D365 Marketing Consultant

Position: Techno Functional Consultant, D365 Product Manager, D365 BA, Consultant, D365 Marketing Consultant

Locations: Remote

Duration: 6+Months with possible extensions

Must Have: Dynamics 365 Customer Insights Journeys, Finance and Investment Background is plus.

Overview:

Our client, a prominent Investment Management firm based in Texas, is seeking an experienced Marketing Automation Consultant to support the implementation and optimization of advanced Sales & Marketing automation tools. The client s current homegrown solution lacks key capabilities such as sophisticated customer journey management, campaign orchestration, subscription/consent management, and seamless integration with other enterprise tools.

Project Scope:

The client has recently completed a successful Proof of Concept (PoC) with Microsoft Dynamics 365 Customer Insights & Journey and is now evaluating further tool options. The consultant will play a pivotal role in guiding the client through the tool selection process, ensuring alignment with business objectives, and providing best practice recommendations for marketing automation.

Key Responsibilities:

• Assess current sales automation processes and identify gaps in journey management, campaign execution, consent/subscription management, and integrations.
• Advise on marketing automation tool selection, with a focus on platforms such as MS Dynamics 365 Customer Insights & Journey.
• Provide expert guidance on best practices for marketing automation, including campaign design, customer journey mapping, and data privacy compliance.
• Develop and present recommendations for tool implementation, integration strategies, and change management.
• Collaborate with client stakeholders to understand business objectives and translate them into actionable technical requirements.
• Support the client in achieving seamless adoption and measurable business outcomes through automation.

Required Skills & Experience:

• Proven experience in marketing automation tool selection and implementation, preferably within the investment management or financial services sector.
• Hands-on expertise with MS Dynamics 365 Customer Insights & Journey or similar platforms.
• Strong understanding of campaign management, customer journey orchestration, and consent/subscription management.
• Experience integrating marketing automation tools with other enterprise systems (CRM, analytics, etc.).
• Excellent communication and stakeholder management skills.
• Ability to deliver actionable insights and position client as a strategic partner in achieving client business objectives.