Marketing Technology Administrator; Remote

Position: 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  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…