Role Description
This is a remote position.
We are seeking a client-facing Sr. Specialist to lead a strategic customer data and customer intelligence engagement for the B2B professional division of a global enterprise. This individual will partner with business, marketing, sales, customer experience, data, IT, and Digital Transformation leaders to:
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Define customer data priorities
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Establish future-state requirements
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Develop a roadmap for customer data activation and growth
The ideal candidate combines deep expertise in customer data strategy, marketing technology, CRM, and customer intelligence with strong consulting and stakeholder leadership skills. Success in this role requires the ability to:
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Guide executive discussions
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Facilitate cross-functional alignment
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Translate complex business needs into actionable requirements
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Deliver strategic recommendations that support enterprise transformation initiatives
Reporting to our Delivery Operations Manager, as a Full-Time Specialist on our team, you will work remotely to drive discovery, requirements definition, stakeholder alignment, and strategic planning activities throughout a customer data transformation initiative. You will work closely with business and technology stakeholders to:
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Identify and prioritize high-value B2B customer and prospect use cases
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Assess existing customer data capabilities
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Define requirements for a composable customer data platform environment that supports customer intelligence, segmentation, activation, and business growth
Working alongside architecture and technology teams, you will:
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Evaluate current-state systems, data sources, integrations, governance processes, and identity capabilities
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Develop a logical target-state customer data blueprint
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Provide recommendations on capability reuse, enhancement, or new development
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Create a prioritized implementation backlog, MVP approach, and phased roadmap that can be executed across the organization
Qualifications
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10+ years of experience in customer data strategy, customer intelligence, marketing technology, CRM, digital transformation, or management consulting
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Proven experience leading enterprise-scale strategy, discovery, requirements, roadmap, or transformation engagements
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Deep understanding of customer data platforms, cloud data environments, CRM ecosystems, and marketing technology solutions
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Experience translating business objectives and use cases into business, functional, data, and technology requirements
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Strong knowledge of identity resolution, customer matching, account matching, enrichment, deduplication, data quality, and data governance practices
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Experience working with B2B customer data structures, including account hierarchies, distributors, channel partners, contacts, prospects, and sales territories
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Strong executive communication, workshop facilitation, stakeholder management, and presentation skills
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Ability to influence and collaborate effectively across large, matrixed organizations
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Experience supporting Fortune 500 or global enterprise clients
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Experience with Hightouch or other composable, warehouse-native CDP platforms
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Familiarity with Snowflake, Salesforce, MCAE/Pardot, Braze, or comparable platforms
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Experience defining Customer 360, prospect intelligence, or customer identity strategies
Responsibilities
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Lead the overall client engagement, ensuring successful delivery of discovery, requirements, stakeholder alignment, and strategic recommendations
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Facilitate workshops and interviews with business, marketing, sales, customer experience, data, IT, and Digital Transformation stakeholders
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Identify and prioritize high-value B2B customer and prospect use cases
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Develop business, functional, and data requirements that support prioritized use cases
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Assess the current-state customer data ecosystem, including systems, data sources, integrations, data flows, and governance processes
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Evaluate enterprise identity and unique identifier capabilities and recommend approaches to support B2B customer data needs
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Define requirements for a composable CDP environment, including account hierarchies, channel partner structures, territory management, identity resolution, segmentation, and activation
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Define requirements related to enrichment, matching, deduplication, data quality, validation, and exception management
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Partner with data architecture stakeholders to create and validate a logical target-state customer data blueprint
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Recommend where capabilities should be reused, enhanced, or newly implemented
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Develop a prioritized backlog, MVP recommendation, and phased implementation roadmap
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Present findings and recommendations to executive sponsors and cross-functional leadership teams
Benefits
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Competitive compensation
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Comprehensive benefits
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Extensive development opportunities