Marketing Technology Administrator (Remote) — United States

About Our Client:

The organization is a national professional services firm operating across multiple sectors including wealth advisory, digital, audit, tax, consulting, and outsourcing. With a workforce of over 8,500 employees distributed in 130 locations across the United States and a global presence, the organization focuses on delivering industry-specific solutions. It emphasizes building a culture inclusive of diverse beliefs and perspectives to effectively serve clients and communities.

About the Opportunity:

The MARKETING TECHNOLOGY ADMINISTRATOR role is designed to manage, develop, and maintain the organization's sales and marketing platforms, including CRM systems. This position plays a key role in enhancing technical solutions, supporting system integrations, and driving automation and platform improvements. The role contributes to operational efficiency and user support, ensuring effective use of marketing technologies.

Responsibilities:

• Provide daily user and application support for Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Dataverse, and related CRM and marketing technologies.

• Perform routine CRM administration and configuration updates such as managing user access, forms, views, dashboards, queues, and business rules.

• Handle incidents, service requests, defects, and enhancement tickets by documenting, troubleshooting, communicating status, resolving issues, and escalating as needed.

• Research and document recurring user or system issues, updating support materials accordingly.

• Conduct data-quality tasks including data imports, exports, validation, duplicate review, cleanup, and reconciliation.

• Monitor Power Automate flows and system processes, troubleshoot basic issues, and escalate unresolved problems.

• Execute test cases for system enhancements and platform updates, document results, and assist with user acceptance testing.

• Support release and deployment activities, including checklists and post-deployment validation.

• Identify opportunities for automation or process improvement and communicate recommendations.

• Create or maintain basic Power Automate flows and assist with Power Apps or Dataverse updates following established standards.

• Maintain documentation such as ticket notes, configuration records, test evidence, knowledge articles, and user support materials.

• Provide training and guidance to end users to facilitate CRM tool adoption.

• Collaborate with team members and stakeholders to gather information, clarify issues, and support CRM-related work.

• Assist in documenting requirements, process steps, user stories, and acceptance criteria for review.

• Communicate technical information clearly to both technical and non-technical audiences.

Requirements:

• No prior experience required; 1 year relevant experience preferred.

• Experience with Dynamics CRM or marketing systems preferred.

• Bachelor’s degree or equivalent experience and training considered.

• Foundational knowledge of Microsoft Dynamics 365 Sales, Customer Insights – Journeys, Microsoft Dataverse, and model-driven applications.

• Basic understanding of CRM components including forms, views, dashboards, queues, business rules, user access, security roles, duplicate detection, and auditing.

• Working knowledge of Microsoft Power Platform including Power Apps, Power Automate, and Dataverse for basic low-code configurations and troubleshooting.

• Familiarity with ticket management and work-tracking tools such as ServiceNow and Azure DevOps.

• Ability to follow documented procedures for ticket handling, troubleshooting, testing, data-quality activities, configuration, and release validation.

• Analytical and problem-solving skills with the ability to document findings and escalate issues appropriately.

• Effective verbal and written communication skills.

• Proficiency with Microsoft Excel for data validation and analysis; familiarity with CRM dashboards or Power BI preferred.

• Awareness of data privacy and responsible handling of sensitive information.

• Familiarity with Agile or Scrum methodologies and collaborative work environments.

Pay Range and Compensation Package:

• The compensation range for this position in California is 79,000.00 to 133,000.00.

• The compensation range for this position in Colorado is 73,000.00.

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:

4rNtNz469YuJ is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.