Senior Marketing Technology Administrator (Remote)

CLA (CliftonLarsonAllen); Charlotte (NC); On-site; USD 81,000 - 155,000; Full time

Job summary

CLA is seeking an experienced Senior Marketing Technology Administrator to join our Information Technology team in the United States. The role focuses on optimizing CLA’s marketing stack with Dynamics 365 Sales, Dataverse, and Power Platform, driving system improvements, adoption, and integration across business units.

You will configure and support cloud-based marketing tools, manage security and lifecycle processes, and collaborate with developers and stakeholders to implement efficient

Qualifications

• 4 years of relevant experience required.
• Experience with Dynamics CRM or Marketing systems is preferred.
• Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Responsibilities

• Serve as SME for Dynamics 365 Sales, Customer Insights – Journeys, Dataverse and related marketing technologies.
• Manage incidents, service requests, defects, and enhancements from intake through resolution with SLAs.
• Perform fit-gap analyses and propose out-of-the-box, low-code, integration, or pro-code approaches with developers.
• Configure and support Dataverse models including tables, relationships, forms, views, dashboards, and flows.
• Maintain role-based security configurations and data privacy requirements.
• Support lifecycle management across development, test, UAT, and production environments.
• Develop test scenarios and participate in system, integration, regression, UAT and production validation.
• Monitor platform health, API usage, storage, performance, and service updates; coordinate remediation.
• Assess release-wave changes and support testing, communication, and adoption planning.
• Support integration with enterprise apps using Dataverse APIs, connectors, Azure services, and middleware.
• Maintain data quality through validation, migration support, duplication management, and auditing.
• Identify automation opportunities and implement enhancements for efficiency and user experience.
• Collaborate with security, privacy, compliance, architecture, development, and business teams.
• Maintain functional specifications, documentation, test evidence, and deployment plans.
• Provide advanced user support, training, and knowledge sharing to promote adoption.
• Evaluate Copilot and AI features for secure, responsible business use.

Skills

Dynamics 365

Dataverse

Power Automate

Power Apps

Power BI

CRM troubleshooting

Azure DevOps

Education

Bachelor's degree

Tools

Dataverse APIs

REST APIs

Custom Connectors

Azure Functions

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, 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 Senior 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 serves as an advanced individual contributor and subject matter expert for CLA’s sales and marketing platforms, including CRM. The role supports improvements to system functionality, integration, reporting, process consistency, and user adoption through hands-on analysis, configuration, troubleshooting, and collaboration with business and technical teams.

What You’ll create opportunities in this Senior Marketing Technology Administrator role:

• 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.

What You Will Need

• 4 years of relevant experience required
• Experience with Dynamics CRM or Marketing systems is preferred
• Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Technical Competencies

• 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.

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 Minneapolis is: 81,000.00 - $139,000.00

The compensation range for this position in Virginia is: 103,000.00 - $155,000.00

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.