CRM Consultant

Strata Information Group

Slate CRM Consultant providing implementation services for higher education clients adapting Slate CRM solutions. Involves substantial travel and remote work flexibility.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clients
Analyze current business practices and make recommendations to leverage various technology tools to improve business processes for admissions, retention and advancement
Ability to adapt to varying challenges and varying levels of user knowledge

Requirements

What you’ll need

5 or more years working within the Higher Education Industry.
5 or more years of experience working with Slate CRM, demonstrating advanced user proficiency.
Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools
Extensive experience utilizing Slate Datasets and Entities for reporting, data management, process automation, and system optimization
Proficient with developing, deploying, customizing and integrating CRM software
Experience developing HTML content
Ability to analyze business processes, procedures, and functions and make recommendations for improvement
Experience with data collection, designing workflows, and audit requirements to determine suitability of the CRM software
Experience with building and managing integrations with various third-party admissions applications (Common App, Royall/EAB, Liaison/UNICAS)
Experience Designing and managing integrations with Enterprise Resource Planning/Student Information Systems
Experience in a consulting capacity, focusing on enhancing business process and creating efficiency.
Ability to troubleshoot technical and functional issues within Slate.
Exceptional oral and written communication skills and a proven customer service approach
The ability to travel over 25%

Benefits

Comp & perks

Health, Vision, Dental & Life Insurance
Short & Long Term Disability
Paid Parental Leave
3 Weeks Vacation, Sick Leave & Paid Holidays
401(K) with a 5% Employer Contribution
Pet Insurance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Slate CRMHTMLdata managementprocess automationsystem optimizationreportingworkflowsintegrationssecurity rolesdashboards

Soft Skills

adaptabilityanalytical skillstroubleshootingcommunicationcustomer serviceconsultingrecommendation makingproblem-solvingorganizational skillsinterpersonal skills