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Director, Data Analysis & CRM

Director, Data Analysis & CRM

Stevenson UniversityGreenspring, US
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Position Summary

The Director, Data Analysis and CRM is a campus-based position that is responsible for managing the Stevenson University Online (SUO) CRM system (Technolutions Slate) to support recruitment, admissions, and student success in the University’s online academic programs. Duties include configuring, testing, troubleshooting, and maintaining all CRM functions to improve and enhance capabilities and efficiencies in the application, admissions, and enrollment processes, communication workflows, data reporting, and systems integrations. Other responsibilities include planning, preparing, and producing a variety of regular and ad hoc queries, reports, and publications to meet external and internal reporting and compliance needs. The Director, Data Analysis and CRM works as a member of the team to support the overall operational success of SUO. Education / Experience Bachelor’s degree plus at least three years of data analysis and CRM or Database experience. required, or equivalent combination of education and experience. Master’s degree in computer science, data science, or related field, experience in software application development, and / or Slate certification preferred. Knowledge / Skills / Ability

  • Ability to assist with the planning, installation and operation, and effective use of multiple software platforms.
  • Proficiency in using a customer relationship management (CRM) system (Slate preferred).
  • Advanced ability to write queries and to retrieve, analyze, and interpret data from Ellucian and Entrinsik Informer or other data management systems.
  • Experience in data collection / management, analysis and reporting.
  • Commitment to accuracy and attention to detail.
  • Excellent planning, organizational, and time-management skills.
  • Ability to manage multiple tasks under pressure and to adapt to rapidly changing priorities.
  • Excellent analytical and problem-solving skills.
  • Ability to maintain confidentiality of records and information.
  • Excellent communication skills, both oral and written.
  • Ability to work independently and creatively with minimal supervision and as part of a team.
  • Excellent interpersonal and cultural competency skills, commitment to modeling inclusive behavior and promoting a culture of belonging and demonstrated ability to communicate and work collaboratively and effectively with a wide range of constituencies in a diverse community.
  • Commitment to integrity, excellence, learning, and community.
  • Commitment to professional development.
  • Ability to work evenings and weekends as needed.
  • Ability to travel between campuses as needed.

Physical Requirements Light work : Exerting up to 20 pounds of force occasionally and / or a negligible amount of force constantly to move objects. Position requires sitting for long periods of time in front of a computer, and may require additional hours during peak times. Keyboarding, talking, hearing, repetitive motions. Close visual acuity to perform an activity such as : preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading. Not substantially exposed to adverse environmental conditions. Essential Functions Data Reporting & Analysis

  • Leads data analysis, resource gathering, and reporting functions for SUO.
  • Creates the comprehensive weekly enrollment funnel report for online academic programs, using data from multiple sources, and ensures the accuracy of that report. Plans, prepares, and produces a variety of regular and ad hoc queries, reports, and publications to meet external regulations and internal needs as requested.
  • Coordinates Stevenson University’s annual renewal application for participation in the National Council for State Authorization Reciprocity Agreements (NC-SARA).
  • Creates reports and oversees the generation of reports from the CRM and other enterprise systems.
  • Creates data visualizations and interactive enrollment dashboards for staff and leadership.
  • CRM Management

  • Responsible for assisting in the maintenance of the Slate CRM system, ensuring quality management while making required updates to admissions systems necessary to recruit, evaluate, and advise students, including the building, testing, evaluation, and release of system updates.
  • Assists the Director of SUO Communications in creating and maintaining audience lists and supporting communication workflows to current and prospective students.
  • Develops dashboards and data tools in Slate to enable various constituent groups to see and evaluate the impact of communications campaigns and enrollment initiatives.
  • Works to resolve data conflicts and monitors Slate CRM System for data integrity.
  • Assists with tasks such as user management and roles, permissions, query building, unit and security testing, security planning, and general troubleshooting.
  • Works closely with stakeholders to develop process improvement plans through detailed analysis and planning.
  • Researches, evaluates, and implements new database functionality.
  • Builds a relationship with Slate CRM system vendor in order to resolve any issues and optimize database usage.
  • Monitors the automatic data import and export feeds to the SIS (Datatel) and collaborates with the Office of Information Technology to troubleshoot and maintain systems integrations.
  • Coordinates the annual admissions cycle preparation process to audit current functionality and archive old application data
  • Provides trainings for new and current Slate users and documents all Slate processes.
  • Leadership

  • Participates in professional organizations, conferences, and workshops to keep informed of current ideas, research, and practices related to the responsibilities of the position.
  • Serves as a member of the SUO Leadership Team.
  • Assists in the development and maintenance of user guides and documentation of standard operating procedures.
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