Power Digital - ESP Migration & Platform Integration Architect
Requirements
• 3–6+ years of hands-on experience in lifecycle and CRM marketing technology, ESP migrations, and/or martech implementation • Deep, proven expertise in at least two of the following ESPs: Klaviyo, Salesforce Marketing Cloud, HubSpot, Iterable, Braze, Mailchimp, Attentive, or similar • Hands-on experience configuring DNS records and email authentication protocols • Experience with sending domain setup, subdomain delegation, and tracking link configuration • Proven ability to manage API integrations, webhook configurations, and custom event setups • Strong IP warming knowledge: including warming schedules, list segmentation strategy, and reputation monitoring • Experience in an agency or client services environment, managing multiple concurrent client projects as agreed upon in contract • Experience auditing and extracting data from legacy ESPs (Mailchimp, SFMC, HubSpot, ActiveCampaign, Drip, Iterable, or Braze) as the source platform • Experience defining identity resolution strategy and handling duplicate profile logic during migrations • Ability to translate legacy flow/journey logic into equivalent Klaviyo automation architecture • Experience building and executing structured checklists for integration validation and testing • Ability to own a cutover plan including legacy platform deactivation and go-live sequencing • Proficiency in DNS management tools (Cloudflare, Route53, GoDaddy DNS, Google Domains) • Familiarity with REST APIs, JSON payloads, and webhook event structures • Working knowledge of eCommerce platforms (Shopify, BigCommerce, Magento, WooCommerce) and their native ESP integrations • Familiarity with consent management platforms (OneTrust, Cookiebot, or similar) in an email context • Experience using deliverability tools (MXToolbox, GlockApps, 250ok, Validity/Everest, or similar) • Comfort with spreadsheet-based scoping, project tracking, and client documentation • Klaviyo JS snippet installation and onsite tracking validation • Google Postmaster Tools and Microsoft SNDS for sender reputation monitoring • Experience with Klaviyo's External ID and identity resolution architecture • API key management and scoping across integrated systems
Responsibilities
• End-to-End Email & SMS Migration Ownership • Own the full project lifecycle for email platform migrations from discovery through go-live and post migration QA • Lead client kick-offs, migration timelines, stakeholder communications and milestone tracking across concurrent projects • Serve as the point of contact for all technical migration questions from account teams and clients • Document migration decisions, integration specs, and handoff notes in a repeatable, scalable format • Pre-Migration Audit & Discovery • Current ESP audit: document all active flows, campaign cadences, segments, suppression lists, custom fields, and data schema from the source platform • Tech stack mapping: inventory every tool connected to the current ESP (eComm platform, CRM, loyalty, helpdesk, reviews, POS, CDP) before migration begins • Deliverability baseline analysis: pull sender reputation data from the legacy platform (Google Postmaster, SNDS, blacklist checks) to understand what is being inherited • Source Platform Offboarding • Export all contacts, custom properties and segments from the legacy platform in correct format for destination ingestion • Document legacy flow logic before the migration: triggers, filters, time delays, conditional splits, A/B test configurations • Extract historical performance data (open/click benchmarks) to inform Klaviyo warming strategy and baseline benchmarking • Coordinate legacy platform subscription/contract timing against Klaviyo go-live to prevent dual-billing data gaps • Define and execute legacy flow deactivation sequencing to eliminate risk of duplicate sends or missed sends during cutover • Klaviyo Account Governance & Setup • Define organization-level account structure: single account vs. multi-brand/multi-account setup, sub-account architecture • Configure user roles and permissions: internal client users, agency access tiers, admin vs. manager vs. viewer • Create and document API keys: private/public keys, scoped access per integration and key ownership registry • Advise on billing tier selection: contact tier, SMS credit planning, and overage risk management • Define and implement External ID / unique identifier strategy across all connected systems • Install and validate the Klaviyo JS snippet for onsite tracking: Active on Site events, browse abandonment, and onsite behavior • SDK setup consultation where applicable (mobile app push notification integration) • Set up and verify profiles, from addresses, reply-to routing, and compliance/governance settings • Technical Infrastructure & Email Configuration • Configure and validate all email sending infrastructure, including: • DNS records, SSL certificates, and full domain authentication setup • DKIM, SPF, and DMARC record configuration and validation • Sending domain setup, subdomain delegation, and CNAME configuration • Branded tracking link setup (custom click-tracking domains) • Dedicated vs. shared IP pool evaluation and configuration • Conduct pre-send technical audits and inbox placement seed tests before first live send • Validate DMARC reporting is active and routing correctly post-configuration • Identity Resolution & Profile Merging • Define the External ID / unique identifier strategy across all connected systems (Shopify customer ID, CRM ID, email, phone) • Design merge rules for duplicate profiles: same email/different phone, same phone/different email, anonymous vs. identified • Validate that historical order and event data backfills attach to the correct unified profile post-migration • Coordinate identifier logic with eComm platform, CRM, and any CDP in the stack • QA identity resolution outcomes on a representative sample before full list migration • Platform Integrations & API Connections • Manage the full integration setup between ESPs and connected tech stacks, including: • Native platform integrations: Shopify, eComm-native platforms, and non-Shopify platforms • Custom API integration builds and webhook migrations • Third-party tool reconnections (reviews, loyalty, subscriptions, helpdesk, POS, etc.) • Deep link configuration and custom event setup, migration, and validation • OneTrust and consent management platform migration • Opt-in form migration and lead capture verification • Verify native event sync and validate custom event payloads post-integration • Data Migration & List Management • Manage user schema migrations and data backfills between legacy and destination platforms • Set up and validate segment/list structures to support IP warming strategy • Ensure all opt-in and consent status is correctly mapped to maintain GDPR and CAN-SPAM compliance • QA migrated data sets to verify accuracy, completeness, and field mapping • IP Warming & Deliverability Strategy • Develop and oversee IP/domain warming schedules (1–3 months of structured warming depending on engagement tier) • Build campaign warming strategies: volume ramp-up plans, engagement-based list segmentation, and send cadence mapping • Monitor sender reputation signals throughout warming: spam rates, bounce rates, inbox placement scores • Define intervention thresholds and execute deliverability remediation when reputation signals degrade • Monitor Google Postmaster Tools and Microsoft SNDS continuously during and after warming • Flow Logic Translation & Automation Architecture • Translate legacy flow/journey logic into equivalent Klaviyo automation architecture: • Trigger mapping: list-based, date-based, and event-based triggers to Klaviyo metric triggers or custom events • Conditional split reconstruction using Klaviyo segment conditions and profile properties • Time delay and time zone strategy: Klaviyo handles time zones differently from most legacy platforms • Suppression-within-flow logic: smart sending rules, mid-funnel suppression, flow filters vs. trigger filters • A/B test migration: rebuilding winner-take-all or 50/50 tests in Klaviyo’s native test environment • Build flows from scratch when legacy logic cannot be directly migrated • Oversee campaign and template builds across warming sends, flows, and acquisition programs • Set up acquisition opt-in forms and connect to relevant list/segment structures • Build custom reporting dashboards and configure reporting templates within the platform • QA Framework • Integration QA: verify all events fire correctly into Klaviyo from source (placed order, checkout started, viewed product, etc.) • Profile sync QA: confirm custom properties, consent fields, and identifiers populate correctly on test profiles • Flow QA: trigger each flow in test mode, validate rendering across email clients, confirm suppression logic holds • DNS/auth QA: MXToolbox pass, DMARC reporting active, inbox placement seed test before first live send • Data QA: spot-check migrated profiles against source records for field mapping accuracy and completeness • Cutover Plan & Go-Live Coordination • Define the exact cutover date and no-send window to prevent duplicate sends from both platforms • Execute legacy flow deactivation in the correct sequence before Klaviyo flows activate • Manage the overlap period: communicate clearly which campaigns are managed in which platform during transition • Run final pre-launch checklist sign-off across all technical, data, and flow readiness criteria • Own post-launch 30-day monitoring plan with defined escalation triggers and response protocols
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