Marketing Jira and AI Solutions Consultant

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

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.

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.

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.

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.

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.

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 wi…