The Analyst serves as a key strategic partner in enhancing the student experience through the effective use of customer relationship management (CRM) technology, student information systems (SIS), queueing platforms, and other data and reporting tools.
This role leads the development and execution of targeted communication strategies, including automated drip campaigns, caseload management tools, and coordinated outreach efforts designed to support student engagement, retention, and success.
The Analyst is responsible for building and maintaining dashboards, reports, and data visualizations that track progress toward institutional goals and provide actionable insights for leadership and staff. This includes analyzing student feedback, service utilization trends, and operational data to identify opportunities for improvement, optimize staffing and service delivery, and inform data-driven decision-making.
This position plays a critical role in managing institution-wide Student Affairs communications within the CRM, including email and text messaging campaigns. The Analyst ensures communications are timely, effective, and aligned with best practices for audience targeting, message prioritization, and overall communication strategy. The role may provide guidance on messaging content, cadence, and audience selection to promote communication effectiveness and maintain message quality and engagement.
The Analyst collaborates across departments to maximize CRM and technology functionality, improve business processes, and support institutional initiatives. This role also contributes to CRM implementation and optimization efforts, including system enhancements, user training, and adoption of new tools and features. As a campus subject matter expert, the Analyst helps ensure that data and technology is leveraged effectively to support student success, operational efficiency, and continuous improvement.
Essential Functions
30% Systems Strategy, CRM Operations, and Staff Workflow Support
Serve as the Student Affairs subject matter expert in optimizing the use of CRM, student information systems (SIS), queueing platforms, and other operational tools to support student services and staff workflows.
Support staff in building and using caseload management tools, task tracking, and workflow processes to effectively manage student interactions and responsibilities.
Ensure staff have a clear line of sight into their work, priorities, and progress toward goals through effective use of system tools and dashboards.
Support student affairs staff in optimizing how systems are used to manage daily operations, improve efficiency, and enhance the student experience.
Collaborate with functional teams to align system usage with institutional processes and student success initiatives.
25% Data Analysis, Reporting, and Dashboard Development
Design, develop, and maintain dashboards and reports using CRM, Hubspot, Salesforce, SIS, Tableau, Assist, and Google Suite (e.g., Sheets, Docs) and other tools to track performance, service utilization, and progress toward institutional goals.
Analyze data across systems to identify trends, gaps, and opportunities to improve service delivery, staffing, and student outcomes.
Provide actionable insights and regular updates to leadership and departments, including proactive alerts on progress toward goals or emerging issues.
Develop reporting that supports operational decision-making, including peak service times, resource allocation, and student engagement patterns.
20% CRM Communications and Engagement
Develop and execute targeted, operationally focused communication campaigns within the CRM (e.g., reminders, nudges, service-related outreach) to support student engagement and progression within the student affairs division.
Manage mass communications (email and text) within the CRM, ensuring appropriate audience targeting, timing, and message prioritization.
Provide guidance on communication requests to ensure alignment with institutional priorities, avoid over-communication, and maintain communication effectiveness.
Create and maintain CRM forms (e.g., RSVPs, event registrations, surveys) to support student engagement and service delivery.
15% Training, Support, and System Adoption
Train and support staff in the effective use of CRM, SIS, queueing systems, Tableau, and Google tools, including onboarding new employees.
Guide staff in using systems to manage caseloads, track tasks, and monitor progress toward individual and departmental goals.
Develop training materials, documentation, and best practices to promote consistent and effective system use across departments.
Monitor system adoption and provide ongoing support to improve usage, data quality, and operational consistency.
5% Systems Integration, Data Integrity, and Continuous Improvement
Collaborate across the college community to support integrations and ensure data accuracy and consistency across CRM, SIS, and other platforms.
Identify and resolve data issues, workflow gaps, and system inefficiencies.
Support implementation and optimization of new systems or enhancements, including participation in CRM implementation or upgrades.
Collect and analyze student feedback (e.g., surveys) and service data to inform improvements to processes, tools, and the overall student experience.
5% Other Duties as Assigned
Participate in committees, cross-functional workgroups, and professional development activities.
Support special projects related to systems, reporting, and student engagement.
Perform other duties as assigned consistent with the scope of the position.