CRM Analyst
UNCG
Posting Details Posting Details Requisition Number S2903 Position Number 998341 Position Classification Title Public Communications Specialist Functional Title CRM Analyst Position Type Staff University Information Located in North Carolina’s third largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B. Primary Purpose of the Organizational Unit The Office of Enrollment Communications (EC) leads the strategy and execution of the University’s enrollment marketing efforts by planning and implementing marketing and communication projects that further University enrollment goals throughout the student lifecycle.
The department’s work includes strategic planning and project management for all kinds of mass communications including web, email, print collateral, direct mail, digital and print advertising, signage, and comm flows. We create on-brand, cohesive messaging for undergraduate and graduate students, on-campus and online, traditional and adult learners, specifically: Prospective students (recruitment marketing and communications from student search through admission, working closely with Undergraduate Admissions, The Graduate School, Financial Aid, and individual academic units) Admitted students (yield initiative support and onboarding comms, in collaboration with Undergraduate Admissions, The Graduate School, Financial Aid, and New Student Transitions & First-Year Experiences) Current students (ongoing messaging concerning requirements to maintain continuous enrollment and promote student success — the “business” of being a student — working closely with Financial Aid, Registrar, Student Health, Advising, Cashiers, and the Division of Student Success. Position Summary The CRM Analyst will be responsible for managing and optimizing all communication efforts related to undergraduate and graduate student messaging within the university’s CRM, Slate by Technolutions. This role requires a deep understanding of the Slate platform, with experience in key CRM functionalities such as automated drip campaigns, content blocks, liquid markup, portals and translation tables. Our goal is to streamline communication processes, such as developing a single campaign that personalizes content across multiple student types or majors.
This individual must be able to combine technical and marketing knowledge, including some proficiency in web design, including a working knowledge of HTML and CSS. Some copywriting and basic graphic design capability will be required. The primary CRM/email marketing platform is Slate, but this individual will also work in Emma (enterprise mass email platform) and Ocelot (enterprise chatbot platform).
This position will work closely with our undergraduate admissions team, the Graduate School, and select academic departments to develop the marketing needs to support the division’s objectives and events. Minimum Qualifications
Key Responsibility Reporting Essential Tasks Develop and maintain reports on monthly email metrics, source origins, and marketing conversions. Key Responsibility Process Improvement Strategy Essential Tasks Collaborate with team members and campus partners to create and implement new practices and procedures that improve communication efficiency.
Key Responsibility Documentation Essential Tasks Create and maintain documentation, including managing annual cycle prep activities to ensure smooth communication continuity year after year.
Key Responsibility Form Management Essential Tasks Build, test, and maintain Request for Information (RFI) forms, leveraging hidden fields and dynamic form embeds to pass essential information like campaigns and academic interests.
Key Responsibility Other Duties as Assigned Essential Tasks Serve as a secondary resource within the Enrollment Communications Office for various digital marketing support needs, including web editing requests, fulfilling updates to designated sites/pages in WordPress, and executing mass text and email messages via non-Slate platforms when needed.
Competency ________________________________________________________________________________________________________________________ Competency Knowledge - Technical Competency Description Understands and uses digital communication, marketing strategy, and technical design concepts and practices pertinent to the area of responsibility. Ability to determine, utilize, and apply standard and specialized techniques and technology appropriately. Ability to use a variety of moderately complex processes, procedures and techniques. Ability to use and incorporate various hardware and software packages, as well as traditional design methods. Ability to research and identify new technology and make recommendations for use and purchase. Ability to apply knowledge of organizational principles of design elements. Ability to promote subject matter in a wide variety of media. Ability to train others in use of new methods and technical tools. Competency Level Journey Competency Knowledge - Professional Competency Description Thorough knowledge of the methods and techniques of writing database queries, developing email and web communications, and tracking impact. Ability to edit and analyze informational material or content prepared by others. Thorough knowledge of the techniques for disseminating information to the public and target groups. Competency Level Journey Competency Communication Competency Description Ability to independently communicate program information of moderate complexity and impact to targeted audiences; ability to assimilate and communicate information that requires greater understanding and has greater impact on the organization. Ability to establish and maintain a variety of working relationships. Ability to independently assimilate and compose written materials to use in a variety of communication outlets; ability to edit documents to ensure accuracy in content and form; ability to draft communications for final release. Ability to write according to correct English usage and appropriate style guide or accepted industry standards. Competency Level Journey Competency Consulting/Advising Competency Description Ability to identify, advise and collaborate with clients regarding communication needs and issues; ability to provide options on the type of strategy to use with communication plans and gauges their potential effectiveness. Competency Level Journey Competency Project Management Competency Description Ability to consult with and determine client/customer needs and project parameters. Ability to plan and manage multi-faceted and specialized projects. Ability to conceptualize and create communications as they relate to the area of responsibility from creation through delivery. Competency Level Journey Competency Organizational Sensitivity Competency Description Ability to understand the mission, objectives and goals of a department with multiple service delivery functions. Ability to understand internal workings of the department in relation to the external expectations of the clients and stakeholders. Ability to assess the potential impact of internal/external communications efforts and make necessary adjustments. Competency Level Journey ADA Checklist ADA Checklist
The department’s work includes strategic planning and project management for all kinds of mass communications including web, email, print collateral, direct mail, digital and print advertising, signage, and comm flows. We create on-brand, cohesive messaging for undergraduate and graduate students, on-campus and online, traditional and adult learners, specifically: Prospective students (recruitment marketing and communications from student search through admission, working closely with Undergraduate Admissions, The Graduate School, Financial Aid, and individual academic units) Admitted students (yield initiative support and onboarding comms, in collaboration with Undergraduate Admissions, The Graduate School, Financial Aid, and New Student Transitions & First-Year Experiences) Current students (ongoing messaging concerning requirements to maintain continuous enrollment and promote student success — the “business” of being a student — working closely with Financial Aid, Registrar, Student Health, Advising, Cashiers, and the Division of Student Success. Position Summary The CRM Analyst will be responsible for managing and optimizing all communication efforts related to undergraduate and graduate student messaging within the university’s CRM, Slate by Technolutions. This role requires a deep understanding of the Slate platform, with experience in key CRM functionalities such as automated drip campaigns, content blocks, liquid markup, portals and translation tables. Our goal is to streamline communication processes, such as developing a single campaign that personalizes content across multiple student types or majors.
This individual must be able to combine technical and marketing knowledge, including some proficiency in web design, including a working knowledge of HTML and CSS. Some copywriting and basic graphic design capability will be required. The primary CRM/email marketing platform is Slate, but this individual will also work in Emma (enterprise mass email platform) and Ocelot (enterprise chatbot platform).
This position will work closely with our undergraduate admissions team, the Graduate School, and select academic departments to develop the marketing needs to support the division’s objectives and events. Minimum Qualifications
BACHELOR’S DEGREE IN A DISCIPLINE RELATED TO THE AREA OF ASSIGNMENT; OR EQUIVALENT COMBINATION OF TRAINING AND EXPERIENCE. ALL DEGREES MUST BE RECEIVED FROM APPROPRIATELY ACCREDITED INSTITUTIONS.
Additional Required Certifications, Licensures, and Certificates Preferred Qualifications A bachelor’s degree in digital/web design, or a related field, and 3+ years of relevant experience; or a degree in another field with 6+ years of experience in email/web design and development. At least 1-2 years of experience working with Slate or a similar CRM system is required. Experience in higher education or an understanding of admissions and enrollment processes is highly desirable. A solid understanding of digital marketing concepts, particularly around email campaign execution and performance measurement. Proficiency in web design, including working knowledge of HTML and CSS, with the ability to conceptualize and implement interactive and personalized elements to enhance user experience. Demonstrated ability to work independently, with a high level of attention to detail and integrity. Experience collaborating with a team of writers, designers, external vendors, and project owners to deliver efficient output and results. Excellent communication skills both oral and written and the ability to build strong and collaborative cross-functional relationships. Alternate Option If no applicants apply who meet the required competency level and training & experience requirements, then management may consider other applicants. Salary would be determined based on competencies, equity, budget, and market considerations. Special Instructions to Applicants Applicants are required to upload a list of at least three (3) professional references that includes: Name, Company Name, Type of reference (Professional, Supervisor, Colleague, Academic, or Personal). One (1) of those references will need to be a current or previous supervisor. Email Address Contact Phone Number Recruitment Range $57,184 Org #-Department Enrollment Communications - 10210 Work Hours of Position 8am - 5pm, M-F with some weekends & nights as needed Number of Months per Year 12 Posting Requirements Job Family Information & Education Career Banded Title Public Communications Specialist Open Date 11/27/2024 Close Date 01/17/2025 FTE 1.000 FLSA Non-Exempt If other, please indicate If time-limited, please specify end date for appointment. Salary Grade Equivalency Key Responsibilities ________________________________________________________________________________________________________________________ Key Responsibility Communication Development and Execution Essential Tasks Oversee all aspects of student email and text communication throughout the recruitment and admissions process, including: Building and maintaining queries and rules to target student populations. Designing, testing, formatting, and ensuring the quality of emails and texts, following UTM guidelines for analytics tracking. Creating and testing queries for email targeting and generating address lists for direct mail. Key Responsibility Web Portal Design and Maintenance Essential Tasks Develop and manage Slate web portals, including single- and multi-event registration portals and a comprehensive student-facing admissions status portal.Key Responsibility Reporting Essential Tasks Develop and maintain reports on monthly email metrics, source origins, and marketing conversions. Key Responsibility Process Improvement Strategy Essential Tasks Collaborate with team members and campus partners to create and implement new practices and procedures that improve communication efficiency.
Key Responsibility Documentation Essential Tasks Create and maintain documentation, including managing annual cycle prep activities to ensure smooth communication continuity year after year.
Key Responsibility Form Management Essential Tasks Build, test, and maintain Request for Information (RFI) forms, leveraging hidden fields and dynamic form embeds to pass essential information like campaigns and academic interests.
Key Responsibility Other Duties as Assigned Essential Tasks Serve as a secondary resource within the Enrollment Communications Office for various digital marketing support needs, including web editing requests, fulfilling updates to designated sites/pages in WordPress, and executing mass text and email messages via non-Slate platforms when needed.
Competency ________________________________________________________________________________________________________________________ Competency Knowledge - Technical Competency Description Understands and uses digital communication, marketing strategy, and technical design concepts and practices pertinent to the area of responsibility. Ability to determine, utilize, and apply standard and specialized techniques and technology appropriately. Ability to use a variety of moderately complex processes, procedures and techniques. Ability to use and incorporate various hardware and software packages, as well as traditional design methods. Ability to research and identify new technology and make recommendations for use and purchase. Ability to apply knowledge of organizational principles of design elements. Ability to promote subject matter in a wide variety of media. Ability to train others in use of new methods and technical tools. Competency Level Journey Competency Knowledge - Professional Competency Description Thorough knowledge of the methods and techniques of writing database queries, developing email and web communications, and tracking impact. Ability to edit and analyze informational material or content prepared by others. Thorough knowledge of the techniques for disseminating information to the public and target groups. Competency Level Journey Competency Communication Competency Description Ability to independently communicate program information of moderate complexity and impact to targeted audiences; ability to assimilate and communicate information that requires greater understanding and has greater impact on the organization. Ability to establish and maintain a variety of working relationships. Ability to independently assimilate and compose written materials to use in a variety of communication outlets; ability to edit documents to ensure accuracy in content and form; ability to draft communications for final release. Ability to write according to correct English usage and appropriate style guide or accepted industry standards. Competency Level Journey Competency Consulting/Advising Competency Description Ability to identify, advise and collaborate with clients regarding communication needs and issues; ability to provide options on the type of strategy to use with communication plans and gauges their potential effectiveness. Competency Level Journey Competency Project Management Competency Description Ability to consult with and determine client/customer needs and project parameters. Ability to plan and manage multi-faceted and specialized projects. Ability to conceptualize and create communications as they relate to the area of responsibility from creation through delivery. Competency Level Journey Competency Organizational Sensitivity Competency Description Ability to understand the mission, objectives and goals of a department with multiple service delivery functions. Ability to understand internal workings of the department in relation to the external expectations of the clients and stakeholders. Ability to assess the potential impact of internal/external communications efforts and make necessary adjustments. Competency Level Journey ADA Checklist ADA Checklist
"R" for Rare (0-30%), "O" for Occasional (30-60%), "F" for Frequent (60-90%), "C" for Constant (90-100%)
Physical Effort Hand Movement-Repetitive Motions - C, Hand Movement-Grasping - F, Finger Dexterity - F, Reading - C, Writing - F, Eye-hand coordination - C, Vision-Color Distinction - F, Vision-Preparing/Analyzing figures - C, Vision-Visual inspection - C, Hearing - C, Talking - C, Sitting - C, Walking - R, Bending - R, Squatting - R Work Environment Inside - C Applicant Documents Required Documents Resume/CV Cover Letter List of References Optional Documents Posting Specific QuestionsRequired fields are indicated with an asterisk (*).
* Please explain your experience, if any, with Slate Customer Relationship Management (CRM) or other CRM platforms.(Open Ended Question)
* Please indicate how you learned of the vacant position for which you are applying: UNCGjobsearch Website Greensboro News & Record Carolina Peacemaker Other Newspaper The Chronicle of Higher Education Inside Higher Ed Other Professional Journal NCWorks.gov UNC System Job Board Other Online Job Board Personal Networking Other * Other: Please list(Open Ended Question)
* Are you eligible to work in the United States without sponsorship? Yes No
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