Key Responsibilities and Required Skills for Digital Consultant

🎯 Role Definition

A Digital Consultant partners with clients to define and deliver digital transformation strategies that improve customer experience, streamline operations, and unlock measurable commercial value. This role combines strategic thinking, technical fluency, and hands-on delivery to design omnichannel solutions, optimize digital products, and guide organizations through change. The Digital Consultant is equally comfortable running stakeholder workshops, analyzing customer data, and translating insights into prioritized roadmaps and implementation plans.

📈 Career Progression

Typical Career Path

Entry Point From:

Business Analyst in a technology or consulting environment
Digital Project Manager or Product Coordinator
UX/UI Designer or Customer Experience Analyst

Advancement To:

Senior Digital Consultant / Digital Strategy Lead
Engagement Manager / Delivery Manager
Head of Digital Transformation / Director of Digital

Lateral Moves:

Product Manager (B2B or B2C digital products)
Customer Experience (CX) Manager
Digital Marketing or Analytics Lead

Core Responsibilities

Primary Functions

Lead discovery workshops with cross-functional stakeholders to clarify business objectives, user needs, metrics for success, and constraints, and produce a clear, prioritized digital roadmap aligned to business outcomes.
Conduct quantitative and qualitative research including user interviews, journey mapping, analytics audits, and competitive benchmarking to identify friction points and high-impact opportunities for digital improvement.
Translate business requirements and user insights into actionable deliverables: product requirement documents, user stories, acceptance criteria, wireframes, and implementation plans for engineering and design teams.
Design omnichannel customer journeys and service blueprints that align online and offline touchpoints to improve conversion, retention, and lifetime value.
Develop digital strategy artifacts—business cases, ROI models, and phased delivery plans—showing expected benefits, cost estimates, dependencies, and KPIs to support executive decision-making and investment prioritization.
Advise on platform selection and integration strategies for CMS, CRM (e.g., Salesforce), marketing automation, analytics, and eCommerce systems, ensuring vendor choices support desired data flows and use cases.
Partner with analytics and data engineering teams to define dashboards, tracking specifications, and instrumentation plans (e.g., Google Analytics, GA4, Adobe Analytics) to measure product performance and user behavior.
Lead A/B testing and experimentation programs: design tests, define success metrics, coordinate test implementation, analyze results, and recommend rollouts or iterative tests to optimize conversion and engagement.
Facilitate Agile delivery with product owners and engineering teams—manage backlogs, prioritize sprints, and ensure features are delivered to scope, on time, and with clear acceptance criteria.
Create wireframes, prototypes, and user flows (using Figma or similar tools) to validate assumptions early with users and stakeholders and reduce rework during development.
Provide change management guidance: design communication plans, training materials, and adoption strategies to ensure new digital products and processes are adopted by internal teams and customers.
Manage stakeholder relationships across marketing, sales, product, IT, and operations; escalate risks, negotiate trade-offs, and align priorities across competing agendas.
Configure and optimize digital marketing and personalization platforms (e.g., Adobe Target, Optimizely, HubSpot) to deliver targeted content, customer segmentation, and lifecycle campaigns.
Conduct technical feasibility assessments and collaborate with solution architects to define integration points, APIs, and data models required for seamless system interoperability.
Define and monitor KPIs and SLAs for digital services—conversion rates, engagement, NPS, error rates—and create executive-ready reports that translate metrics into decisions.
Provide hands-on support for pilot launches and phased rollouts, coordinating cross-functional readiness checks, monitoring performance, and executing rollback or mitigations when needed.
Coach internal teams and client stakeholders on product management best practices, data-driven decision making, and digital operating models to build long-term capability.
Prepare and present compelling proposals, statements of work, and client-facing presentations that articulate approach, timeline, and value realization from digital initiatives.
Maintain up-to-date knowledge of digital trends, emerging technologies (e.g., headless CMS, AI-powered personalization), and competitor capabilities to inform strategic recommendations.
Ensure governance, compliance, and privacy considerations (GDPR, CCPA) are embedded in digital design and analytics implementations to reduce regulatory and reputational risk.
Conduct cost-benefit analysis and resource planning for multi-phase transformation programs to ensure initiatives are deliverable within budget and team capacity constraints.
Support pre-sales and account development activities by scoping digital transformation engagements, estimating effort, and contributing to commercial proposals.

Secondary Functions

Support ad-hoc data requests and exploratory data analysis to validate hypotheses or respond to business questions.
Contribute to the organization's data strategy and roadmap, including tagging, master data considerations, and reporting standards.
Collaborate with business units to translate data needs into engineering requirements and prioritization.
Participate in sprint planning and agile ceremonies within the data engineering and product teams.
Mentor junior consultants and analysts; review deliverables and provide constructive feedback to raise quality and consistency.
Assist in building reusable playbooks, templates, and accelerators for scoping, discovery, and implementation of common digital solutions.
Help manage vendor relationships during implementation, coordinate deliverables, and validate that third-party outputs meet contractual and technical requirements.
Track project risks and dependencies, maintain issue logs, and drive risk mitigation plans to resolution.
Support marketing and thought-leadership initiatives by contributing to case studies, whitepapers, and client success stories highlighting digital outcomes.
Perform regular health checks on live digital products and recommend technical or UX improvements to maintain performance and customer satisfaction.

Required Skills & Competencies

Hard Skills (Technical)

Digital strategy development and roadmapping
Analytics and measurement (Google Analytics / GA4, Adobe Analytics, event tracking)
SQL and data querying for ad-hoc analysis
CRM and marketing automation platforms (Salesforce, HubSpot, Marketo)
A/B testing and experimentation design (Optimizely, Google Optimize)
Product management fundamentals and backlog prioritization
Wireframing and prototyping tools (Figma, Sketch, Adobe XD)
Data visualization and dashboarding (Tableau, Power BI, Looker)
Experience with CMS and eCommerce platforms (WordPress, Drupal, Shopify, Magento)
API integration knowledge and familiarity with technical architecture patterns (headless, microservices)
Project delivery methodologies: Agile/Scrum, Kanban
SEO fundamentals and digital marketing analytics
Basic familiarity with cloud platforms (AWS, Azure, GCP) and deployment considerations

Soft Skills

Strong stakeholder management and executive communication
Structured problem solving and strategic thinking
Excellent written and verbal presentation skills
Facilitation and workshop leadership
Cross-functional collaboration and team leadership
Customer empathy and user-centered design mindset
Change management and adoption coaching
Commercial awareness and business case development
Prioritization under ambiguity and resource constraints
Attention to detail while maintaining a focus on outcomes

Education & Experience

Educational Background

Minimum Education:

Bachelor's degree or equivalent practical experience

Preferred Education:

Master's degree, MBA, or advanced certificate in digital strategy, product management, data analytics, or related fields

Relevant Fields of Study:

Business Administration, Management, or Strategy
Computer Science, Information Systems, or Software Engineering
Marketing, Digital Marketing, or Communications
Human-Computer Interaction (HCI), Design, or UX Research
Data Science, Statistics, or Analytics

Experience Requirements

Typical Experience Range:

3–8 years of professional experience in digital consultancy, digital product delivery, agency, or in-house digital teams

Preferred:

5+ years delivering end-to-end digital transformation projects, with demonstrable impact (revenue, conversion, retention) and experience working directly with senior client stakeholders or executive sponsors