CRM 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 U.S. 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 looking to hire a CRM Analyst to join our growing Internal IT team.

About the role:

The CRM Analyst will be responsible for leveraging an exceptional understanding of the Microsoft Dynamics 365 CRM ecosystem to help support CLA users, processes, data integrity, and system improvements. The analyst brings in knowledge and experience in supporting Microsoft Dynamics CRM. They strive to provide best in class support.

As a CRM Analyst, you will:

• Maintain data integrity by performing data analysis and data cleansing.
• Troubleshoot and resolve customer support request.
• Participate in developing testing scripts and UAT testing.
• Investigate and resolve data inconsistencies and performance by leveraging internal and 3rd-party tools.
• Create and maintain business process documentation, including knowledge articles, training materials, and system configuration documents.
• Participate in meetings with stakeholders to document requirements and processes.
• Creation and refinement of user stories and tasks in Azure DevOps.
• Stay current with Dynamics technology and stay focused on how we can improve our processes.

What you will need:

• Two plus years in an analyst, system analyst, or coordinator role.
• Problem solving with root cause analysis experience.
• Experience with CRM systems, Microsoft Dynamics preferred.
• CRM functional certification preferred.
• A deep understanding of the sales functionality within CRM.
• Customer Service experience a plus.
• Experience working with agile/scrum implementation methodology.
• Experience with Microsoft office tools such as Excel, Word, PowerPoint, Outlook, and Teams.

  Outstanding written and verbal skills.

• A self-starter mindset and speaks up in meetings.
• Inquisitive and collaborative approach.
• BS/BA with a technology, business, or engineering related degree.

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 /AA Employer/Minorities/Women/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.