Lead consultant for marketing operations and demand generation projects with a specialty in B2B SaaS. As a 3x Marketo Certified Expert with a proficiency in Salesforce and HubSpot, I help companies drive success with their marketing automation tools and gain more value from their technology stack. Client projects include some of the following:
- Built and executed Marketo operational programs from the ground up, including data normalization, new lead processing, subscription management and compliance, email deliverability management, and Salesforce sync rules.
- Strategized and implemented lead lifecycle automations, lead source data automations, email strategy, and marketing KPI reporting in HubSpot.
- Advised on demand generation, content, and overall marketing strategy to boost inbound lead numbers and achieve year-end goals.
Marketo-based projects include:
- Launched a New Lead Processing operational program utilizing executable campaigns, which formalized the data management and order of operations for incoming leads.
- Developed a data normalization operational process from the ground up to normalize values in various demographic, firmographic, and geographic fields.
- Ideated and implemented a strategy for Marketing Attribution reporting, including back-end processes, utilizing Salesforce’s native Campaign Influence feature.
- Designed the overarching Marketing Attribution dashboard in Salesforce, reporting on metrics such as net new leads, MQLs, SQLs, pipeline, and revenue.
- Revamped the email subscription and compliance strategy, which included a formalized marketable email list and the supporting subscription management methodology.
- Restructured Marketo for success by developing a foldering and naming convention strategy, consolidating channel tags, and implementing clear program statuses and successes.
- Developed a new UTM strategy to record data points such as Original UTMs and UTM History that empowered the client to meticulously track the ROI of online advertising campaigns.
- Developed tokenized program templates for common programs across all Marketo channels.
- Established and managed integrations for new tools, including Uberflip, Drift, Stensul, and RingLead.
- Streamlined the Marketo/Salesforce integration, from field mappings to program and campaign syncs.
- Administered Marketo as the sole power user in support of the entire marketing organization and working cross- functionally with IT and Sales Operations.
HubSpot projects include:
- Automated the lead lifecycle by creating workflows that moved a lead forward based on specific events or actions.
- Ideated a reporting strategy from the ground up, including beck-end processes such as field value automations (lead source, lead source detail, latest lead source, etc.).
- Designed and built an executive marketing dashboard that is reviewed weekly by the Head of Marketing and CEO.
- Developed the first inbound lead nurturing program, from content mapping to email copy and execution. Monitored success and tweaked accordingly to improve results.
- Formulated a website Chatbot strategy and implemented the chat flow from the ground up.
