Customer Insights Journeys Events Specialist

Technology Alliance Solutions, Inc. (TAS) is a leading CRM, ERP, and marketing automation solutions provider, committed to helping businesses achieve measurable growth through innovative, results-driven services. Our team of skilled consultants specializes in CRM, ERP, marketing automation, systems integration, and strategic advisory services. We proudly serve SMBs, midmarket, and enterprise organizations—as well as U.S. state and federal agencies—delivering tailored solutions across a wide range of industries.

At TAS, collaboration is the cornerstone of every successful engagement. Our approach combines technical expertise with a deep understanding of client objectives, aligning technology with business goals to drive operational efficiency, process optimization, and sustainable ROI. When you partner with TAS, you gain more than a solutions provider—you gain a trusted advisor committed to unlocking the full potential of your CRM, ERP, and cloud technology investments.

Role Overview :

TAS is seeking a Customer Insights – Journeys Events Specialist for a focused engagement supporting event management within Microsoft Dynamics 365 Customer Insights – Journeys (Real-Time Marketing). This is a 4–6 week, 1099 contract with guaranteed 40 hours / week, fully remote.

We're looking for someone who brings deep, hands-on experience with the current real-time event management module in Customer Insights – Journeys. Familiarity with the deprecated outbound module is not sufficient—this role requires working knowledge of the platform as it exists today, including multi-session events, waitlists, real-time registration forms, and journey-triggered communications.

This position blends technical delivery with client-facing consulting. You'll lead discovery sessions, gather marketing and business requirements, document processes, and guide clients through real-time event best practices with professionalism and clarity. Your ability to explain marketing automation strategy and technology in plain language is just as critical as your platform expertise.

Key Responsibilities :

Configure and manage real-time marketing events in Dynamics 365 Customer Insights – Journeys

Set up and manage sessions, waitlists, speakers, passes, registration forms, and venues

Deploy registration experiences via standalone and embedded forms

Configure event-triggered communications (e.g., confirmations, reminders, follow-ups)

Lead client-facing meetings to gather requirements, clarify goals, and present solutions

Document event configuration, process decisions, and future-state recommendations

Serve as a trusted consultant and platform expert for business and marketing stakeholders

Expected Deliverables :

Fully configured real-time events with end-to-end registration and communications

Documentation of setup processes and platform guidance

Strategic recommendations for real-time event usage and transition planning

Knowledge transfer to internal client teams for future scalability

Required Skills & Experience :

Direct experience with real-time events in Customer Insights – Journeys (current product)

Strong working knowledge of event management features, including sessions, waitlists, dynamic forms, and triggers

Ability to configure and launch event-driven journeys using marketing triggers

Skilled in building real-time registration forms with embedded content and personalization

Excellent client-facing skills—professional, articulate, and comfortable leading discovery and demo sessions

Strong written and verbal communication skills, including the ability to create clear documentation

Broad understanding of marketing automation workflows and lead engagement strategies

Understanding of GDPR compliance in the context of real-time marketing (e.g., consent capture, expiry tracking, lawful basis)

Familiarity with how data sources are captured and used in event and lead workflows

Experience configuring or optimizing preference centers for consent and subscription management

Knowledge of automated communication workflows within journeys and how they align to event triggers

Insight into lead management and nurture strategy—how leads are acquired, scored, and transitioned through campaigns

Ability to leverage analytics and reporting to measure event success, engagement, and marketing ROI

Bonus Qualifications :

Experience with Marketo and ability to articulate key differences between platforms

Broader expertise across marketing automation platforms and campaign execution best practices

Engagement Details :

Role : Customer Insights – Journeys Events Specialist

Type : 1099 contract

Duration : 4–6 weeks

Rate : $50 / hour (1099)

Schedule : Full-time (40 hours / week, guaranteed)

Location : Remote (U.S.-based only)

Travel : None

How to Apply :

If you're a marketing automation expert with deep hands-on experience in Customer Insights – Journeys and a talent for client-facing consulting—we'd love to hear from you. Please submit your resume and availability to get started.

Flexible work from home options available.

J-18808-Ljbffr