Manager CRM System

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 growing and seeking to hire an experienced Manager CRM Systems to join our talented Information Technology team. The position offers growth, flexibility, and a collaborative work environment. In this role, you should have 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 importantly, you will demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation.

This role oversees development, configuration, and support activities for CLA’s Marketing Technology application team to support business use of applications.

Responsibilities

• Marketing Technology Leadership:
  • Ensure all MarTech personnel comply with standard operating procedures, personnel policies, and workload demands.
  • Manage daily operations within the MarTech team, working closely with team members to ensure productivity goals are met or exceeded.
  • Serve as escalation point for complex functional, technical, or cross-system issues.
  • Lead implementation of special projects assigned.
  • Ensure the team is knowledgeable in all necessary areas of applications; strive to constantly develop the team to ensure capable management succession.
  • Lead team in planning and budgeting, policy development, data quality, security, privacy, and change management standards.
  • Lead integrations for all MarTech systems, including development, monitoring, and design.
  • Contribute to CLA’s continual process improvement.
  • Work responsively and cooperatively with all process and technical service owners and staff to assist in applying enterprise resources and related services to all areas of the Firm.
  • Ensure the team participates in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Supervisory:
  • Lead the process of interviewing, hiring, and termination for the MarTech team.
  • Direct team members to perform enthusiastically, innovatively, and diligently.
  • Coordinate personnel schedules and team workload in alignment with CLA business demands.
  • Coordinate team members’ work in accordance with applicable laws and policies.
  • Coach, discipline, and facilitate training to team members as deemed appropriate.
  • Take corrective action in a constructive manner with employees as needed.
  • Establish and maintain effective working relationships to promote the success of established short- and long-term objectives and goals.
  • Ensure day-to-day and emergency coverage of services.
• Team Project Management:
  • Provide effective team project management on select IT projects, leading to achieve desired outcomes on time and within budget.
  • Lead team projects with communication, outcome, process, resource, schedule, and budget management.
• Administrative:
  • Develop and maintain quality relationships with appropriate vendor technical resources.
  • Direct and assist team with user requests for support and information.
  • Calculate test cases based on enhancements to be implemented from vendor or internally generated changes.
  • Responsible for validation of vendor patches and/or upgrades to the environment.
• Training and Documentation:
  • Partner with the business on appropriate instructional procedures and/or methods in the development of training, and use various software applications to assemble, manipulate, and format information and presentations.
  • Create documentation based on business processes and requests.

Requirements

• 8 years of relevant experience required.
• Experience with Marketing Technology platforms (e.g., Microsoft Dynamics 365, marketing automation tools, analytics, or customer data platforms) preferred.
• Prior management experience preferred.
• Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Skills

• Ability to translate complex technical concepts into clear, business-focused communication for non-technical stakeholders.
• Strong understanding of solution design and ability to review and challenge technical approaches to ensure alignment with standards and business needs.
• Experience mentoring and coaching teams on technical quality, problem-solving, and best practices.
• Working knowledge of software development lifecycle (SDLC) and modern delivery practices, including Agile.
• Strong understanding of data governance, data quality, and integration considerations across systems.
• Ability to partner effectively with product owners, business leaders, and technical teams to deliver outcomes.

Pay

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 the position of pay within the range.

• The compensation range for this position in Minneapolis is: $119,000.00 – $203,000.00.
• The compensation range for this position in Virginia is: $150,000.00 – $227,000.00.

Benefits

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, and vision insurance.
• 401k and much more.

To view a complete list of benefits, click here.