Customer Relationship Management Project Administrator

Role Overview

• Coordinates and supports projects related to CRM operations, data management, and reporting
• Assists with data processes, system workflows, and project implementation
• Works with leadership to identify project needs and support CRM-related data and process initiatives
• Assists in preparing reports, dashboards, and data summaries using tools such as Power BI
• Supports data hygiene efforts including validation, cleanup, standardization, deduplication, and data integrity monitoring
• Prepares, imports, and manages data lists while ensuring proper source tracking, labeling, and adherence to data standards
• Assists with data transformation and preparation using Power Query (M code), spreadsheets, and database query tools
• Uses Python for data cleaning, formatting, and basic automation of data import/export tasks as needed
• Helps support and maintain CRM structures such as fields, forms, segments, and workflows to ensure consistent data collection
• Assists in automating routine data processes using tools such as Power Automate
• Coordinates with Institutional Research and Information Technology to support data integrations between the CRM, Banner/Argos, and reporting systems
• Provides CRM support and training to staff, including one-on-one guidance and group instruction on data processes and reporting tools
• Documents workflows, procedures, and data-related processes to support team continuity and knowledge sharing
• Assists with project coordination activities including planning support, progress tracking, vendor coordination, and implementation of new services
• May help monitor milestones, budget-related information, and compliance requirements for assigned projects
• May assist in supervising student workers or temporary staff supporting data or project operations.

Requirements

• Bachelor’s degree or higher in related field
• One (1) or two (2) years of experience in data support, reporting, CRM systems, or project coordination
• Experience with CRMs especially Element 451, Salesforce, or Slate
• Experience with student information systems or reporting databases (e.g., Banner/Argos)
• Working knowledge of data reporting and visualization concepts, with experience or exposure to tools such as Power BI
• Familiarity with data preparation and transformation techniques using tools such as Power Query (M code), spreadsheets, or similar data-shaping tools
• Basic understanding of workflow automation concepts, with exposure to tools such as Power Automate or other automation platforms
• Understanding of CRM data structures, field mapping, list imports/exports, and workflow or automation triggers
• Basic programming or scripting experience for data cleaning or automation tasks using Python (e.g., Pandas, NumPy) or similar tools
• Comfort using a code or scripting editor (such as VS Code, Vim, or similar) to support data processing tasks
• Ability to interpret data trends and clearly communicate findings to nontechnical stakeholders
• Strong attention to detail, especially related to data accuracy, integrity, and documentation of processes
• Ability to manage multiple tasks, support ongoing projects, and collaborate with cross-functional teams.

Tech Stack

• Numpy
• Pandas
• Python

Benefits

• Summary of Employee Benefits: www.tamusa.edu/human-resources/documents/Summary-of-Employees-Benefits1.pdf