CliftonLarsonAllen (CLA), THE career building firm, is recruiting a dynamic CRM Data & Analytics Lead to support our national Wealth Advisory business. Located in our Greenwood Village, CO office this position would create our CRM vision & strategy and execute on it. This position will deliver quality work product, demonstrate a dedication to internal client support and be able to communicate analytical and technical concepts with confidence and in an easy-to-understand fashion. Successful candidates will establish strong listening and questioning skills in order to move CRM strategy & activities forward.
Why join CLA's Wealth Advisory – Operations team:
The CRM Data & Analytics Lead is a key position reporting directly to the Chief Operating Officer and interacts on a regular basis with the Operations Team, Principals, Wealth Advisors, Client Service Coordinators, IT and outside vendors. TheCRM Data & Analytics Lead creates and manages the CRM workflows, data quality, reporting & analytics and conducts training for new & existing staff on CRM processes & best practices. The ideal candidate will have the experiences to:
Serve as the primary point of contact for CRM questions and lead an internal group of CRM Subject Matter Experts
Work with CRM vendor(s) and internal IT on integration and customization priorities
Manage CRM & data warehousing and other projects as assigned
Produce ad-hoc and recurring monthly, quarterly and annual reports to Leadership Team
About THE career-building firm : CLA is the premier professional services provider to private businesses and their owners, providing a wide array of solutions to advance our clients success and create uncommon careers for our people. Our market differentiators include deep industry specialization, three integrated businesses working together, 1) Wealth Advisory 2) ) Audit, Tax & Consulting and 3) Outsourcing, and phenomenal opportunities for our employees to build their careers and marketplace value.
This GREAT career building opportunity includes:
A practice that is experiencing tremendous growth—creating HUGE opportunity for you to grow and take a career path that is unique to your personal goals
An entrepreneurial environment that offers autonomy and encouragement to move great ideas forward
The opportunity to play a key role by using your skill set at CLA to create & follow up on marketing campaigns to retain and attract new business
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.