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About the Role
CLA is seeking an experienced Senior Marketing Technology Administrator to join their Information Technology team. This role serves as an advanced individual contributor and subject matter expert for CLA’s sales and marketing platforms, including CRM, supporting improvements to system functionality, integration, reporting, process consistency, and user adoption.
Responsibilities
- Serve as a subject matter expert for Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Dataverse, and related marketing technologies, collaborating across functions to support business needs.
- Manage assigned incidents, service requests, defects, and enhancement tickets from intake through resolution, including triage, prioritization, documentation, status communication, root-cause analysis, and timely escalation in accordance with established service-level expectations.
- Perform fit-gap analysis and recommend out-of-the-box, low-code, integration, or pro-code approaches in partnership with developers and solution architects.
- Configure and support Dataverse and model-driven applications, including tables, relationships, forms, views, dashboards, business rules, business process flows, and Power Automate cloud flows.
- Maintain role-based security configurations by applying approved business units, security roles, teams, column-level security, auditing, and data privacy requirements.
- Support application lifecycle management activities, including solutions, environment variables, connection references, deployment documentation, and releases across development, test, UAT, and production environments.
- Develop test scenarios and participate in system, integration, regression, user acceptance, production validation, and post-deployment support activities.
- Monitor platform health, automation and integration failures, API usage, storage capacity, performance, and Microsoft service updates; investigate issues and coordinate remediation as needed.
- Assess relevant Microsoft release-wave changes and support impact analysis, testing, communication, and adoption planning.
- Support integration efforts with enterprise applications using Dataverse APIs, standard or custom connectors, Azure services, and approved middleware.
- Maintain data quality through validation, migration support, duplicate management, cleansing, retention, auditing, and integration monitoring.
- Identify automation and process-improvement opportunities and implement approved enhancements that improve efficiency and user experience.
- Partner with security, privacy, compliance, architecture, development, and business teams to ensure solutions follow organizational standards.
- Maintain functional specifications, technical documentation, test evidence, deployment plans.
- Provide advanced user support, deliver training, share knowledge with team members, and promote effective system adoption.
- Evaluate platform capabilities, including Copilot and AI features, and provide analysis for secure and responsible business use.
Requirements
- 4 years of relevant experience required
- Experience with Dynamics CRM or Marketing systems is preferred
Skills
- Advanced experience supporting Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Microsoft Dataverse, and model-driven applications.
- Hands-on knowledge of tables, relationships, forms, views, dashboards, business rules, business process flows, duplicate detection, auditing, and role-based security.
- Strong working knowledge of Power Automate, including flow design, error handling, monitoring, connection management, and performance considerations.
- Working knowledge of Power Apps, Power BI, Microsoft 365 integrations, Copilot Studio, and responsible use of Copilot capabilities.
- Experience with application release documentation, and deployment strategies.
- Understanding of Dataverse integration patterns, REST APIs, webhooks, custom connectors, Azure Functions, Logic Apps, middleware, and service accounts.
- Ability to read and troubleshoot JavaScript, FetchXML, Power Fx, JSON, and basic SQL; familiarity with C#/.NET plug-ins is preferred.
- Knowledge of platform limits, licensing considerations, capacity management, environment strategy, data-loss-prevention policies, auditing, backup, and disaster-recovery concepts.
- Experience with Azure DevOps or GitHub for release tracking.
- Experience with ticket management in tools like Service now
- Experience creating functional specifications, solution documentation, process maps, acceptance criteria, test plans, traceability records, deployment plans.
- Strong analytical, troubleshooting, written, and verbal communication skills, with the ability to explain technical concepts to nontechnical audiences.
- Experience working within Agile or Scrum delivery methods and collaborating with developers, architects, testers, administrators, and business stakeholders.
- Experience with XrmToolBox, Power Platform administration tools, Customer Insights, LinkedIn Sales Navigator, and similar CRM troubleshooting or productivity tools.
Location
- Minneapolis
- Virginia
Work Type
- Remote
- Hybrid
Experience Level
- Senior
Education Level
- Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.
Salary/Compensations
- Minneapolis: $81,000.00 – $139,000.00
- Virginia: $103,000.00 – $155,000.00
Benefits
- Health, dental, vision, 401k and much more.
About the Company
- 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.
- 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.
Equal Opportunity
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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