The Challenge
EXL's Banking and Capital Markets practice needs a technical leader to architect Salesforce-powered marketing solutions for a major fintech client. You'll drive customer journey optimization while managing a team and directly influencing revenue growth across enterprise engagements.
Your Mission
Map current marketing tech stack and identify gaps; establish roadmap for Salesforce Marketing Cloud Advanced implementation
Lead discovery workshops with client stakeholders to define B2B use cases around customer journey optimization and segmentation
Mentor your 5+ person team on Salesforce Einstein and Agentforce capabilities; establish coding/design standards
Deliver first integrated campaign using Marketing Cloud Advanced with measurable baseline KPIs for subsequent iterations
Execute 3+ customer segmentation strategies with documented lift in campaign engagement rates (target: 15%+ improvement)
Build and deploy marketing automation framework across customer journey touchpoints; measure time-to-value reduction
Lead Data Cloud (Data 360) implementation to unify customer data across internal and client systems
Expand team capability through training; develop at least 2 consultants into independent solution designers
KPIs You'll Own
Campaign Performance Lift
Measure engagement, conversion, and ROI improvement for segmented campaigns vs. baseline.
Solution Deployment Timeline
Track time from requirements to production deployment; target 20% reduction quarter-over-quarter.
Team Utilization & Billability
Ensure 80%+ billable utilization across your team while maintaining code quality and mentorship.
Client Satisfaction & Expansion
Measure NPS and identify upsell opportunities; target 1-2 new use case engagements per quarter.
Data Integration Coverage
Percentage of customer data unified in Data Cloud; target 90%+ completeness for segmentation accuracy.
Tools & Stack
Your Team
Your Manager
Not specified; likely VP or Senior Director of Consulting
Current Team
5+ developers and consultants reporting to you
New role or backfill not specified
The Package
Salary
$180K-$220K base
Remote
On-site in New York City Metropolitan Area
Benefits & Perks
Company Intelligence
EXL is a global digital transformation and business consulting firm serving financial services, banking, and capital markets. The Banking and Capital Markets practice specializes in marketing tech implementations and digital strategy for fintech and enterprise clients.
Customers
Fintech and banking clients
Is This Role For You?
- You have 8+ years hands-on Salesforce Marketing Cloud and Einstein experience, not just theory
- You've led technical teams (5+ people) and can mentor while staying hands-on with architecture
- You thrive in client-facing roles and can translate fuzzy business requirements into scalable technical solutions
- You care about data modeling and segmentation strategy, not just campaign execution
- You want to work in fast-paced financial services where marketing tech directly drives revenue
- You're not ready to manage people or delegate-this role requires active team leadership and mentorship
- You prefer remote work or flexibility; this is on-site in NYC with likely travel to client sites
- You're hands-off architect types who don't code/design anymore-you need to stay technically sharp and lead by example
Interview Process
Initial Screening
HR screens for Salesforce certifications, team leadership experience, and fintech/B2B background
Technical Deep Dive
Discuss your most complex Salesforce implementation; walk through architecture decisions and trade-offs
Leadership & Case Study
Describe a time you led a team through a difficult technical challenge; discuss how you mentor and develop talent
Client Scenario
Hypothetical fintech use case; you present how you'd approach the technical solution and stakeholder management
Executive Round
Meet with practice leadership to discuss growth, client relationships, and career trajectory at EXL
Ready when you are
Interested in this role?
Apply now and hear back within days, not weeks.
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