Klaviyo → SFMC Migration & Re-Architecture

Rebuilding CRM Architecture for Enterprise Scale

Overview

Led the remediation and re-architecture of a fragmented CRM ecosystem following migration from Klaviyo into Salesforce across a multi-brand enterprise environment.

Redesigned lifecycle architecture, data structures, and behavioral intelligence frameworks to support scalable personalization, operational continuity, cross-brand governance, and future-state automation capabilities.

The initiative evolved from a platform migration into a broader enterprise CRM modernization effort focused on long-term scalability and operational sustainability.


Challenges

  • Fragmented brand-specific data structures inherited from legacy CRM implementations
  • Inconsistent identity handling and subscriber management across brands
  • Lifecycle journeys designed for isolated execution rather than enterprise reuse
  • Limited support for scalable affinity capture and behavioral intelligence
  • Operational inefficiencies caused by duplicated workflows and inconsistent entry logic
  • Cross-platform migration complexity between legacy marketing systems and enterprise CRM infrastructure
  • Need to preserve active lifecycle communications during remediation and restructuring efforts

Responsibilities

  • Evaluated inherited CRM architecture and identified scalability limitations
  • Redesigned core SFMC data model structure for enterprise lifecycle operations
  • Built standardized data extension frameworks for multi-brand scalability
  • Developed migration-safe automation patterns to maintain lifecycle continuity
  • Implemented operational guardrails for identity management and affinity enrichment
  • Partnered across CRM, CDP, API, and activation teams to stabilize data flows
  • Created reusable frameworks supporting future personalization and behavioral segmentation initiatives

Re-Architecture Highlights

Standardized Lifecycle Frameworks

  • Introduced reusable welcome and lifecycle architecture patterns across multiple brands
  • Replaced isolated campaign logic with modular automation structures

Enterprise Affinity & Engagement Model

  • Redesigned affinity and engagement capture architecture to support reusable behavioral intelligence
  • Enabled scalable downstream personalization and audience segmentation

Data Model Remediation

  • Reworked subscriber and engagement structures to support cleaner identity resolution
  • Improved lifecycle orchestration through standardized sendable, affinity, and engagement frameworks

Operational Scaling

  • Reduced duplicated journey logic and manual operational overhead
  • Improved scalability for onboarding additional brands and campaigns

Future-State Enablement

Established foundational architecture supporting:

  • dynamic content personalization
  • CDP integration
  • audience enrichment
  • behavioral targeting
  • activation-driven lifecycle marketing

Outcomes

  • Stabilized lifecycle operations during enterprise migration transition
  • Created scalable CRM architecture supporting approximately 35 brands within a shared SFMC ecosystem
  • Reduced operational duplication through reusable automation frameworks
  • Enabled enterprise-wide affinity capture and behavioral intelligence initiatives
  • Improved long-term readiness for personalization, CDP activation, and audience orchestration
  • Established scalable foundation for future initiatives including Intelligence Engine and FIFA hyper-personalization frameworks

Core Capabilities Demonstrated

  • Enterprise CRM Architecture
  • SFMC Data Modeling
  • Lifecycle Automation Strategy
  • Migration & Systems Remediation
  • Identity Resolution
  • Behavioral Intelligence Frameworks
  • Cross-Functional Technical Leadership
  • Scalable Personalization Infrastructure
  • Operational Modernization
  • Multi-Brand CRM Governance