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. Preferred 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.