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CRM Developer

CliftonLarsonAllen
parental leave, flex time, 401(k)
United States, California, Walnut Creek
2999 Oak Road (Show on map)
Jul 10, 2025

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.

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you!)

  • Up to 12 weeks paid parental leave

  • Paid Volunteer Time Off

  • Mental health coverage

  • Quarterly Wellness stipend

  • Fertility benefits

  • Complete list of benefits here

CLA is growing and seeking to hire an experienced CRM Developer to join our talented Information Technology team. The position offers growth, flexibility and a collaborative work environment.

In this position you should have the following; 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 important, demonstrate a high level of integrity and dependability with a strong sense of urgency and results-orientation.

This role uses their understanding of CRM processes, technology and data to help optimize and expand our existing and future technology stack, processes and people. They enhance functionality through familiarity and use of Microsoft's Power Platform and Microsoft Dataverse to drive marketing automation and extend CLA back-office functionality.

How you'll create opportunities in this CRM Developer role:

  • Support the development of the Microsoft Dynamics CRM database to support the marketing technology stack and business processes as directed by the Marketing Technology Manager and CRM Product Owner.

  • Review and create CRM customizations including form/entity updates, Business process flows, Plugins, Javascript/HTML, PowerApps solutions, Power Automate flows, Custom HTML interfaces (web resources), Data integrations/migrations, SQL updates, and various reporting technologies like Power BI and SSRS.

  • Support processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.

  • Troubleshoot data integrity, errors, and Microsoft Dynamics CRM performance issues. Pressure testing of development for scalable solutions.

  • Act as a change agent by identifying and implementing appropriate improvements ensuring processes are automated and can scale at an enterprise level. This also includes staying current with technology and cloud trends.

  • Translate and design solutions for business requirements / user stories based on direction from Product Owner and Business Analyst.

What you will need:

  • 3 years of relevant experience required

    • Experience in application development and support working as a team member on multiple projects or applications preferred.

    • Experience with implementing third-party integrations into and out Microsoft Dynamics CRM preferred.

  • Bachelor's degree or a combination of relevant experience and training may be considered in lieu of a degree.

Certifications / Licenses

  • None required.

  • Microsoft Power Platform Developer certification preferred.

  • Microsoft Power Automate RPA Developer certification preferred.

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 position of pay within the range. These same factors may cause starting pay to be below or above the posted range. The California Posting Range for this role is $94,977 - $142,466.

#LI-DJ1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Click here to learn about your hiring rights.

Wellness at CLA

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, vision, 401k and much more.

To view a complete list of benefits click here.

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