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) #LI-DJ1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. Click here to learn about your hiring rights. 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. CLA is an equal opportunity employer and 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. EOE/AA Employer/Vets/Disability