Salesforce Marketing Cloud Consultant

Responsibilities

• Review existing business documentation, process maps, reports and data definitions to understand how prospects become patients today.
• Lead stakeholder interviews and workshops with business users to capture goals, pain points, and requirements across the patient lifecycle.
• Write clear user stories with acceptance criteria, and maintain a prioritized backlog.
• Work with the Marketing Cloud Developer to translate requirements into technical scope, confirm feasibility, and gather effort estimates.
• Build the implementation plan and timeline, including phases, dependencies, risks, and resource needs; keep it current as scope changes.
• Document current-state and future-state processes and data flows, including differences in naming conventions and business processes across source systems.
• Define reporting and conversion metrics with stakeholders, and help validate that delivered work meets them.
• Facilitate backlog refinement, status updates, UAT, and change management; communicate progress, risks and decisions to leadership.
• Support the license and roadmap review by capturing the business problems that candidate features would solve.

Qualifications: Required

• 5+ years as a Business Analyst on technology or marketing-technology projects.
• Excellent written and verbal communication; comfortable facilitating workshops and explaining technical topics to non-technical audiences.
• Proven ability to write user stories, acceptance criteria and requirements, and to manage a backlog.
• Experience building implementation plans, timelines and estimates with developers.
• Ability to analyze business documentation and process flows and spot gaps and conflicts.
• Strong organization, attention to detail, and comfort managing multiple stakeholders.

• Healthcare experience (patient acquisition, access, scheduling, referral, or provider-marketing workflows) and familiarity with HIPAA.
• Familiarity with Salesforce Marketing Cloud, CRM, or marketing automation concepts, including journeys, segmentation, and data extensions.
• Experience with data and reporting requirements, such as funnel and conversion metrics.
• Tools experience such as Jira, Azure DevOps, Confluence, Lucidchart or Visio.
• Certifications such as CBAP, PMI-PBA, Salesforce Business Analyst, or Agile/Scrum.