MS Dynamics 365 Consultant (Customer Insights - Journeys)
We are seeking an experienced Marketing Automation Consultant to lead a high-priority marketing technology transformation for a prominent Investment Management client based in Texas.
The client is transitioning from a legacy, homegrown solution to a modern, enterprise-grade marketing suite. Having recently completed a successful Proof of Concept (PoC) with Microsoft Dynamics 365 Customer Insights - Journeys (CIJ), they now require a strategic consultant to guide them through tool evaluation, integration design, and best-practice implementation.
In this role, you will act as a trusted advisor, bridging the gap between business objectives and technical execution while positioning EPAM as a strategic, long-term delivery partner.
Req# 1014134076
Responsibilities
- Strategic Assessment: Evaluate the client's current sales and marketing automation processes. Identify gaps in journey management, campaign execution, consent/subscription management, and third-party integrations
- Tool Advisory: Guide the client through the marketing automation platform evaluation and selection process, with a primary focus on MS Dynamics 365 Customer Insights - Journeys
- Best Practices & Compliance: Provide expert-level guidance on marketing automation best practices, including sophisticated campaign design, customer journey mapping, and strict compliance with data privacy regulations
- Architecture & Integration: Develop and present robust recommendations for tool implementation, data integration strategies (CRM, analytics, and enterprise systems), and change management
- Stakeholder Management: Collaborate closely with key client stakeholders to translate high-level business goals into actionable, structured technical requirements
- Enablement & Adoption: Support the client's internal teams through the transition to ensure seamless tool adoption and measurable business outcomes
Requirements
- Must have active, hands-on experience with Microsoft Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing) within the last two (2) years. Applications without this demonstrated experience cannot be considered
- Industry Experience: Proven experience advising on and implementing marketing automation tools, ideally within the Investment Management, Wealth Management, or Financial Services sectors
- Technical Expertise: Hands-on command of campaign management, multi-channel customer journey orchestration, and complex consent/subscription/preference management
- Integration Skills: Experience integrating marketing automation platforms with broader enterprise systems (such as Salesforce, Dynamics 365 CRM, data warehouses, and analytics suites)
- Consulting & Leadership: Exceptional communication and presentation skills, with a proven ability to manage senior stakeholders, build trust, and deliver actionable, strategic insights
- Problem Solving: A consultative mindset with the ability to translate complex business problems into clear technical roadmaps
