CRM Specialist for Retention Operations

Description:

This part-time hourly role will focus on providing technical leadership and support for the development of the institutions CRM (Slate for Student Success). The position plays a key role in advancing retention and student success initiatives across the student lifecycle. Through close collaboration with academic and student life departments, this role will help enhance institutional processes, streamline communication and improve data collection and sharing – ultimately contributing to a more cohesive and impactful student experience. The position will be housed in the Office of Institutional Research and Effectiveness, while working broadly across the campus. The position is federally grant-funded through Sept. 30, 2026, with the possibility of the position being extended beyond the grant funding.

Essential Responsibilities:

• Exhibits a strong understanding of student engagement and success factors, exercising discretion and independent judgement in matters of data integrity and the student life cycle.
• Leads the design and implementation of innovative CRM solutions to enhance retention, streamline student support processes, and improve operational efficiency.
• Develops and manages student success reporting to inform strategic decisions, with a focus on Title III grant objectives.
• Partners with Academic Affairs, Student Life, and Marketing and Communication to support initiatives targeting first-year and at-risk populations including advising, orientation, financial aid, and course registration.
• Oversees CRM workflows, including queries, forms, campaigns, automated communications, and scheduling tools to ensure seamless coordination of services and effective communication with students.
• Creates training resources for staff and faculty, maintains user permissions in compliance with FERPA, HIPAA, and institutional policies and remains current with CRM best practices to guide platform growth.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Some evening and weekend hours may be required.
• Occasional lifting up to 25 lbs

Requirements:

• Working knowledge of the complexities of a comprehensive CRM system, preferably Technolutions Slate.
• A bachelor's degree from an accredited college or university required, or an equivalent level of proven experience with similar employment tasks.
• Ability to manage and track data to improve the quality and impact of student support.
• Demonstrated effective communication both verbally and in writing.
• Ability to work with diverse groups of people to accomplish complex tasks.
• Possess strong time management skills and the ability to manage multiple priorities simultaneously.
• 2-4 years of experience in configuring, developing, and implementing functional requirements within a CRM platform; experience with Slate for Student Success and Slate Fundamentals or Professional Certification preferred
• Experience with system integration, operation, and data management, including knowledge of HTML and CSS
• Experience providing technical support to a college with a strong understanding of retention and student success processes.
• Applicants must be able to provide proof of eligibility to work in the United States.

Work with Purpose at Keuka College

Keuka College, founded in 1890, is a liberal arts-based, private college located in the heart of New York’s beautiful Finger Lakes. Our picturesque lakeside campus is more than just a place to work – it’s a vibrant, close-knit environment where collaboration, innovation, and personal growth are valued as much as academic excellence.

Why Keuka College?

Mission-Driven: Join us in empowering students to lead, serve, and succeed. Our founder Dr. George Harvey Ball’s mission to “bring strength to our nation and help humanity” is still at the heart of what we do.

Experiential Learning: Our immersive approach to education means you’ll work in an environment that values hands-on experience and innovation.

Core Values:

• Create a Strong Sense of Community: Foster a caring, respectful, and diverse environment, emphasizing integrity, leadership, and personal connections.
• Prioritize the Success of Each and Every Student: Focus on student achievement through innovative education, holistic support, and experiential learning.
• Make Thoughtful Use of Resources, Including Ourselves: Collaborate efficiently to maximize resources and empower leadership while maintaining a balanced, goal-oriented environment.
• Engage with Curiosity: Embrace questions, innovation, and lifelong learning with an open and positive mindset.
• Open Doors to Opportunities: Promote equality and provide accessible programs that help individuals achieve their full potential.

Professional Growth: We support your development through training, leadership programs, and a commitment to helping you succeed.

Work-Life Balance: Flexible schedules, wellness programs, and a focus on your well-being allow you to thrive at work and at home.

Welcoming Community: We embrace a sense of belonging and create an environment where everyone feels at home.

About the Community

Keuka Park, NY, offers stunning lakeside living and is nestled along the shores of Keuka Lake. Known for its vineyards and scenic outdoor adventures, the area offers everything from hiking and fishing to wine tasting. The nearby village of Penn Yan, less than 10 minutes away, is celebrated for its small-town charm, offering parks, shops, cafes, and plenty of local attractions. Life in the Keuka region moves at a relaxed pace, giving you the opportunity to enjoy the natural beauty and simple joys of lakeside living.

Join Us and Make a Difference
If you’re looking for meaningful work in a community that values your contributions, explore career opportunities at Keuka College and be part of something “small on purpose”.