CRM Operations Specialist at University of Tulsa in Tulsa, OK

Job Summary:

The CRM Operations Specialist is responsible for managing and optimizing the university’s CRM system (Slate by Technolutions) to support undergraduate student recruitment, admission communications, and enrollment operations. This role collaborates with other admission teams, IT, and academic departments to ensure accurate data management and a seamless prospective student experience throughout the enrollment lifecycle.

Essential Functions (Responsibilities):

• Manage and maintain the admissions CRM platform, including workflows, automation, and user access.
• Support prospective student recruitment efforts by overseeing the Application Completion Checklist and Admitted Student Checklist
• Monitor and maintain data integrity within the CRM and student information systems while assisting with data imports and exports.
• Collaborate with admission teams to develop and monitor conversion strategies.
• Build and generate admissions reports, dashboards, and enrollment analytics.
• Configure application stages, forms, event registrations, and communication templates.
• Troubleshoot CRM-related issues and provide training and support to admission teams, staff, and faculty.
• Assist with integration projects between CRM, SIS, and third-party platforms.
• Support recruitment cycle preparation and system readiness, including updates, testing, and process improvements.
• Support recruitment events as needed.
• Performs related responsibilities as required or assigned.

Required Qualifications:

• Bachelor’s degree or 5 years of experience in professional higher education
• admission setting.
• 1-2 years of experience in CRM administration, admission operations, or enrollment
• management.
• 1-2 years of experience in higher education recruitment/admission.
• Proficient with Microsoft Office Suite and reporting tools.

Preferred Qualifications:

• Bachelor’s degree in Information Systems or related field.
• 5 years of experience in Slate (Technolutions).
• Working competence in SQL, Java, or other programming languages.

Desired Skills:

• Strong tendency to troubleshoot.
• Ability to dissect requests and produce projects with accuracy and strong attention to detail.
• Comprehensive knowledge of all modules of Slate CRM.
• Experience with integrating new enhanced features of Slate CRM.
• A collaborative team player, who can coordinate work effectively with employees, team members, and outside vendors.
• Ability to maintain a high level of confidentiality.
• High attention to detail and accuracy.
• Demonstrated practice of establishing effective priorities and meeting deadlines.

Special Job Dimensions:

Full-time position in undergraduate admission office. Work requires working with highly sensitive or confidential information. May require occasional evening or weekend work during peak recruitment periods or admissions events.

Note:

The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

About the Company

The University of Tulsa is a student-centered research university that cultivates interconnected learning experiences to explore complex ideas and create new knowledge in a spirit of free inquiry. Guided by our commitment to service and inclusion, we prepare individuals to make meaningful contributions to our campus, our community, and our world.

The University endeavors to create and nurture an informed and inclusive environment in its workplace and educational programs. Affirmative action and equal employment opportunity are integral parts of the University not just because they are legally mandated, but because we recognize that the present and future strength of the university is based primarily on people and their skills, experience, and potential. The University does not discriminate in access to, or treatment or employment in, its programs and activities on the basis of race, color, age, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, veteran status, disability, genetic information, ancestry, or marital status. The University seeks to recruit, select, and promote students, faculty, and all other employees on the basis of individual merit.