Consultant – Marketing Execution and Workflow Tool Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the comprehensive coordination of requirement packages provided to Technology, ensuring they are complete, clear, and traceable.

• Create technical requirements, user stories, and acceptance criteria.

• Convert business and marketing operational needs into developer-ready specifications.

• Conduct pressure tests on requirements with stakeholders to uncover gaps, edge cases, and assumptions.

• Participate in grooming sessions, sprint planning, and release planning.

• Review and approve sprint deliverables against the acceptance criteria.

• Monitor sprint readiness and communicate risks or blockers to the Product Owner.

• Prepare UAT scripts and test scenarios.

• Organize and facilitate UAT and usability testing sessions with business users and stakeholders.

• Document, triage, and manage defects with Technology until resolution.

• Assist in the migration of marketing programs and workflows into the agentic tool platform.

• Create change-management materials, training documentation, and user guides.

• Arrange training sessions and communications for affected users.

• Collaborate with Marketing Operations, Technology, and cross-functional stakeholders to collect and refine requirements.

• Lead workshops to align on scope, priorities, and solutions.

• Maintain records of decisions, open items, and action registers.

⛳️ Requirements

• 6–9 years of experience in a Business Analyst, Product Analyst, or similar role within financial services or a similarly complex regulated industry.

• Proven experience in marketing operations or marketing campaign management settings, with an understanding of campaign intake, execution workflows, and MarTech tools (e.g., Aprimo or similar platforms).

• Experience in implementing workflow tools or developing digital products, preferably with a focus on process digitization or automation.

• Demonstrated ability to write high-quality user stories, acceptance criteria, and functional requirements within an Agile/Scrum delivery framework.

• Functional technical literacy adequate to engage effectively with engineering teams; ability to comprehend system integrations, APIs, data flows, and AI/LLM-driven system behaviors conceptually — or a proven ability to quickly acquire such knowledge.

• Proficient in Agile tools like Jira for managing backlogs and tracking sprints.

• Strong skills in requirements documentation tools and productivity software (Excel, PowerPoint, SharePoint, Visio, Confluence, or equivalent).

• Experience with UAT planning and execution, including writing test scripts and managing defect tracking.

• Bachelor's degree is required.

• Agile or BA certifications (e.g., CBAP, PMI-PBA, CSM, or equivalent) are advantageous.

• Coursework, certifications, or self-directed learning in AI/ML fundamentals, prompt engineering, or data science concepts is a significant advantage.

• Ability to analyze ambiguous business problems and convert them into structured, precise requirements.

• Capability to work independently with minimal supervision and proactively identify tasks.

• Ability to reason from first principles when creating products without existing precedents.

• Intellectual curiosity regarding AI and automation.

• Comfort in situations with ambiguity and evolving requirements.

• Confident communication skills with technical teams and senior business partners.

• Ability to collaborate across Marketing, Technology, Risk, Legal, and Finance.

• Resilience and focus in a fast-paced, matrixed environment with changing priorities and tight deadlines.

🏝️ Benefits

• Hands-on experience in building and launching an enterprise-grade AI/agentic product from the ground up.

• Extensive cross-functional exposure across Marketing Operations, Technology, Risk, Legal, and Finance.

• Opportunity to develop expertise at the intersection of MarTech, workflow automation, and conversational AI.

• Visibility to senior leadership across marketing businesses and functions.

• Long-term career opportunities within technology product and marketing operations domains.