CRM Analyst | CGU Claremont Graduate University

POSITION TITLE : CRM Analyst OVERVIEW Reporting to the Director of Admissions Operations & Systems, the CRM Analyst provides functional support for the University's CRM system (Slate), for both the Office of Admissions and Advancement, with a primary focus on admissions and recruitment.

This position will provide technical expertise to assist with system maintenance, query development, process automation, staff training, system optimization, and the development of new Slate features that support the University's recruitment and enrollment initiatives.

ESSENTIAL RESPONSIBILITIES Design CRM system configurations to support recruitment, admission, and communications business practices and reporting.

Create and run complex queries and reports including multi-variable segmentation for academic units, admissions, alumni, fundraising, and marketing requests, including class profile reports, funnel and yield reports, and ad hoc data requests.

Develop and manage key CRM functionalities, including forms, dashboards, events, and database configurations. Develops and maintains Slate portals to support both the admissions student journey, and the user experience for internal staff and other constituents.

Provide training and user support to the recruitment and student success teams on new processes; create documentation and maintain usage guide.

Assist in maintaining data collection and data entry standards to ensure the accuracy and usefulness of collected information.

Support the day-to-day administration and management of the Slate CRM platform for admissions and advancement including system integrity, system issues, and problem-solving, with a priority on supporting the admissions team.

Assists in the creation and deployment of communications from Slate, including the use of templates, content blocks, liquid markup, conditional logic, and editing HTML / CSS code.

Completes special administrative research and contact campaign projects as needed. Other Provides backup support for Academic / Admissions content on CGU website Provides operational support to the Admissions team, including application processing support through the use of CGU's Application and CRM (Slate) and SIS (PeopleSoft) systems to maintain and update application files through the admissions funnel.

Assists in the management of the prospective student visitor center. REQUIRED KNOWLEDGE, SKILLS, and ABILITIES : Advanced knowledge and experience working with a complex relational database Experience transforming data / datasets (i.

e. data manipulation, visualization, aggregation) Experience working with a CRM is preferred Ability to translate data into reports Strong attention to detail and ability to conduct basic research using online platforms Solid understanding of database principles and theory Experience mining data from multiple sources HTML, CSS, and SQL programming knowledge is preferred Proficient in MS Office / systems (MS Word, Advanced Excel) Proven analytical and problem-solving skills Demonstrated ability to prioritize and multitask in a fast-paced environment.

Ability to take direction and work independently and as part of a team QUALIFICATION STANDARDS : EDUCATION / EXPERIENCE : Bachelor's Degree in a technical field plus 1+ years' experience with CRM systems and or any combination of education, training or experience that provides the required knowledge, skills and abilities.

LICENSES / CERTIFICATES : Must possess a valid California driver's license. OTHER PREFERENCES : None. UNIFORM REQUIREMENT : None.

OTHER : HOURS : This is a full-time, 12-month, non-exempt position. Office hours are 8 : 30 a.m. to 5 p.m. This position is located on site in Claremont, California, with up to one day per week of remote work in accordance with the University's remote work policy.

CLASSIFICATION AND STATUS : Benefits eligible, non-exempt. SUPERVISORY RESPONSIBILITY : No Physical Activities Ascending or descending ladders, stairs, scaffolding, ramps, poles and the like.

• Never ? Occasionally ? Constantly Moving self in different positions to accomplish tasks in various environments including tight and confined spaces.
• Never ? Occasionally ? Constantly Remaining in a stationary position, often standing or sitting for prolonged periods.
• Never ? Occasionally ? Constantly Moving about to accomplish tasks or moving from one worksite to another. ? Never ? Occasionally ?

Constantly Adjusting or moving objects up to pounds in all directions. ? Never ? Occasionally ? Constantly Communicating with others to exchange information.

Never ? Occasionally ? Constantly Repeating motions that may include the wrists, hands and / or fingers. ? Never ? Occasionally ?

Constantly Operating machinery and / or power tools. ? Never ? Occasionally ? Constantly Operating motor vehicles or heavy equipment.

Never ? Occasionally ? Constantly Assessing the accuracy, neatness and thoroughness of the work assigned. ? Never ? Occasionally ?

Constantly Environmental Conditions Low temperatures. ? Never ? Occasionally ? Constantly High temperatures. ? Never ? Occasionally ?

Constantly Outdoor elements such as precipitation and wind. ? Never ? Occasionally ? Constantly Noisy environments. ? Never ?

Occasionally ? Constantly Hazardous conditions. ? Never ? Occasionally ? Constantly Poor ventilation. ? Never ? Occasionally ?

Constantly Small and / or enclosed spaces. ? Never ? Occasionally ? Constantly No adverse environmental conditions expected.

Never ? Occasionally ? Constantly Physical Demands Sedentary work that primarily involves sitting / standing. ? Never ?

Occasionally ? Constantly Light work that includes moving objects up to 20 pounds. ? Never ? Occasionally ? Constantly Medium work that includes moving objects up to 50 pounds.

Never ? Occasionally ? Constantly Heavy work that includes moving objects up to 100 pounds or more. ? Never ? Occasionally ?

Constantly EEO Statement : Claremont Graduate University is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, religion, gender and / or gender identity or expression, marital or parental status, national origin, ethnicity, citizenship status, veteran or military status, sex, age, sexual orientation, or physical disability or any other legally protected basis in its employment practice and in admission of students to educational programs and activities in accordance with the requirement of Title IX of the Education Amendments of 1972, Title I of the American Disabilities Act of 1990 and other applicable laws.

CGU is committed to affirmative action in employment practices regarding ethnic minorities, the physically challenged, Vietnam-era veterans, and women.

This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others.

Qualified candidates of diverse ethnic and racial backgrounds are encouraged to apply for vacant positions at all levels.

This job description defines the essential or fundamental job duties of the employment position. It is assumed that employees hired for this position can perform the essential functions of this job without imposing risk of substantial harm to the health or safety of themselves or others.

It may also include marginal functions, generally defined within Title I of the Americans with Disabilities Act. Successful completion of criminal background and DMV checks required for final candidate.