Sandler Tampa Bay 

• Support the running of the business within HubSpot, which
includes interacting with partners in support of HubSpot CRM
environment.
• Work closely with partners and marketing team to review,
recommend and implement best practice processes and procedures
within HubSpot.
• Support Partners in development and use of Sales Hub
• Oversee data integrity within HubSpot CRM through data import
management, data cleanup and deduping
• Developing, executing and testing sales and marketing campaign
automation
• Lead data import/export/updates
• Identify, develop and automate data integrity through automation
workflows
-Implement use of ZoomInfo with a focus on "Intent" use for lead gen
- Integrate Survey Monkey with HubSpot
-WordPress Forms
-PowerPoint

Sales Operations

Rise8

Support CEO - Scheduling, e-mail support
Support Marketing Coordinator
Coordinate Prodacity Web Series
Manage Employee Swag (Shopify) store
Support First Annual Prodacity Symposium

Executive Assistant

Immertec

Customer Success Associate• IMMERTEC March 2022-Present

o	Work with CS team and product to make continuous improvements to platform
o	Provide customer demos to insure utilization on paid streams
o	Create opportunities for renewal
o	Track customer activity in Hubspot
o	Create campaign to solve logistical inefficiencies

Customer Success Associate

Picture the ability to deploy the best people anywhere in the world to consult or train in real-time, regardless of their physical locations.

Our software allows surgeons to join live surgeries remotely. 

-Assist CEO with day to day operations at all stages of the company starting with series seed.
-Capital raise due diligence Seed + Series A 
-Create and manage monthly investor updates
-Build and manage investor pipeline 
-Assist with pitch development
-Travel Nationally to manage medical device shows using Sandler sales methods
-Coordinate + manage press opportunities including WSJ, Cheddar, Axios, Forbes, Inc. and more
-Manage customer contracts 
-Wear other hats such as HR, Customer Success, Investor Relations, Public Relations...we are a start up!

Elevate Inc.

o	Manage clients from multiple industries
o	Strategize with each client on monthly basis to connect with specific prospects and provide warm leads
o	Organize media and create press releases
o	Create social media content for each client on monthly basis
o	Write and publish blogs on topic of clients choice
o	Liaison for clients at events throughout Tampa Bay
o	Manage new relationships to benefit clients and introduce them
o	Pitch the Elevate program

Account Executive

Kelly Roofing

•	Assisted President, Ken Kelly in Communications Strategy immediately following Hurricane Irma in SWFL
•	Tactics used:
	Collaborate with upper management and legal team to create a contingency plan deployed to retain and serve new clients during Hurricane Irma relief throughout Southwest Florida
	Develop new training methods for internal use throughout a period of rapid growth 
	Draft automated emails to update customers completely through a job to ensure quality
•	Facilitate communications between customers and Project Managers
•	Actively ensured customer satisfaction and processed inquiries
•	Update company systems to accurately reflect current customer standing
•	Assist in payment processing
•	Manage and optimize all Project Managers schedules
•	Aid company during a period of rapid growth immediately following Hurricane Irma

Communications Assistant

Home & Design

Organize lay out/ pageinate all three editions of Home & Design on a quarterly basis. Update and maintain portions of our website and social media. Manage all magazine subscriptions and distribute leads to all brand ambassadors. Organize and plan all of our events including our annual "Luxury Home Show". Update and create content using Wordpress.

•	Organized and planned one national and two local magazines
•	Paginated layout with regards to all paid advertisers
•	Established subscription management format for internal use
•	Updated website using WordPress
•	Managed and created social media platforms

Project Coordinator

World of Beer Franchising, Inc.

As the social media coordinator for the Tampa to Southwest Florida area, I was in charge of staying connected with our clients through several platforms such as; Twitter, Facebook, Instagram and Yelp for seven World of Beer Taverns. With this role I was tasked with finding creative ways to increase views on each of the platforms and maintain new followers.  In addition I was in charge of responding to reviews as well as updating advertisements on each location's website. 


 Additionally, I was a trainer for several new tavern locations throughout the country. I facilitated two weeks of onboarding and industry education.

Social Media Coordinator/ Trainer

REfindly

Created original SEO content to increase traffic on our web pages.

Intern

Focusing on Data Analytics to influence process + decision making.
High "C" --> DISC 😎
Love working with 📊
❤️ Continued Learning 🧠

I help my team make the most out of our CRM!

Taplio

Sierra Harlan's Linkedin Analytics

Sierra Harlan

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Taplio

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Sierra Harlan

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