Lead Dynamics CRM Developer

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.

About the role:

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.

As a Lead CRM Developer, you will:

• 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

What you will need:

• 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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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.