LifeLoop's goal is to help senior living communities flourish. Their technology helps engage residents, delight staff, and connect family members. 💜- Lead cross department buyer funnel improvement initiative focused on system processes for user experience and SaaS KPI data collection.- Key role on the Salesforce integration team focused on balancing tech-debt while solutioning for each of our channel's qualified lead and customer management processes, our equity owner best-practice, and future flexibility for M&A. - Implemented ZoomInfo to enhance and increase our ICP contact data.- Identify data gaps and implement processes that are designed to minimize bad or incomplete data.- Lead website updates, analytics, and reporting.- Worked with data engineer on PowerBi data modeling and designed widgets and dashboards for on-demand ELT use.- Designed campaign architecture and automation workflows in HubSpot & Zoho CRM- Campaign execution by forming targeted list, building emails, automation workflows, and landing pages.- Document and hold trainings for Sales, CS, and Marketing teams.-Implemented HubSpot onsite chat.-Assisted with integration and CSS web development for Stonly (a knowledge base platform).-Sales enablement and support including: The programing of Outreach.io call sequences allowing BDRs to focus on sales activities, creating workflows that reduce manual actions, and adjusting crm layouts and 'quick views' for easier system navigation and better customer management.

I can help with a wide-range of business needs. I'm willing (actually, I'd be thrilled 🤓) to train others so that you can self-serve in the future, if desired. Below you can read what others have said about me in recommendations section below and please message me to have an exploratory conversation on how I might be able to help.

- Develop revenue growth strategies for both inbound and account-based marketing (ABM) that consider pricing, selling channels, ideal customers, and the purchase funnel.- Define company objectives and key results (OKRs), budgets, key performance indicators (KPIs), and create company-wide standard operating procedures (SOPs).- Led a collaborative effort to form company’s customer-facing mission statement and core values.- Provide knowledge share presentations and training to empower and enable the team.- Designed a custom quoting system that more than doubled the number of quotes generated.- Introduce automated tools that drive the sales pipeline such as customer performance dashboards, customer engagement notifications, product suggestions, purchase frequency identification, and missed purchase alerts.- Blend data from our internal system, manufacturers, and market trends to identify ideal customer profiles.- Manage relationships with all SaaS vendors, from contract negotiation to ongoing enhancements.- Serve as IT Manager and Tax Compliance Officer.

- Redesigned and combined four eCommerce websites that lead to efficiency and a consistent brand message.- Built marketing programs from the ground up including email, paid search, and search engine optimization (SEO). - Developed and reported on cross-channel campaigns including attribution model measurements and KPIs.- Connected systems such as customer relationship management (CRM), email automation, and eCommerce platforms for centralized data.- Implemented data enhancements for better targeting and personalization.- Maintained product catalog of over 75,000 items, including images, videos, descriptions, pricing, and packaging.- Created emails, landing pages, social media posts, and optimized user experiences.

- Led email marketing automation, including a/b testing, complex triggers and flows, dynamic content, lead nurture, and drip campaigns. - Combined and analyzed data from internal systems and industry sources to provide easy, instant access for quicker, data supported decision-making.- Mediated between department managers, IT personnel, and digital marketing vendors to create project efficiency, cost savings, competitive advantages, and employee and vendor satisfaction.- As SEO manager, developed and executed strategy for producing content, site map structuring, link building, json-ld markups, structured snippets, as well as basic on-page H1 and metadata detail. - Salesforce database administration, such as application integration, custom object and field creation, database cleansing and maintenance.

- Search engine marketing (SEM) including pay-per-click and remarketing using Google, Bing, Facebook, and Adroll.- Produced and published content for daily social media and bi-weekly blog articles. - Created and helped execute social media strategy.- Developed marketing materials for the affiliate channel, including a toolkit website, emails, and newsletters.

• Managed all aspects of content marketing campaigns, including posting content to websites, writing copy, scheduling web ads, designing HTML emails, segmenting deploying, scheduling, reporting, A-B testing and evaluating. • Managed client micro-site projects and comprehensive marketing plans. • Utilized social media marketing to promote relevant content. • Analyzed trends within the audience in order to improve effectiveness of marketing efforts. • Provided marketing expertise to sales staff for the development of RFPs. • Served as marketing lead: participated in client kick off calls, materials collection, and reports delivery. Key Achievements:• Achieved 100% or greater on all lead fulfillment guarantees.• Managed 72, 3 month long campaigns, executing on average 24 campaigns at any given time. • Managed key accounts including: HP, Intel, Dell, Microsoft, and Toshiba. • Analyzed micro-site SEO and other marketing efforts, created and implemented an improved strategy that ensured a successful campaign.• Developed new processes that create efficiency concerning client lead reports and internal billing reporting.

• Originated and underwrote loans including business and consumer secured and unsecured loans and lines of credit.• Developed in-store promotions and marketing campaigns.• Opened deposit accounts, responded to customer inquiries, and managed escalated member complaints.• Developed compliance reports for management and assisted with staff audits.Key Achievements:• Awarded authority to approve level 1 loan officer’s clients loan application.• Brought in 90% of the branch’s home equity loan revenue.

• Ensured the branch met customer service goals and achieved business results.• Coordinated operational activities within the branch to achieve success of quality assurance assessments and audits.• Managed and trained direct reports (teller line staff).Key Achievements:• I was Awarded the "Star of Excellence" in Q2 & Q3 of 2011 for exceeding the division's deposit and loan growth goals.• The branch passed an official audit, and the auditor commented on how well trained the staff was.

• Managed over 10 yearly tradeshows: worked with cross-functional team (sales, marketing, engineering, shipping, and manufacturing) to plan and execute marketing messaging, travel, equipment, shipping logistics, and more.• Aided with company re-branding including streamlining and strengthening of company website, marketing messaging and strategy. • Managed communications and marketing materials with PR firms and partners. • Developed and maintained reports for upper management & Board of Directors: marketing campaign analysis, dashboards, sales forecasting, and KPI reports.• Supported the Director of Sales and sales team by updating CRM, performing database mining & analysis, lead entry, and generating quotes, orders, and returns.Key Achievements:• Introduced excel pivot table function to the team. I was able to show transparency into client history, product movement, and sales staff efforts, which lead to improved utilization and acceptance of CRM system, and more informed decision making.• Reduced lead entry time by 2 weeks by implementing innovative system upload vs. the prior individual entry method.

• Fielded incoming customer service calls.• Dispatched authorized service companies to customer’s location for repair and maintenance.• Generated Request for Bid to authorized service companies.• Assisted in the development of new National Accounts procedures. • Worked with accounts payable to validate invoices from authorized service companies.

• Event planning for the annual conference.• Website updates.• Contacted potential new members.• Production of the Semi-Annual newsletter: writing, drafting, and collecting articles.