Texas A&M University System

Project Manager

• Coordinates and supports projects related to CRM operations, data management, and reporting.
• Assists with data processes, system workflows, and project implementation to ensure accurate information, efficient operations, and reliable reporting across enrollment and student data systems.
• Works with leadership to identify project needs and support CRM-related data and process initiatives.
• Assists in preparing reports, dashboards, and data summaries using tools such as Power BI.
• Supports data hygiene efforts including validation, cleanup, standardization, deduplication, and data integrity monitoring.
• Prepares, imports, and manages data lists while ensuring proper source tracking, labeling, and adherence to data standards.
• Assists with data transformation and preparation using Power Query (M code), spreadsheets, and database query tools.
• Uses Python for data cleaning, formatting, and basic automation of data import/export tasks as needed.
• Helps support and maintain CRM structures such as fields, forms, segments, and workflows to ensure consistent data collection.
• Assists in automating routine data processes (e.g., file transfers, scheduled tasks, report refresh support) using tools such as Power Automate.
• Coordinates with Institutional Research and Information Technology to support data integrations between the CRM, Banner/Argos, and reporting systems.
• Provides CRM support and training to staff, including one-on-one guidance and group instruction on data processes and reporting tools.
• Documents workflows, procedures, and data-related processes to support team continuity and knowledge sharing.
• Assists with project coordination activities including planning support, progress tracking, vendor coordination, and implementation of new services.

Customer Relationship Management Project Administrator

Business Development Rep

• Identify and target potential corporate clients and academic institutions through research, networking, and outreach
• Develop and implement business development plans to meet or exceed sales targets
• Create tailored proposals, negotiate terms, and close deals to secure new partnerships
• Build and maintain strong relationships with C-suite leaders, deans, and program managers to understand their learning needs
• Represent the organization at conferences and industry events to strengthen brand presence and expand networks
• Conduct ongoing research on industry trends, competitor offerings, and emerging opportunities in executive education
• Partner with marketing, program design, and operations teams to align sales efforts and ensure smooth program delivery
• Maintain CRM accuracy and prepare regular sales reports and forecasts for leadership

Customer Relationship Management Project Administrator

Business Development Director – Executive Education