
5001 - 10000 employees
Founded 2012
💼 Consulting
💸 Finance
Consulting • Finance
CLA (CliftonLarsonAllen) is a U. S. -based professional services firm and certified public accounting (CPA) practice that provides audit, tax, consulting, outsourcing, digital solutions and wealth advisory services. Operating as CliftonLarsonAllen LLP with more than 120 locations across the United States, CLA offers both traditional accounting and advisory services and investment advisory/broker-dealer services through affiliated entities (CliftonLarsonAllen Wealth Advisors, LLC). CLA is also a member firm of the international CLA Global network.
🔥 12 hours ago
🇺🇸 United States – Remote
💵 $81k - $155k / year
⏰ Full Time
🟠 Senior
⚙️ Marketing Operations
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5001 - 10000 employees
Founded 2012
💼 Consulting
💸 Finance
Consulting • Finance
CLA (CliftonLarsonAllen) is a U. S. -based professional services firm and certified public accounting (CPA) practice that provides audit, tax, consulting, outsourcing, digital solutions and wealth advisory services. Operating as CliftonLarsonAllen LLP with more than 120 locations across the United States, CLA offers both traditional accounting and advisory services and investment advisory/broker-dealer services through affiliated entities (CliftonLarsonAllen Wealth Advisors, LLC). CLA is also a member firm of the international CLA Global network.
• Serve as a subject matter expert for Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Dataverse, and related marketing technologies • Manage incidents, service requests, defects, and enhancement tickets from intake through resolution • Perform fit-gap analysis and recommend out-of-the-box, low-code, integration, or pro-code approaches • Configure and support Dataverse and model-driven applications • Maintain role-based security configurations, auditing, and data privacy requirements • Support application lifecycle management across development, test, UAT, and production environments • Develop test scenarios and participate in system, integration, regression, user acceptance, production validation, and post-deployment support • Monitor platform health, automation and integration failures, API usage, storage capacity, performance, and Microsoft service updates • Assess Microsoft release-wave changes and support impact analysis, testing, communication, and adoption planning • Support integrations with enterprise applications using Dataverse APIs, connectors, Azure services, and 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 • Partner with security, privacy, compliance, architecture, development, and business teams • Maintain functional specifications, technical documentation, test evidence, and deployment plans • Provide advanced user support, deliver training, share knowledge, and promote system adoption • Evaluate Copilot and AI capabilities for secure and responsible business use
• 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 • Advanced experience supporting Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Microsoft Dataverse, and model-driven applications • Hands-on knowledge of Dataverse tables, relationships, forms, views, dashboards, business rules, business process flows, duplicate detection, auditing, and role-based security • Strong working knowledge of Power Automate • 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 • 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 tools such as ServiceNow • Experience creating functional specifications, solution documentation, process maps, acceptance criteria, test plans, traceability records, and deployment plans • Strong analytical, troubleshooting, written, and verbal communication skills • Experience working within Agile or Scrum delivery methods • Experience with XrmToolBox, Power Platform administration tools, Customer Insights, LinkedIn Sales Navigator, and similar CRM troubleshooting or productivity tools
• Health insurance • Dental insurance • Vision insurance • 401(k) • Wellness benefits supporting physical, financial, social, and emotional well-being • Growth opportunities • Flexible work environment • Collaborative work environment
Apply Now🕒 3 days ago
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