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 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 CRM Analyst role:

• Maintain data integrity by performing data analysis and data cleansing.
• Troubleshoot and resolve customer support requests owned by the Marketing and Technology team.
• 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:

• 2+ 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.
• Bachelors degree in related field required (combination of education and experience may be considered in lieu of degree)

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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.