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Senior CRM Analyst
2 months ago
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 preferred. 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. LI-DJ1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. Click here to learn about your hiring rights. 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.
