Kestra Holdings

As a Marketing Automation Manager, I leverage Salesforce Marketing Cloud and SaaS-based strategic integrations to design and execute hyper-personalized, targeted digital marketing campaigns that generate leads, nurture prospects, and increase conversions. I also use data and insights to optimize marketing strategies, measure performance, and deliver value to customers and stakeholders. My goal is to help Kestra Holdings grow its market share, revenue, and brand in the competitive financial services industry.

Marketing Automation Manager

AI & ChatGPT Use Cases

Founding Board Member

Salesforce

- What's Q Branch? I'm so glad you asked! You know that scene in every 007 movie where James Bond goes to Q Branch for the latest intelligence, technology, and training to complete the mission? I am a Sr Solution Developer for Q Branch at Salesforce. It's where sales teams come for deal closing stories, prototypes, visionary demos, jaw dropping presentations, and videos. Over the past decade, Salesforce's Q Branch has grown from a napkin idea into 10 unique teams and 180+ employees around the world.

Achievements:  
- Conceptualized and executed compelling deal-closing narratives, visionary demos, dynamic presentations, and engaging content to drive Salesforce's Global Sales revenue engine, resulting in collaborative success with increased customer engagement and enhanced sales performance.

- Product expert, developed innovative solutions to enhance engagement and drive ROI, increasing conversions and opportunity progression by 20% in 3 months, over $120M in Net New Revenue in attributable pipeline.

- Own the product marketing and engagement solutions demo product roadmap, release messaging, product line sales plays, competitor analysis, product training with defined KPIs and metrics that communicate our success.

- Develop informed points of view on our global competitive gaps, storytelling needs, priority use cases, new personas, script narratives, and UX/UI design elements.

- Constantly innovating to bring user stories & ideas from simple to amazing, through highly engaging content and strategies.

- Developed custom Data Cloud solution in 6 months, resulting in 20% improved user engagement that was showcased at Dreamforce 2022.

Senior Solutions Developer, Q Branch, Marketing & Engagement Innovation, Marketing Cloud, CDP, SFDC

Senior Solutions Developer, Marketing & Engagement Innovation, Marketing Cloud | CDP | Genie

CLEAResult

Marketing Technology Stack Product Owner
• Orchestrated Salesforce Marketing Cloud & Data Cloud's engagement strategy, enhancing journey orchestration and digital touchpoints for holistic marketing campaigns.
• Synchronized global initiatives, seamlessly integrating business development plans with our advanced marketing tech suite.
• Harnessed tools such as Salesforce Marketing & Sales Cloud, Tableau, Datorama, and more, formulating efficient customer data strategies.
• Fostered collaborations with Sales, Tech, Media, and Creative teams, crafting compelling campaigns, enriching web content, and devising impactful offers.
• Crafted comprehensive campaign blueprints for regional teams, encapsulating core objectives, media tactics, and UX considerations.

• Led the project team that launched 18 strategic technology integrations with Salesforce Marketing Cloud solutions with CDP, Adobe Web assets, Digital Platforms and all MarTech stack components.
• Aligned with Business Development, Customer Engagement, and Analytics teams, setting robust measurement standards for digital campaigns.
• Pioneered integrations within Salesforce Marketing Cloud, seamlessly merging CDP, web assets, and digital platforms.
• Analyzed and reported on performance metrics tied to the MarTech Stack, ensuring top-tier efficiency.
• Engineered complex data feeds and platform configurations, priming the system for sophisticated automated campaigns.
• Championed continuous innovation, iteratively refining systems and processes based on client feedback and evolving industry standards.

Senior Marketing Technology Analyst - Demand Generation & Analytics

Salesforce Data Cloud Product Owner:

- Spearheaded the customer engagement strategy, perfecting journey orchestration and digital engagement processes for holistic marketing campaigns and business development.

Global Collaborator:

- Seamlessly work with global teams to harmonize business development ventures with our cutting-edge marketing tech stack.
- Craft compelling campaign assets, web experiences, and offers by partnering with Marketing, Tech, Media, and Creative teams, ensuring content resonates at every customer touchpoint.

Data & Insights Guru:

- Champion customer data strategies using tools like Salesforce Marketing & Sales Cloud, Tableau, Datorama, Power BI, and Google Marketing Cloud.
- Provide regional teams with a global campaign playbook, outlining objectives, media strategies, UX guidelines, and ideal channel mixes.
- Collaborate with Business Development, Customer Engagement, and Analytics teams to frame digital campaign metrics, turning data into actionable strategies.

Marketing Technology Stack Captain:
- Steer pivotal integrations within Salesforce Marketing Cloud, encompassing CDP, Web assets, Digital Platforms, and the entire MarTech landscape.
- Vigilantly monitor and report on performance metrics tied to the MarTech Stack and related tools.
- Gather diverse requirements to design scalable, comprehensive solutions.
- Engineer intricate data feeds and platform configurations, setting the stage for sophisticated automated campaigns.
-Champion continuous refinement by spotting opportunities to enhance systems and processes, keeping pace with client needs and industry evolution.

Marketing Automation Manager - Digital CX Strategy, Technology & Analytics

Innovative Marketing Automation Expert:

Skillfully merge creativity with analytics, staying abreast of marketing automation trends. I design, implement, and optimize integrated marketing programs to elevate lead and demand generation across clients' digital platforms.

Core Responsibilities:

- Craft and communicate cross-channel media strategies, covering the entirety of the customer journey.
- Collaborate with Marketing, Tech, Media, and Creative teams to develop compelling campaign assets, web content, and offers tailored for distinct customer stages.
- Guide global teams with comprehensive campaign strategies, including objectives, media plans, UX suggestions, and recommended channel mixes.
- Continuously enhance customer experiences and campaign results through rigorous analysis and iterative testing.

Specializations:

- Mastery in KPI visualization, content marketing, email automation, social media optimization, and performance data scrutiny.
- Design logic-driven customer journeys within Salesforce Marketing Cloud to bolster omni-channel marketing endeavors.
- Partner with external vendors and in-house Tech and Analytics teams to refine global customer segmentation strategies.
- Work closely with Customer Engagement and Analytics teams to set measurement standards for digital campaigns aligned with overarching objectives.
- Ensure seamless integration of Marketing Automation with CRM and support the integration of added platforms into the MAP.
- Manage email deliverability, including IP health, bounce rates, and spam reports.

Marketing Automation Consultant - Data, Technology & Analytics

Baker Tilly US

Demand Generation & Marketing Systems Expertise:

Engineered a demand generation mechanism, organically propelling pipeline growth.
Oversaw technical facets of pivotal marketing tools, streamlining sales & marketing KPIs, performance metrics, and deriving actionable insights.

Achievements:

- Initiated a machine learning-based predictive lead scoring, enhancing CRM lead segmentation by assessing "likelihood to close" using diverse parameters.
- Boosted email campaign database reach to 880K emails monthly, harnessing marketing automation, lead scoring, ABM, and customer nurturing techniques.
- Crafted dynamic KPI dashboards, employing regression analysis to offer actionable account intelligence.
- Instituted scalable processes, upholding campaign and lead management best practices.
- Elevated customer experience via automated NPS, CSAT, and CES surveys, integrated with HubSpot and Salesforce platforms.
- Continually reported on marketing and sales efficacy, assessing their business impact.
- Regularly reviewed marketing, sales, and enterprise data to craft actionable strategies and recommend workflow enhancements.
- Maintained impeccable data integrity within HubSpot and Salesforce Lightning CRM databases.
- Assessed and integrated novel technologies to augment marketing performance and sales enablement, aiming for key organizational milestones.

Marketing Operations Manager

ClearBlade, Inc.

ClearBlade: A leading Enterprise IoT and Edge Computing Platform, transforming streaming data into actionable insights through machine learning and real-time integrations with business applications.

In just two years➡️ Elevated ClearBlade from an emerging player to a recognized industry force, earning accolades such as the "Gartner Cool Vendor" in 2018.

Key Achievements:
- Spearheaded the seamless integration of HubSpot’s Enterprise Growth Suite with Salesforce CRM, bolstering sales and marketing across the sales cycle.
- Architected a demand generation engine, fueling organic pipeline growth.
- Skyrocketed landing page submission rate by 3,233.34%, conversion rate by 300%, and views by 733.34%.
- Orchestrated and automated,140+ email campaigns, catalyzing demand generation and yielding substantial ROI from digital efforts.
- Pioneered GDPR-compliant strategies across ClearBlade, ensuring meticulous campaign execution.

Projects Led:
- Launched use case based "Sales-Play-in-a-box" which included all digital and print sales collateral, Go-To-Market launch plan, personas, industry sales plays, first call decks and customer-facing assets. 
- Enhanced Salesforce CRM data health, enabling precise customer segmentation for targeted marketing efforts to over 1,255,000 CRM Contacts and over 500K Account data with unified customer profiles.
- Curated and maintained all public digital content, from corporate websites to landing pages.
- Supervised all facets of digital marketing, from social media and SEO to AdWords and advanced analytics, refining revenue attribution models.

Digital Marketing Specialist: Marketing Automation & Creative Content Strategy

Innovation Network Technologies

InNet: We collaborate with clients, offering comprehensive technology solutions with a focus on enterprise networks, applications, security, and cloud-based continuity.

• Orchestrated omnichannel marketing campaigns with analytics tools, integrated with Salesforce Lightning CRM and Campaign Monitor.
• Actively managed Salesforce CRM, driving revenue growth and broadening customer reach through data management and cross-channel prospecting.
• Partnered with enterprise software firms to enhance brand visibility and host customer-centric events in key accounts.
• Boosted channel partner engagement via product certifications and joint marketing campaigns.
• Led the strategy for social and email marketing content, ensuring actionable insights for sales.
• Rolled out key IT and business strategies in collaboration with top-tier tech partners and manufacturers.

Director of Digital Marketing & Sales Operations | Central U.S.

Oracle

- Drove business value for clients by leveraging industry best practices, market trends, and Oracle expertise.
- Increased net new revenue quota by over 2,373% for National-Enterprise Accounts that included Oracle's Engineered Systems' solution sets.
- Recognized as a "Super-User" (Product Expert) for the Eloqua Profiler & Engage Lead Nurturing Platform in the Southern U.S. region.
- Successfully increased lead generation by 30% in 3 months through implementation of multi-channel marketing tactics and ABM campaigns.

Business Development Executive | National Accounts | Enterprise Technology 

Gateway Design

- Secured Phillips 66 as a retained customer for the development of a global corporate webcast platform, resulting in projected revenue of over $300,000/quarter for one division.
- Generated $2M in revenue in 6 months through innovative digital marketing campaigns.
- Led project teams of technology marketers, IT developers, and graphic design professionals to develop solutions, presentation content and drive net new revenue.
- Increased lead conversion rate by 35% in 2 months through targeted ABM campaigns and improved lead nurturing workflows.

Director of Digital Marketing & Sales Operations | Enterprise Technology Group

Global Marketing & Engagement Innovation | 28.6K+ Followers | Technology Strategist | Content Creator🎙️Product Leader | ☑️ Top Voice Demand Generation | Q Branch | Marketing Cloud & Data Cloud | 14x Salesforce Certified

I am a Marketing Automation Manager at Kestra Holdings, a leading financial services firm. With over 10 years of experience in the tech sector, I have a passion for product marketing, data analysis, and customer engagement.

As a Marketing Automation Manager, I leverage Salesforce Marketing Cloud and SaaS-based strategic integrations to design and execute hyper-personalized, targeted digital marketing campaigns that generate leads, nurture prospects, and increase conversions. I also use data and insights to optimize marketing strategies, measure performance, and deliver value to customers and stakeholders. My goal is to help Kestra Holdings grow its market share, revenue, and brand in the competitive financial services industry.

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