Search Jobs
IT opportunities are waiting for you.
Morton
https://www.themortonway.com/wp-content/uploads/2022/01/JB-Square-200x200-1.png
https://www.themortonway.com
https://www.themortonway.com
true
Ray Pearles
Dynamics 365 Customer Insights (8715)
Posted: 01/22/2026
2026-01-22
2026-02-23
Employment Type:
Contract
Job Category: Other
Job Number: 8715
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:
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.
- 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.
Meet Your Recruiter