Customer Relationship Management (CRM) Specialist

REPORTS TO: Director of Enrollment Services SUPERVISES: None EDUCATION AND EXPERIENCE QUALIFICATIONS: EDUCATION REQUIRED: Bachelor’s degree PREFERRED: Master’s Degree EXPERIENCE REQUIRED: Two years’ experience required in education or Information Technology PREFERRED: Experience in higher education setting, enrollment management, admissions, information technology, or student services; knowledge of CRMs, SQL, APIs, or other data integration tools; familiarity with student information systems and their integration with CRMs; and Bilingual OTHER LICENSES OR CERTIFICATIONS: None

KNOWLEDGE AND SKILLS REQUIRED: Typing/Data Entry Computer software proficiency – Microsoft Office, CRM systems Operating equipment – office or otherwise Written and oral communication Interpersonal and customer service skills Public Speaking/Presenting Basic Math Leadership/ Management Attention to detail Time management Organization Federal Regulations and Directives Operational Systems and procedures Budget and accounting principles Compliance Law Administrative practices Advertising/Marketing practices Website design

• Typing/Data Entry
• Computer software proficiency – Microsoft Office, CRM systems
• Operating equipment – office or otherwise
• Written and oral communication
• Interpersonal and customer service skills
• Public Speaking/Presenting
• Basic Math
• Leadership/ Management
• Attention to detail
• Time management
• Organization
• Federal Regulations and Directives
• Operational Systems and procedures
• Budget and accounting principles
• Compliance Law
• Administrative practices
• Advertising/Marketing practices
• Website design

Health Benefits Medical Insurance: Comprehensive plans through the Texas Employees Group Benefits Program (GEA), including various PPO and HMO options.

Coverage includes preventive care, hospitalization, and specialist visits.

Dental Insurance: Includes coverage for routine dental care, major procedures, and orthodontia.

Vision Insurance: Coverage for eye exams, glasses, and contact lenses. 2.

Retirement Benefits Retirement Plan: Defined benefit pension plan through the Texas Retirement System (TRS), offering a predictable monthly benefit upon retirement based on years of service and salary.

Faculty and Administration have the choice of enrolling in the Optional Retirement Plan (ORP) or TRS.

Optional Savings Plans: 403(b) and 457(b) plans available for additional retirement savings, with options for pre-tax and Roth contributions. 4.

Insurance Benefits Basic Life Insurance: Employer paid benefit.

Optional Life Insurance: Employer paid benefit of 2x annual salary, with option to purchase additional life insurance.

Dependent Life Insurance and Accidental Death and Dismemberment Insurance: Additional life insurance options available for employee and/or dependents.

Short-Term Disability Insurance: Employer paid benefit that provides income replacement for short-term disabilities due to illness or injury.

Long-Term Disability Insurance: Provides ongoing support for long-term disabilities, ensuring financial stability during extended periods of inability to work. 5.

Employee Assistance Program (EAP) Confidential Support: Access to counseling and support services for personal and work-related issues, including mental health support, financial advice, and legal services. 6.

Professional Development Training Opportunities: Access to job-related training programs, workshops, and seminars to enhance skills and career growth.

Tuition Reimbursement: Financial assistance for educational expenses related to job advancement and professional development. 7.

Additional Benefits Flexible Spending Accounts (FSAs): Tax-advantaged accounts for eligible medical expenses and dependent care.

Employee Discounts: Access to various discounts on products and services (ERS Beneplace).

Paid Leave: Generous time off with vacation, sick, and/or personal leave available depending on classification.

• Medical Insurance: Comprehensive plans through the Texas Employees Group Benefits Program (GEA), including various PPO and HMO options. Coverage includes preventive care, hospitalization, and specialist visits. Dental Insurance: Includes coverage for routine dental care, major procedures, and orthodontia. Vision Insurance: Coverage for eye exams, glasses, and contact lenses.
• Dental Insurance: Includes coverage for routine dental care, major procedures, and orthodontia. Vision Insurance: Coverage for eye exams, glasses, and contact lenses.
• Vision Insurance: Coverage for eye exams, glasses, and contact lenses.
• Retirement Plan: Defined benefit pension plan through the Texas Retirement System (TRS), offering a predictable monthly benefit upon retirement based on years of service and salary. Faculty and Administration have the choice of enrolling in the Optional Retirement Plan (ORP) or TRS. Optional Savings Plans: 403(b) and 457(b) plans available for additional retirement savings, with options for pre-tax and Roth contributions.
• Optional Savings Plans: 403(b) and 457(b) plans available for additional retirement savings, with options for pre-tax and Roth contributions.
• Basic Life Insurance: Employer paid benefit. Optional Life Insurance: Employer paid benefit of 2x annual salary, with option to purchase additional life insurance. Dependent Life Insurance and Accidental Death and Dismemberment Insurance: Additional life insurance options available for employee and/or dependents. Short-Term Disability Insurance: Employer paid benefit that provides income replacement for short-term disabilities due to illness or injury. Long-Term Disability Insurance: Provides ongoing support for long-term disabilities, ensuring financial stability during extended periods of inability to work.
• Optional Life Insurance: Employer paid benefit of 2x annual salary, with option to purchase additional life insurance. Dependent Life Insurance and Accidental Death and Dismemberment Insurance: Additional life insurance options available for employee and/or dependents. Short-Term Disability Insurance: Employer paid benefit that provides income replacement for short-term disabilities due to illness or injury. Long-Term Disability Insurance: Provides ongoing support for long-term disabilities, ensuring financial stability during extended periods of inability to work.
• Dependent Life Insurance and Accidental Death and Dismemberment Insurance: Additional life insurance options available for employee and/or dependents. Short-Term Disability Insurance: Employer paid benefit that provides income replacement for short-term disabilities due to illness or injury. Long-Term Disability Insurance: Provides ongoing support for long-term disabilities, ensuring financial stability during extended periods of inability to work.
• Short-Term Disability Insurance: Employer paid benefit that provides income replacement for short-term disabilities due to illness or injury. Long-Term Disability Insurance: Provides ongoing support for long-term disabilities, ensuring financial stability during extended periods of inability to work.
• Long-Term Disability Insurance: Provides ongoing support for long-term disabilities, ensuring financial stability during extended periods of inability to work.
• Confidential Support: Access to counseling and support services for personal and work-related issues, including mental health support, financial advice, and legal services.
• Training Opportunities: Access to job-related training programs, workshops, and seminars to enhance skills and career growth. Tuition Reimbursement: Financial assistance for educational expenses related to job advancement and professional development.
• Tuition Reimbursement: Financial assistance for educational expenses related to job advancement and professional development.
• Flexible Spending Accounts (FSAs): Tax-advantaged accounts for eligible medical expenses and dependent care. Employee Discounts: Access to various discounts on products and services (ERS Beneplace). Paid Leave: Generous time off with vacation, sick, and/or personal leave available depending on classification.
• Employee Discounts: Access to various discounts on products and services (ERS Beneplace). Paid Leave: Generous time off with vacation, sick, and/or personal leave available depending on classification.
• Paid Leave: Generous time off with vacation, sick, and/or personal leave available depending on classification.

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