Director of Slate Customer Relationship Management (CRM) Systems

Cal Poly•San Luis Obispo, CA
•$143,000 - $163,000•Onsite

About The Position

Under the general direction of the Associate Vice President, Strategic Enrollment Management, Office of Institutional Effectiveness, the Director of Slate Customer Relationship Management System provides functional oversight and strategic coordination of Slate Connect, Slate Engage, and related Slate CRM integrations, as well as future CRM tools or platform components adopted to support the university’s business needs. The incumbent provides leadership in collaboration with campus stakeholders to identify, prioritize, and implement Slate-based CRM technology solutions that improve business processes, enhance user experience, and support data-informed decision-making. The position translates functional requirements into scalable Slate configurations, establishes standards for system usage, implements CRM governance, coordinates system design and data integration decisions, and is an expert resource for those developing desired CRM functionality in Slate or a future CRM platform.

Requirements

  • Bachelor's degree in information systems, business administration, data analytics, engineering, science, or a related field.
  • Five years of progressively responsible experience in CRM administration, enterprise systems support, business systems analysis, or technology implementation.
  • At least two years in a lead or supervisory capacity.
  • Ability to translate functional and operational requirements into scalable system configurations, workflows, and technical solutions within CRM platforms.
  • Ability to design and manage governance frameworks, intake processes, prioritization models, change-control procedures, and system documentation standards for enterprise or CRM platforms.
  • Demonstrated ability to lead organizational change in the context of enterprise system implementation, including stakeholder engagement, communication planning, user adoption strategies, training delivery, and business process redesign.
  • Working knowledge of data management principles, reporting tools, dashboard development, and data quality practices in support of operational and leadership decision-making.
  • Ability to provide functional leadership and direction in the implementation, integration, and ongoing administration of enterprise systems across a complex organizational environment.
  • Must be authorized to work for any employer in the U.S. (sponsorship is not available).

Nice To Haves

  • Additional qualifying experience may be substituted for the required education on a year-for-year basis.

Responsibilities

  • Provides functional oversight and strategic coordination of Slate Connect, Slate Engage, and related Slate CRM integrations, as well as future CRM tools or platform components.
  • Translates functional requirements into scalable Slate configurations.
  • Establishes standards for system usage.
  • Implements CRM governance.
  • Coordinates system design and data integration decisions.
  • Serves as an expert resource for CRM functionality development.
  • Leads organizational change in the context of enterprise system implementation.
  • Manages governance frameworks, intake processes, prioritization models, change-control procedures, and system documentation standards for enterprise or CRM platforms.
  • Provides functional leadership and direction in the implementation, integration, and ongoing administration of enterprise systems.

Benefits

  • health, dental and vision insurance
  • retirement participation in the Public Employees' Retirement System
  • educational benefits for eligible employees
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