CRM SPECIALIST

University of Washington
Seattle, WA 98104

CRM SPECIALIST

Req #: 194676
Department: UW BOTHELL - ADMISSIONS
Job Location: UW Bothell
Posting Date: 09/02/2021 
Closing Info: Open Until Filled 
Salary: Salary is commensurate with experience and education 
Shift: First Shift 
Notes: As a UW employee, you will enjoy generous benefits and work/life programs.  For detailed information on Benefits for this position, click here.  

As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem solving skills and dedication to build stronger minds and a healthier world.

UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. 

Located in the heart of the Puget Sound region, the University of Washington Bothell is one of the most dynamic public universities in the state of Washington. The campus is committed to increasing access to an excellent UW education and preparing students to be leaders throughout Washington and beyond.

UW Bothell provides students a participatory, cross-disciplinary experience grounded in hands-on learning, community-based research, close relationships with faculty as teachers and mentors, and the personalized support of staff who are dedicated to student success.

The campus offers more than 55 undergraduate and graduate degrees. Current enrollment is approximately 6,000 students. More than 90 percent of undergraduates are from Washington State, more than 40% are first-generation college attendees, and more than half are students of color.

The University values hiring faculty and staff who have demonstrated experience and ability to work successfully with diverse student populations and who can contribute to a campus culture that promotes equity among colleagues.

Diversity and inclusion are core values at UW Bothell. Our work begins with the acceptance and celebration of the differences that are represented through the many diverse and minoritized communities on our campus and in the surrounding community. We recognize that we are bound together in a collective experience and that our actions impact all in our community. When we focus on the lives of the most marginalized groups among us, we also create conditions of equity, justice and academic excellence for everyone.

The three priorities of the Universitys current Strategic Plan - Increasing Access, Achieving Excellence are to:  strengthen diversity and equity, enhance community and campus engagement, and advance cross-disciplinary teaching and scholarship.

In addition to having award winning faculty and staff, UW Bothell has been recognized for innovations in academic programming and support services designed to help students graduate on time and debt-free. It has also earned both recognition and awards for its work in the area of environmental sustainability.

UW Bothell has an outstanding opportunity for a CRM Specialist. 

Working within the Office of Admissions and consulting with experts in other departments, the CRM Specialist will manage and maintain the undergraduate instance of the CRM system, currently Slate by Technolutions, for the Office of Admissions.

Under the supervision of the Director of Admissions, the CRM Specialist will provide guidance and support to functional users in the day-to-day management of Slate functionality supporting admissions initiatives including event management, building complex queries and reports, communication support, admission application processing, document management, data uploads, and integrations with the Student Information System and other campus systems.

RESPONSIBILITIES:

CRM Management:

The CRM Specialist is responsible for monitoring and maintaining all data and functionality in Slate to support all teams within the Admissions Office and other constituents around campus that utilize Slate.  This includes:
Coordinating with the Admissions Leadership Team to assess current functionality and providing guidance as decisions are being made about how to manage and improve admissions processes in Slate.
Building workflows, processes, rules, and automations in Slate to support the Admissions Operations Team such as application data imports and exports, application review processes, and student communication campaigns.
Working with the Admissions Marketing Communications Team to take provided copy to create letters and communications in Slate utilizing HTML, Liquid Markup, Javascript, and SQL coding and ensure the execution of these communications.
Creating queries for recipient lists or populations groups and assigning them to the correct communication campaigns.
Building and maintaining forms in Slate to collect data from prospective and internal applicants and utilizing the data to create reports for the Leadership Team to make business decisions.
Auditing Slate to ensure data integrity by removing and consolidating duplicate records, updating contact information in records, and preserving historical data. 
Assisting all Slate users in developing their knowledge base and expertise with the CRM and creating user guides and training content.
Managing the Slate Inbox to fulfill troubleshooting requests, resolve user issues, and respond to problems in Slate.
Serving as liaison with the Slate vendor, Technolutions, to resolve and troubleshoot issues with the system.
Collaborating with UW Bothell IT and the Data Integration Specialist to resolve any data import and export issues. 
Documenting current processes in Slate and staying current with latest best practices as developed by Technolutions and the greater Slate user community.
Evaluating and testing new Slate features and functions as provided by Technolutions and the Slate user community and making recommendations to improve the CRM.
Serving as a resource for other departments and programs within the campus, advising them on CRM best practices.

Other duties as assigned:

Other duties as assigned by the Director of Admissions and include:
Serving on the Slate Team and participating in any related ad hoc committees both internal and external to UW Bothell.
Attending the annual Slate conferences, trainings, and other professional development opportunities related to Slate.
Developing additional technical skills or further enhancing skills related to CRM management such as data analytics, advanced SQL, XML, JSON and others as needed.

MINIMUM REQUIREMENTS:

Bachelor's degree in Business Administration, Marketing, Communication, Management Information Systems, Information Technology, or related field.
A minimum of 3 years of experience working with a Customer Relationship Management (CRM) System.

Equivalent education/experience will substitute for all minimum qualifications except when there are legal requirements, such as a license/certification/registration.

ADDITIONAL REQUIREMENTS:

Experience with HTML, Liquid Markup, JavaScript, and SQL.
Must possess knowledge of how to build queries, select correct populations, and manipulate data.
Experience executing communications through a CRM.
Exceptional analytical and problem-solving skills with demonstrated proficiency in systems level thinking and an ability to see connections between business processes and identify solutions to complex problems.
Strong written, oral, interpersonal, and visual communication skills with demonstrated ability to present clearly.
Proven ability to self-monitor quality control and accuracy.
Demonstrated ability to prioritize and execute multiple tasks in a deadline driven environment.
A desire and passion for working in a diverse working environment that celebrates differences and works with one of the most diverse prospective student populations on the West Coast.

DESIRED EXPERIENCE

3+ years of experience using Slate.
Knowledge and experience working with online forms, process builders, data integration tools, content management systems, and Student Information Systems (SIS).
Knowledge and experience in higher education admissions.
Experience serving as a customer contact for technical issues.
Experience with XML, JSON, and APIs.

Conditions of employment:

Work is performed in an office setting or remotely during regular business hours.
Occasional evening and weekend work.
Must be able to lift/move approximately 50 pounds of materials.   

Application Process:
The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process.  These assessments may include Workforce Authorization, Cover Letter and/or others.  Any assessments that you need to complete will appear on your screen as soon as you select Apply to this position. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment you will be prompted to do so the next time you access your My Jobs page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.

Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.

Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.

The University of Washington is a leader in environmental stewardship & sustainability, and committed to becoming climate neutral.

The University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or dso@uw.edu.

COVID-19 VACCINATION REQUIREMENT

Per Governor Inslee's Proclamation 21-14.1, employees of higher education and healthcare institutions must be fully vaccinated against COVID-19 no later than October 18, 2021 unless a medical or religious exemption is approved. Being fully vaccinated means that an individual is at least two weeks past their final dose of an authorized COVID-19 vaccine regimen. As a condition of employment, newly hired employees will be required to provide proof of their COVID-19 vaccination. View the Final candidate guide to COVID-19 vaccination requirement webpage for information about the medical or religious exemption process for final candidates.


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CRM SPECIALIST

University of Washington
Seattle, WA 98104
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