Research Analyst Services

The Vendor is required to provide one (1) research analyst resource to support the salesforce marketing cloud migration project, providing technical and analytical support, including current-state discovery of the legacy marketing portal, campaign, and audience inventory, data mapping support, performance baseline analysis, change management and implementation support, and preparation of reports and presentation materials for IT leadership.
- Reporting to the agency director and working in close coordination with the salesforce development director and migration delivery team, analyze existing and potential marketing technology capabilities, prospective consumer audiences, and legacy portal performance data.
- Support data-mapping activities between the legacy portal and Salesforce Marketing Cloud objects (Data Extensions, Subscriber lists, Journey Builder flows, and Email Studio templates), working alongside technical resources who perform the actual configuration and development.
- Support and document User Acceptance Testing (UAT) activities, including test script preparation, issue logging, triage coordination with the development team, and tracking resolution through closure as needed.
- Support change management and end-user readiness activities, including research for training materials, documentation drafts, and stakeholder communication support for marketing teams transitioning from the legacy portal to agency.