Slate CRM Consultant

Strata Information Group (SIG) is a trusted leader in higher‑education technology consulting, supporting colleges and universities with ERP/SIS modernization, digital transformation, CRM, cybersecurity, and strategic advisory services. As a long‑standing and deeply embedded partner within the higher‑education sector, SIG brings together technical depth, operational insight, and a culture rooted in integrity, collaboration, and exceptional client service. Our heritage is built on hands‑on expertise, genuine relationships, and a commitment to delivering value with humility and excellence—values that continue to define us as we scale. 

Position Summary & Responsibilities

Are you a seasoned functional consultant who can assist clients in crafting, planning, and executing Slate® CRM solutions tailored for academic institutions? We are accepting applications for future job opportunities as a Slate CRM Consultant. The ideal candidate should have a robust background in Slate CRM and its underlying software, with a preference for web development proficiency. This role necessitates substantial travel and hands-on involvement in spearheading Slate CRM initiatives. The position offers remote work flexibility.

• Provide Slate CRM implementation services and general consulting such as training, functional consulting, troubleshooting, and technical support to a diverse community of higher education clients
• Analyze current business practices and make recommendations to leverage various technology tools to improve business processes for admissions, retention and advancement
• Ability to adapt to varying challenges and varying levels of user knowledge

Required Qualifications

• 5 or more years working within the Higher Education Industry.
• 5 or more years of experience working with Slate CRM, demonstrating advanced user proficiency.
• Ability to administer security roles, build workflows, write rules, build reports and dashboards using CRM tools
• Extensive experience utilizing Slate Datasets and Entities for reporting, data management, process automation, and system optimization
• Proficient with developing, deploying, customizing and integrating CRM software
• Experience developing HTML content
• Ability to analyze business processes, procedures, and functions and make recommendations for improvement
• Experience with data collection, designing workflows, and audit requirements to determine suitability of the CRM software
• Experience with building and managing integrations with various third-party admissions applications (Common App, Royall/EAB, Liaison/UNICAS)