Customer Relationship Management Project Administrator
Texas A&M University System
full-time
Posted on:
Location Type: Hybrid
Location: San Antonio • Texas • United States
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About the role
- 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.
Requirements
- Bachelor’s degree or higher in related field.
- One (1) or two (2) years of experience in data support, reporting, CRM systems, or project coordination.
- Experience with CRMs especially Element 451, Salesforce, or Slate.
- Experience with student information systems or reporting databases (e.g., Banner/Argos).
- Working knowledge of data reporting and visualization concepts, with experience or exposure to tools such as Power BI.
- Familiarity with data preparation and transformation techniques using tools such as Power Query (M code), spreadsheets, or similar data-shaping tools.
- Basic understanding of workflow automation concepts, with exposure to tools such as Power Automate or other automation platforms.
- Understanding of CRM data structures, field mapping, list imports/exports, and workflow or automation triggers.
- Basic programming or scripting experience for data cleaning or automation tasks using Python (e.g., Pandas, NumPy) or similar tools.
- Comfort using a code or scripting editor (such as VS Code, Vim, or similar) to support data processing tasks.
- Ability to interpret data trends and clearly communicate findings to nontechnical stakeholders.
- Strong attention to detail, especially related to data accuracy, integrity, and documentation of processes.
- Ability to manage multiple tasks, support ongoing projects, and collaborate with cross-functional teams.
Benefits
- Summary of Employee Benefits: www.tamusa.edu/human-resources/documents/Summary-of-Employees-Benefits1.pdf
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data managementdata reportingdata visualizationdata transformationdata cleaningworkflow automationCRM systemsPythonPower QueryPower BI
Soft Skills
attention to detailcommunicationproject coordinationcollaborationtrainingdocumentationproblem-solvingtime managementanalytical thinkinginterpersonal skills