30% - Communication, Outreach, and CRM Engagement: Performs inbound and outbound calls, emails, texts, IMs, and newsletters. Uses phones, computers, and technology for extended periods to perform job functions. Enrolls students through phone, text, email, in-person, and virtual meetings. Develops and executes targeted CRM communication campaigns to support student engagement and progression. Manages mass email and text communications, including audience targeting, timing, and message prioritization. Reviews communication requests for alignment with institutional priorities and effective outreach. Creates and maintains CRM forms, including RSVPs, event registrations, and surveys.
30% - Systems Strategy, CRM Operations, and Staff Workflow Support: Serves as the Student Affairs subject matter expert for CRM, SIS, queueing platforms, and other operational tools. Supports staff with caseload management, task tracking, and workflow processes. Develops system tools and dashboards to provide visibility into work, priorities, and progress. Supports Recruitment & Outreach staff in optimizing system use and operational efficiency. Collaborates with functional teams to align system usage with institutional processes and student success initiatives.
30% - Data Analysis, Reporting, and Dashboard Development: Develops and maintains dashboards and reports using CRM, HubSpot, Salesforce, SIS, Tableau, Assist, Google Suite, and other tools. Analyzes data to identify trends, gaps, and opportunities to improve service delivery, staffing, and student outcomes. Provides actionable insights and updates to leadership and departments, including alerts on progress and emerging issues. Develops operational reporting related to service demand, resource allocation, and student engagement.
10% - Training, Support, and System Adoption: Trains and supports staff in CRM, SIS, queueing systems, Tableau, and Google tools, including employee onboarding. Develops training materials, documentation, and best practices to promote consistent system use. Monitors system adoption and provides ongoing support to improve usage, data quality, and operational consistency. Participates in committees, cross-functional workgroups, and professional development activities. Supports special projects related to systems, reporting, and student engagement.
