Journeys Consultant
Akidev Corporation
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Job Details
Skills
- Dynamics 365 customer insights
- D365 CI Journeys
- CRM
- Analytics
Summary
Location: can be onsite in TX or fully remote
Position:
Techno Functional Consultant, D365 Product Manager, D365 BA, Consultant, D365 Marketing Consultant
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. the ask still is for Marketing Automation Consultant though, their CRM is MSDynamics and that''ll only be an integration for the customer insights journey tool, the part which is not being answered here is about who knows how to create the meaningful Journey design and do the integrations to their existing tooling.
- Techno Functional Consultant, D365 Product Manager, D365 BA, Consultant, D365 Marketing Consultant
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.
- 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.
- Dice Id: 10485492
- Position Id: 26-00145
- Posted 2 hours ago
Company Info
Akidev Corporation is one of Silicon Valley’s leading technology services organizations, specializing in AI consulting, CRM Implementations, Application Integration and outsourcing services. We combine these capabilities to deliver tailored solutions that help our clients achieve their business goals efficiently.
We proudly work with some of the "The Magnificent Seven" companies as their direct partners — not tied up with layers or intermediaries. This gives our teams unique opportunities to collaborate on cutting-edge projects in AI, Full Stack, Cloud, and Mobile technologies, while ensuring our clients receive world-class service with speed and transparency.
At Akidev, people come first. Our culture is built on measurable client satisfaction and employee empowerment. Every team member contributes to delivering innovation, integrity, and excellence, making Akidev a trusted partner for global enterprises and a rewarding workplace for top talent. We believe that our deeply ingrained value system has helped us win multiple customers.
We’re continually on the lookout for outstanding talent to become part of our growing team
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