Who You Are
You’re a strategic, technically minded problem solver who knows how to connect marketing goals with the technology needed to bring them to life. You understand how complex marketing technology ecosystems work together—from data flow and integrations to platforms, processes, and architecture—and can translate that complexity into clear, scalable solutions for healthcare clients.
In this role, you’ll lead the strategic design, optimization, and integration of marketing technology ecosystems, shaping frameworks and systems architecture that connect client objectives with technical capabilities. You’re comfortable setting the broader technical vision while understanding what it takes to implement it, serving as a trusted bridge between client stakeholders, marketing teams, and technical partners. With a systems-level mindset, you’ll help ensure technology environments are integrated, efficient, scalable, and built to evolve.
What You’ll Do
- Strategic Framework & Architecture
- Develop and maintain comprehensive marketing technology strategies aligned with individual client business objectives and healthcare compliance requirements
- Design and document integrated technology ecosystems for clients that connect CRM, EMR/EHR, marketing automation, and patient engagement platforms
- Create detailed system architecture diagrams showing data flow, integration points, and dependencies across clients' full tech stacks
- Establish governance frameworks for client data management, system access, and compliance with HIPAA and other healthcare regulations
- Lead technology roadmap planning and technology evaluation processes for multiple healthcare clients
- Healthcare Technology Integration
- Architect seamless integrations between client marketing systems and clinical platforms (EMR/EHR) to enable patient journey optimization
- Design data synchronization protocols between client CRM systems and electronic health records while maintaining strict compliance standards
- Develop patient engagement workflows that leverage clinical data for personalized marketing communications across diverse client environments
- Ensure client marketing technology stacks support patient acquisition, retention, and care coordination initiatives
- Systems Architecture & Data Flow Management
- Map and optimize data flow between client IVR systems, call tracking platforms, CRM, marketing automation tools, performance marketing and other tools as required
- Design attribution models in partnership with Analytics that connect patient touchpoints from initial marketing engagement through clinical outcomes for each client
- Develop comprehensive patient journey mapping that incorporates both marketing and clinical system touchpoints across various client environments
- Create data integration strategies for client scheduling systems, patient portals, and appointment management platforms
- Establish real-time and batch data synchronization protocols across all connected client systems
- Platform Setup & Configuration
- Lead the setup, configuration, and technical architecture of CRM systems, marketing automation platforms, and other MarTech tools for healthcare clients
- Design system configurations that enable internal workflow teams to build effective patient engagement campaigns for clients
- Establish proper data models, field mapping, and segmentation structures within client CRM and marketing automation tools
- Configure integrations and API connections to support seamless data flow between all client MarTech systems
- Monitor client system performance and recommend optimizations for improved efficiency and patient experience
- Client Management & Communication
- Serve as the primary technical consultant for healthcare clients on marketing technology initiatives
- Present complex technical concepts and system architectures to client executives and stakeholders
- Collaborate with client clinical operations, IT, compliance, and marketing teams to align technology initiatives
- Lead client discovery sessions to understand existing technology landscapes and integration requirements
- Provide ongoing strategic guidance and technical support throughout client engagements
Ideal Qualifications
- Healthcare Technology Experience
- 8+ years of experience in marketing technology with at least 4 years specifically in healthcare environments or serving healthcare clients
- Deep expertise with CRM platforms in healthcare settings (Salesforce Health Cloud, Microsoft Dynamics Healthcare, Epic Cheers or similar)
- Extensive experience with EMR/EHR systems integration (Epic, Cerner, Allscripts, or other major platforms)
- Proven track record of working within HIPAA-compliant environments and understanding healthcare data regulations
- Experience managing multiple client relationships and delivering technical solutions across diverse healthcare organizations
- Technical Systems Knowledge
- CRM Systems Mastery: Expert-level knowledge of CRM platforms in healthcare settings (Salesforce Health Cloud, Microsoft Dynamics Healthcare, Epic Cheers or similar) including advanced configuration, customization, and integration capabilities
- Strong understanding of IVR systems architecture, call routing, and integration capabilities
- Experience with call tracking platforms and phone system integrations (CallRail, DialogTech, Invoca, or similar)
- Deep knowledge of marketing automation platform setup and configuration (Marketo, Pardot, HubSpot, SFMC or similar) with healthcare-specific requirements
- Knowledge of patient scheduling systems and appointment management platforms
- Understanding of patient portal technologies and their integration requirements
- Technical Skills
- Proficiency in creating detailed system architecture diagrams and technical documentation
- Advanced CRM configuration and customization skills including field management, automation rules, and user permissions
- Platform setup and configuration expertise including API understanding, data mapping, and system architecture
- Experience with data integration tools and ETL processes
- Knowledge of database management and SQL for data analysis and troubleshooting
- Understanding of security protocols and compliance requirements in healthcare technology
- Strategic & Communication Skills
- Proven ability to translate client business requirements into technical specifications
- Strong project management skills with experience leading complex, multi-system implementations across multiple clients
- Excellent presentation and communication skills for both technical and executive client audiences
- Experience with vendor management and technology procurement processes for healthcare organizations
- Consulting experience with ability to manage multiple client relationships simultaneously
Perks and Benefits
- Competitive Salary
- Health, Dental and Vision benefit packages to fit all types of lifestyles
- Life, Short- and Long-Term Disability Insurance paid 100% by the company
- FSA / HSA Options
- 401(K) with a generous company match program
- Flexible Paid Time Off (aka- unlimited)
- Paid Parental Leave
- Hybrid and Remote work schedules available
- Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
- Employee Referral Program
About Us:
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare - and integrated with a managed care consultancy with deep revenue strategy expertise. We brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy so healthcare organizations can attract and retain patients, grow brand equity, and protect their margins. We help our clients do everything from patient acquisition and brand building, to simplifying complex martech ecosystems, and creating digital experiences. Our work is rooted in clarity, authenticity, and a deep understanding of what moves healthcare forward.
Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Skills Required
- 8+ years of marketing technology experience
- At least 4 years of experience in healthcare environments or serving healthcare clients
- Deep expertise with healthcare CRM platforms such as Salesforce Health Cloud, Microsoft Dynamics Healthcare, or Epic Cheers
- Extensive experience integrating EMR/EHR systems such as Epic, Cerner, or Allscripts
- Experience working in HIPAA-compliant environments and understanding healthcare data regulations
- Experience managing multiple client relationships and delivering technical solutions across healthcare organizations
- Strong understanding of IVR architecture, call routing, and integrations
- Experience with call tracking and phone system integration platforms
- Deep knowledge of marketing automation platforms such as Marketo, Pardot, HubSpot, or Salesforce Marketing Cloud
- Knowledge of patient scheduling and appointment management platforms
- Understanding of patient portal technologies and integration requirements
- Proficiency creating system architecture diagrams and technical documentation
- Advanced CRM configuration and customization skills
- Experience with APIs, data mapping, system architecture, data integration tools, and ETL processes
- Knowledge of database management and SQL
- Understanding of healthcare technology security protocols and compliance requirements
- Ability to translate business requirements into technical specifications
- Strong project management experience leading complex, multi-system implementations
- Excellent technical and executive-level presentation and communication skills
- Experience with vendor management and technology procurement for healthcare organizations
- Consulting experience managing multiple client relationships simultaneously
What We Do
Unlock Health is a technology and services growth platform that connects the dots across managed care and marketing to help healthcare providers solve today's urgent growth needs while building sustainable performance for the future. Health systems have spent decades limited by the walls separating patient acquisition campaigns, payor contracts, pricing strategy, and the necessary data and technology required to analyze supply/demand, understand markets, and prove ROI. By breaking down those barriers — and delivering the right mix of consulting, services, and tech enablement to fill the gaps — Unlock Health will enable a massive leap forward in growth and performance. We have brought together the premier network of health and healthcare agencies including SPM, GLC, Dreamscape, and Centretek with industry innovators, Eruptr and DECODE to deliver sustainable growth and CFO-defensible ROI. We are unlocking the potential that exists within providers to increase revenue, manage costs, and create healthier communities. Together, we're taking the guesswork out of growth
