Marketing Automation Product Manager
AI summary of the role
Dimensional seeks a Marketing Automation Product Manager to own the Microsoft Customer Insights – Journeys platform, driving personalized and compliant client engagement across the financial professional lifecycle.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Own the product roadmap and day-to-day administration for Microsoft Customer Insights – Journeys
- Consult with marketing stakeholders to identify opportunities for improving client engagement, lead nurturing, and operational efficiency
- Oversee platform configuration, data flows, and optimization to enhance campaign performance
- Establish and enforce best practices for email marketing, A/B testing, personalization, segmentation, and campaign QA
What you’ll bring
- 7+ years in product management, marketing operations, or marketing technology
- Strong understanding of marketing automation, campaign orchestration, and customer lifecycle management
- Experience with CRM systems (e.g., Dynamics 365 Sales, Salesforce) and lead management processes
- Experience with data integration, segmentation, and customer data platforms (CDPs)
Technologies
Microsoft Customer Insights – Journeys · Dynamics 365 Marketing · Dynamics 365 Sales · Salesforce · CDP · Microsoft Copilot · Power Platform · Jira · CMS · analytics platforms
About Dimensional Fund Advisors
Systematic investment manager serving institutions and advisors through evidence-based mutual funds, active ETFs, SMAs, and UMA portfolio technology.
Private Late · 1000–2000 people
Source and classification
Internal deployment & tooling · Evidence for this classification:
Job Description: Dimensional is seeking a Marketing Automation Product Manager to drive marketing efforts across our automation platforms. This role is critical to delivering personalized, compliant, and scalable client engagement across the financial professional lifecycle. You will act as a subject matter expert of the platform, partnering closely with channel marketing, sales support, and technology teams to define priorities, optimize processes, and deliver best-in-class experiences across touchpoints. This role requires a strong understanding of regulated environments and the ability to balance innovation with governance. Responsibilities: Product Strategy & Platform Ownership Inform the product roadmap for our Microsoft Customer Insights – Journeys instance, aligning with marketing objectives and priorities. Consult with marketing stakeholders to identify opportunities to
More from the job description
Job Description: Dimensional is seeking a Marketing Automation Product Manager to drive marketing efforts across our automation platforms. This role is critical to delivering personalized, compliant, and scalable client engagement across the financial professional lifecycle. You will act as a subject matter expert of the platform, partnering closely with channel marketing, sales support, and technology teams to define priorities, optimize processes, and deliver best-in-class experiences across touchpoints. This role requires a strong understanding of regulated environments and the ability to balance innovation with governance. Responsibilities: Product Strategy & Platform Ownership Inform the product roadmap for our Microsoft Customer Insights – Journeys instance, aligning with marketing objectives and priorities. Consult with marketing stakeholders to identify opportunities to improve client engagement, operational efficiency, lead nurturing, and marketing performance through technology enhancements and process optimization. Serve as the day-to-day product owner and administrator for Microsoft Customer Insights – Journeys and primary liaison between marketing, sales and technical teams. Maintain product backlog with clear requirements and oversee successful delivery through iterative processes. Drive innovation by actively seeking opportunities to leverage automation, [... source excerpt omitted ...] s for continuous improvement. Compliance, Risk and Governance Ensure marketing automation activities and data comply with regulations, privacy standards, and internal governance requirements. Collaborate with Legal, Compliance, and Technology teams to implement appropriate controls and workflows. Maintain audit-ready documentation related to campaigns, consent management, data usage, retention policies, and system changes. Qualifications: 7+ years of experience in product management, marketing operations, or marketing technology roles Strong understanding of marketing automation, campaign orchestration, and customer lifecycle management Experience working in a global context [... source excerpt omitted ...] a B2B or B2B2C environment Familiarity with CRM systems (e.g., Dynamics 365 Sales, Salesforce) and lead management processes Experience with data integration, segmentation, and customer data platforms (CDPs) Ability to translate business requirements into technical solutions and user stories Strong analytics skills with experience measuring and optimizing campaign performance Excellent communication and stakeholder management skills Familiarity with Microsoft Copilot, Power Platform and AI This role is not eligible for immigration sponsorship Preferred Qualifications: Hands-on experience with Microsoft Customer Insights and/or Customer Insights – Journeys (Dynamics 365
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