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Last Updated: 23/5/23

Job Description

Job Duties

  • Accountable for recommending the best ways for Enrollment Management (EM) to use the CRM, ensuring the email communication flows are built to meet the needs of the organization and monitoring and troubleshooting the communication flows.
  • Recommend and implement email communication strategies related to segmentation, personalization, dynamic content inclusion, data extensions and entrance/exit criteria. Utilizing both Journey Builder and automations, the Senior CRM Analyst will design and deploy flows to meet the needs of Enrollment Management.
  • Develop policies and best practices for prospect student population segmentation and assesses the current usage of the CRM to determine areas for improvement.
  • Build and maintain Salesforce dashboards and other data visualization materials to business decision-making by Enrollment Marketing and Enrollment Management.
  • Work with key stakeholders to identify strategic form-related needs and creates custom forms to meet those needs.
  • Lead the Process and Implementation Technology Team tasked with creating pathways for data collaboration between the three campuses and work closely with the IT CRM team and the IT Development team to ensure system development and evolution meets Enrollment Management’s needs.
  • Manage incoming and outgoing CRM data exchanges with various third-party vendors and oversee the quality of in-house and third-party inquiry loads and is responsible for project planning and scheduling, ensuring timely completion of projects and high-quality results.
  • Perform weekly quality assurance checks of communication flows, alerting the IT CRM team to issues as necessary.
  • Monitor system data to identify anomalies and to proactively identify and troubleshoot potential issues and solutions.


  • Target X is required
  • At least three years of experience working with CRM systems
  • Must have strong technical background and familiarity with HTML, SQL and Microsoft Applications to be considered for this role.
  • Demonstrated advanced CRM (Salesforce and Marketing Cloud) utilization skills.
  • Demonstrated work experience in email distribution, programming, dynamic content topics, advanced journeys, and data extensions.
  • Is able to think outside of the box and to be innovative and not limited by existing methods and procedures.
  • Knowledge of report writing, query tools, SQL, and HTML.
  • Must have the ability to effectively juggle multiple tasks and competing priorities.
  • Must possess a strong attention to detail.
  • Excellent organizational and communication skills, both oral and written.
  • Must possess a professional attitude, positive spirit, and provide excellent customer service to co-workers, staff and other constituents.
  • Maintains cooperative working relationships.
  • Strong grasp and understanding of principles of writing and report preparation; spelling, grammar, punctuation.
  • The ability to work independently, use independent judgement and manage multiple priorities.
  • Self-motivated, but able to seek guidance and direction as necessary.

Company Details

Providing unparalleled value to clients seeking to enhance and transform their business.