Engagement Details
- Part-time (~20–25 hours/week)
- Expected duration ~6 months with potential extension
- 100% Remote delivery
Overview
Our client is supporting a large-scale implementation of Microsoft Customer Insights for a national nonprofit organization operating across ~100 local chapters. This role will serve as a critical bridge between the centralized platform and local marketing teams, helping each chapter adopt and effectively use the new system to execute campaigns and manage marketing efforts.
Role Summary
We are seeking a Microsoft Customer Insights (Marketing) resource who can support ongoing platform rollout and marketing execution across a distributed organization.
- Senior Consultant (preferred): Hands-on implementation expert who can immediately own and optimize the platform
Key Responsibilities
Platform & Implementation Support
- Support rollout and adoption of Microsoft Customer Insights (Journeys) across ~100 local chapters
- Configure and manage customer journeys, segmentation, and marketing assets
- Ensure consistency and best practices across all locations
- (Senior profile) Lead or support implementation, setup, and optimization of the platform
Marketing Campaign Execution
- Build and maintain marketing assets including:
- Email campaigns
- Customer journeys
- Segmented audience lists
- Support local teams in executing campaigns within the new platform
- Translate marketing needs into system configurations
Stakeholder Support & Training
- Partner with local chapter teams to understand marketing needs and requirements
- Provide guidance, training, and ongoing support on platform usage
- Act as a liaison between business users and technical teams
Data & Migration Support
- Assist with migration from legacy tools such as:
- Mailchimp
- Constant Contact
- Ensure marketing data is structured and usable within Customer Insights
- Support data-driven campaign targeting and segmentation
Required Qualifications
Hands-on implementation experience with Microsoft Customer Insights (Journeys) (required)
- Experience in a consulting or in-house role managing marketing automation platforms
- Strong understanding of CRM systems, ideally Microsoft Dynamics 365
- Ability to independently configure and manage marketing journeys and campaigns
- Experience working directly with stakeholders and leading platform adoption
Preferred Qualifications
- Experience working in a federated or multi-location organization
- Exposure to nonprofit or mission-driven environments
- Experience training users or supporting platform adoption
- Familiarity with Power Platform tools (Power Automate, Power Apps)
Eligibility Requirements:
- Legal authorization to work in the U.S. is required.
- As a contractor, including remote contractors, you may be required to complete a background check.
As a contractor, you will be paid for the time you work; this does not include paid time off (PTO) or holidays. If you participate in our Payroll Services (W2) engagement, you may be eligible for Paid Sick Leave (PSL), depending on your work location and state-specific regulations.
MBO and Wipfli do not discriminate and all candidates will be evaluated without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws. MBO and Wipfli are committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
