Manager CRM System

About the role

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. With more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. This role offers growth, flexibility, and a collaborative work environment.

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.
  • Implement special projects as assigned.
  • Ensure team is knowledgeable of all necessary areas of applications; develop 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.
  • 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 needed.
  • Take corrective action in a constructive manner with employees.
  • Establish and maintain effective working relationships to promote the success of 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, ensuring desired outcomes are achieved 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.
  • 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.
• Excellent interpersonal skills with the ability to communicate at all levels.
• Strong problem-solving and creative skills with the ability to exercise sound judgment.
• High level of integrity and dependability with a strong sense of urgency and results-orientation.

Pay

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.

Our approach to compensation emphasizes collaboration and career growth. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

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 retirement plan.
• Additional wellness benefits.

View a complete list of benefits.