Digital Marketing Automation Consultant

Location: Hybrid – Boston or Springfield, MA

Client Industry: Financial Services / Insurance

Employment Type: Full-Time, Permanent

The Opportunity:

I am currently seeking a high-caliber Digital Marketing Automation Consultant on behalf of a premier, legacy financial services institution. My client is looking for a strategic thinker to join their enterprise-level Brand \& Marketing team. This is a pivotal role focused on bridging the gap between sophisticated data insights and high-impact customer experiences.

If you thrive on building audience-centric B2B and B2C campaigns and enjoy working within a mature MarTech ecosystem to drive business growth, this is the role for you.

Key Responsibilities:

• Strategic Execution: Manage end-to-end direct marketing lifecycles across email, SMS, mobile, and direct mail, ensuring a seamless journey from lead engagement to sales conversion.
• CRM Advancement: Partner with Centers of Excellence to integrate advanced AI capabilities and innovative CRM practices into the current marketing stack.
• Data-Driven Optimization: Design and implement rigorous A/B and multivariate testing plans. You will analyze performance metrics to provide actionable insights to executive leadership.
• Cross-Functional Leadership: Act as a key liaison between Creative, Data \& Analytics, MarTech, and Distribution partners to align marketing efforts with broader business objectives.
• Technical Stewardship: Contribute to the long-term technology roadmap, focusing on process improvements, database analysis, and quality control.

Required Experience:

• 3\+ Years of MarTech Expertise: Hands-on experience with enterprise-level platforms such as Salesforce Marketing Cloud, CRM, Data Cloud, Marketo, or Eloqua.
• Campaign Design: Proven success in developing complex, multi-channel B2B and B2C digital campaigns.
• Technical Literacy: Proficiency in SQL for data extraction and querying is essential.
• AI Integration: Experience utilizing AI-powered tools (e.g., Salesforce Agentforce, Copilot) to enhance content personalization and campaign performance.

• Preferred Qualifications:
• 7\+ years in Marketing Automation with a deep focus on Salesforce Marketing Cloud.
• Direct experience working within highly regulated sectors (Insurance, Finance, or Healthcare).
• A track record of scaling CRM capabilities or leading large-scale MarTech implementations.
• Strong background in distribution or advisor-based channel marketing.

Why Join This Company?

My client offers a stable, purpose-driven environment where long-term strategy is prioritized over short-term gains. You will join a culture that values stewardship and integrity, offering significant professional development opportunities and a highly collaborative team atmosphere.

How to Apply:

Please submit your resume for a confidential review. Qualified candidates will be contacted for an initial screening to discuss the client and role in more detail.