Slate Solutions Specialist

Company Description:

Pivot Marketing is a full-service higher education marketing and enrollment partner helping colleges and universities attract, engage, enroll, and retain students. We work alongside our clients as an extension of their teams, bringing together strategy, creativity, technology, data, and enrollment expertise to solve real challenges and drive results.

Our work spans the full student journey—from brand awareness and lead generation through nurture, application, enrollment, and retention. Our services include digital advertising, SEO, content and email marketing, website and creative development, brand strategy, CRM and marketing technology, admissions support and training, conversion optimization, and full-funnel reporting through our Pivot360 platform.

We also provide specialized enrollment support, including student communications, live chat, outbound calling, SMS, and other strategies designed to help institutions connect with prospective students and move them through the enrollment journey.

Pivot is a Technolutions Slate Preferred Partner and works extensively with CRM, marketing automation, data, and enrollment technology to help institutions streamline processes and make smarter, more informed decisions.

At our core, we're a team of higher education experts who believe great results come from being curious, collaborative, approachable, and genuinely invested in our clients' success.

Role Description:

We are seeking a Slate Solutions Specialist ( fulltime, part time, or consultant ) for a remote role with an option to work in our Vermont or Boston office if desired. In this position, the specialist supports optimization of Slate-related solutions for clients. Daily responsibilities can include configuring and maintaining Slate tools, and collaborating with internal teams to design effective workflows. The specialist communicates directly with both internal staff as well as clients to understand their goals, provide recommendations, and ensure that Slate solutions are aligned with their broader digital and enrollment communication strategies. The role also involves troubleshooting issues, developing solutions in Slate, documenting best practices, and contributing to continuous improvement of processes and client outcomes.

• Serve as Pivot’s primary Slate systems resource and day-to-day technical partner for assigned higher education clients.
• Support client Slate environments, including data imports, queries, forms, portals, workflows, campaigns, and other Slate functionality.
• Help to monitor the accuracy, integrity, and flow of admission and enrollment data within Slate; identify data discrepancies, investigate root causes, and recommend or implement appropriate resolutions.
• Build and maintain Slate queries, exports, reports, forms, portals, and workflows to support enrollment, admissions, marketing, and operational needs.
• Support the development and maintenance of custom Slate portals used for prospective student engagement, event registration, application and enrollment workflows, internal processing, and other client-specific purposes.
• Develop Slate Deliver campaigns, drip campaigns, automated communications, and other recruitment and enrollment communications in partnership with Pivot strategy and client teams.
• Serve as a liaison between Pivot, client admissions/enrollment teams, IT, institutional research, and other campus offices to support data integrity and effective integration between Slate and other institutional systems.
• Troubleshoot technical and data-related issues within Slate and coordinate with client contacts and Technolutions when escalation or additional technical support is needed.
• Identify opportunities to improve client processes through Slate automation, workflows, data management, and system efficiencies.
• Translate client enrollment and operational needs into practical Slate solutions, balancing technical capabilities with usability and institutional goals.
• Maintain documentation of client Slate configurations, processes, data flows, workflows, and recurring technical procedures to support continuity and knowledge sharing across the Pivot team.
• Provide training, guidance, and ongoing support to Pivot team members and client staff on Slate functionality and best practices when appropriate.
• Stay current on Slate functionality, updates, integrations, and higher education CRM best practices; proactively identify opportunities to improve how Pivot and its clients use the platform.
• Collaborate with Pivot enrollment support, marketing, strategy, analytics, and technology teams to ensure Slate solutions align with broader client enrollment strategies and campaigns.
• Participate in client meetings as the Slate subject-matter expert, translating technical concepts into clear, approachable recommendations for non-technical audiences.
• Help establish repeatable Slate processes, templates, and best practices that can be leveraged across Pivot clients while recognizing and accommodating each institution's unique systems and needs.
• Serve as a strategic partner to clients by identifying ways Slate can improve efficiency, reduce manual processes, strengthen the prospective student experience, and support enrollment goals.
• Contribute to Pivot's broader technology and systems knowledge base by sharing solutions, documenting learnings, and helping develop internal standards and resources.
• Perform other duties and special projects as assigned in support of Pivot clients and the overall success of the team.

Qualifications

• 4+ years of hands-on experience working in Technolutions Slate as an CRM associate, administrator or specialist required.
• Strong analytical skills for interpreting data, monitoring performance, and identifying optimization opportunities.
• Clear and professional communication skills for working with clients, internal teams, and stakeholders.
• Consulting capabilities to assess client needs, recommend solutions, and guide strategic use of Slate tools.
• Experience working with Slate CRM, admissions system, student information system, or related higher education technology platform. Additional Salesforce experience a plus.
• Higher education admissions, enrollment management, marketing, or student services experience strongly preferred.
• Demonstrated experience building or managing Slate queries, forms, portals, workflows, reports, exports, and/or Deliver campaigns.
• Experience working with data imports, data integrity, deduplication, data troubleshooting, and system integrations preferred.
• Ability to understand complex data flows and troubleshoot issues across multiple systems.
• Experience translating business or enrollment needs into technical solutions.
• Strong analytical, problem-solving, and critical-thinking skills.
• Strong attention to detail and commitment to data accuracy.
• Excellent written and verbal communication skills, particularly the ability to explain technical concepts to non-technical audiences.
• Self-motivated, curious, resourceful, and comfortable learning new technology and solving problems independently.
• Collaborative and client-focused, with the ability to build trusted relationships with both technical and non-technical stakeholders.
• Ability to identify opportunities for process improvement and proactively recommend solutions rather than simply responding to requests.