Tempe, Arizona, United States · On-site
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, …
Skills: Microsoft Dynamics CRM, Power Platform, Microsoft Dataverse, PowerApps, Power Automate
Orlando, Florida, United States · On-site
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, …
Skills: Sage Intacct, Project Management, Business Software Consulting, Staff Management, Budgeting
Brainerd, Minnesota, United States · On-site
$65k–$113k/yr
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, …
Skills: Client Service, Accounts Payable, Accounts Receivable, Payroll Processing, Account Reconciliation
Dallas, Texas, United States · On-site
We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 9300 employees and over 120 offices nationwide, We promise to know you and help you! If…
Skills: Financial Planning, Budgeting, Cash Flow Management, KPI Analysis, Risk Management
Colorado Springs, Colorado, United States · On-site
$71k–$117k/yr
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, …
Skills: Accounts Payable, Accounts Receivable, Financial Statement Preparation, Account Reconciliation, Payroll Processing
Minneapolis, Minnesota, United States · On-site
$93k–$165k/yr
We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! As…
Skills: Financial Planning, Budgeting, Internal Controls, Financial Reporting, KPI Monitoring
Austin, Texas, United States · On-site
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, …
Skills: Python, Machine Learning, Generative AI, Azure, Databricks
Austin, Texas, United States · On-site
Job Description 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, digit…
Skills: Product Vision, Product Strategy, Roadmap Development, Cross-functional Collaboration, Market Analysis
St. Louis, Missouri, United States · On-site
We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! CL…
Skills: Financial Statement Analysis, Project Management, Accounting Best Practices, Treasury Services, Consulting
Chicago, Illinois, United States · On-site
$77k–$142k/yr
We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! CL…
Skills: Financial Statement Preparation, Nonprofit Accounting, Project Management, Client Relationship Management, QuickBooks
Colorado Springs, Colorado, United States · On-site
$86k–$142k/yr
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, …
Skills: GAAP, Financial Statement Analysis, Project Management, Consulting, QuickBooks
Dallas, Texas, United States · On-site
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, …
Skills: Client Service, Accounts Payable, Accounts Receivable, Payroll Processing, Account Reconciliation
Arlington, Virginia, United States · On-site
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, …
Skills: Financial Policy Setting, Budgeting, Financial Analysis, GAAP, Client Relationship Management
Nashville, Tennessee, United States · Hybrid
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, …
Skills: Accounting, Financial Reporting, Project Management, Client Service Management, Microsoft Excel
Green Bay, Wisconsin, United States · On-site
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, …
Skills: Financial Planning, Tax Advisory, Investment Management, Estate Planning, Retirement Planning
Cedar Rapids, Iowa, United States · On-site
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, …
Skills: Architecture Design, CI/CD, Containerization, Infrastructure as Code, Git
Canton, Ohio, United States · On-site
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, …
Skills: Acumatica Implementation, System Configuration, End User Training, Data Conversion, Report Development
Champaign, Illinois, United States · On-site
$77k–$142k/yr
We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! CL…
Skills: Financial Statement Analysis, Project Management, Client Relationship Management, Accounting Software Proficiency, GAAP
Denver, Colorado, United States · On-site
$71k–$108k/yr
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, …
Skills: Client Service, Accounts Payable, Accounts Receivable, Payroll Processing, Account Reconciliation
Orlando, Florida, United States · On-site
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, …
Skills: Databricks, Terraform, Kubernetes, API Management, Cloud Data Platforms
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Lead the development and optimization of the Microsoft Dynamics CRM database to support marketing technology and business processes. This includes creating customizations, managing data integrations, and providing technical oversight for other developers.
Requires a bachelor's degree in computer science or a related field and at least 6 years of relevant experience. Proficiency in the Microsoft Power Platform and experience with third-party CRM integrations are highly preferred.
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 looking to hire a Lead CRM Developer to bring their understanding of CRM processes, technology and data to help optimize and expand our existing and future technology stack, processes and people. The lead brings in extensive knowledge and use of Dynamics as a CRM platform along with experience with enhancing functionality through familiarity and use of Microsoft’s Power Platform and Microsoft Dataverse to drive and extend CLA back-office functionality.
Lead the development of the Microsoft Dynamics CRM database to support the marketing technology stack and business processes as directed by the Marketing Technology Manager and CRM Product Owner.
Review and create CRM customizations including:
Form/entity updates
Business process flows
Plugins
Javascript/HTML
PowerApps solutions
Power Automate flows
Custom HTML interfaces (web resources)
Data integrations/migrations
SQL updates
And various reporting technologies like Power BI and SSRS
Own processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.
Troubleshoot data integrity, errors, and Microsoft Dynamics CRM performance issues. Pressure testing of development for scalable solutions.
Partner with Product Owner, marketing automation team, analysts, and Marketing Technology Manager for developing reporting and streamlined business processes.
Act as a lead for developers and provide oversite and recommendations on development
Act as a change agent by identifying and implementing appropriate improvements ensuring processes are automated and can scale at an enterprise level. This also includes staying current with technology and cloud trends.
Translate and design solutions for business requirements / user stories based on direction from Product Owner
6 years relevant experience.
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.
Experience in application development and support working as a team member on multiple projects or applications preferred.
Experience with implementing third-party integrations into and out Microsoft Dynamics CRM, including a marketing automation platform preferred.
Experience with implementing third-party integrations into and out Microsoft Dynamics CRM, including a marketing automation platform. preferred
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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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.
Create Opportunities
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 9,000 people, 130 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 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 Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity Disclaimer: http://www.CLAconnect.com/Disclaimer/
Offices: 10700 Northup Way, Suite 200, Bellevue, WA 98004-1446, US · 646 Okoma Drive, Suite A, Omak, WA 98841-9515, US · 601 West Riverside Avenue, Suite 700, Spokane, WA 99201-0622, US · 517 North Mission Street, Suite B, Wenatchee, WA 98801, US · 405 South Central Avenue, PO Box 277, Quincy, WA 98848-1259, US
Create Opportunities
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 9,000 people, 130 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 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 Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity Disclaimer: http://www.CLAconnect.com/Disclaimer/
Offices: 10700 Northup Way, Suite 200, Bellevue, WA 98004-1446, US · 646 Okoma Drive, Suite A, Omak, WA 98841-9515, US · 601 West Riverside Avenue, Suite 700, Spokane, WA 99201-0622, US · 517 North Mission Street, Suite B, Wenatchee, WA 98801, US · 405 South Central Avenue, PO Box 277, Quincy, WA 98848-1259, US
