CRM Consultant

🕒 April 29

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Strata Information Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1987

📚 Education

☁️ SaaS

🔒 Cybersecurity

Education • SaaS • Cybersecurity

Strata Information Group is a leading provider of comprehensive IT services for higher education institutions. Partnering with over 900 colleges and universities worldwide, SIG specializes in strategic consulting, implementation, and support services across a wide array of technologies. Their expertise includes cloud and SaaS management, ERP and CRM implementation, data services, analytics, and cybersecurity consulting. Strata Information Group also offers customized solutions for student success, enrollment management, and institutional marketing. With deep knowledge of Salesforce and a strong focus on cybersecurity and compliance, SIG positions itself as a vital partner for educational institutions seeking technology-driven transformation and optimization.

📋 Description

• 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

🎯 Requirements

• 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%

🏖️ Benefits

• 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