MarTech Consultant

We are seeking a Marketing Operations & Technology Consultant to audit, optimize, and bridge our current martech ecosystem. This is a critical "SME" role focused on navigating a major platform transition: sunsetting Salesforce Marketing Cloud by August 2026 and scaling our instance of HubSpot.

The ideal candidate is a hybrid strategist and "doer"-someone who can perform a high-level architectural audit of our stack while also getting hands-on with campaign workflows, Salesforce reporting, and data hygiene. You will act as the technical architect ensuring our integrations (including a pilot launch of Snappy Kraken) are seamless and scalable.

• Audit & Analysis: Conduct a comprehensive audit of the current stack (Salesforce, HubSpot, Snappy Kraken) to identify technical debt, redundancies, and integration gaps.
• Sunset & Migration Planning: Develop and execute a strategic roadmap to sunset Salesforce Marketing Cloud by August 2026 while building out a robust HubSpot environment.
• Integration Management: Act as the Subject Matter Expert (SME) for how marketing tools talk to Salesforce; troubleshoot sync errors and map data flows.
• Snappy Kraken Pilot: Lead the onboarding and pilot launch (Dec 1) for Snappy Kraken, ensuring it integrates correctly with existing systems.

• Campaign Building: Hands-on creation of automated workflows, email triggers, and nurture sequences within HubSpot (or Marketo/Pardot).
• Salesforce Management: Build and maintain complex reports, filters, list views, and campaigns to support the sales and marketing funnel.
• Data Hygiene & QA: Maintain a rigorous discipline for data cleanliness. Perform regular QA on imports and exports to ensure database integrity.
• Enablement: Identify overlaps in technology and processes; suggest eliminations to streamline the "Bit of Enablement" side of the house.

• Experience: 5-7 years of Marketing Operations experience (Director-level expertise without direct reports).
• Automation Mastery: Deep hands-on experience building campaigns and workflows in HubSpot, Marketo, or Pardot.
• Salesforce SME: Advanced proficiency in Salesforce (building reports, managing campaigns, and understanding CRM architecture). Experience with Salesforce Marketing Cloud is a significant plus for sunsetting purposes.
• Technical Skills: Strong Excel skills (pivot tables, VLOOKUPs, data manipulation, and QA).
• B2B Strategy: Solid understanding of B2B sales processes and how lead stages move through a tech stack.
• Industry Preference: Background in financial services, wealth management (Advisors), or sales enablement is a plus but not required.

• Analytical Rigor: Ability to turn a complex "mess" of tools into a clear, documented architecture.
• Consultative Mindset: You can speak confidently to stakeholders about why an integration should work a certain way.
• Adaptability: Comfortable in a 3-6 month contract capacity with the high-level discipline required for potential full-time conversion.

#LI-JR1