Responsibilities

• Serve as the day-to-day strategic point of contact for the client’s Personalization Lead throughout the engagement
• Lead weekly status calls and milestone reviews; prepare stakeholder-ready materials for phase sign-offs
• Facilitate discovery workshops (Weeks 1–2) to capture business rules, constraints, approval workflows, and commercial objectives across Personalization, CDP, Marketing Ops, and Mobile App teams
• Frame offer strategy within the client’s premiumization journey so use cases move customers toward fuller-price behavior rather than reinforcing discount dependency
• Define and document the Offer Taxonomy, including: offer type, channel applicability, customer segment; discount value ranges, trigger events, expiry logic; stacking rules and priority tier hierarchy
• Build the Offer Governance Framework (versioned, living documentation) as the single source of truth for how offers are created, approved, distributed, and retired
• Define offer conflict logic for scenarios where customers qualify for multiple active offers simultaneously
• Establish suppression rules, including frequency caps, post-purchase suppression windows, and channel suppression logic
• Audit current promotions across email, web, and app to identify cannibalization risks and commercial conflicts before build begins
• Own discovery deliverables: offer audit report; offer taxonomy; governance framework v1; experimentation methodology document

Requirements

• 5+ years in personalization, CRM strategy, or digital marketing strategy (retail/e-commerce strongly preferred)
• Proven experience designing enterprise-level offer or promotional governance frameworks
• Hands-on experience facilitating stakeholder workshops and translating outputs into actionable strategic documentation
• Strong understanding of customer lifecycle stages and behavioral trigger logic
• Experience partnering with MarTech/engineering teams and writing briefs that architects and engineers can execute against
• Working knowledge of A/B testing, experimentation design, and incrementality measurement principles
• Comfortable in a fast-paced, client-facing consulting environment with hard deliverable deadlines

Preferred

• Direct experience with Salesforce Marketing Cloud Personalization (Interaction Studio)
• Familiarity with Adobe Target or similar experimentation platforms
• Background in premiumization or brand repositioning programs
• Experience with loyalty strategy, offer mechanics, and incentive structures
• Retail sector experience (apparel, footwear, or sporting goods preferred)
• Exposure to CDP architecture and how segment data flows into activation systems