Higher Education Advancement And Crm Strategist

Why Carnegie?

For more than 30 years, Carnegie has been a leader and innovator in higher education marketing and enrollment strategy, offering groundbreaking services in the areas of Research, Strategy, Digital Marketing, Lead Generation, Slate Optimization, Student Search, Website Development, and Creative that generate authentic connections.

We believe in the power of differences. We embrace every piece of our humanity and desire to celebrate the backgrounds, perspectives, worldviews, and individual demographic and psychographic identifiers that have shaped and continue to shape who we are. We seek to nurture a culture of inclusion across race, gender, age, religion, sexuality, personality, cognition, physical ability, and other dimensions of identity. Finally, we are committed to actively working towards creating a more just, equitable environment for everyone—no exceptions.

About this Opportunity:

Carnegie is looking for an Higher Education Advancement and CRM Strategist to join our Slate Optimization team. The ideal candidate is a Slate-experienced higher education professional ready to provide hands-on support and training for partner schools through consultation and technical implementation of varying Slate modules.

Responsibilities:

-Customize and build Slate features across the CRM, such as:

• Fields and prompts
• Configurable Joins
• Deliver
• Portals
• Upload Dataset
• Queries and reports
• Gifts
• Research
• Rules
• Giving Campaigns
• Entities
• Opportunities
• Events

-Understanding of Advancement-specific Slate functionality to complete day-to-day tasks on a project-by-project basis

-Serve as project team lead on client Slate Advancement projects

-Provide continued Slate services to clients through check-in calls

-Offer recommendations regarding Slate and Advancement strategies

-Document recommendations and findings in call summary reports

-Collaborate with Slate team members to co-facilitate more complex on-campus and/or virtual trainings and create related documentation

-Participate in ongoing professional development opportunities, including but not limited to, Learning Lab, Slate Summit, and other conferences as required

Required Skills:

• Ability and willingness to expand technical skills
• Minimum one year of experience in Technolutions Slate CRM or other Advancement technology
• Competency with Google Workspace tools
• Competency with Microsoft Office Suite
• Minimum one year of experience in Higher Education (Advancement)
• Knowledge of Fundraising, Philanthropy, Wealth Screening, and Alumni Giving
• Responsive and clear communications style
• Ability to handle a variety of clients/projects simultaneously

Preferred Skills

• Ability to function as an equal partner in a small autonomous team
• Friendly and easy-going, comfortable in a casual office environment
• Self-motivation
• Excellent organizational skills including attention to detail, multi-tasking, prioritization and decision-making skills

You Should Join Us!

We’re a fast-growing and innovative company, set apart by our incredible people. We’re a supportive, fun-loving group with diverse interests and talents. In addition to getting to work with fantastic people and do work you love, here are some items you can list in your “pros” column:

• Generous holiday and Flexible, Uncapped PTO policy
• Private health/dental/vision
• Flexible work environment (remote, in-office, and hybrid roles)
• Growing company with a family feel
• Opportunities for advancement
• Fun company events and laid-back culture
• 401(k) with company match
• Employee Resource Groups
• Industry exposure and professional development
• Half-day summer Fridays
• Entrepreneurial approach and spirit