Marketing Technology Administrator (Remote)

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.

CLA is growing and seeking to hire an experienced Marketing Technology Administrator 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.

This role supports the development, configuration, and maintenance of CLA’s Sales and Marketing platform, including CRM. This role focuses on building and enhancing technical solutions, supporting integrations, and contributing to automation and platform improvements while following established development standards and best practices.

How you’ll create opportunities in this Marketing Technology Administrator role:

• Provide day-to-day user and application support for Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Dataverse, and related CRM and marketing technologies.
• Complete routine CRM administration and approved configuration updates, including user access, forms, views, dashboards, queues, and basic business rules, following established procedures and guidance
• Work assigned incidents, service requests, defects, and enhancement tickets by documenting the request, performing initial triage and routine troubleshooting, communicating status, resolving issues within established procedures, and escalating complex matters in accordance with service-level expectations.
• Research recurring user or system issues, document findings, and update knowledge articles or support documentation as directed.
• Support routine data-quality activities, including imports, exports, validation, duplicate review, cleanup, and reconciliation.
• Monitor assigned Power Automate flows and system processes, perform basic troubleshooting using documented procedures, and escalate unresolved failures.
• Execute prepared test cases for system enhancements, platform updates, and defect fixes; document results and defects and assist with user acceptance testing.
• Support release and deployment activities by completing assigned checklists and performing post-deployment validation under the direction of senior team members.
• Identify routine automation or process-improvement opportunities and communicate recommendations to senior team members.
• Create or maintain basic Power Automate flows and assist with straightforward Power Apps or Dataverse updates using established standards and guidance.
• Maintain ticket notes, configuration records, test evidence, knowledge articles, process documentation, and user support materials.
• Deliver training and guidance to end users to support effective adoption and use of CRM tools.
• Collaborate with team members and business stakeholders to gather information, clarify reported issues, and support CRM-related work.
• Assist with documenting straightforward requirements, process steps, user stories, and acceptance criteria for review by senior team members.
• Communicate technical information clearly to both technical and non-technical audiences.

What you will need:

• No experience required
• 1 year of relevant experience preferred
• Experience with Dynamics CRM or Marketing systemws preferred
• Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Technical Competencies:

Foundational knowledge of Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Microsoft Dataverse, and model-driven applications.

Basic knowledge of forms, views, dashboards, queues, business rules, user access, security roles, duplicate detection, and auditing within a CRM environment.

Working knowledge of Microsoft Power Platform concepts, including Power Apps, Power Automate, and Dataverse, with the ability to support basic low-code configurations and routine flow troubleshooting.

Familiarity with ServiceNow or a comparable ticket-management platform and Azure DevOps or a comparable work-tracking tool.

Ability to follow documented procedures for ticket handling, troubleshooting, testing, data-quality activities, configuration updates, and release validation.

Good analytical and problem-solving skills, with the ability to investigate routine issues, document findings, and recognize when escalation is required.

Good verbal and written communication skills, including clear ticket notes, status updates, and explanations for non-technical users.

Proficiency with Microsoft Excel for basic data validation, reconciliation, and analysis; familiarity with CRM dashboards or Power BI is preferred.

Awareness of data privacy, access controls, and responsible handling of sensitive business information.

Familiarity with Agile or Scrum delivery methods and working collaboratively with developers, administrators, and business stakeholders.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in California is: 79,000.00 – $133,000.00

The compensation range for this position in Colorado is: 73,000.00 – $119,000.00

The compensation range for this position in Connecticut is: 82,000.00 – $124,000.00

The compensation range for this position in Illinois is: 67,000.00 – $119,000.00

The compensation range for this position in Maryland is: 79,000.00 – $128,000.00

The compensation range for this position in Massachusetts is: 79,000.00 – $128,000.00

The compensation range for this position in Minnesota is: 67,000.00 – $115,000.00

The compensation range for this position in New Jersey is: 85,000.00 – $128,000.00

The compensation range for this position in New York is: 88,000.00 – $133,000.00

The compensation range for this position in Virginia is: 85,000.00 – $128,000.00

The compensation range for this position in Washington is: 85,000.00 – $128,000.00

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.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA is an equal opportunity employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Click here to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com.

Start your inspired career
When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Watch our video to see why people join CLA.

Wellness at CLA

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings.