Are you ready to be part of an organisation that values expertise, passion and diversity? 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.
Your Team
The Sales Performance team is part of CFS’s Distribution business unit, which is accountable for building enduring relationships with advisers, licensees, employers and partners, and growing flows onto CFS’s platforms and products. The Senior Martech Specialist – Dynamics 365 Customer Insights reports to the Director of Sales Performance.
Your 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.
Your Capability and Experience
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.
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Additional day for your birthday
- Hybrid working model
- Access to CFS Employer Super
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing
CFS Culture
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.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).