Work Arrangement: The position can be fully remote or hybrid (as per the requirements), but travel as of now is not required.
Duties
• Collaborate with stakeholders across Marketing, Sales, and Digital Technology to define and document future-state processes.
• Deliver clear, structured future-state process documentation for technical and business audiences that aligns with business needs.
• Contribute to the development of business requirements for GTM transformation and CRM improvements.
• Support CRM implementation efforts, including requirements gathering, testing, and adoption.
• Help operationalize the buying group strategy within CRM and marketing systems to enable tracking, engagement, and reporting.
• Participate in sprint planning, product reviews, and retrospectives as a Marketing representative.
• Create and maintain functional features and user stories aligned to business goals.
• Prepare documentation, training materials, and perform gap analyses.
• Conduct UAT and troubleshoot lead/data alignment issues across platforms.
• Become a subject matter expert in systems like Microsoft Dynamics, ServiceNow, and other tools.
• Facilitate communication between global and regional cross-functional teams.
Skills
• Proven track record of leading CRM implementation or transformation projects, including integration with marketing and sales systems
• Experience designing and operationalizing buying group strategies, including sales and marketing processes to work and convert buying groups to opportunities
• 8+ years of experience in CRM systems (Microsoft Dynamics preferred), marketing automation platforms, and 3rd Party integrations; Adobe Experience Platform strongly preferred
• 8+ years experience and proven results in defining Marketing (lead management strongly preferred) use cases, user stories, and business requirements
• Strong background in documentation of complex business processes for technical and business audiences
• Experience with database schema design, data cleansing/appending, data exporting
• Proficiency with Lucidchart, Miro, or similar tools
• Strong understanding of Agile methodologies and OKRs
• Exceptional problem-solving and analytical skills
• Excellent verbal and written communication and leadership abilities including the ability to articulate complex technical information in a clear, concise manner
• Ability to collaborate effectively with cross-functional teams including IT, Marketing, and product teams
• Excellent organizational skills and capacity to manage multiple priorities and tasks simultaneously, and communicate with all levels of management
Education: Bachelor's Degree
Managers Note
• Based on the job description, what are the must have non-negotiable items that a candidate must have to be successful in this role?
The ability to define marketing use cases, user stories and business requirements, previous background in documenting complex business processes for both technical and business audiences. Past experience in CRM systems, marketing automation platforms and 3rd party integrations
• What backgrounds/skills can we be more flexible with that can be learned on the job?
Experience in designing and operating buying group strategies
• Does this position require to sit onsite or travel?
No, this position can be fully remote or hybrid, but travel as of now is not required.
• Does this person have to work in a specific time zone? (e.g. - If a person on the East Coast can work PST, is that ok?)
No, we are open to East or West coast
• Does this position have the opportunity to extend beyond the initial contract or convert to FTE?
Not at this time.
• Is there a specific laptop that needs to be used for this role (i.e. - Mac or Windows)?