• Act as a CRM consultant and make changes and recommendations for improvements when needed to keep our customers ahead of the curve and driving relevant results.• Manage marketing automation systems, including: campaigns, prospects, reporting, integrations, and general upkeep of platform.• Dig into channel performance data related to customer revenue objectives to help uncover opportunities to scale or adjust.• Aid the revops team in aligning analytics and executing marketing attribution models through the CRM to revenue outcomes.• Effectively communicate insights and results to customers.• Research, identify, and implement top tech within the SaaS B2B marketplace.

• Work with decision makers across IBISWorld’s various departments to create new processes using Salesforce best practice. • Create documentation on any new processes as well as communicate changes to affected IBISWorld staff.• Oversee administration of IBISWorld’s sales enablement tech stack – troubleshooting issues, training staff members, coordinating renewals etc. Current tech stack includes ZoomInfo, LinkedIn Sales Navigator, RingLead, Marketo, • Responsible for determining target audience for IBISWorld’s marketing campaigns as well as scheduling email sends using Marketo marketing automation platform.• Oversee IBISWorld’s inbound lead management using Salesforce, Marketo and RingLead for the New York and Los Angeles office.• Stay abreast of any new features within our current tech stack or emerging technologies that we could potentially implement into our current workflow.

• Learned the Salesforce CRM ecosystem and was granted full admin permissions to IBISWorld’s Salesforce org: created reports & dashboards, managed users, created fields, loaded / mass updated data etc.• Qualified all incoming inquiries and distributed them in a timely manner to members of the new sales and client services teams.• Researched, identified and efficiently qualified new prospects and key data points in IBISWorld’s core vertical markets to create viable leads for the new sales team.• Used resources such as ZoomInfo, LinkedIn Sales Navigator, government websites, trade associations and more.• Researched and qualified existing leads in Salesforce.• Completed adhoc analysis for key stakeholders leveraging Salesforce data and IBISWorld’s client usage data.• Ensured contacts details in Salesforce were accurate and up-to-date for IBISWorld’s big deals team.• Identified different departments within organizations and referenced them when updating accounts for new business and up-sell opportunities.• Stayed abreast of news and happenings in IBISWorld’s target verticals to identify potential leads.

Earned FINRA Series 6, Series 63 and NY State Life Insurance licenses.