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MarTech Integration Consultant

Date Posted: Jul 1, 2025

Job #1681987
Contract
Austin, Texas, United States

MarTech Integration Consultant

Position Overview:

A leading Private Wealth organization is building a true B2B marketing function to better engage with Financial Advisors. The team is now scaling its marketing technology and automation capabilities to drive growth and brand visibility.

We are seeking a MarTech Integration Consultant to architect and implement a scalable, data-driven marketing technology ecosystem. This role will be instrumental in developing the strategy, integration architecture, and data flow roadmap that will power next-generation marketing efforts.

Key Responsibilities:

  • Architect and integrate enterprise marketing technologies including Salesforce Marketing Cloud, Marketo, Cvent, and the organization’s website.
  • Design and implement a data strategy that ensures seamless flow of marketing and sales data across platforms to support automation and personalization at scale.
  • Collaborate with a lean, agile team including a Marketing Automation Specialist, Marketing Tech Associate, and Cvent Admin to align systems and processes.
  • Develop roadmaps for MarTech scalability, automation, and campaign execution.
  • Advise on best practices for B2B marketing in financial services, with a focus on advisor engagement and lead nurturing.
  • Support and mentor internal stakeholders, including the Director of Marketing Communications, in leveraging analytics and digital tools.

Must-Have Qualifications:

  • Proven B2B marketing experience in financial services, ideally with exposure to fintech or advisor-focused marketing.
  • Deep understanding of enterprise MarTech platforms (Salesforce Marketing Cloud, Marketo, Cvent, etc.) and how they integrate.
  • Strong grasp of marketing and sales data architecture, including CRM integration and data normalization.
  • Experience creating data flow strategies and technical roadmaps for marketing automation.
  • Ability to thrive in small, dynamic teams and work independently with minimal oversight.
  • Excellent communication and stakeholder management skills.

Preferred Experience:

  • Background in fintech startups or high-growth environments.
  • Hands-on experience with data visualization and analytics tools (e.g., Google Analytics, Power BI).
  • Familiarity with compliance and data privacy considerations in financial marketing.

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