EngageSmart

Leader of the marketing operations, technology, web, and analytics for a $4B multi-brand enterprise organization, sitting on the marketing leadership team and reporting to the CMO. 

Successfully led marketing technology and analytics transformation for EngageSmart enterprise marketing teams, navigating an IPO in September 2021, a divestiture of HealthPay24 business unit to Waystar in August 2023, and acquisition by Vista Equity in January 2024. 

During this time, our team has been recognized in the industry for the impact of this digital transforming including:
Adobe Experience Maker Awards Winner 2023 - Ambassador
Adobe Experience Maker Awards Finalist 2023 - The Engager

EngageSmart enterprise business solutions include InvoiceCloud, DonorDrive, Payment Service Network, and IVR Technology Group. Divested HealthPay24 in August 2023.

Director of Marketing Operations & Analytics - Enterprise Solutions

InvoiceCloud, Inc.

Pouring my heart into building a B2B marketer's dream tech stack, including implementing:
- A single consolidated Marketo instance for the EngageSmart enterprise division, supporting 5 brands and 4 CRMs
- Seismic (sales enablement)
- Qualified (website chat tool)
- MarCom Central (customer resource center)
- CaliberMind (attribution and analytics)
- Workato (middleware backbone of the Marketo instance)
- Other supporting tech such as Drift Email, Validity, Kickbox, and more.

Director of Marketing Operations & Analytics

University of Richmond

Customer Experience Advisory Council Member

The George Washington University

Illinois Technology Association (ITA)

Women Influence Chicago Initiative, powered by ITA, operates as an umbrella organization to cultivate women leaders, connect the community and increase female leadership at growth and enterprise tech companies.

Junior Board Member, Women Influence Chicago

Walker Sands

Director, Marketing Operations

Leading the Marketing Operations and Automation product offering at Walker Sands, coaching a team of consultants in marketing automation and martech strategy, architecture, and analytics. Principle Architect for Marketo instance migrations and rebuilds, guiding clients in their martech selections and integrations to provide seamless experiences for clients and improve marketing automation efficiency. Strategic support for marketing campaign development and execution for cross-channel demand generation, lead nurturing, and measurement.

Clients included: Korn Ferry, Optimizely, Billtrust, Sendbird, Uptake, West Monroe, and more.

Senior Manager, Marketing Operations

Lead a team of marketing automation professionals within Walker Sands Demand Generation team to assist clients with marketing automation needs including the optimization of workflows, integrations, strategy and planning, and best practice recommendations. Execute complex strategic campaigns to improve lead flow and lead quality and provide actionable reporting data on marketing interactions. Provide insight and recommendations in the strategy and planning of ABM and nurture campaigns.

Global Marketo administrator for client enterprise accounts, including instances with multiple workspaces and partitions. Manage all elements of Marketo, including API integrations and Salesforce lead routing. Implement best practices for asset management, lead scoring and reporting, and workflow processes. Establish new instances and rebuild existing legacy instances, providing Marketo support and training for client employees. 

Speaker/Presenter at: 
Adobe Experience Makers Live 2020
Adobe Summit 2019 - Getting to a Single Source of Truth
ANA Tech Throwdown 2018 - Panelist
Marketo's Road to CMO Chicago - Panelist
SMASH Senior Care Summit 2018 - Advanced Marketing Automation - Lead Nurturing
TRENDS in Occupational Studies 2018 - Digital Marketing and Martech Trends
Guest lecturer at Loyola University - Lead Nurturing and Content

Marketing Automation Manager - Demand Generation

MISUMI USA

MISUMI USA Individual Award FY15 - Leadership and Teamwork
MISUMI USA Team of the Year Award 2016 - Marketing

Marketing Automation - Marketo Administrator:
- Utilize marketing automation software Marketo to maintain customer relationships through email marketing, landing pages, surveys, and engagement programs, with average of over 500,000 emails sent per month
- Manage database to maintain data health and integrity
- Modify templates for emails and landing pages to ensure brand standards
- Responsible for CASL and CAN-SPAM compliance of all email communications
- A/B Testing, analytics, and reporting of marketing automation
- Investigate and recommend martech integration partners to expand marketing capabilties
- Design and create surveys for customer feedback and to gain insight into the needs of our customers for business development using Qualtrics and SurveyMonkey integrations

Social Media and Blog Content:
Responsible for defining and tracking Misumi's social strategy and social SEO, curating and sharing content for Misumi's digital presence in Facebook, Twitter, Google+, YouTube, LinkedIn, and corporate Blog. Social listening and monitoring of Misumi's online presence through social channels as well as communities such as Reddit and Google Groups to respond to questions about Misumi's products and customer feedback.

Tradeshow Management:
- Oversee and execute trade shows at both customer sites as well as large national shows such as IMTS and ATX. Responsible for booth design, orders, execution and logistics. Develop and execute promotional strategy using Marketo, social channels, and partnership with sales teams.

Master Class Training:
- Design, build, and maintain website and communications for misumimasterclass.com. Ensure seamless event execution and optimum attendee experience. Leverage Wordpress CMS and eComm integrations for site and registration management.

Senior Marketing Specialist | Marketo Certified Expert

MISUMI University Program Coordinator:
The University Program is an educational partnership with Colleges and Universities in the US and Canada, designed to provide resources and assistance to students pursuing a degree in Engineering. I have the opportunity to travel to these universities to present for students and professors about MISUMI's configurable model and to provide discounts and sponsorships for senior design and competition projects. During FY14, have increased the number of University Program presentations for students and faculty by 48%, grew New Account Registrations of the program by 55%, and Account Sales by 55% over the FY13 program results.  

Social Media Specialist:
Responsible for defining and tracking Misumi's social strategy and social SEO, curating and sharing content for Misumi's digital presence in Facebook, Twitter, Google+, YouTube, LinkedIn, and corporate Blog. Social listening and monitoring of Misumi's online presence through social channels as well as communities such as Reddit and Google Groups to respond to questions about Misumi's products and customer feedback.

Marketing and Promotions Specialist:
- Utilize marketing automation software such as Marketo and Click Dimensions to maintain customer relationships through email marketing, landing pages, surveys, and nurture tracks
- Design and create surveys for customer feedback and to gain insight into the needs of our customers for business development
- Oversee and execute trade shows at both customer sites as well as large national shows. Responsible for booth design, orders, execution and logistics.

Marketing Specialist

Independent Contractor

Promote brand awareness and a positive brand recognition for B2C organizations through events such as tradeshows, concert sponsorships, festivals, and community events, while managing and training teams of up to 40 brand ambassadors for experiential activations. 

Clients include: General Motors (Chevy and Buick), Target, PNC Bank, Florida Board of Tourism, Bacardi USA, and more.

Field Marketer

The Sawtooth Group

-Develop outreach plans to create brand awareness and promote the client utilizing a variety of outreach tactics and events
-Cultivate business leads and partnerships within the community for the client, and procure partnerships to allow the client to further promote the brand
-Oversee the hiring and training of brand ambassadors to ensure proper event execution
-Monitor and submit financial expense reports for outreach initiatives
-Provide daily, weekly, and monthly reporting for the client that are distributed to executives and client managers, including nighly recaps, expense reports, and outreach assessments.
-Identify new and creative ways to distribute mass amounts of material within a given market to generate brand awareness and recognition within a given market 
-Oversee the Field Marketing brand training and development of client staff at 23 locations in three states.

Field Marketing Manager

Marketing operations and digital marketing professional with expertise in marketing automation, strategic planning, analytics, and communications in the B2B and B2C space. Successful implementation of ABM strategy, engagement marketing and lead nurturing, and martech integrations for Marketo. Achievement in funnel and sales growth across marketing channels including marketing automation, social media, content and blogs, tradeshows, collateral, and print publications. 

Speaker at:
Adobe Summit 2021 - Centralized v. Decentralized Marketing Operations
MartechFest Dial Up - Tech Hacks to Make Your Marketing Campaigns Magical
Adobe Experience Makers Live 2020 - A Single Source of Truth for Data-Driven Marketing
Adobe Summit 2019 - Getting to a Single Source of Truth
Sirius Decisions 2019 - Getting to a Single Source of Truth (Marketo Case Study)
Marketo's Road to CMO Chicago - Panelist
Marketo's Marketing Nation Road Show Chicago - Panelist
SMASH Senior Care Summit 2018 - Advanced Marketing Automation - Lead Nurturing
TRENDS in Occupational Studies 2018 - Digital Marketing and Martech Trends
ANA Tech Throwdown 2018 - Panelist

Marketo-Dynamics Native Sync Issue Solved!
Marketo's engineering team has identified the root cause of a bug in the native Marketo-Dynamics sync that I identified and helped troubleshoot over the past several months. 

Although the conditions for the bug to manifest itself are rare, it does impact all Marketo-Dynamics customers using the native sync. The ETA for the patch is currently the week of June 4th. 

Feel free to book 15 minutes with me to learn about the bug and begin discussing a game plan to clean up your data after the patch is released.
https://lnkd.in/gJMKnWfk

With continued collaboration between Marketo's support team and customers like this, Marketo and Dynamics CRM really can be excellent to each other! Bill and Ted strongly agree. ⬇️


Revenue Pulse (RP)
#adobemarketo #marketo

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