CLA (CliftonLarsonAllen)

CRM Dynamics Analyst

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Hybrid

Location: Arlington • Ohio • Rhode Island • United States

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Job Level

Junior

About the 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.

Requirements

  • Bachelor degree required.
  • Combination of relevant experience, education and training may be accepted in lieu of degree.
  • Role requires anywhere between 1+ years experience.
Benefits
  • 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
  • Comprehensive benefit options that include health, dental, vision, 401k and much more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data managementdata analysisdata clean-updashboard creationworkflow customizationdata importsdata governancedata integritytroubleshootingpressure testing
Soft Skills
user supportdocumentation developmenttrainingcollaborationproblem-solvingcommunicationadaptabilityattention to detailtime managementcustomer service