The National Society of Leadership and Success

• Led cross-departmental initiatives to optimize workflows, resulting in a significant increase in organization-wide productivity.
• Developed and implemented comprehensive dashboards and reports to track sales activities and key metrics, enabling data-driven decision-making processes.
• Engineered an automated import process using custom Google Spreadsheet macros and HubSpot workflows, reducing the Intern Recruitment Coordinator's workload by 15-20 hours weekly and increasing intern hires by 25%.
• Efficiently deduplicated and standardized 5,000+ company records, enhancing data quality and enabling effective company data enrichment.
• Successfully project managed and executed the migration of the Customer Success team from a home-grown CRM to HubSpot.
• Established an internal company wiki to centralize documentation and training resources, fostering improved knowledge sharing and team collaboration.

Director of Revenue Operations and Enablement

RevOps Lab

Helping companies plan and develop Revenue Operations strategies to optimize Sales, Marketing, and Customer Success while making the most of their HubSpot portals.

RevOps Consultant

Certified Mastery

Co-founded an education company focused on developing a mastery training, assessment, and certification model aimed at empowering professionals to compete for career opportunities based on impact rather than pedigree.

• Implemented and managed forms, workflows, lists, properties, and emails within HubSpot to track campaigns, score leads, and nurture leads into customers.
• Developed and documented repeatable processes for monthly paid workshops and virtual bi-weekly inbound marketers' mastermind meetings, handling invites, registration follow-ups, and post-event communications.
• Hosted monthly RevOps mastermind hour Zoom sessions, facilitating discussions on Revenue Operations strategies and best practices.
• Co-hosted monthly inbound marketing mastermind hour Zoom sessions, fostering collaboration and knowledge-sharing among marketing professionals.

Cofounder

HubSpot Super Admin

Sprocketeer Member

Pavilion

Member

MO Pros

Helping spread the word about this fast-growing community of over 1,300 Marketing Operations Professionals. If you have a burning desire to learn, lament, or lurk in the company of like-minded MOPs, head here to join! https://themopros.com/signup/

Member and Ambassador

Instructure

• Collaborated with EMEA and APAC sales and marketing teams, managing all Revenue Operations (RevOps) requests and ensuring alignment between departments.
• Led the successful migration of Portfolium's data from HubSpot to both Marketo and Salesforce, optimizing data management and integration across platforms.
• Adapted Portfolium’s workflows to align with Instructure's RevOps systems, enhancing operational efficiency and cross-functional collaboration.
• Presented monthly sales and marketing reports to regional marketing teams on an international scale, providing insights and actionable recommendations for strategic decision-making.
• Revised and implemented a streamlined GDPR-compliant marketing opt-out process, ensuring compliance and enhancing customer data privacy practices.

Sr. Marketing Automation Manager, International

Portfolium (acquired by Instructure)

Portfolium is an innovative online platform empowering students to showcase their knowledge and experiences in an interactive environment, facilitating collaboration with employers, peers, and mentors for valuable feedback and career opportunities. Our mission at Portfolium is to streamline the transition from academia to professional life by connecting talented students with employers seeking their unique skills and potential.

What you do matters. Show it on Portfolium: Portfolium.com

At Portfolium, I played a pivotal role in building and optimizing operational processes across marketing, sales, customer success, and product teams, despite resource constraints.

• Collaborating across departments to establish an efficient operations framework, enhancing productivity and alignment.
• Implementing strategies that significantly increased lead generation across all stages of the sales funnel while reducing time to lead.
• Providing comprehensive support to sales teams on various Revenue Operations (RevOps) functions, including lead scoring, workflows, marketing initiatives, and territory assignments.
• Successfully onboarding new sales team members with tailored training programs to accelerate ramp-up and productivity.

Cofounder and Revenue Operations Manager

Jobelephant.com, Inc.

• Utilized FileMaker to build and process client orders, ensuring accuracy and efficiency in order management.
• Researched and evaluated various media venues to recommend cost-effective advertising solutions that aligned with clients' needs and budgets.
• Designed and formatted recruitment advertisements for placement in major newspapers, trade journals, and online job boards.
• Prepared price quotes and negotiated advertising commissions with print publications and online platforms to optimize client investments.
• Coordinated the reservation of ad space and ensured timely delivery of artwork to publications, maintaining seamless execution of advertising campaigns.

Advertising Account Executive

Spectrum Marketing

Project Manager

• Collaborated closely with clients to implement print and direct mail solutions that aligned with budgetary constraints and marketing objectives, consistently exceeding customer expectations.
• Achieved top sales producer status within 18 months by effectively promoting print and production services and providing clients with value-added cost analysis on paper quality, printing options, and press run quantities.
• Managed and analyzed data for in-house branding and marketing strategies, overseeing print, mail, and email campaigns to effectively promote products and services.

Assistant Project Manager

• Led operational processes including pricing, invoicing, and purchasing for multiple concurrent projects, ensuring timely delivery of products within budget and quality specifications.
• Optimized operations by outsourcing print and bindery services, reducing human resource costs while enhancing productivity and quality.
• Coordinated vendors, production scheduling, and USPS mail drop shipments for time-sensitive projects, ensuring efficient project execution and delivery.

Marketing Intern

• Managed all accounting processes using Sage Peachtree, handling daily transactions, payroll, and financial reporting on a monthly and yearly basis.
• Designed templates and supervised production for "Variable Data" digital press production jobs, implementing addressing, barcoding, and customer personalization to enhance marketing effectiveness.

Project Manager: Sales, Marketing and Advertising

Creative and resourceful problem solver and SaaS Revenue Operations (RevOps) leader, specializing in EdTech B2B and B2C strategies. With over 10 years of hands-on experience as a HubSpot administrator, I am a HubSpot power user and continuous learner, proficient in maximizing CRM and marketing automation platforms such as HubSpot, Marketo, and Salesforce.

I'm experienced in implementing complex HubSpot API app integrations, enabling seamless connections with tools like Gmail, Asana, Slack, Zapier, GoToWebinar, Zoom, DepositFix, SMSZap, PandaDoc, and Sakari to enhance operational efficiency and drive business growth.

As a co-founder of Portfolium (acquired by Instructure in 2019), I played a pivotal role in developing and scaling innovative solutions within the EdTech space. Explore my portfolio at Portfolium Profile to see firsthand my contributions and achievements.

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