Accenture

Salesforce Marketing Cloud SME, Salesforce.com, SQL,

Solutions Architect

Salesforce Consulting Manager

Invesco Ltd. (Formerly OppenheimerFunds)

•	Leading the configuration, automation, and optimization of Financial Portfolios of $5 Million in revenue cross-functionally to ensure successful marketing campaigns deployment.
•	Increased customer activations as a result of optimization by 24%. 
•	Forecasting and deployment of complex Customer Journey Maps and Automation Schemas, enabling key stakeholders to make business decisions that increased customer retention by 15%.
•	Collaborate with Analytics teams and external vendors to create dynamic and personalized content, forms, and landing pages to increase client activation and utilization.

Journey Automation Manager/ Marketing Operations Manager

OppenheimerFunds

•	Partner with cross-functional teams to target and influence financial advisors to capitalize on the usage of our funds.
•	Lead the development and planning of multiple analytical reports to identify segmentation and track KPIs (Key Performance Indicators) across various campaigns and funds.
•	Own and substantially improve the End to End Process from Planning thru to Analytics on 3 Major communication campaigns, used as templates for future drives across the department.
•	Managed and Led Journey efforts for High Net Worth Lead Initiative, Digital Clients.
•	Managed the Proof of Concept, Implementation, and QA of Adobe CRM, Alteryx, and Tableau products like Tableau Desktop and Tableau Prep
•	Execute Email Marketing efforts through Adobe CRM application, including audience selection, testing, trigger programs, lead management.
•	A/B testing.
•	Utilizing reporting tools such as SAS, Cognos, Tableau to publish and present standard reports on performance against standard marketing plan measures, including marketing program responses, sales transactions, sales force activities, and other vital metrics.
•	Support Data Stewardship - Identify Data Quality issues, recommendations of new marketing fields, participation in business requirements gathering, Proof of Concept, and User Acceptance Testing.

Marketing Execution Manager, Client Insights & Analytics

•	Manage Campaigns from end to end. Data Extraction, Segmentation, Deployment, Analysis, and Visual Presentation.
•	In charge of email marketing of crucial newsletters and webcasts. 
•	Create Dashboards using tools like Excel, SAS & Tableau to present findings and KPIs of campaigns.

Manager, Campaign Planning, Execution & Analysis

CDI Talent & Technology Solutions

•	Consulted and interpreted data analytics focused on customer valuation.
•	Developed, planned, and executed multiple reports and analyses to identify key marketing segments for over 243 countries and 86 million accounts.
•	Profile and analyze customer behavior to identify correlations and trends by utilizing numerous key profile indicator metrics and statistical methods.
•	Partner with business users to provide counsel on how best to approach direct marketing campaigns with potential clients.
•	Define segmentation, business analytics, and reports to assist in CRM Marketing campaigns utilizing social, economic, and behavioral indicators.

Global Business Insights Analyst

H&R Block

Responsible for income tax preparation for individuals and small businesses. Identified potential tax credits and liabilities and ensured accurate and complete returns were filed in a timely manner. Completed tax forms in accordance with policies and in compliance with legislation and regulation of Federal and State Governance.

Consultant

Snackable Media

Operations Manager

Scholastic Inc

•	Accountable for the overall business planning & analysis within the Book Clubs division, focusing on Market Segmentation Analysis, Marketing Campaign Planning and Execution, Budget, and Forecasting support.
•	Market Segment Analysis.
•	Identify and quantify tactical and strategic business opportunities by evaluating relevant segment performance metrics and behaviors.
•	Develop, enhance, and support market penetration utilizing market segment reports, specific to Customer Profile, Market Sizing, Metal Segments, Grade Analysis, Brand-Behavior, Cross-Sell, Activation, and various other Status & Demographics.
•	Create and present market and market segment insights for Book Clubs Internet, Promotions, and Editorial Groups.
•	Review, approve, file, and document all marketing campaign materials, including creative, segmentation, and test plans.
•	Budgeting & Forecasting Support.

Sr Database Marketing Analyst

Numeric LLC 

•	Led the rollout of IBM UNICA Affinium Plan & Cognos to increase productivity, manage operational costs, and implement process improvements.
•	Provided consultative marketing analyst services focused on creating new models within the healthcare industry.
•	Provided onsite training and best practices to various teams
•	Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies.

Marketing Operations Consultant

American Express

Balance Transfer (2006-2007)
●	Overall responsibility for the design and implementation of segmented multi-channel marketing campaigns that targeting over 32 million-consumer card members worldwide.  
●	Served as a leader in the conceptualization and implementation of process efficiencies throughout the division and recognized for outstanding achievement in the successful transition of division to Gurgaon, India.
●	Successfully launched new initiatives such as “One”, Blue “Swipeshock” and American Express Bonus Points specials.
●	Instituted quality control systems on UNICA, which I monitored as part of the Template Governance Team.

Manager, Bonus Points Fulfillment (2005-2006)							
●	Direct responsibility for technical operations of Manual Fulfillment projects delivering 3.7 billion MR and Co-Brand points. Oversee Manual Promotion Bonus Program Guidelines. 
●	Supervised efforts of 8 employees and 4 consultants for global business partners that amount to 34+ million clients worldwide. 
●	Trained people on the use of Unica Campaign, SQL and Email Deployment in both US and Gurgaon
●	Lead the manual fulfillment transition to Gurgaon, India.
●	Key team member responsible for the Transformation of PMC to CMPE Environment.
●	58% increase of Manual Fulfillment projects, 86% increase in MR and Co-Brand points and 70% increase in Statement Credits and other dollar award amounts, despite diminished resources.

Managing Director

Customer-driven Data Analytics Professional and Futurist with over 20 years of experience with a diverse range of technologies with a specific focus in the Financial, Media, and Travel industries. Solid management and project management skills taking pride in leading and motivating individuals to maximize their productivity levels. Years of experience in Campaign Management, Email Marketing, and Business Insights Analysis, especially in a Global Market.
Always looking for ways to streamline and automate processes from Visual Dashboards to Customer Journeys, especially in using Alteryx, Salesforce Marketing Cloud, Salesforce Einstein, and Tableau.

Currently adding to my skillset: Power BI, Python, Machine Learning, Artificial Intelligence

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