Consultant​/Agentic Marketing Execution and Workflow Tool Development

This role sits within the Marketing Operations team and is a key enabler of a significant product transformation initiative. The Business Analyst will work directly in support of the Product Owner to drive the delivery of an agentic, conversational AI-powered tool designed to modernize and streamline marketing campaign intake, requirements creation, and campaign execution workflows.

The successful candidate will serve as the connective tissue between business stakeholders and technology teams — translating marketing operational needs into precise, actionable requirements that fuel sprint-by-sprint delivery. This is a high-engagement role requiring someone who is equal parts rigorous analyst, collaborative partner, and detail-obsessed executor.

This role is ideal for a professional who thrives in ambiguity, brings genuine intellectual curiosity about emerging AI capabilities, and is motivated by the opportunity to help shape how marketing campaigns are conceived, scoped, and brought to life through cutting‑edge technology. Because this product is novel in concept and execution, the ideal candidate brings not just analytical discipline but also the creative and adaptive thinking needed to define problems and solutions that don't yet have established playbooks.

• First-hand experience building and launching an enterprise-grade AI/agentic product from the ground up
• Deep cross-functional exposure spanning Marketing Operations, Technology, Risk, Legal, and Finance
• Opportunity to develop expertise at the intersection of Mar Tech, workflow automation, and conversational AI
• Visibility to senior leadership across marketing businesses and functions
• Long-term career paths across technology product and marketing operations domains

• Own the end-to-end coordination of all requirement packages to be handed off to Technology, ensuring completeness, clarity, and traceability
• Draft detailed technical requirements, well-structured user stories, and robust acceptance criteria for assigned work streams
• Translate complex business and marketing operational needs into unambiguous, developer-ready specifications
• Proactively question and pressure-test requirements with stakeholders to surface gaps, edge cases, and unstated assumptions

• Attend and actively contribute to all grooming sessions, ensuring backlog items are refined, estimated, and sprint-ready
• Support sprint planning and release planning activities in close partnership with the Product Owner and Scrum Master
• Review and sign off on sprint deliverables, validating that implemented features meet defined acceptance criteria
• Track and communicate sprint readiness status and flag risks or blockers to the Product Owner in a timely manner

• Draft comprehensive UAT scripts and test scenarios that reflect real-world user journeys and edge cases
• Coordinate and facilitate UAT and usability testing sessions with business users and key stakeholders
• Document, triage, and manage defect logs; work with Technology to drive resolution prior to release

• Support the migration of existing marketing programs and workflows into the new agentic tool platform, ensuring continuity and accuracy of business processes
• Contribute to the development of change management materials, training documentation, and user guides to enable smooth adoption
• Assist in coordinating training sessions and communications for impacted business users

• Partner closely with marketing operations, technology teams, and cross‑functional stakeholders to gather, validate, and refine business requirements
• Facilitate working sessions and workshops to drive alignment on scope, priorities, and solutions
• Maintain clear, structured documentation of decisions, open items, and action registers

• 6–9 years of experience in a Business Analyst, Product Analyst, or related role within financial services or a comparably complex regulated industry
• Demonstrated experience in marketing operations or marketing campaign management environments, with a working…