Senior CRM Analyst

Posted 2 Days Ago
Be an Early Applicant
Arlington, VA, USA
In-Office
Senior level
Fintech
The Role
As a Senior CRM Analyst, you'll manage CRM processes, ensure data quality, support Microsoft Dynamics CRM, and provide user support and training. You'll also collaborate with teams to drive process improvements and manage data enrichment projects.
Summary Generated by Built In

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 Developer to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.

In this position you use your understanding of CRM processes, technology, and data to help support and expand existing and future technology stack, processes, and people.

How you’ll create opportunities in this CRM Developer 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 is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

    • Degree in computer science, information technology, or related field preferred.

Equal Opportunity Employer/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.

Top Skills

Crm Systems
Microsoft Dynamics
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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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