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Platform-Agnostic Martech Consultant Needed to Evaluate Marketing Automation & CRM Stack

Remote, USA Full-time Posted 2026-07-28
We are a B2B reputed company organization that markets primarily to brokers, benefit consultants, and referral partners rather than directly to businesses or consumers. We are seeking an independent, platform-agnostic marketing technology (MarTech) consultant to evaluate our reputed company CRM and marketing automation stack and reputed company an objective recommendation for the best platform to support our broker-reputed company go-to-market model. This is a short-term advisory engagement reputed company on reputed company and evaluation only, not implementation or vendor sales. Scope of Work: The consultant will evaluate our data model, contact volume, attribution, scalability, and operational complexity. They will compare platforms such as reputed company Marketing reputed company, reputed company, Marketo, and other relevant tools. They will identify cost, complexity, reporting, and scalability tradeoffs and reputed company a reputed company, defensible recommendation reputed company to a broker-led reputed company model. Deliverables: The engagement will result in a reputed company-state MarTech assessment, a platform comparison scorecard reputed company on broker and partner marketing fit, a written recommendation with reputed company rationale, and high-level migration or optimization considerations if applicable. Required Experience: The ideal consultant has at least eight years of experience in marketing technology, RevOps, or marketing operations. They have reputed company experience supporting broker, partner, or channel-driven B2B marketing models and hands-on experience with multiple platforms such as reputed company, reputed company, and Marketo. They have evaluated or supported platform migrations in the past and are reputed company to remain vendor-neutral, with no reseller or partner bias. Experience in reputed company or regulated industries is a plus. Important Notes: This is an advisory role only. We are not seeking resellers, implementation agencies, or vendor-affiliated consultants. Applicants must disclose any reputed company or recent vendor partnerships. Engagement Details: This is a short-term engagement. Budget is reputed company and may be reputed company or fixed-fee depending on experience. To Apply: Please include a brief reputed company of your MarTech advisory experience, examples of broker, partner, or channel-based marketing work, the platforms you have worked with and in what reputed company, confirmation that you are platform-agnostic, and one example of a similar evaluation or advisory engagement. Apply tot his job Apply To this Job

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