One of The Sage Group’s clients is looking for a Marketing Jira and AI Solutions Consultant, experienced with advising on workflow requirements, ideally in a Fintech setting. The client is a financial technology company.
About the role
We are looking for an experienced Jira & AI Solutions Contractor to own and evolve client’s Marketing Jira ecosystem.
The goal is an end-user friendly system that gives Marketing a forward-looking view of its work, tracks projects end to end through the lifecycle, and makes capacity visible — while staying simple enough to scale and maintain.
Today, Jira is an intake and execution system: teams deliver work through it, but it can’t show us what’s coming. We’re building the portfolio layer now. The next step is the project management layer beneath it — how work moves from plan to delivery — and phasing teams off their current way of working onto the new one.
This role is part advisory and part hands-on: designing the solution, recommending what to build and in what order, and translating what Marketing needs into what IT Engineering needs to build it correctly. IT Engineering does the build; this role owns the design, the sequencing, and the quality of what gets handed to them — and enables and supports the migration of teams onto the new way of working.
You will partner closely with Marketing Strategy & Operations, Creative Operations and key Marketing stakeholders. The role combines deep expertise in Jira, the Atlassian ecosystem, automation and AI with a strong understanding of Marketing and Creative operations, including AI-powered experiences built with Claude and Rovo.
In this role, you can expect to
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Architect and build the project management layer
- Advise on the approach and sequencing: what to build first, what to pilot before rolling out, and what is cheap now but expensive to retrofit later.
- Own the delivery roadmap with IT Engineering: dependencies, milestones and sequencing, so Marketing has a clear plan to work back from.
- Act as the conduit between Marketing and IT Engineering — translating requirements into technical scope, preparing work so their time goes furthest, and flagging risks to timing early.
- Design the target structure for project management — how work moves from plan through to delivery — and how it connects to the portfolio layer above it.
- Optimize the portfolio layer and the intake experience as teams move onto them.
- Advise on configuration design — issue types, fields, picklists, workflows — that gives us what we need while staying as simple as possible to use and maintain.
- Design and deliver the forward-looking portfolio and capacity views leadership uses to plan.
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Redesign intake and migrate the teams
- Redesign the intake experience for both requesting and delivery teams.
- Plan and run the phased migration from the current structure to the new one, including any re-parenting or data migration.
- Protect delivery throughout: teams keep shipping while they move, and no team is disrupted during its busiest period.
- Enable and support the change management — prepare and facilitate the training, documentation and enablement that gets teams actually using the new way of working.
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Lead the Marketing Jira platform
- Serve as the technical owner for Marketing’s Jira ecosystem Maintain workflows, issue types, forms, screens, permissions, custom fields, and configurations.
- Troubleshoot production issues, bugs, and user-reported problems.
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Engineer automation and technical solutions
- Design and implement sophisticated Jira automations to reduce manual work.
- Design and implement integrations with enterprise tools such as Slack, Glean, and Zapier using Jira Automation and webhooks.
- Develop scalable workflows, forms, and intake experiences.
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Apply AI inside the Jira ecosystems
- Use Rovo and Jira’s native AI capabilities to reduce manual effort in intake, triage, routing and reporting.
- Advise on where AI genuinely improves a workflow and where it adds complexity for little return.
- Build AI-assisted intake experiences that make submitting work easier and briefs more complete.
- Work with Claude where it extends what Jira can do on its own.
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Enable reporting and operational insights
- Design executive dashboards, advanced JQL queries, and reporting solutions that provide actionable operational insights.
- Improve reporting accuracy and data quality across Marketing.
- Partner with stakeholders to develop executive reporting, portfolio dashboards, capacity planning insights, and operational metrics.
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Consult and enable stakeholders
- Advise stakeholders on Jira best practices and solution design.
- Develop training materials and enable Marketing teams to adopt new workflows and capabilities.
- Develop and maintain comprehensive Jira and Confluence documentation, including system configurations, workflows, standard operating procedures (SOPs), user guides, and training materials.
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Innovate and optimize the platform
- Continuously enhance the Marketing Jira experience through thoughtful system improvements and platform enhancements.
- Drive user adoption by designing intuitive workflows and delivering ongoing training and enablement.
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Partner with Marketing Operations
- Partner closely with Marketing Strategy & Operations, Creative Operations, and Marketing stakeholders to continuously improve Marketing operating processes.
- Translate Marketing and Creative business requirements into technical design, and recommend sequencing — what to pilot before rolling out, and what is expensive to retrofit later.
- Recommend improvements to workflows, intake experiences, reporting, and governance based on operational best practices.
- Balance technical solutions with user experience and business outcomes.
To thrive in this role, you have
- 5+ years working with Jira Cloud in an enterprise environment. Experience with Jira Product Discovery (JPD) is a plus.
- Experience designing scalable operational workflows and enterprise intake processes in Jira, within Marketing, Creative, or Brand organizations.
- Deep expertise administering and configuring Jira Cloud, including workflows, issue types, screens, permissions, forms, automation, dashboards, advanced JQL, and reporting.
- Experience building Jira Automation rules, webhooks, and integrations with tools such as Slack, Glean, and Zapier.
- Experience using AI features within Jira (e.g. Rovo) to cut manual work in intake, routing, and reporting.
- Experience using Claude or similar AI tools alongside Jira.
- Experience working directly with business stakeholders to build Jira solutions that meet their needs and hold up technically.
- Experience setting up processes from scratch in a fast-paced or startup environment, comfortable working in ambiguity and making reasonable assumptions where the process isn’t yet defined.
- Experience improving user adoption through solution design, documentation, training, and change management.
- Excellent communication, facilitation, and stakeholder management skills.
- Ability to work independently while managing multiple priorities.
- Experience migrating an existing Jira implementation to a new structure, including phased migration or re-parenting records, without disrupting teams using it.
- Experience managing a delivery roadmap with a shared or limited engineering team, including scoping work, managing dependencies and milestones, and flagging timing risks early.
Location: Hybrid in San Francisco CA or 100% remote in USA, but must work in Pacific time
Duration: 6 months to start, plus part-time extension potential
Compensation: $80-91hr
