Customer Relationship Management Project Administrator II

Job not on LinkedIn

2 hours ago

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Logo of Texas A&M University-San Antonio Mays Center for Experiential Learning and Community Engagement

Texas A&M University-San Antonio Mays Center for Experiential Learning and Community Engagement

Education • Non-profit • Social Impact

Texas A&M University-San Antonio Mays Center for Experiential Learning and Community Engagement is a comprehensive four-year institution offering affordable, high-quality education in San Antonio, Texas. The university provides a wide range of undergraduate and graduate programs through its various colleges, including the College of Arts and Sciences, College of Business, and College of Education and Human Development. As a Hispanic-Serving Institution, A&M-San Antonio is committed to community engagement and student success, with a strong focus on facilitating leadership opportunities and providing support for first-generation college students. The university also features a vibrant campus life with numerous student organizations, recreational sports, and athletic events. A&M-San Antonio is dedicated to fostering an inclusive and supportive academic environment that encourages personal and professional growth.

📋 Description

• Develop and maintain Power BI dashboards for graduate admissions and enrollment reporting (application trends, admit yields, enrollment outcomes, etc.). • Use Power Query (M code) for data transformation from SharePoint, SFTP, and CRM exports. • Automate recurring data processes using Power Automate (daily file transfers, scheduled data refreshes, CRM-to-SharePoint pipelines). • Collaborate with Graduate Admissions leadership to align CRM setup, data collection, and exports with institutional reporting needs. • Manage and optimize CRM processes (segment creation, form logic, data field mapping, and exports). • Work with Institutional Research and ITS to troubleshoot data integrations between CRM, Banner/Argos, and Power BI. • Document workflows and standard operating procedures in Confluence or shared team resources. • Assist graduate admissions staff with troubleshooting CRM-related issues and provide training or guidance on CRM processes and data workflows as needed.

🎯 Requirements

• Bachelor’s degree or higher in related field. • Two (2) years of related experience in administration in a university setting or business environment. • Bachelor’s degree in Data Analytics, Information Systems, Computer Science, Business Intelligence, or related field (preferred). • 1–3 years of professional experience in data analytics or CRM administration (preferred). • Experience supporting enrollment or admissions analytics preferred. • Experience with Element451 preferred. • Experience with other major CRMs (e.g., Salesforce, Slate, Technolutions, TargetX) also highly valuable. • Power BI: dashboard design, data modeling, DAX measures, and report publishing to Power BI Service. • Power Query: data cleaning, column transformations, custom functions, and dynamic folder imports. • Power Automate: automated flows for file movement, email triggers, and SFTP/SharePoint integration. • Understanding of CRM field mapping, custom exports, and automation triggers. • Familiarity with Banner/Argos (Oracle) data structures is a plus. • Proficiency with Python or R for data analysis or automation scripting (Pandas, NumPy, etc.). • Ability to interpret data trends and communicate insights effectively. • Strong attention to data integrity and process documentation.

🏖️ Benefits

• Summary of Employee Benefits: www.tamusa.edu/human-resources/documents/Summary-of-Employees-Benefits1.pdf

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