D365 Marketing Consultant

Overview

Remote
Depends on Experience
Contract - W2
Contract - 12 Month(s)
No Travel Required
Unable to Provide Sponsorship

Skills

D365
D365 MARKETING
PRODUCT MANAGER

Job Details

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

Location: Remote

 

Job Description: 

Overview:

The role 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 as a strategic partner in achieving client business objectives.

Education: At least a bachelor’s degree (or equivalent experience) in Computer Science, Software/Electronics Engineering, Information Systems, or closely related field is required.

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