Senior Martech Specialist
Core
Lead functional design and configuration of Dynamics 365 Customer Insights for marketing and sales personalization, journey orchestration, and email deliverability within the wealth management sector.
Role type
Senior Martech Specialist (Dynamics 365 Customer Insights)
Builds
Real-time multi-branch nurture journeys, complex data segments, reusable email templates, and consent/preference frameworks.
Domain
Wealth management / Marketing Technology
Required skills
Dynamics 365 Customer Insights (Journeys & Data), email deliverability (SPF/DKIM/DMARC), lead scoring, Agile delivery, functional requirements translation, stakeholder management
Preferred skills
Dataverse data structures, Dynamics 365 Sales integration, Australian Privacy Principles compliance
Technologies
Dynamics 365, Dataverse, Email platforms
Responsibilities
Translate marketing/sales needs into user stories and acceptance criteria; configure platform foundations including sending domains and authentication; design and build reusable email templates and content blocks; establish governance for content and asset libraries; build and optimize real-time trigger-based journeys; maintain complex segments aligned to the data model; implement lead scoring and connect marketing activity to Sales.
Seniority
Senior, hands-on IC
