Senior CRM Operations Analyst

University of Maryland Global Campus • Adelphi, MD

2d • Hybrid

About The Position

The Senior CRM Operations Reporting Analyst is a key contributor to how UMGC understands, measures, and improves the performance of its enterprise CRM ecosystem, which includes Salesforce, Marketing Cloud, and Contact Center platforms. This role transforms operational, delivery, and engagement data into insights that help leadership make informed decisions, strengthen service performance, improve staff efficiency, and enhance the overall learner experience. You will design and continuously improve the processes, standards, and metrics that guide Salesforce intake, triage, build, test, and release. You will leverage data and process analysis to identify bottlenecks, reduce manual effort, and improve system stability and time-to-value. You will develop and maintain dashboards, KPIs, capacity models, and executive-ready reporting that support portfolio planning, operational transparency, and continuous improvement across the CRM landscape. This role partners closely with CRM leadership, technical teams, the PMO, and business stakeholders across Enrollment Management, Student Affairs, Institutional Advancement, Marketing, and IT, etc.

Requirements

• Education: Bachelor’s Degree
• Experience: Demonstrated experience with Salesforce reporting, CRM Analytics, Tableau, Power BI, or comparable BI tools.
• Strong analytical skills with the ability to synthesize complex data sets into actionable insights.
• Ability to present findings clearly to both technical and non-technical stakeholders.
• Familiarity with Agile delivery concepts, sprint metrics, and operational performance analytics.
• Experience working with work-management tools (Azure DevOps, Jira, Smartsheet).
• 3–5 years experience in CRM analytics, Salesforce reporting, data analysis, business operations, or similar analytical roles.

Nice To Haves

• Experience in higher education, student lifecycle operations, or learner support environments.
• Understanding of Salesforce Education Cloud, Service Cloud, Marketing Cloud.
• Experience with cross-platform analytics involving CRM, marketing, or contact center systems.
• Exposure to enterprise operational reporting practices or portfolio management analytics.
• CRM Analytics, Platform App Builder, Service Cloud Consultant, Education Cloud Consultant certification, Salesforce Data Cloud Consultant or Specialist Certification.

Responsibilities

• Strategic Engagement and Continuous Improvement Serve as a Thought Leader and key point of contact for Salesforce delivery operations, ensuring alignment with UMGC's strategic outcomes.
• Communicate clearly about scope, process, and status using concise reporting and visuals, establishing yourself as a trusted advisor to IT and business stakeholders.
• Facilitate working sessions to review metrics, identify root causes, and agree on improvement actions that focus on delivering high levels of Customer Success/Satisfaction.
• Coach team members on delivery standards and practices, fostering a culture of Teamwork, co-ownership, and continuous improvement.
• Operational & Performance Analytics Build and maintain dashboards that measure performance across CRM operations, including delivery velocity, cycle time, backlog health, throughput, and operational stability.
• Produce analytics on intake patterns, prioritization trends, defect volumes, unplanned work, service demand, and resource allocation.
• Develop and evolve KPIs, SLAs, and performance metrics that reflect institutional priorities and service expectations.
• Conduct root-cause and trend analysis to identify operational inefficiencies and improvement opportunities.
• Insights, Reporting & Decision Support Translate complex operational data into clear, actionable insights for technical teams, business partners, and executive leadership.
• Produce regular reporting packages for leadership, governance bodies, and business partners that highlight performance trends, risk areas, and opportunities for improvement.
• Support portfolio planning, investment decisions, and roadmap discussions by supplying data-driven recommendations.
• Deliver value-oriented reporting that connects CRM performance to institutional outcomes.
• Capacity Modeling & Forecasting Build and maintain forecasting models that assess delivery capacity based on historical performance, demand trends, and operational constraints.
• Identify resource bottlenecks and provide recommendations to support realistic planning and prioritization.
• Partner with the AVP, CRM to incorporate insights into planning cycles and governance discussions.
• Institutional Collaboration & Business Partnership Work with Enrollment Management, Student Affairs, Institutional Advancement, Marketing, and IT to align on KPIs, reporting expectations, and service-level measures.
• Support cross-functional partners in interpreting CRM data and understanding the operational implications of system performance.
• Promote a culture of transparency, accountability, and continuous improvement by enabling teams to use data effectively.
• Represent CRM analytics in governance discussions and strategic working groups.
• Data Quality, Stewardship & Tooling Ensure accuracy, consistency, and trustworthiness of operational and reporting data across tools such as Salesforce, Marketing Cloud, Azure DevOps.
• Maintain documentation and standards for dashboards, metrics definitions, and reporting methodologies.
• Provide recommendations for improvements to reporting tools, data pipelines, and operational data sources.
• Collaborate with technical teams to ensure data structures support meaningful reporting and analytics.

Benefits

• Generous Time Off: Enjoy 22 days of paid vacation, 15 days of sick leave, 3 personal days, and 15 paid holidays (16 during general election years). For part-time employees, time off rates will be prorated based on the number of hours worked.
• Comprehensive Health Coverage: Access to health care, medical with vision, dental, and prescription plans for both individuals and families, effective from the 1st of the month following your hire date.
• Insurance Options: Term Life Insurance, Accidental Death and Dismemberment Insurance, and Long-Term Disability (LTD) Insurance. Part-time employees working less than 0.5 FTE are not eligible for LTD.
• Flexible Spending Accounts: Available for medical and dependent care expenses.
• Retirement Plans: Choose between the Optional Retirement Program (ORP) or the Maryland State Retirement and Pension System (MSRPS).
• Supplemental Retirement Plans: include 401(k), 403(b), 457(b), and various Roth options. The university does not provide matching funds.
• Tuition Remission: Immediate availability for Regular Exempt Staff. Spouses and dependent children are eligible for undergraduate tuition remission after two years of service.
• NOTE: For part-time employees (at least 50 percent of the time), tuition remission benefits are prorated.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees