Cody Carroll Email & Phone Number

San Francisco, CA, US

San Francisco, CA, US

San Francisco, CA, US

• Identify, develop, and manage events and sponsorship opportunities to achieve sales objectives including event attendance, lead generation, and post-event prospect meetings set
• Work with the sales team to identify goals and target accounts. Create the go-to-market strategy for key verticals and territories to drive leads and build the pipeline for outbound sales
• Create pre/during/post event strategies, working with teammates and contractors who specialize in demand gen, social, and brand
• Measure, evaluate, and report on strategic effectiveness and ROI for field marketing efforts
• Collaborate with sales management and field sales personnel to create tools and programs that ensure efficient and effective execution of field marketing programs
• Present/pitch the market strategy, campaign results, and new programs to the VP of Marketing and Sales Operations, helping to build the sales pipeline and close business

Irvine, CA, US

• Lead implementation of companywide sales CRM system rollout
• Direct and produce client testimonial and sales videos
• Strategic leadership of marketing department
• Management of all outbound corporate email marketing
• Execution of strategic marketing plan for a PBM planning startup
• Coordinate the successful execution of all Burnham conferences, managing all pre, mid, and post-event activities

Irvine, CA, US

- Design and distribution of all B2B corporate email marketing campaigns - Chief editor of all corporate communication, with a focus on legislative and compliance documentation- Administrator of Customer Relationship Management (CRM) Platform, AgencyFuel®- Manage strategic communications between Burnham and all external marketing and PR firms- Administer.

Irvine, CA, US

- Establish and manage a book of business as an employee benefits consultant, servicing primarily small group accounts.- Develop Excel-based tools and PowerPoint presentations to assist colleagues with the delivery of data and business services to clients and prospects- Conduct open enrollment meetings and employee benefits presentations for clients on a.

Irvine, CA, US

- Designed financial dashboards to assist in client comprehension of financial status in relation to employee benefit plans- Created benchmarking templates while utilizing CAHP reports from third party actuarial firms to analyze and reconstruct data in a manner suitable for clients- Led internal wellness initiative, Lose & Win program, to motivate.

- Directed homework completion on a daily basis in the subjects of English, math, science, economics, religion, and history for 5 individual students- Communicated with parents for ongoing progress of 2 deaf (cochlear implanted) students’ school work- Provided direction and structure to ensure homework time was a positive, empowering, and encouraging.

Scottsdale, AZ, US

- Researched prospective clients in the loan modification industry to promote unique partnership business plan and established meetings after contacting key personnel- Created marketing materials and sales messaging that was delivered to prospective clients/partners daily- Formulated relationships with account representatives and communicated financial.

Scottsdale, AZ, US

- Developed curriculum for training new hires in the Set-Up Department- Supervised staff of 4 and created open environment for employee communication and feedback- Mentored and trained newly hired employees to become internally successful- Negotiated financially based deals with high profile accounts and ensured high closure rate

- Managed a minimum of $50,000 in merchandise and product sales daily for customizable souvenir manufacturer- Implemented system for efficient packaging techniques resulting in financial savings on supplies as well as an increased product packing rate- Controlled warehouse product and inventory, tracking daily orders and shipments for efficient business.