Slate Solutions Specialist

Company Description Pivot Marketing is a digital marketing agency focused on helping organizations reach their business goals through smart, strategic campaigns. The team is made up of passionate digital marketers who work collaboratively to deliver measurable results. Pivot Marketing stands out by making digital marketing approachable and meaningful for clients of all sizes. The company takes time to understand each client’s business and needs, then designs tailored strategies that align with their goals and drive performance.
Role Description The Slate Solutions Specialist is a full-time, remote role with flexibility for some work from home as well as office environment option if in the Boston or Vermont area. In this position, the specialist supports the implementation and optimization of Slate-related digital marketing solutions for clients. Daily responsibilities include analyzing campaign performance data, configuring and maintaining Slate tools, and collaborating with internal teams to design effective workflows. The specialist communicates directly with clients to understand their goals, provide recommendations, and ensure that Slate solutions are aligned with their broader digital strategies. The role also involves troubleshooting issues, 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.
Manage and support client Slate environments, including data imports, queries, forms, portals, workflows, campaigns, and other Slate functionality.
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 and manage 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.
Support data and reporting needs by developing queries, exports, and other tools that help clients and Pivot teams monitor enrollment activity, campaign performance, and operational outcomes.
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
2+ 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 a 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.
Strong project management and organizational skills, with the ability to manage multiple clients, projects, and competing priorities.
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.

Work arrangement
Yes