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About the Role
The Senior Martech Specialist – Dynamics 365 Customer Insights will report to the Director of Sales Performance and is responsible for leading the functional design and configuration of Customer Insights – Journeys and Customer Insights – Data to translate marketing and sales needs into actionable requirements and user stories.
Responsibilities
- Lead the functional design for Customer Insights – Journeys and Customer Insights – Data, translating marketing and sales needs into clear requirements, user stories and acceptance criteria for the development team.
- Partner with data and technology teams to shape the Customer Insights – Data model, including data sources, unification rules, measures and segments that drive personalisation and journey triggers.
- Configure the platform foundations, including sending domains and authentication (SPF, DKIM and DMARC), deliverability, compliance profiles, consent and preference centres, and subscription lists.
- Design and build a library of reusable, brand-compliant email templates, themes and content blocks, including BDM-personalised communications, that marketers can use confidently without technical support.
- Establish the structure, naming conventions and governance for the content and asset library, so images, documents and other assets are easy to find, current and compliant.
- Build and optimise real-time journeys, from events and professional development programs through to trigger-based, multi-branch nurture journeys that respond to adviser behaviour.
- Build and maintain complex segments that are accurate, refreshed and aligned to the data model, drawing on Dataverse and Customer Insights – Data.
Requirements
- Proven experience in marketing technology or marketing automation, with at least two years of recent, hands-on delivery in Dynamics 365 Customer Insights – Journeys (real-time journeys) and at least one end-to-end implementation.
- Strong email build skills, including reusable templates, content blocks, dynamic content and personalisation.
- Deep understanding of email deliverability and authentication, including SPF, DKIM, DMARC, sending domain configuration and reputation management.
- Demonstrated experience designing complex, trigger-based journeys and segments, with a strong grasp of Dataverse data structures and relationships.
- Working knowledge of Customer Insights – Data, including unification, measures and segments, and how it powers Customer Insights – Journeys.
- Experience implementing lead scoring and connecting marketing activity to Dynamics 365 Sales.
- Experience implementing consent and preference frameworks, with sound knowledge of the Spam Act 2003 and the Australian Privacy Principles.
- Ability to translate business needs into clear functional requirements, and to work effectively with developers in Agile delivery, including Dynamics 365 solution and environment management.
- Strong stakeholder management and communication skills, with the ability to simplify technical concepts and train non-technical users.
- Full work rights in Australia.
Skills
- Dynamics 365 Customer Insights – Journeys
- Dynamics 365 Customer Insights – Data
- Marketing technology
- Marketing automation
- Email build
- Email deliverability
- Email authentication
- SPF
- DKIM
- DMARC
- Dataverse
- Lead scoring
- Dynamics 365 Sales
- Consent and preference frameworks
- Agile delivery
- Stakeholder management
- Communication
Location
- Sydney
Work Type
- Hybrid working model
Experience Level
- 2 years of recent, hands-on delivery in Dynamics 365 Customer Insights – Journeys
- At least one end-to-end implementation
Benefits
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Access to Sonder for medical, mental health and safety support
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services
About the Company
- At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
- At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Equal Opportunity
- We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential.
- We are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce.