Marketing Technology Administrator (Remote)

CliftonLarsonAllen•Atlanta, GA
•Remote

About The Position

CLA is seeking a Marketing Technology Administrator to join its Information Technology team. The role supports development, configuration, and maintenance of CLA’s Sales and Marketing platform, including CRM. It focuses on building and enhancing technical solutions, supporting integrations, and contributing to automation and platform improvements while following established development standards and best practices. The administrator provides day-to-day support for Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Dataverse, and related CRM and marketing technologies. The role also handles routine administration and configuration, ticket triage and troubleshooting, data-quality activities, testing, release validation, basic automation, documentation, and end-user training. The position involves collaboration with team members and business stakeholders and clear communication with technical and non-technical audiences.

Requirements

  • No experience required; one year of relevant experience is preferred.
  • A bachelor’s degree, or a combination of relevant experience and training in lieu of a degree.
  • Foundational knowledge of Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Microsoft Dataverse, and model-driven applications.
  • Basic knowledge of CRM forms, views, dashboards, queues, business rules, user access, security roles, duplicate detection, and auditing.
  • Working knowledge of Microsoft Power Platform concepts, including Power Apps, Power Automate, and Dataverse, and ability to support basic low-code configurations and routine flow troubleshooting.
  • Familiarity with ServiceNow or a comparable ticket-management platform and Azure DevOps or a comparable work-tracking tool.
  • Ability to follow documented procedures for ticket handling, troubleshooting, testing, data-quality activities, configuration updates, and release validation.
  • Good analytical and problem-solving skills, including investigating routine issues, documenting findings, and recognizing when escalation is required.
  • Good verbal and written communication skills, including clear ticket notes, status updates, and explanations for non-technical users.
  • Proficiency with Microsoft Excel for basic data validation, reconciliation, and analysis.
  • Awareness of data privacy, access controls, and responsible handling of sensitive business information.
  • Familiarity with Agile or Scrum delivery methods and collaborative work with developers, administrators, and business stakeholders.
  • Excellent interpersonal skills and ability to communicate at all levels.
  • Strong problem-solving and creative skills, sound judgment, integrity, dependability, urgency, and results orientation.

Nice To Haves

  • Experience with Dynamics CRM or a marketing system.
  • Familiarity with CRM dashboards or Power BI.

Responsibilities

  • 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.
  • Handle assigned incidents, service requests, defects, and enhancement tickets: document requests, perform initial triage and routine troubleshooting, communicate status, resolve issues within established procedures, and escalate complex matters as appropriate.
  • 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 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 conducting post-deployment validation under senior team members’ direction.
  • 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 technical and non-technical audiences.

Benefits

  • Comprehensive benefit options, including health, dental, vision, and 401(k).
  • Well-being support focused on physical, financial, social, and emotional well-being.
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