CRM Architect

January 24, 2024
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CRM Architect – Sample Job Description


Lead the design, selection, development, implementation, and maintenance of complex information technology projects or strategic initiatives to solve problems. Specifically, a customer relation management (CRM) platform that will initially service Student Affairs, Advancement, Workplace Solutions, and Marketing & Communications.

Collaborate within IT and across college departments to coordinate and provide support to customers and partners on all aspects of projects and service delivery including requirements gathering, technical specifications, request for proposals, vendor evaluation and selection, solution design, implementation,
data management, and training.

Duties and Responsibilities:

  • Perform the full range of the project management lifecycle as a CRM Architect: discovery, initiating, planning, executing, monitoring, controlling, and closing.
  • Architect a CRM solution that efficiently meets the needs of the customer and fits well within the college’s systems.
  • Design, develop, maintain, and iterate systems and processes that provide accessible and effective user experiences.
  • Serve as an expert regarding the scope and project objectives, solution’s value, and technology, as well as the single point of contact for facilitation and communication of project goals, deliverables, and
  • Coordinate with the necessary team members to plan and implement CRM-based projects and professional development programs for the campus community on the tools and services provided.
  • Coordinate user groups to define departmental and institutional needs.
  • Prepare analyses and/or feasibility studies of new and proposed systems.
  • Provide impact analysis and integration needs with other systems, functional workflows, and departmental tasks.
  • Responsible for assembling project team, assigning individual responsibilities, identifying appropriate resources needed, and developing schedules to ensure timely completion of the project.
  • Ensure work completion within schedule, budgetary, and design constraints. Manage grant reporting and budgeting.
  • Develop training programs and materials and provide hands-on support and training.
  • Work with initiative, creativity, and attention to detail, and require only general supervision.
  • Stay current and research emerging and innovative new ed tech and make recommendations about new tools, maintaining knowledge of assigned current tools and systems.
  • Keep abreast of current accessibility laws and policies as relates to the tools and training programs.
  • Manage vendors and vendor deliverables.
  • Work across numerous programs and divisions of the College, communicate effectively with less technically oriented functional area staff.
  • Work both collaboratively and independently.
  • Analyze and troubleshoot issues.
  • Attain highly specialized knowledge of a specific technology.
  • Maintain proficiency in IT skills for assigned systems, systems analysis and project control tools and techniques, and industry trends and terminology used to develop and deliver systems.
  • Maintain a high level of understanding of campus trends and needs.
  • Flexibility to change priorities quickly and as needed based on changing campus priorities, as well as the flexibility to learn new emerging tools as they are launched and evaluate campus
  • Other duties as needed in a fast-paced environment in which technology changes rapidly.

Licenses, Tools, and Equipment:

As a CRM Architect, you must be proficient in the use of various software and IT tools, computer workstation equipment, internet development tools, terminology, and practices.

Required Qualifications:


  • Bachelor’s degree
  • 3 to 5 years of demonstrated project leadership or project management experience
  • 3 to 5 years of demonstrated experience with CRM platforms
  • Demonstrated attention to detail, critical thinking and problem-solving skills
  • Demonstrated strong communication skills, including written, verbal, and interpersonal skills
  • Demonstrated understanding of information technology procedures and practices
  • Demonstrated knowledge of information technology (i.e., applications, processes, software,
    hardware, and equipment)
  • Demonstrated ability to work with technical teams and non-technical stakeholders
  • Demonstrated customer service skills and ability to work independently
  • Demonstrated experience in project leadership and organization and experience in technical communication
  • Demonstrated ability to adhere to institutional policies, plans, objectives, rules and regulations, and standards
  • Demonstrated ability to work with diverse groups/populations

Preferred Qualifications:

  • Master’s degree
  • Demonstrated experience in higher education

Excelon does not discriminate on the basis of race, religion, sex, gender, sexual orientation, national origin, marital or veteran status, disability, age, or any other characteristic protected by law.

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