that Slate has appropriate data for analyzing impact
  • Researching and learning emerging technologies and techniques to continuously improve implementation of systems and team workflows

Requirements

  • Bachelor’s degree
  • Minimum 5 years experience using and optimizing Slate as an administrator
  • Strategic thinker and self-starter, capable of seeing needs and opportunities and following through to make them happen
  • Problem solver and trouble shooter who can evaluate system performance, identify technical issues, and propose effective solutions, ensuring data integrity and accurate results
  • Analytical and systems thinking with demonstrated ability to assess the requirements of users to identify and propose solutions
  • Strong collaborator and communicator, invested in building relationships to accomplish shared goals
  • Self-motivated and comfortable working independently in a remote-first workplace

Nice-to-haves

  • Familiarity with college admissions and the application process
  • Familiarity with use of Slate both for admissions and advancement
  • Familiarity and experience with HTML, CSS, and SQL
  • Familiarity with Slate-based and third-party integrations for web measurement and analytics

Benefits

  • medical, dental, and vision plans
  • life and disability insurance
  • a 401(K) savings plan
  • observed holidays
  • paid time off
  • sick/medical leave
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1. HOW DO YOU PLAN YOUR DAY?

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6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

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