CharterUP is a growth-stage technology company focused on changing the way the world travels. The 2nd fastest-growing private company in the U.S. and first fully integrated charter bus platform for Fortune 500 corporations, schools, consumers, and operators, CharterUP is disrupting large scale transportation and mobility through powerful and scalable technology.CharterUP makes it possible to book a bus in just 60 seconds, connecting customers to over 6,000 buses and hundreds of operating partners nationally on its proprietary technology platform. Promoting transparency, accountability, and accessibility in the group booking experience, the company’s platform provides real-time data on all charter services, featuring on-demand quotes for custom itineraries, embedded payment capabilities, live trip tracking, and more.

In my role as a Lifecycle Marketing Manager, I work as the subject matter expert for lifecycle marketing strategy and the campaign execution/optimization expert supporting the SoFi at Work Business Unit. Campaigns include both B2B and B2B2C initiatives. I collaborate with business and marketing leaders to identify opportunities to drive product adoption, engagement, retention, and cross-sell/up-sell/referral behavior in LCM channels; while continually prioritizing initiatives and allocating resources accordingly given the fast-paced nature of the SoFi culture, environment, and FinTech space.Much of my time at SoFi has included partnering with the engineering, product, marketing technology, and data science teams to 1) instrument front- and back-end data events 2) surface data to LCM tools for use in targeting & personalization and 3) identify data-driven insights for template/messaging optimization, campaign targeting, and product adoption propensity experimentation.Other related duties and responsibilities include:• Plan & implement data-driven LCM marketing initiatives using campaign management tools including Braze, Pardot, and Redpoint Global for audience selection, trigger qualification, suppressions, and segmentation.• Execute marketing campaigns through LCM-owned channels (Email, Push, In-App Messaging, SMS, etc.) while collaborating with other marketing channel partners to drive desired business outcomes.• Report on campaign performance, test results/learnings, data insights, etc. to relevant stakeholders including LCM leadership, product marketing, and other cross-functional partners.• Develop, enforce, and assist in campaign quality control practices to ensure campaigns execute on time and the output is accurate and complete.

Work closely with content marketing, product marketing, channel managers, and sales to plan and execute engaging multi-channel campaigns that include, email, events, digital, and direct mail. Develop account plans together with account managers, to identify and target key personas and buying centers. Marketing-Technology leveraged includes; Terminus, Marketo, SalesLoft, LinkedIn Sales Navigator, ZoomInfo, Salesforce, Looker, and more.I've had a lot of great experiences with personalized and targeted marketing campaigns which is what makes ABM so interesting to me. The ABM role continues to develop and grow as more firms begin to recognize it's value. I believe in the future B2B marketing will meld into what the ABM managers are doing today. ● In a recent campaign I created $220k opportunity pipeline by leveraging Marketo and Salesloft cadences to set up demos and multiple opportunities. Campaign resulted in $100,000 closed/won, with more accounts still in the mix.

Alexander's is a marketing solutions company specializing in print, and we do plenty of print design work, marketing kits, photo books, and automated direct mail marketing. But I also manage the marketing needs for the other Alexander's brands including; DivvyOnline (Saas), Tektured (promotional products), and MyCanvas (eCommerce). Each brand requires it's own SEO, social media, email, event, tradeshow, and direct mail marketing strategies. I am responsible for managing a team of in-house and outsourced blog, social media, content writers, web developers, and graphic designers. Planning and consistent execution is what keeps me busy and I have the best people around me to make it happen.

Added 27 franchise units sold over an 18 month period by creating a compelling marketingcampaign including; digital, social media, and print collateral materials. Also developedmessaging materials for the company’s Meal for Meal non‐profit donation program for children inMalawi, Africa. Loved the brand. Loved the franchisees. Loved the purpose! Loved the food!● Increased Malawi’s Pizza’s unit level sales 20%.● Worked closely with franchisees to create effective local marketing plans leveraging web, socialmedia, in‐store collaterals, email, and text campaigns.● Created dashboard tools to track KPI’s, digital and other web (Google) analytics.● Developed franchisee and comprehensive in‐restaurant training manuals, videos, modules, andmedia styleguide. Created and maintained franchisee intranet site.

Coached over 500 small business owners to create systems that allow them to do what they loveto do and grow their business. Analyzed operations, workflow, accounting, insurance, and staffingneeds. Created specialized customized marketing plans for each client. One of my favorite places to work! Thoroughly enjoyed working with clients one-on-one. ● 80% of clients recognized measurable profitability when executing their plans.● Participated in software and curriculum development training programs for business credit,entrepreneurship, and personal development programs.

Government affairs work is always so interesting and complex. It was an honor to be able to help my home city's local city council. My work here really provided direction for how the Council communicates today.● Established initial outreach program for Provo City Council.● Streamlined the City’s neighborhood chair program.● Developed a communications calendar for emails, social media activities, website, blog, and issues specific outreach initiatives.

Together with two partners we managed to create an amazing franchise development company! Certainly one of the highlights of my career so far. Hard. Hard. Work. But running our own company was such a thrill. Fantastic partners, employees, and franchise partners! ● Directed $3m annual budget, 20 member staff, and general day to day operations as COO.● Sold over 250 new franchise units across multiple brands during tenure.● Successfully launched over a dozen new franchising brands throughout US and Canada.

Anyone thinking of starting a business should be part of a campaign at some point in their life. Imagine your whole business depends on a one day sale! Welcome to life as a campaign manager. I would only count this as a failure if I hadn't taken away so many wonderful lessons and relationships. ● Managed $850,000 budget and day to day campaign operations including 6 to 20 staff members at different stages of the campaign.● Managed consulting vendors, website, media buys, messaging, email campaigns, direct mail, voterID, Get Out the Vote, fundraising, white papers, convention booth creation and associatedcollateral, and event planning.

Working on Capitol Hill was an honor and a thrill. So many wonderful and smart people. Contributing to policy, meeting with constituents, industry representatives, and others gave work a real purpose. Developing relationships in the home district was also rewarding. Spending the time to really understand what people needed and creating solutions together was a game changer to how I approach my career.● Developed county‐wide public affairs program for Congressman Chris Cannon.● Launched the Congressman’s NCLB (education) initiative. Project included branding a 20 membercommittee report, press conference, website, online forum, and a monthly newsletter.

Designed, conducted, and analyzed over 150 in-house research projects for product development, attitudes and perception, pricing models, feature selection, competitive analysis, and other company initiatives. Worked with internal clients to determine objectives and needs for research in order to deliver the appropriate data for decision making. I always enjoyed finding that one golden nugget in the data to help the marketing team better understand our customers.

Worked in the Senator's press office. Duties included daily media clips and updates, drafting press releases, drafting constituent correspondence, and assisting staff in various research and office management duties.

Assisted the Congresswoman's Press Secretary in updating the website, drafting press releases, letters, attending various public meetings, and other constituent communications. Also, served as deputy communications director for the Congresswoman's 2004 campaign.

Directed over 500 unique survey research projects for diverse clients including: Nike, Gillette, andMicrosoft.Managed all aspects of market research data collection projects. Provided initial cost estimates and organized research methodology including: computer programming, sampling, interviewing, and data processing. Maintained professional client relationships service while managing multiple projects simultaneously.