Responsible for administering and enabling the martech stack for account/contact management, insight data and Account-Based Marketing (ABM) outreach campaigns with the primary focus on strategy, design, execution and operations of lead management processes, marketing databases, marketing automation solutions, and tracking performance in order to plan, report, and conduct analyses.

Marketing execution strategy owner. Managed and reported on all marketing technology activities. Developed processes and procedures for the marketing database (HubSpot) and its integration with SFDC to ensure data quality and flow, maximize conversions, and standardize best practices across sales and marketing.

CONTRACT POSITION while FTE is on leave

Support and implement demand generation programs and deliver sales enablement via content, technology, and campaigns to drive revenue growth. 
Responsible for building and executing marketing campaigns using Pardot and Salesforce, as well as overseeing all demand generation, marketing automation, event management, sales support and reporting initiatives.

Acted as a liaison between various departments: Sales Ops, People Ops, IT Ops, etc.
Completed various marketing reporting. Collected and assembled data for review, maintained historical data for continuous tracking and built timelines.
Compiled monthly performance results.
Owned the campaign deployment process, including scheduled and adhoc campaigns: loaded HTML, tested dynamic content, built audience segments, A/B tested, and scheduled deployment.
Developed processes and procedures to improve contact data hygiene, quality, and effectiveness of prospect database.
Managed overall process workflow and implementation. Helped develop and optimize marketing automation processes and infrastructure with the goal of standardizing best practices across the marketing team.
Gathered information on projects, understanding the business impact, facilitated the project through all stages and document processes.
Supported and push forwarded marketing initiatives interfacing across internal and extern

Supported the set-up and execution of email and marketing automation campaigns, provide detailed reporting on campaign performance, and support other digital promotional efforts as needed.

Created, scrutinized, critiqued, audited, and rejuvenated every facet of every email every day; from campaign conception, to data, to design, to content, to code, to customer experience, to testing, to reporting all the way to perfection. 

Supported the overall email campaign workflow and production, executing effectively against project schedule.
Identified issues and engages system support, and appropriate team members as necessary. 

Supported the marketing team on a day-to-day basis, collaborating with and taking direction from other team members.

*Refined email marketing workflows by gathering industry best practices, ensuring legal compliance requirements processes (CAN-SPAM) were integrated, and verifying workflow logic. Resulted in two logic loops identified and resolved.

*Crafted a basic

Performed testing, implementation, documentation, and updates as it relates to CRM (360View) software and system administration. Responsible for maintaining functional areas of data management, leads, campaigns, opportunities, dashboards, and reports. Implemented new enhancements including creation of custom objects, workflows, email alerts, and campaigns. Maintain multiple user roles, security, profiles, workflow rules, etc. 

Coordinated with cross-functional teams to address training and/or strategic business issues involving CRM and marketing operations. Communicated technical issues and resolved problems at all levels of the organization, both internally and externally. 

Aided in the development, utilization and expansion of marketing automation for onboarding, cross/up-selling, and retention efforts. Built programs and campaigns with multiple touchpoints that include all relevant digital content. 

Assisted in the maintenance of the website; using CMS to create, edit, and format

Performed online member service functions while maintaining professional working relationships with online banking members. Responsible for daily, monthly, quarterly, and annually core processing procedures and backup. Assisted in desktop support responsibilities.

- Conducted online banking data integrity assessment and cleanup. Analyzed and identified numerous closed or unused banking accounts, and purged accounts from database. Resulted in over 10% monthly savings on bill pay hosting invoice.

Operational Strategy, Revenue Technologist, Process Enabler

April Sargent | Peerlist Profile

Designed and facilitated a training presentation on 2007 Outlook that resulted in a more efficient workflow for staff in utilizing calendar and task management features. 

Outlook Training Course for staff

Identified redundancies and inconsistencies in weekly and monthly reporting; brainstormed with executive and management staff to craft a customary report procedure resulting in time decreases of 50% for weekly reports and 67% for monthly re

Standardized Executive/Management Reporting

Analyzed and identified numerous closed or unused banking accounts, and purged accounts from database. Resulted in over 10% monthly savings on bill pay hosting invoice.

Online banking data integrity assessment and cleanup

Bank to Bank Transfer System Conversion

Led Membership Acquisition Portal rebuild. Evaluated requirements to host membership systems internally and collaborated with team members to lower costs, gain efficiency, and improve user experience. Resulted in over $15k annual cost reduc

Online Membership Application Rebuild

Deployed CRM system. Provided leadership and guidance to project teams to develop an overarching program plan for the integration. Resulted in successful user adoption and a relational, data-driven business model.