Slate ( CRM Technical Lead

Job Description

Job Description

The Slate CRM Technical Lead will play a critical role in leading the technical aspects of a multi-campus initiative to consolidate three to four existing Slate CRM instances into a single, unified, and optimized Slate environment. This individual will serve as the technical subject matter expert for Slate configuration, data migration, system integration, and the implementation of new standardized processes across all participating units.

Working closely with institutional stakeholders, project managers, functional leads, and others, the Slate Technical Lead will ensure a seamless, secure, and scalable transition that supports best practices in recruiting, admissions, application management, and student engagement.

Required: Actual Direct Experience with Slate CRM (
Required: Higher Education experience

Key Responsibilities:

1. Technical Leadership & Configuration

• Lead the technical configuration of the new, consolidated Slate instance based on standardized business processes and user requirements.

• Develop and implement configurable features such as datasets, forms, events, portals, queries, reports, stages, workflows, rules, deliver campaigns, and communications plans.

• Create and manage roles, permissions, and security protocols in accordance with institutional policies.

2. Data Migration & Conversion

• Develop and execute a data migration strategy to consolidate and transform legacy data from four separate Slate instances into the new instance.

• Map, clean, and validate data to ensure accuracy, consistency, and integrity.

• Collaborate with institutional data stewards and functional leads to identify and preserve critical data elements.

3. Integration Management

• Design and implement system integrations between Slate and other key institutional systems such as Student Information Systems (e.g., Banner, Workday), identity management, document imaging, and third-party platforms.

• Utilize Slate APIs, web services, and secure file transfers to manage integrations.

• Ensure integration processes are automated, monitored, and logged with appropriate error handling and notifications.

4. Testing, Quality Assurance, & Documentation

• Develop and execute test plans for data loads, configurations, and integrations.

• Create technical documentation, configuration guides, and data dictionaries.

• Collaborate with functional teams to support user acceptance testing (UAT).

5. Support, Training, & Change Management

• Provide Tier 2/3 technical support during and after go-live.

• Offer guidance and mentorship to junior technical staff and departmental Slate users.

• Assist with training and knowledge transfer to institutional IT and Slate admin teams.

Required Qualifications:

• 5+ years of hands-on experience with Technolutions Slate CRM in a technical or systems administrator capacity.

• Proven experience configuring and managing complex Slate features including rules, portals, forms, workflows, datasets, queries, and Deliver campaigns.

• Strong expertise in data migration, ETL, and integrations using APIs or secure file exchange mechanisms.

• Demonstrated ability to lead technical implementations, troubleshoot issues, and collaborate across functional and technical teams.

• Proficiency with SQL, JSON/XML, and scripting tools.

• Experience working in higher education, particularly in enrollment management, admissions, or student services.

Preferred Qualifications:

• Experience consolidating or implementing enterprise CRM systems across multiple units or campuses.

• Familiarity with SIS platforms (e.g., Ellucian Banner, Workday Student) and integration tools (e.g., Dell Boomi, Informatica, Mulesoft).

• Technolutions Slate Certified Preferred Partner status or similar advanced training credentials.

• Familiarity with data governance and FERPA compliance.

• Agile or PMP-based project experience.

Key Competencies:

• Strategic thinker with strong problem-solving and analytical skills.

• Excellent written and verbal communication skills.

• Ability to manage multiple priorities and deadlines in a fast-paced environment.

• Strong interpersonal skills and collaborative approach.

Company Description

SharperPoint Consulting Group, LLC is a full-service management consulting firm focused on helping higher education and non-profit customers understand, assess, acquire, implement, operate, and optimize cloud ERP solutions to drive real value for their organizations.
Founded by Glenn Small, a management consulting executive with extensive experience helping clients prepare for, implement, and operate ERP solutions, the SharperPoint Consulting Group brings to each engagement a deep sense of higher education culture and the ability to navigate urgency and effectiveness within the collaborative and distributed nature of higher education organizations.
Our firm is founded on the following core values:
Transparency – we strive for the highest degree of transparency in all we say and do.
Service – our passion is to serve our clients by delivering real value that matters.
Authenticity – we strive to be our best selves but are always our true selves.
Results – in the end, results matter. We deliver on our promises, and we deliver results that matter for our clients.
SharperPoint Consulting Group focuses on cloud technologies that are used by our higher education clients and provide Cloud Advisory services to support preparing, implementing, and optimizing those technology solutions to deliver value to students, faculty, and staff. Below we outline our advisory services.
Assess and Prepare
Current Systems and Business Processes Assessment
Development of Case for Change
Development of Future vision and Plan
Cloud Software Evaluation and Acquisition
Selection of Software Implementation Partner
Execution of Cloud Readiness Activities
Project Team Evaluation with Skills Assessment
Implementation Support & Assurance
Program Management and Oversight
Quality Assurance and Risk Management
Governance & Decision Making
Change Management
Knowledge Network Building
Post Go Live Support Planning
Gap and Blocker Management

Optimization
Business Process Analysis
Configuration Evaluation
Support Model Assessment
Team Skills Analysis

Company Description

SharperPoint Consulting Group, LLC is a full-service management consulting firm focused on helping higher education and non-profit customers understand, assess, acquire, implement, operate, and optimize cloud ERP solutions to drive real value for their organizations.\r\nFounded by Glenn Small, a management consulting executive with extensive experience helping clients prepare for, implement, and operate ERP solutions, the SharperPoint Consulting Group brings to each engagement a deep sense of higher education culture and the ability to navigate urgency and effectiveness within the collaborative and distributed nature of higher education organizations.\r\nOur firm is founded on the following core values:\r\nTransparency – we strive for the highest degree of transparency in all we say and do. \r\nService – our passion is to serve our clients by delivering real value that matters.\r\nAuthenticity – we strive to be our best selves but are always our true selves.\r\nResults – in the end, results matter. We deliver on our promises, and we deliver results that matter for our clients.\r\nSharperPoint Consulting Group focuses on cloud technologies that are used by our higher education clients and provide Cloud Advisory services to support preparing, implementing, and optimizing those technology solutions to deliver value to students, faculty, and staff. Below we outline our advisory services.\r\nAssess and Prepare\r\nCurrent Systems and Business Processes Assessment\r\nDevelopment of Case for Change\r\nDevelopment of Future vision and Plan\r\nCloud Software Evaluation and Acquisition \r\nSelection of Software Implementation Partner\r\nExecution of Cloud Readiness Activities\r\nProject Team Evaluation with Skills Assessment\r\nImplementation Support & Assurance\r\nProgram Management and Oversight\r\nQuality Assurance and Risk Management\r\nGovernance & Decision Making\r\nChange Management\r\nKnowledge Network Building\r\nPost Go Live Support Planning\r\nGap and Blocker Management\r\n\r\nOptimization\r\nBusiness Process Analysis \r\nConfiguration Evaluation \r\nSupport Model Assessment \r\nTeam Skills Analysis