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Dynamics 365 Customer Insights (8715)
role at
Morton
Job Description Position Title:
Dynamics 365 Customer Insights
Location:
Remote (Must work CST)
Position Status:
12 Month Contract with Extension
Schedule:
Monday-Friday
Pay Range:
$90/hr.
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.
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Dynamics 365 Customer Insights (8715)
role at
Morton
Job Description Position Title:
Dynamics 365 Customer Insights
Location:
Remote (Must work CST)
Position Status:
12 Month Contract with Extension
Schedule:
Monday-Friday
Pay Range:
$90/hr.
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.
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