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 apply enterprise resources and related services.
  • Ensure the team participates in educational opportunities, including reading professional publications, maintaining personal networks, and 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 for 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 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.
  • 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.

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 (full list available here).