CRM Advise Specialist

Moraine Park Technical College•Beaver Dam, WI

2d•Hybrid

About The Position

Moraine Park Technical College is hiring a full-time CRM Advise Specialist based at its Beaver Dam Campus. The role serves as communications lead and product assistant for the Customer Relationship Management (CRM) Advise System, supporting Advising and Registrar operations and the student journey from enrollment through graduation. The specialist works independently and with College colleagues to define, document, and prioritize issues, and makes recommendations for functional leadership approval. The position is funded by a five-year Title III grant and was posted internally for five business days. The specialist develops and maintains CRM communications, reports, workflows, interfaces, and data processes. The role also administers the Advising texting platform, supports CRM releases and upgrades in partnership with Information Technology, and conducts testing and training with Student Services. The position has limited work-from-home flexibility upon approval. Academic-year hours are Monday through Friday, 8:00 a.m. to 4:30 p.m.; summer hours are Monday through Thursday, 7:30 a.m. to 4:30 p.m.

Requirements

Associate degree in Marketing, Business, Communications, Information Technology, or a related field.
Two years of Advising or related CRM operations experience.
Strong technical and functional CRM skills, including extensive knowledge of CRM operations and customization to meet organizational needs.
Demonstrated experience interpreting CRM technical system releases and upgrades.
Knowledge of software applications, including Microsoft Office 365, Office Suite, Teams, and SharePoint.
Ability to merge data from multiple sources, including CRM, Banner, and Cognos, into a usable format.
Excellent written and verbal communication skills to explain issues and decisions clearly and promptly to end users, colleagues, and management.
Ability to take initiative, work independently with little supervision, and make sound decisions with minimal direction.
Strong organizational and time-management skills, including prioritizing special projects alongside routine assignments.
Ability to establish and maintain effective working relationships with internal and external customers and to collaborate effectively as part of a team.
Demonstrated ability to work effectively with diverse populations and promote and maintain an inclusive, respectful, and accepting work environment.

Nice To Haves

Bachelor’s degree in Marketing, Business, Communications, Information Technology, or a related field.
Two years of experience in a post-secondary educational setting.
CRM, Salesforce, or MS Dynamics administrator certification, or willingness to obtain certification within six months of hire.
Experience with an educational CRM.
Experience training others in effective and efficient CRM use.
Experience with the Banner student information system.

Responsibilities

Assist Advising and Registrar teams in building, maintaining, and executing comprehensive communication plans using CRM or similar database technologies, based on CRM Advise priorities.
Create and maintain fields, views, reports, and dashboards supporting Advising and Registrar operations, including tracking student progress, enrollment activity, academic standing, referrals, and milestones; ensure data accuracy, usability, and timely access to information.
Create, build, and maintain CRM Advise tables, fields, and workflows for faculty, student, and staff referrals and Counseling and Support Services case management.
Configure automated workflows, maintain data standards, support reporting needs, and collaborate with stakeholders to improve processes and system functionality in line with institutional policies and operational needs.
Serve as the primary contact and functional administrator for the Advising texting platform, including setting up and training users and maintaining training manuals.
Research, develop, and build new features and solutions; review CRM Advise technical release reports and work with Information Technology on technology changes, functionality improvements, modifications, testing, and training.
Test and analyze functionality after CRM upgrades.
Create specialized reports to track enrollment and retention, and use reports to segment populations for mass texting and college-wide student communications.
Create and modify interfaces, tables, views, functions, triggers, and procedures by building CRM or application workflows using conditions, queries, and data mapping.
Set up and monitor information flow within CRM and between CRM and the ERP system, texting platforms, Salesforce mass communication, and other business-critical systems.