Title: Customer Relationship Management (CRM) Specialist (remote position)

Department/Location: Information Technology (IT), St. Louis campus

Organizational Relationship: Reports to Manager of Administrative Systems – Principia Services; works primarily under the direction of the CRM Developer/Operations Manager

Summary: Focuses on report and application development with Slate CRM for both the College and School Admissions offices

Who We Are

From our award-winning preschool through 12th grade school in St. Louis, Missouri to the top-ranked Principia College in Elsah, Illinois, Principia faculty and staff make up a close-knit community of educators, coaches, and professionals taking a distinct approach to education—blending academic excellence with Christian Science-based character education. Principia’s team of over 500 employees supports not only Principia School and Principia College, but also a worldwide network of Alumni & Friends.

Principia employees are part of an engaging academic community that is preparing students to be tomorrow’s leaders, thinkers, and changemakers. We are dedicated to creating an inclusive and globally engaged community by promoting cultural diversity and multicultural understanding while fostering an environment where individuals of all backgrounds feel accepted and supported.

Your Impact

Principia is looking for a CRM Specialist to join our team and take ownership of our customer relationship management (CRM) strategy. In this role, you will be responsible for managing and optimizing our CRM platform. Your attention to detail, analytical skills, and ability to collaborate with cross-functional teams will be key to your success. Reporting directly to the Director of Information Technology, you will play a critical role in shaping and executing our CRM strategy.

Work Performed: Essential Duties*

• System administration, including new user setup, security management, and permissions testing
• User Training and process documentation
• Create queries (data extracts) and basic forms for data submission, ability to edit and test existing forms
• Perform testing on new development, including changes and enhancements to Slate-hosted application and checklist rules
• Collaboration with Marketing Dept to maintain communication plans via Slate CRM mailings and campaigns
• Troubleshooting issues with data entry operations, automated rules, processes, and external user experience
• Data sanitization and imports
• Create system rules for automation
• Other projects as needed

As a CRM Specialist, you will be responsible for managing and maintaining our CRM platform to ensure its effectiveness in supporting our sales and marketing efforts. Your key responsibilities will include:

• System administration: You will be responsible for setting up new user accounts, managing security settings and permissions, and performing regular permissions testing to ensure data integrity and security.
• User training and process documentation: You will provide training and documentation for new users on the platform, as well as maintain existing documentation for existing users to ensure they can use the system effectively.
• Query and form creation: You will have the ability to create queries and basic forms for data submission, as well as edit and test existing forms.
• Testing and collaboration: You will collaborate with cross-functional teams to perform testing on new development, changes, and enhancements to our CRM platform to ensure a seamless user experience for our external users. You will also work closely with the Marketing Department to maintain communication plans via Slate CRM mailings and campaigns.
• Troubleshooting and data management: You will be responsible for troubleshooting issues with data entry operations, automated rules, processes, and external user experience. Additionally, you will perform data sanitization and imports to maintain the accuracy and cleanliness of our data.
• Automation and system rules: You will create and manage system rules for automation to improve our data management and increase efficiency in our business processes.
• Other projects: You will take on other projects as needed to support the success of our sales and marketing efforts.

Overall, as our CRM Specialist, you will play a critical role in ensuring the success of our sales and marketing efforts by maintaining and optimizing our CRM platform and supporting our cross-functional teams in achieving their goals.

To perform this job successfully, an individual should demonstrate the following competencies:

• Analytical – Synthesizes complex or diverse information; collects and researches data
• Problem-Solving – Identifies and resolves problems promptly; develops alternative solutions
• Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills
• Customer Service – Responds promptly to customer needs; response to requests for service and assistance
• Oral and Written Communication – excellent written and verbal communication skills
• Teamwork – ability to self-start and thrive in a team environment
• Ethics – Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values
• Dependability – Works within deadlines and under occasional heavy workloads
• Innovation – Meets challenges with resourcefulness; generates suggestions for improving work; develops innovative approaches and ideas
• Planning/Organizing – Prioritizes and plans work activities; uses time efficiently; manages multiple projects/tasks at once
• Quality – Demonstrates attention to detail, accuracy, and thoroughness

Minimum Qualifications:

• Active (or pending within one year of hire date) membership in The First Church of Christ, Scientist, and/or in a Journal-listed branch church or society of The First Church of Christ, Scientist
• Christian Science class instruction preferred but not required
• Bachelor’s degree or equivalent work experience required; degree in Computer Science or MIS preferred
• Extensive experience with Slate CRM – familiarity with configurable joins, rules, upload procedures, deliver tool, application editor, and Knowledge Base
• Ability to learn new technology quickly
• Willing to work during regular business hours based on Central Time zone

Preferred qualifications:

• Experience in systems analysis and customer account management
• Experience with SQL (Structured Query Language), HTML and CSS

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  The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities and are subject to change at the discretion of the employer. Additionally, they do not establish an employment contract.