Copia Automation

Head of Marketing

Driving OKRs for Go-To-Market (GTM) Organization 
•	Building win-loss program to deliver market intelligence and differentiation to the business
•	Lead creation, planning, and execution of industry report (2024) to establish Industrial DevOps practice, while pulling together influencer and expert contributions to validate data and build credibility
•	Established analyst relations practice at Copia through long-term relationships, value-prop of owned data, and compelling message of first-mover space
•	Create, deliver, and execute short-, mid-, and long-term planning with hands-on execution and regular/quarterly cadence of updates to continue momentum with Board and executive team
•	Cross-functionally collaborate with BizOps, Sales, and Marketing Teams to track, measure, and analyze pipeline contributions
•	Developing strategic customer initiatives with customer success, product, and engineering teams, including: Customer Advisory Board (CAB), Product Launch systemization, and customer reference program (case studies, quotes, buyer references, etc.)

Director of Product Marketing

Control System Integrators Association (CSIA)

Committee Member, Benchmarking

Fulbright Association

Rhode Island Chapter Board Member

Taiwan Interest Group Board Member

Boston Product Management Association (BPMA)

Board Member

Rockwell Automation

Strategic Approach to Leverage data and user insights
•	Developing lead-to-revenue program for Analyst Relations to span Fortune 500 organization
•	Start-up approach to innovative Win-Loss program, extracting interpreted data insights to drive excellence in go-to-market strategy across sales enablement, marketing, and product management teams
•	Create group strategy for M&A as organization continues steep growth trajectory (25k – 29k global employees from 2021-2023 with average of 4-5 acquisitions per year)

Create, plan and execute eye-opening and thought-provoking go-to-market strategies
•	Lead creation, planning, and execution of industry report (2022, 2023, 2024) that received 700 media placements globally in 2023 and appeared on Mad Money with Jim Cramer
•	Lead planning, execution, and presentation of three Gartner Magic Quadrants (2022-2023) that resulted in quadrant elevations in two and improved positioning in all three.

Measure, analyze, and report on the effectiveness of marketing campaigns
•	Cross-functionally collaborate with BizOps and Marketing Ops teams to track, measure, and analyze campaign contributions, reporting out $24M in pipeline through campaign assets produced and activated (2021-2023)
•	Member of six-person Leadership team for 100+ Portfolio Marketing Group responsible for campaign development, messaging, and effectiveness tracking

Explore and establish key partnerships
•	Lead Analyst Relations with a focus on analysts as partners, driving outside-in perspective through their unique end-user understanding
•	Cross-functionally collaborate with partner team to involve partners in content like the State of Smart Manufacturing Report and joint analyst briefings to elevate partnership and brand synthesis
•	Collaborate with product, engineering, sales, and business unit teams to create and deliver messaging docs across internal/external materials (enablement, presentations, analyst reports, etc.)

Analyst Relations & Insights, Manager

Plex, by Rockwell Automation

Plex was acquired by Rockwell Automation in September 2021
- Run Win-Loss program for the Plex, by Rockwell Automation business unit
- Create strategic advantage through actionable market insights and competitive analysis
- Deliver key differentiators by combining intelligence gained from competitive research, relationship building, analyst insights, and win-loss data collected by 3rd party vendor
- Lead and project manage the survey, report writing, design, and promotion of the State of Smart Manufacturing Report, a comprehensive industry outlook for industry leaders

Market Research and Competitive Intelligence Manager

- Collateral development, including Plex's 2022 State of Smart Manufacturing Report, messaging guides, sales kits, slide decks, blog posts, etc.
- Product Go-To-Market - plans, campaigns, collateral - including MES (Manufacturing Execution System), QMS (Quality Management System)
- Industry/Thought leadership focus, including Food and Beverage, Sustainability/ESG

Product Marketing Manager

AIRINC (Associates for International Research Inc.)

KEY AREAS OF EXPERTISE:
•        Product Marketing: go-to-market planning, cross-functional collaboration, and messaging strategy
•        Brand and Content: creation, editing, ghost writing, and positioning
•        SEO/Social Media: voice, strategy, and automation

RESPONSIBILITIES:

Brand and Content
•	C-Suite ghost writing, editing, and collaborative interviews and articles. 
•	Authored 2000+ published blog articles from 2013 to 2021.
•	Created and owned Industry Blog – over 150,000 views and 250 blog posts in 2020 with 
over 250,000 views projected for 2021. Year-over-year 300% growth in views and 87% 
growth in subscribers.
•       Led the creation of Industry Education and Learning Tools – webinar series offering 
continuing education for Mobility professionals with 2500+ attendees. 

SEO and Social Media
•	Inbound Marketing Strategy –  laser-focused on industry thought leadership in technology and trends, including Remote Work, COVID-19’s impact on Global Mobility, and partner initiatives like the GM Top 100.
•	Automation management – Hubspot automation tools for email, blog, social media, and contact management, accompanied by Netsuite. 
•	Paid Advertising – LinkedIn, Facebook, Google.
•	Website management – WordPress and collaboration with design contractors.

Product Marketing
•	Collaborated with product development teams to define go-to-market messaging.
•	Coordinated with global executive leadership (offices in Cambridge MA, London, Brussels, and Hong Kong) to clearly position products and align content with strategic short- and long-term initiatives. 
•	Defined goals and gathered metrics to support the value of new products and measure their success after launch.

Director of Digital Marketing, Content and Engagement

•	Supervise team of 20+ surveyors during their housing collection and data analysis.
•	Creation and design of new data analysis tools for housing department, aiding in migration from DOS.
•	Analyze quarterly expatriate housing market data from 150+ locations, setting and adjusting client housing allowances based on the latest market trends.
•	Manage quarterly client requests, and review and sign-off on data before final release.
•	Research non-surveyed locations with a 24-hour response turnaround.
•	Provide Global Mobility solutions through research and coordination with clients’ HR departments.

Senior Analyst/Manager, Domestic and International Expatriate Housing

•   Contribute to planning, development, and content of AIRSHARE, AIRINC’s public blog
•   Brought AIRINC OSIS Blog from concept to reality in under six months while formulating policy, coordinating development with IT, and systematizing content through internal staff contributions
•   Manage content calendar, editing, posting, and marketing for OSIS blog

Social Media Marketing Manager

•	Analyze quarterly expatriate housing market data from 150+ locations, setting and adjusting client housing allowances based on the latest market trends.
•	Manage quarterly client requests, and review and sign-off on data before final release.
•	Research non-surveyed locations with a 24-hour response turnaround.
•	Provide Global Mobility solutions through research and coordination with clients’ HR departments.

Housing Analyst

• Completed field-based economic research and assessment throughout North and South America, the Middle East, Africa, and Asia
• Captured time sensitive economic data onsite in order to analyze and set international cost of living indices
• Conducted real estate and client meetings to discern intricacies of global expatriate housing markets 

Associates for International Research, Inc. (AIRINC), is a human resources consulting firm dedicated to facilitating global mobility. Since 1954 AIRINC has provided organizations with superior cost-of-living services for their cross-border transfers. Today we offer an array of services, including data delivery, educational seminars, policy roundtables, policy consultation, and mobility program design.

AIRINC is headquartered in Cambridge, Massachusetts, USA, and has full-service offices in Brussels, Amsterdam, and Hong Kong.

International Surveyor for Expatriate Housing and Goods & Services

Abbey Plumbing and Heating, LLC.

● Apprenticeship with Master Plumber for six months
● Specialized in detection, assessment, and correction of all manner of plumbing and heating issues
● Managed additions and new home installations from rough-in to finish
● Awarded Best of Philly for 2009
● Learned trade & business used to found East Boston Holdings, LLC. in January of 2014.
	- EBH purchases distressed properties in the Boston area to renovate and rent.
	- EBH has a small portfolio and looks to steadily grow in the coming years.

Plumbing and Heating Technician

Taipei Kuei Shan School

● Presented twenty instructional hours per week
● Managed the creation and revision of professional publications
● Constructed school's recruiting website, corresponded with applicants, 
& arranged and hosted interviews, tours, and demos

Teacher

U.S. Department of State

● Delivered twenty instructional hours per week in partnership with Taiwanese co-teacher
● Contributed to creation and revision of school district publications
● Compiled weekly reports to create a comprehensive critique of cross-cultural team teaching

Fulbright Fellow

Strategic and hands-on leader experienced in B2B and B2C SaaS offerings.

KEY AREAS OF EXPERTISE:
• Keynote/Public Speaking
• Brand Development: Positioning, research, evangelization, and leading brand evolution and maturation 
• Analyst Relations strategy, execution, measurement, and reporting
• Competitive Intelligence by aggregating data across the organization, including win-loss program management, battlecards, and analyst reports and relationships
• Product Marketing: go-to-market planning, cross-functional collaboration, and messaging strategy
• SEO/Social Media: voice, strategy, and automation

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