Job Details

University of California Santa Cruz
  • Position Number: 2683436
  • Location: Santa Cruz, CA
  • Position Type: Instructional Technology and Design

Slate CRM Specialist

Location: Santa Cruz
Job ID: 26623

UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.

Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to Policy. 

Employees can submit proof of vaccination online or request an exception.

UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.


The Office of Undergraduate Admissions generates, reviews, and processes in excess of 67,000 applications and serves approximately 38,000 campus visitors each year. The office has 44 career staff FTE, 45-50 part-time/temporary staff, and 150 student staff. Staff work locally and regionally throughout California and the nation.

The office is part of Enrollment Management, which includes Financial Aid and Scholarships, Orientation and Undergraduate Admissions. Enrollment Management is part of the multi-faceted academic Division of Undergraduate Education. Undergraduate Admissions, Enrollment Management and Undergraduate Education work closely with select Academic Senate committees.

Since its founding in 1965, the University of California, Santa Cruz, has grown from 652 students to nearly 19,000 students (2017-18) and earned international distinction as a world university with high impact research, ranking 3rd in the world for research influence by Times Higher Education, and among the top 50 universities in the world, according to the U.S. News and World Report 2017 Best Global Universities rankings.

A campus with world-class facilities and one of the most visually spectacular settings in higher education, UC Santa Cruz offers rigorous academic programs and cutting-edge research opportunities. At the core of our progressive educational approach are our 10 distinctive residential colleges, which organize the campus into smaller living/learning communities. For more information, please visit:


Under the general supervision of the Systems Manager, the Client Relationship Management (CRM) Specialist will apply their skills as a seasoned, experienced database professional to diagnose and address issues of moderate to complex scope; deepening the capabilities of the Slate platform to meet the growing needs of Undergraduate Admissions. They will recommend and implement changes to database elements to assure proper hygiene and compliance with database standards. The CRM specialist will develop, deliver, and maintain template libraries, standard queries and on demand or custom reports within Slate. The incumbent will conduct on-going analysis of business processes to deliver solutions that align with the overall department roadmap. They will serve a key role in the development and maintenance of a new application review tool and student portal within Slate.

This position requires strong interpersonal communication skills, as the incumbent will lead or assist in coordinating projects as part of a cross-functional team. The candidate will communicate with peers and work closely with department leadership (e.g. Marketing and Communications and Outreach and Recruitment) to learn about Admissions' operations and challenges, translating desired outcomes into action using standard features of the Slate platform. The CRM specialist will work closely with staff who perform various roles within Undergraduate Admissions to understand their needs, assess their skill level, and develop training and resource assets that meet various learning modalities.

The incumbent must be able to think critically and creatively about how the Slate platform can be used to increase efficiencies and provide a more holistic experience to students, parents, and counselors to achieve enrollment goals, and be adaptable, growth minded, and able to work with a diverse team of individuals with varying technological knowledge. The incumbent must also be able to function independently, own their work, and see projects through to completion.

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

The IRD for this job is: 01-24-2022

Salary Information: $66,300 - $69,000/Annually. Salary commensurate with skills, qualifications and experience.

No. of Positions: 1

Benefits Level Eligibility: Full

Schedule Information:
  • Full-time
  • Percentage of Time: 100%
  • Fixed
  • Average Hours Per Week: 40
  • Days of the Week: Mon - Fri
  • Shift Includes: Day

Employee Classification: This is a Career appointment

Job End Date: None

Work Location: UC Santa Cruz Main Campus

Union Representation: Non-Represented

Employee Relations Code: All Others, Not Confidential

Job Code Classification: BUS SYS ANL 3 [7584]

Travel: None

20% - Creates and documents technical specifications to meet user needs within the department, including developing and implementing complex CRM-user interface designs. Conduct on-going analysis of business processes, make recommendations and deliver solutions that align with the overall department roadmap. Proactively gathers, analyzes, prepares and summarizes recommendations of process and procedural documentation, implementing approved changes.

20% - Provides support and training on new CRM features to users with varying backgrounds and experiences. Consults with department leadership about how staff may better use applications that are currently available to them. Plans and executes unit integration and acceptance testing for Slate.

15% - Monitors and evaluates how staff use the CRM tool to determine how it can be used more effectively to meet business needs. Analyzes, prepares and summarizes business and user needs, documenting requirements and developing reports that outline shortfalls and problems with the current use of the system. Educate staff about system functions to navigate expectations relative to capabilities.

15% - Supports development of on-going and new drip email campaigns, specifically updating the template to be used and ensuring the logic is accurate. Assists in executing communications emails using new or existing templates, specifically ensuring targets are accurate. Builds and checks queries (quality assurance) for mid to high risk communications involving student business processes.

15% - Works as part of a larger team on one-off and regularly occurring technical projects within the CRM tool and other university systems. Participates in cross-functional teams to address complex business or systems issues as the owner of technical aspects of the platform. Interacts with department leadership to align business needs with CRM technical solutions.

10% - Creates reports using queries and data collected within Slate platform to support Undergraduate Admissions needs. 

5% - Performs other functions as needed.

Required Qualifications
  • Self-motivated with the ability to work independently and as part of a diverse, professional team.
  • Demonstrated ability to communicate technical information to personnel at various levels in an organization, including those with limited technical skills. Must possess strong interpersonal communication skills to work with business sponsors on complex, technical issues.
  • Thorough knowledge of business and process analysis functions.
  • Significant experience working with complex databases, including knowledge about the processes of developing, delivering, and maintaining template libraries, standard queries, and self-service reports.
  • Demonstrated good judgment in selecting methods and techniques to obtain solutions within a CRM tool.
  • Strong skills and knowledge of methodologies associated with analysis of processes and problems, information flow and architecture (CRM specific).
  • In-depth understanding and skill in process and systems requirement documentation standards, such as Use Case modeling, User Story creations and narrative description.
  • Ability to effectively negotiate timelines and priorities to deliver projects of varying size and urgency.

Preferred Qualifications
  • Bachelor's degree in related area and / or equivalent experience / training.
  • CRM or database management training.
  • Broad knowledge relating to software design.
  • Demonstrated testing and test planning skills.
  • Thorough knowledge and experience working with a diverse student population.
  • Experience working in higher education computing environments.

Special Conditions of Employment 
  • Selected candidates will be required to pass a pre-employment criminal history background check.
  • Ability to work variable hours including evenings and weekends.
  • Ability to move materials weighing up to 30 lbs. with or without accommodation.
  • The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.

All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.


Attach your resume and cover letter when applying for this job opening. Do not attach any documents to 'My Activities'. Visit our How to Apply tutorial for detailed instructions on our applicant process.


The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

View full job description and access on-line application:

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.

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