Procurement Techno-Functional Consultant

Roles & responsibilities

CDP Discovery & Functional Design

• Facilitate discovery across business and data stakeholders to translate customer objectives into techno-functional CDP requirements (use cases, audiences, journeys, measurement).
• Define future-state functional architectures and process flows for data ingestion, identity resolution, audience building, activation, and measurement.

Salesforce Data Cloud & Snowflake Solutioning

• Draft business requirements, data contracts, schema designs, and integration specifications for Salesforce Data Cloud and Snowflake (including Data Sharing, external tables, ingestion patterns).
• Partner with architects/engineers to align on identity resolution strategies, consent & preference models, data quality standards, and activation routes (e.g., Marketing Cloud, Service Cloud, ad platforms).

Data & Activation Orchestration

• Map event/data sources (web/app, POS, CRM, contact center), define ETL/ELT pipelines, and ensure governance (privacy, PII handling, lineage).
• Design audience segmentation logic, real-time triggers, and journey orchestration; specify reverse ETL requirements for operational systems.

Measurement & Analytics

• Establish KPI trees and measurement architectures (attribution, audience lift, funnel metrics); oversee dashboards and reporting models across BI tools.
• Partner with analytics teams to convert CDP signals into insight-led interventions and optimization backlogs.

Delivery Support & Quality Assurance

• Prepare UAT scenarios, test data sets, and acceptance criteria; support triage and change control.
• Produce consulting-grade deliverables (functional designs, playbooks, runbooks, governance artefacts, executive readouts).

Required Skills & Expertise

Domain Expertise (Customer Advisory)

• Clear understanding of Marketing operations, Sales/CRM processes, Service/contact center workflows, CX journey design, and Customer Analytics.
• Ability to connect business outcomes (acquisition, activation, retention, CX improvement) to CDP capabilities (identity resolution, audience building, activation, measurement).

Technical & Platform Skills

• Salesforce Data Cloud: data model familiarity (Unified Profiles, Data Streams, Calculated Insights, Segments), activation to Marketing/Service Cloud, governance & permission sets.
• Snowflake: data warehousing concepts, ELT patterns, zero-copy cloning, performance considerations, role-based access control, data sharing, and cost awareness.
• Adjacent tooling: Journey Orchestration / Marketing Automation, Reverse ETL, Event streaming (e.g., Kafka), API & integration patterns (REST/Bulk).
• Strong grasp of data quality (profiling, deduplication), consent & privacy (GDPR/CCPA-aligned), PII handling, and MDM/golden record concepts.

Consulting Competencies

• Hypothesis-led problem structuring, clear synthesis, and executive-ready storytelling.
• High-quality documentation (requirements, designs, data specs, governance) and stakeholder facilitation.
• Proficiency in PowerPoint, Excel, Jira, Confluence, Miro.

Qualification

• B.E./B.Tech/MBA 
• 5 – 8 years of experience in techno-functional roles spanning CDP/CRM/MarTech/Data implementations and customer transformation.