Director of CRM and Business Intelligence

Director Of Crm And Business Intelligence

Seeking to hire a Director of CRM and Business Intelligence for a leading higher education IT services company, supporting an educational organization located in Dallas, TX. The Director of CRM and Business Intelligence will lead the design, administration, maintenance, and strategic evolution of the Enrolment Management CRM platform (Technologies Slate), while also overseeing the organization's business intelligence systems. This role supports and works closely with the CIO to develop and manage many aspects of the institution's data management strategy. The Director serves as the primary authority for CRM architecture and business intelligence development, with responsibility for CRM operations, BI platform administration (Tableau and Power BI), and the delivery of enterprise dashboards. The Director acts as a cross-functional leader supporting all academic and administrative institutional divisions. The primary role and responsibility of this position is to serve and support client for no less than 35 hours a week as a critical resource and essential personnel. The secondary role for no more than 5 hours a week is as an advisor to client for Slate services and BI dashboard development.

Qualifications And Requirements

• Bachelor's degree with an emphasis on analytics, programming, report writing skills.
• 45 years of CRM experience, including 2+ years of hands-on leadership and administration of Technolutions Slate, supporting complex enrollment, communications, and data workflows.
• Demonstrated expertise configuring and managing Slate functionality, including applications, forms, events, communications, workflows, datasets, rules, portals, and security profiles.
• Familiarity with Ellucian Banner or similar student information system (SIS).
• Strong understanding of SQL, HTML, Java and relational database concepts.
• Strong understanding of Microsoft Office Suite (i.e., Excel).
• Demonstrated experience as a lead BI developer, including dashboard development and administration of Tableau Server and Power BI environments.
• Strong diagnostic and problem-solving skills, with the ability to translate business needs into technical solutions.
• Excellent interpersonal, written, and verbal communication skills to work with a diverse group of technical and non-technical people and handle interactions/concerns with professionalism.

Responsibilities And Duties

• CRM and BI (No less than 90% of weekly work hours 35hrs)
• Act as the primary Slate leader and administrator by managing the day-to-day operation, use, configuring and curating the system to maintain functionality, appearance, compliance and settings within all areas of the CRM.
• Responsible for the development and maintenance of CRM security/user profiles to ensure system and data integrity.
• Manage the Information Technology CRM Group
• Configure and customize Slate CRM to meet the specific needs and workflows of different departments and users, including forms, reports, events, letters, fields, datasets, workflows, and portals.
• Responsible for new Slate CRM initiatives (and aesthetics of rollout).
• Ensure data integrity, operational efficiencies through rules, automation, and auditing.
• Maximize efficiency and accuracy of Slate CRM capabilities.
• Test, deploy, and validate updates, feeds, and new functionality from Technolutions.
• Manage data integrations and assist with error correction in the feed of data between systems, vendor files, and site-specific forms that insert records into the system.
• Develop and maintain data integration between Slate CRM and other systems.
• Serve as lead BI developer and platform administrator for analytics, including Tableau Server and Power BI administration.
• Participate in the CIO's Strategic Data Management plan. Contribute to multiple data initiatives and projects led by the CIO such as Data Governance, Data Centralization, Data Quality, Data Dictionary, Data Classification.
• Collaborate with the CIO to develop dashboards and analytical reporting using Tableau, Power BI, and Slate CRM to support enterprise decision-making.
• Participate, collaborate to provide cross functional support, service and strategy for the Office of Institutional Research and Effectiveness.
• Collaborate with executive leadership, compliance, and Institutional Research AVP and stakeholders to translate data needs into scalable analytics and reporting.
• Support executive- and dean-level reporting by delivering clear, accurate, and actionable reports and information.
• Maintain system and analytics documentation, including configurations, integrations, data models, and architectural standards.
• Provide guidance, training, and escalated support to functional users and stakeholders; routine operational support may be delegated as appropriate.
• Serve as Director of Slate Services, providing strategic guidance, supervisory oversight of Slate consultants, and advisory support for CRM, analytics, and BI dashboard initiatives. Slate and BI Advising (No more than10% of weekly work hours 10hr)
• Advise on Slate Services for client prospective and current clients, provide strategic guidance, supervisory oversight of Slate consultants, and advisory support for Slate CRM.
• Advise on analytics, and BI dashboard projects.

Skills And Expertise

• Ability to work collaboratively with executive leadership, faculty, staff, and external partners across technical and non-technical domains.
• Strong leadership and interpersonal skills, including the ability to guide, mentor, and oversee technical consultants and internal teams.
• Experience handling confidential, private, and regulated institutional data with discretion and professionalism.
• Ability to manage multiple priorities, exercise sound judgment, and operate effectively in a fast paced, high-accountability environment.
• Proficiency in business intelligence and analytics tools, including Tableau, Power BI, SQL, and Microsoft Suite.
• Effective public speaking, presentation, and executive communication skills.
• Experience working as part of a collaborative team and understand the importance of teamwork.
• Demonstrated ability to work collaboratively as part of a team.
• Ability to work evenings and weekends if necessary.

Physical Requirements

• Ability to sustain computer work for long periods of time.
• Sitting or standing for long periods of time as required.