Hybrid Customer Relationship Management Project Administrator

at Texas A&M University System

• Job title: Customer Relationship Management Project Administrator
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Numpy, Pandas, Python
• Location requirements: Hybrid, San Antonio, United States

About the role

• CRM Project Administrator coordinating data management and reporting for Texas A&M University. Supporting CRM operations and project implementation in higher education environment.

Responsibilities

• Coordinates and supports projects related to CRM operations, data management, and reporting.
• Assists with data processes, system workflows, and project implementation to ensure accurate information, efficient operations, and reliable reporting across enrollment and student data systems.
• 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 (e.g., file transfers, scheduled tasks, report refresh support) 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.

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.

Benefits

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