ESP Migration Strategist

Domaine

11d•Remote

About The Position

This role is responsible for owning the end-to-end ESP migration strategy, including auditing legacy platforms, developing migration roadmaps, planning phased cutovers, and validating post-migration success. The strategist will architect data migration approaches to ensure continuity of deliverability and compliance. They will independently rebuild and QA flow logic, segmentation, and automation to ensure no functionality or personalization is lost. The role also involves defining and owning the testing and validation protocol for migrations, including seed testing, deliverability monitoring, and rendering QA. Additionally, the strategist will build migration timelines that account for enterprise complexity, such as integrations, custom events, and multi-brand or multi-region instances. Beyond migrations, the role includes owning lifecycle strategy for email and SMS for an assigned portfolio, focusing on list growth, activation, retention, and revenue optimization. This involves building content calendars with clear rationale, defining testing methodologies, and driving continuous improvement of the lifecycle roadmap. The strategist will translate performance data into actionable strategies and executive-level reports. Technical expertise in Klaviyo and Braze is required, with experience in other platforms like Iterable, Attentive, Postscript, or Salesforce Marketing Cloud being a plus. The role serves as an internal technical authority on migration-specific platform mechanics, including API behavior, custom data feeds, event tracking, and CDP connections. The strategist will independently troubleshoot complex technical issues and evaluate platform-specific migration risks, developing mitigation plans. Client and stakeholder management is key, involving leading technical discovery, presenting performance insights, communicating technical risks in business terms, and managing timelines and expectations. The role also involves setting standards for migration scoping, documentation, and execution, building reusable frameworks, and partnering with engineering on integration-dependent migrations. Finally, the strategist will act as a technical resource for other team members, contribute to best practices, and define performance benchmarks and reporting for migrations and portfolios.

Requirements

4+ years in CRM/lifecycle marketing, with direct hands-on experience executing ESP migrations in an agency or enterprise in-house setting.
Track record owning full-funnel lifecycle strategy for a client portfolio, not just migration-scoped work.
Expert-level Klaviyo and Braze required; additional platform experience (Iterable, Attentive, Postscript, SFMC) a plus.
Demonstrated experience with enterprise-scale technical implementations — API integrations, custom data architecture, multi-brand/multi-region instances.
Strong technical documentation and QA discipline; comfortable owning ambiguous technical problems without senior oversight.

Nice To Haves

Iterable, Attentive, Postscript, or Salesforce Marketing Cloud experience a strong plus.

Responsibilities

Owns ESP migration strategy end-to-end: audit of legacy platform configuration, migration roadmap, phased cutover planning, and post-migration validation.
Architects data migration approach (subscriber data, engagement history, segmentation logic, suppression/consent records) to preserve deliverability and compliance continuity across the switch.
Independently rebuilds and QAs flow logic, segmentation, and automation parity between source and destination platforms — no functionality or personalization lost in transition.
Defines and owns the testing/validation protocol for a migration (seed testing, deliverability monitoring, rendering QA) before and after go-live.
Builds migration timelines that account for enterprise complexity — integrations, custom events, multi-brand or multi-region instances.
Independently owns lifecycle strategy end-to-end across email and SMS for an assigned portfolio — list growth, activation, retention, and revenue optimization — beyond the migration engagement itself.
Builds monthly/quarterly content calendars with clear, data-backed rationale behind themes, segmentation, and testing approach.
Defines testing methodology and drives continuous improvement of the lifecycle roadmap.
Translates performance data into clear, actionable strategy and exec-ready reporting without senior review.
Serves as the internal technical authority on migration-specific platform mechanics: API/integration behavior, custom data feeds, event tracking, and CDP or reverse-ETL connections.
Troubleshoots and resolves complex technical implementation issues independently, without reliance on engineering support.
Evaluates and documents platform-specific migration risk (e.g., deliverability reset risk, data mapping gaps) and builds mitigation plans.
Owns client relationships through the migration lifecycle and ongoing strategic engagement, including Enterprise and multi-stakeholder accounts.
Leads technical discovery conversations with client-side marketing, IT, and data teams to scope migration requirements.
Independently leads recurring client strategy meetings, presenting performance insights and recommendations at the executive level.
Communicates technical risk and tradeoffs in business terms to client stakeholders, including C-suite/VP audiences.
Manages timeline, scope, and expectations independently — escalating only when cross-functional alignment is required.
Sets the standard for how migrations are scoped, documented, and executed across the CRM practice.
Builds reusable migration frameworks, checklists, and QA protocols that raise the technical bar for future migrations.
Partners with Delivery/Engineering on integration-dependent migrations requiring custom development.
Serves as a technical resource for other Strategists and Specialists on platform logic, migration mechanics, and implementation troubleshooting.
Contributes to internal best practices, tooling decisions, and process improvement across the CRM department.
Defines pre/post-migration performance benchmarks (deliverability, engagement, revenue) and reports on migration health.
Synthesizes migration and portfolio learnings into department-level best practices and platform comparison insights.