Martech Architect Lead (Location Flexible)

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM is at an exciting inflection point in how we use data and technology to connect with buyers, clients, and talent. Our marketing data infrastructure is ready to be built out in a meaningful way, and this role is central to making that happen.

We’re looking for someone who is energized by the build phase of technology leadership the foundational decisions, the architecture work, the satisfaction of getting things right from the start. That means tightening the architecture around Adobe Customer Journey Analytics, evaluating and standing up a customer data platform, and establishing the integration patterns and governance standards that everything else will run on.

This role carries significant near-term impact and long-term growth potential. The right candidate will shape decisions that anchor RSM’s marketing technology strategy for years to come, with the opportunity to grow into broader Martech leadership as the foundation matures.

What You’ll Build

Adobe Customer Journey Analytics - First Use Case

Customer Journey Analytics (CJA) is already in place. The architecture work here is about making it perform at the level the investment deserves:

• Evaluate the current CJA implementation with fresh eyes - data model, connection health, instrumentation gaps, and whether the platform is answering the business questions it should be.

• Architect the connection between CJA and the incoming CDP so buyer journey analysis is built on unified, resolved identity data rather than fragmented signals.

• Ensure CJA reporting outputs actually reach and influence the stakeholders who need them, with governance and quality standards that marketing and leadership can trust.

Customer Data Platform - Second Use Case

RSM has not yet selected a CDP. That decision belongs to this person. You will:

• Lead the full vendor evaluation - defining requirements, assessing the landscape (composable architectures like Hightouch and Segment alongside packaged solutions like Adobe Real-Time CDP), running proof-of-concept work, and delivering a recommendation with the business case to back it.

• Design the data model, identity resolution strategy, and audience activation framework that will underpin account-based marketing, buyer journey personalization, and demand generation programs.

• Own implementation governance - working alongside implementation partners and data engineering to get it built correctly the first time.

• Establish the integration patterns connecting the CDP to CRM (Dynamics 365), marketing automation, intent data, and analytics - so data flows cleanly across the stack rather than pooling in silos.

Journey Orchestration (AJO or equivalent) - Third Use Case

CJA tells us what’s happening in the buyer journey. The CDP tells us who the buyer is. Journey orchestration is where that intelligence becomes action - the layer that decides what to say, to whom, on which channel, and when. RSM has not yet committed to a journey orchestration platform; evaluating and recommending one (Adobe Journey Optimizer, Braze, or an equivalent) is part of this role’s mandate:

• Assess the journey orchestration landscape in the context of RSM’s existing stack - evaluating how well AJO integrates with AEP and CJA versus alternatives, and making a recommendation grounded in architecture fit, not just feature lists.

• Design the journey architecture that connects CDP audiences to real-time, cross-channel experiences - so a prospect’s behavior in one channel triggers a coordinated, relevant response across email, web, paid, and direct outreach rather than a batch-and-blast sequence.

• Define the decision logic, suppression rules, frequency caps, and personalization tokens that turn a journey tool from a glorified email sender into a genuine orchestration engine.

• Partner with demand generation and content teams to map RSM’s high-priority buyer journeys - new logo acquisition, cross-sell, and client retention - and build the technical scaffolding that delivers the right experience at each stage.

Martech Stack Architecture - The Ongoing Foundation

• Own the architectural vision for RSM’s full Martech ecosystem - Adobe Experience Platform, CJA, Dynamics 365, marketing automation, intent data, and web analytics - ensuring these platforms operate as a coherent system rather than a collection of point solutions.

• Define integration standards, data governance frameworks, and a rationalized technology roadmap that prevents stack sprawl and keeps future decisions defensible.

• Evaluate new platform investments with a clear build-vs.-buy-vs.-configure lens, and make the case to leadership with evidence rather than vendor enthusiasm.

• Serve as the internal authority on Martech architecture - the person who can walk into any conversation about the stack and immediately add clarity.

What You Bring

Required

• 10+ years in Martech, marketing data platforms, or marketing operations in a B2B enterprise environment - with demonstrable experience making architectural decisions, not just executing them.

• Proven experience evaluating and selecting technology platforms - you’ve run a vendor assessment before, you know how to see past the demo, and you’ve lived with the consequences of a decision.

• Hands-on familiarity with the CDP landscape, whether composable (Hightouch, Segment, ActionIQ) or packaged (Adobe Real-Time CDP, Salesforce Data Cloud, or similar), including real understanding of data modeling, identity resolution, and audience activation.

• The ability to architect across a multi-platform stack - connecting CDPs, CRMs, analytics tools, and data infrastructure into something that actually works together.

• Strong command of B2B data concepts: account hierarchies, lead-to-account matching, intent data, firmographic enrichment, and ABM audience frameworks.

• Enough stakeholder credibility to influence senior leaders on technical decisions without needing organizational authority to do it.

• Bachelor’s degree in a relevant field; advanced degree a plus.

Preferred

• Direct experience with Adobe Experience Platform and/or Adobe Customer Journey Analytics

• Familiarity with Microsoft Dynamics 365 and how it behaves as a data source and activation destination.

• Exposure to composable CDP architecture, reverse ETL, and data warehouse-native marketing stacks.

• Experience in professional services, financial services, or another B2B environment where the product is expertise and relationships rather than a physical good.

• Background in marketing analytics or buyer journey measurement - you understand what the data is ultimately supposed to enable.

Team Aligned Flexiblity - The baseline expectation that employees and owners may perform work from home, an office, a client site, or other relevant business locations, within-person attendance required when business needs, collaboration, client service, development, or travel warrant it. Working from home frequently or primarily does not change this expectation. For this position, the location is open to any of our US based markets.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.