RFP for Slate Captain Services to Support and Optimize MUW's Slate CRM Environment

The Mississippi University for Women is seeking a vendor to provide part-time Slate Captain services to support and optimize their Slate CRM environment. The selected vendor will provide a dedicated Slate Captain for a standard service level of 20 hours per week for a one-year contract term with the option to mutually renew annually up to 5 years. The Slate Captain will work as an extension of MUW's enrollment and admissions operations, providing hands-on configuration, maintenance, and day-to-day support of Slate. Services include day-to-day Slate configuration and administration, development and maintenance of workflows, forms, queries, and automation, support for admissions and recruitment processes, troubleshooting and issue resolution, data integrity and best-practice enforcement, reporting and dashboards to support enrollment management, and development, maintenance, and execution support for Slate communication plans. • The vendor must demonstrate extensive experience supporting Slate CRM in higher education. • The vendor must have experience serving as a Slate Captain or equivalent embedded role. • The vendor must have proven ability to operate within an institution's existing Slate instance. • The vendor must have knowledge of admissions, recruitment, and enrollment workflows. • The vendor must have the ability to collaborate as an extension of institutional staff.