D365 Customer Insights Lead

The Opportunity

Ulteig is seeking a Marketing Platform Lead SME to own and optimize our use of the Microsoft Dynamics 365 Customer Insights - Journeys and Data marketing app. This role sits within the Sales Operations team, reports to the CRM Manager and partners closely with Marketing, CRM, and Business Applications. You'll serve as the system lead and provide strategic support for how we use D365 Customer Insights to create smarter marketing journeys and more personalized customer experiences.

This is a business-facing, platform-focused role - not a developer position. We're looking for someone who can manage and configure the D365 Customer Insights platform and work closely with marketing teams to apply its capabilities in meaningful ways. That includes helping design journeys, use segments, and interpret insights - not building custom code or managing plug-ins.

The ideal candidate has hands-on experience with the D365 Customer Insights application, including both the Data and Journeys modules. This role requires basic technical platform knowledge and the ability to support and enable non-technical marketing teams with a solid understanding of how D365 Customer Insights handles data ingestion, unification, segmentation, and journey design. The successful candidate will help marketing users apply these tools to improve targeting, engagement, and decision-making.

You'll also be responsible for training the marketing team, supporting CRM integration, and managing survey programs (NPS/CSAT) using D365 Customer Voice.

What You'll Do

• Lead and manage the Dynamics 365 Customer Insights platform (Journeys & Data), including data sources, unified customer profiles, segment creation, and journey orchestration in partnership with the Digital Marketing Specialist.
• Configure and maintain customer journeys that are automated, personalized, and aligned with business goals.
• Act as the subject matter expert (SME) for D365 Customer Insights, providing best practices, troubleshooting support, and guidance across teams.
• Collaborate with CRM, Marketing, and Business Applications teams to maintain data quality, support regular data cleaning, and ensure smooth integration with D365 CRM.
• Monitor platform health and performance, troubleshoot issues, and ensure the solution remains scalable and effective.
• Train and support the marketing team in using D365 Customer Insights for campaign design, segmentation, and performance tracking.
• Work with marketing, sales, analytics, and strategy teams to define requirements, improve segmentation strategies, and help teams use data to prioritize outreach.
• Support Sales teams in understanding and using marketing data within D365 CRM to drive engagement and growth.
• Ensure compliance with data governance and privacy regulations such as GDPR and CCPA.
• Implement and manage NPS/CSAT surveys using Customer Voice, integrating results into Customer Insights to support sales strategy and customer engagement.

What We Expect from You

• 3-5 years of hands-on experience with the Dynamics 365 Marketing app or the Customer Insights platform (Journeys & Data), including configuration, data management, segmentation, and journey design.
• Strong understanding of customer segmentation best practices and how to turn insights into action.
• Experience using Customer Insights alongside Dynamics 365 CRM, marketing tools, and platforms like Customer Voice to support outreach, surveys and customer feedback.
• Ability to manage platform changes and updates in a structured way that supports business needs.
• Demonstrated experience enabling marketing teams to use D365 Customer Insights for targeted campaigns, outreach, and analysis.
• High attention to detail with a focus on maintaining clean, accurate customer data.
• Strong communication skills with the ability to explain technical concepts to non-technical audiences.
• Proven collaboration across cross-functional teams to align business and technical goals.
• Must be authorized to work permanently in the U.S.

As you consider applying for a position at Ulteig, we encourage you to think outside the box - because we do! You might not meet 100% of the skills listed in a description, but we are committed to hiring people with exceptional talent, ability and potential, and then creating an environment where they can become the best versions of themselves. We don't want to miss out on the possibility of speaking with the next outstanding Ulteig team members, so please apply if you think this role is a great match for your unique skills and strengths. And, yes, relevant military experience is absolutely considered for transitioning service members.

What You Can Expect from Ulteig

Ulteig is a purpose-driven organization that has built a culture focused on people, both our clients and our employees, for over 80 years. Working at Ulteig is more than a job, opening opportunities to make an impact by creating and solving for a sustainable future. We recognize our success relies heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority. We prioritize flexibility and staying connected to meet your needs and help you achieve your goals. We value your unique perspective, respect your individuality, and celebrate your contributions. At Ulteig, we take our own success and the success of our clients personally.

We offer our team members:

• Flexible Workplace
• Employee Ownership
• Competitive Pay
• Comprehensive Benefits Package
• Collaborative Environment
• Innovative Culture

Our vision is to be the most trusted partners transforming our world's critical infrastructure. Ulteig connects people and resources to develop compelling, integrated solutions across multiple Lifeline Sectors, including Power, Renewables, Transportation and Water. Ulteig is a trusted partner in engineering North America's essential infrastructure and leverages its expertise with a wide range of public and private clients.

At Ulteig, we care deeply about our team, listening to their needs and ensuring they have the tools necessary to be productive, whether they choose to work remotely, hybrid, or in the office. Regardless of where you work, you are empowered to build a workday that best suits your strengths. We strive to ensure a balance and separation between home and work life. We support a flexible working schedule so employees are able to focus on what's important to them.

If you would like to be a part of a company that empowers their employees, apply today!

Ulteig is a Drug Free Workplace

ACHIEVE | GROW | COLLABORATE

Additional Opportunity Details:
Target Base Compensation Range for this role is $91,100 - $123,200
* Factors that may be used to determine your actual salary include your job-specific skills, education, training, job location, number of years of experience related to this role, and comparison to other employees already in this role

This position will be posted for a minimum of 3 days and will continue to be posted for an average of 60 days until a qualified applicant is selected or the position has been cancelled.

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Ulteig Engineers, Inc., will not accept unsolicited resumes from any source other than directly from a candidate or an approved vendor that has a written and signed agreement in place with Ulteig. Please do not contact or forward resumes to our company employees or locations. Any unsolicited resumes will be considered Ulteig property. Ulteig is not responsible for any charges or fees related to unsolicited resumes.