Dynamics 365 Customer Insights - Journeys Consultant

Overview

Remote
Depends on Experience
Contract - W2

Skills

Customer Relationship Management (CRM)
Microsoft Dynamics
D365
Dynamics 365
Customer Insights
Journey

Job Details

Position: Dynamics 365 Customer Insights - Journeys Consultant

Location: Can be onsite in TX or Fully Remote

Duration: 12 Months

Must Have: Dynamics 365 Customer Insights - Journeys. Focus is now more on D365 CI Journeys. The ideal candidate should have hands-on and lead position for Dynamics 365 Customer Insights - Journeys.

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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

About Pyramid Technology Solutions, Inc.