CRM Dynamics Analyst

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking an CRM Analyst to join our Enterprise Team. The Senior CRM Analyst brings their understanding of CRM processes, technology, and data to help support and expand our existing and future technology stack, processes, and people. The Sr. Analyst brings in knowledge and experience in supporting Microsoft Dynamics CRM. They strive to provide best in class support.

How you’ll create opportunities in this CRM Analyst role:

• Support the CRM operational processes ensuring quality data, functionality, synchronizations, and third-party integrations.
• Provide day to day management of the CRM database including intake, creation, and execution of dashboards, views, data imports, simple customizations & workflows, data clean-up, and provisioning of licenses and roles.
• Provide front-end user support by addressing day-to-day requests and develop documentation and trainings to support usability and adoption.
• Supports processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.
• Assists data quality and governance projects on a regular basis.
• Assists data enrichment projects by leveraging third-party data providers, SaaS platforms, and firm-wide synchronizations providing guidance on improvements.
• Investigate, troubleshoot, and escalate data integrity, errors, and Microsoft Dynamics CRM performance issues. Pressure testing of development for scalable solutions as directed by the Product Owner and/or Marketing Technology Manager.
• Partner with Product Owner, marketing automation team, analysts, developers, and Marketing Technology Manager for supporting reporting and streamlined business processes.

What you will need:

• 3 years of relevant experience.
• Experience with CRM systems, Microsoft Dynamics preferred.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.