Senior 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.

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

CLA is growing and seeking to hire an experienced Senior CRM Analyst to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.

In this position you should have the following; excellent interpersonal skills with the ability to communicate at all levels. Strong problem solving and creative skills and the ability to exercise sound judgment. Most important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation.

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

• Drive 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.

• Develop documentation and trainings to support usability and adoption.

• Support processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.

• Manage data quality and governance projects on a regular basis.

• Manage data enrichment projects by leveraging third-party data providers, SaaS platforms, and firm-wide synchronizations providing guidance on improvements.

• Submit or act on ServiceNow tickets with appropriate routing where necessary.

• Investigate, troubleshoot, and escalate data integrity, errors, and Microsoft Dynamics CRM performance issues.

• Pressure test development for scalable solutions as directed by the Product Owner and/or Manager, Marketing Technology.

• Partner with Product Owner, marketing automation team, analysts, developers, and Manager, Marketing Technology for supporting reporting and streamlined business processes.

• Identify and implement appropriate improvements ensuring processes are automated and can scale at an enterprise level.
• Help drive initiatives forward by providing subject matter expertise to junior analysts on various projects and processes.

What you will need:

• 5 years of relevant experience
• Experience with CRM systems, Microsoft Dynamics requi.
• Bachelor’s degree or combination of experience, education and training may be accepted in lieu of degree

Technical Competencies:

• Understanding of the sales and marketing functionality within CRM.
• Experience using project management tools.
• Experience with Microsoft office tools such as Excel, Word, PowerPoint, Planner, and Teams.

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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.