As a seasoned expert in marketing technology, I lead the implementation and optimization of advanced marketing strategies at loanDepot. My role focuses on leveraging cutting-edge tools and data analytics to drive innovation and enhance customer engagement. I collaborate closely with cross-functional teams to ensure our marketing initiatives align with business objectives, providing insightful data analysis and recommendations for continuous improvement. Passionate about staying ahead of industry trends, I manage vendor relationships, integrate new technologies, and train team members to maximize our marketing technology's effectiveness.Key Responsibilities:- Align marketing technology initiatives with business goals through cross-functional collaboration.- Assess and enhance the effectiveness of current marketing systems, adopting new tools and platforms.- Manage vendor relationships and stay informed on emerging marketing technologies.- Develop and implement strategies to optimize marketing campaigns using technology solutions.- Identify and evaluate new marketing technologies to improve team performance and ROI.- Maintain and manage marketing technology platforms, including CRM, marketing automation, and analytics tools.- Analyze marketing data to provide actionable insights and recommendations.- Lead training sessions for team members on new and existing marketing technologies.- Ensure compliance with data privacy and security regulations.- Foster a respectful and inclusive workplace culture that values diversity and ethical conduct.

Key Achievements:- Led redesign of Retail Loan Officer Salesforce, boosting adoption and efficiency.- Implemented multiple Cadences, enhancing sales and recruiting processes.- Acted as primary liaison for user feedback, driving improvements.- Orchestrated 15 email journeys in Marketing Cloud, optimizing outreach.- Coordinated "VA Webinar Lead Generation" campaign, achieving $8 per lead and high engagement.- Designed custom lead routing system for VA Lead Gen campaign, streamlining lead delivery without needing to utilize any developer resources.- Facilitated onboarding for In-House Reverse Mortgage team, enabling rapid deployment. Provided ongoing support, including improving the Lead Routing system used to deliver leads to the team more rapidly.Responsibilities:- Drive implementation of cutting-edge Salesforce enhancements.- Serve as Marketing Cloud Admin, overseeing various functions.- Collaborate cross-functionally to implement market-driven features.- Provide ongoing support and training to maximize system utilization.

Salesforce Consultant in Southern California with an expertise in Sales Cloud, Service Cloud, Financial Services Cloud, Communities, Pardot (Account Engagement), Marketing Cloud, Implementations, Integrations, Custom Development, Admin and Project Management responsibilities- Deliver consultancy in multiple areas and industries including CRM & Marketing Campaigns, Financial Services, Insurance Company, Healthcare, Veterinary, Fitness, and Lab & Diagnostics- Act as Salesforce Admin and Project Manager while performing multiple operations for companies from 20 users up to 1,000+ users- As Project Manager, utilize Agile and Waterfall methodologies in executing on the vision of multiple simultaneous client projects to bring to completion on time and on budget repeatedly- Expert in Jira, Confluence, ClickUp, GitHub, Asana, Monday, Trello and many other common tools used in Project Management and Change Management- Create and present technical documentation for decision makers, as well as training and reference documents and videos for users of Salesforce- Lead the implementation, administration, Data Sources, and Journey Creation of Marketing Cloud and Pardot (aka Account Engagement)- Integrations with various applications such as Celigo, Mulesoft, Five9, RingCentral, Docusign, NetSuite, Lead Distribution Engine, Quickbooks, DBsync, Proprietary Software via API, and much more- Lightning Experience, Classic Experience- Admin (Reporting, Dashboards, Automations, Permissions, Templates)- Custom development (Apex, Visualforce, Javascript, HTML, PHP, React, NodeJS, etc)- Lead and Mentor small teams of 5 – 10 members as well as enhance performance and increase productivity utilizing a decentralized workforce- Competently negotiate contracts to close deals that resulted in 100% increase in revenue in the second year- Carry out detailed market research to assess industry trends, capitalizing on new opportunities for maximum profitability

- Oversee and manage development initiatives- Manage technical resources- Support/maintain IT Infrastructure- Manage technical docs- Train non-technical staff on systems

Serving as an advisor for IT, marketing and product development needs.

• Training, managing, hiring in Sales, Support and IT positions.• Responsible for all Project Management and Product Development from concept to execution.• Product Owner for AtlasCare product line: $1.2m per year in new revenue• Product Owner for MediGuard360: $2.5m per year in new revenue• Project Manager of proprietary CRM for managing customers, products and distributors• Full stack development of custom in-house CRM and customer-facing back office (HTML, PHP, MySQL, Linux, Apache, CallFire, Mailgun)• Oversaw Marketing initiatives (leads, calls, SEO, Google, Facebook, etc) leading to year over year revenue growth of up to 50%• Handled Accounts Receivable/Accounts Payable, generating and presenting P&Ls, and Marketing Budgets (via Quickbooks)

Dronehaus was a passion project where we engineered and marketed DIY "Race Drone" kits. Consumers could purchase a full race drone kit (capable of flying up to 100mph) and build it in their own workspace at a very low price. Engineered and manufactured in Fresno, CA.- Created and maintained all website content (graphics, shopify installation - HTML, Wordpress, CSS, Javascript)- Was integral in the product R&D, design, engineering, marketing and support processes- Acted as lead buyer for wholesale products- Created video, graphic and blog content on a regular basis for marketing, support and brand awareness- Well versed in professional audio recording and editing, video recording and editing, graphic design, and SEO-friendly content creation- Attended industry-specific events (such as tradeshows, conferences, etc) and acted as lead salesperson at our booths- Sponsored local and non-local events that were industry specific and brought brand awareness and loyalty (Saturday flights in the park, sanctioned official races, etc)

Provider of insurance and non-insurance products for those who would otherwise be considered "uninsurable".- Responsible for creating and maintaining strong professional relationships with all marketing and technology partners.- Performed weekly data analysis reports and delivered to other executives for review, while offering up suggestions to improve efficiency, profitability, and workflow.- Created talent acquisition programs which allowed us to expand our in-house sales team to 40+ agents.- Engineered and deployed underlying IT infrastructure to support rapid growth- Implemented, managed and supported entire IT infrastructure for organization with help from my team.- Oversaw and facilitated the creation of several sub-agencies for niche distribution opportunities.- Handled all Accounts Receivable/Accounts Payable, generating and presenting P&Ls, and Marketing Budgets (via Quickbooks)

One of the leading information sources for all things relating to electronic cigarettes.- Created blog and forum content regularly to drive traffic to our website- Created video content once/week with my partner offering Youtube reviews of electronic cigarette products- Was integral in building a revenue-positive brand that sold electronic cigarettes, offered advice on how to quit smoking, and provided help with maintenance well before there were "brick and mortar" stores- Built and implemented a SEO-centric marketing plan that grew our web traffic to ~13,000 unique visitors/day within 1 year

- Cultivate and maintain a robust client base, utilizing proactive strategies to identify their unique insurance needs and tailor policies accordingly.- Conduct thorough risk assessments, analyzing clients' assets, liabilities, and goals to provide personalized insurance recommendations.- Collaborate with underwriters to negotiate favorable terms and secure optimal coverage for clients, resulting in increased customer satisfaction and retention.- Deliver persuasive presentations and conduct effective consultations, translating complex insurance concepts into easily understandable terms.- Exceed sales targets consistently, demonstrating expertise in diverse insurance products, including auto, home, life, and commercial lines.- Proactively stay updated with industry trends and regulatory changes, continuously enhancing knowledge base to offer informed advice to clients.