We're looking for a hands-on marketing automation & CRM integration consultant to lead a defined-scope migration project for a U.S.-based fintech company in the mortgage lending space.The project:Migrate marketing automation from a legacy platform (MCAE/Pardot) to a modern marketing automation platform (Professional tier), integrated with a custom-built CRM system of record.
This is a fixed-scope engagement with a clear finish line — sandbox-validated integration ahead of a Q4 go-live.What you'll own:End-to-end platform migration — architecture through validationDesign and build a bidirectional CRM marketing platform integration (contact/company/deal object mapping, sync rules, conflict resolution)Convert web forms to the new platform's native forms (via middleware/n8n), including field remapping against strict validation rulesConfigure segmentation, automation,
and reporting on the new platformDocument the data model, sync logic, and configuration for a clean handoffWhat you bring:Proven experience migrating to a leading marketing automation platform (Professional tier+), ideally from Pardot/MCAEStrong command of the platform's data model, properties, and both Forms and CRM APIsExperience integrating marketing platforms with external systems via webhooks/REST APIs — including bidirectional sync and object ID mappingComfort with middleware/payload mapping tools (n8n or equivalent)Ability to work independently, coordinate with an internal dev team, and hit fixed deadlines
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