Heather L. Email & Phone Number

Austin, Texas, Us

Los Angeles, California, Us

*Job ended due to a lay off*I evaluated client objectives & profiles through thorough research, analyzing market trends and consumer behavior to guide strategic decisions. I organized branding, advertising, and campaign initiatives to align with business goals and enhance market reach.I supported senior management in understanding performance metrics and identifying improvement areas. I oversaw social media accounts, increasing effectiveness by staying updated on the latest changes and trends across all social media channels.I stayed informed on social, cultural, & merchandising trends to keep marketing efforts relevant. Additionally, I managed various marketing projects involving cross-functional teams, guiding them from start to finish.I analyzed data, demographics, and trends based on the needs of different teams, providing them with valuable insights. By offering necessary data and analysis, I enabled informed decision-making that drove business growth & improved marketing effectiveness. • Supervised and managed email marketing using ActiveCampaign and SugarMarket for multiple subsidiaries campaign targeting over 10,000 customers which contributed to 30% increase in downstream sales revenue. • Directed a relaunch and scale of corporate website and connected SEO resulting in increase of traffic by 13%. • Implemented an overhaul of corporate media programming, increasing social reach by 71% in 12 months across all channels. • Directed initiatives to align client needs with creative, sales, and operations teams, resulting in a 25% improvement in customer satisfaction and a 10% increase in repeat business. • Established company guidelines for brand standards utilized by Sales, Account Management and Creative Team. • Served as primary trainer and subject matter expert for both senior and junior level employees in the usage of Canva, Wordpress, ActiveCampaign, SugarMarket, Asana, Elementor, Google Analytics, and Meta Business Suite.

Foxborough, Massachusetts, Us

I assisted with designing and creating marketing materials, including copywriting and editing. I managed all aspects of event and trade show planning, from kickoff calls and presentation reviews to pre- and post-event meetings. I used Canva and Adobe Creative Suite to create email content.Additionally, I produced and updated internal video content, recording and posting videos to the company's YouTube channel. I created monthly marketing analytics reports for meetings and provided weekly updates. I also designed and distributed monthly newsletters for employees, partners, and clients. • Coordinated quarterly cybersecurity outreach webinar campaigns involving leaders in industry and internal executive team, averaging over 300 attendees per session via Zoom Webinar. • Managed complete event logistics, including scheduling kick-off calls, evaluating presentations, and conducting pre and post-event meetings. • Managed HubSpot's CRM system to oversee email marketing campaigns, analyze open and click rates, and monitor link interactions from prospects and clients. • Served as primary company contact for agencies, vendors and partners to encourage cross communication and collaboration. Designed and distributed monthly newsletters for clients, partners, and employees. • Wrote, designed graphics, and distributed emails to educate clients on cybersecurity matters. • Used HubSpot to create and maintain landing pages for email campaigns and marketing event sign-ups. • Generated analytic reports to assess campaign performance. • Assisted in-house design and organization of marketing materials, including creative copywriting and proofreading using Canva and Adobe Photoshop. • Established and maintained a weekly pipeline for internal videos, including content preparation and posting on company YouTube channel.

Bochum, De

I coordinated marketing and public relations campaigns with stakeholders. I managed logistics for company exhibits and networking events, streamlining their execution. I increased digital audience engagement by organizing virtual events and webcasts. I analyzed website and social media performance using Google Analytics and HubSpot, producing detailed reports. Additionally, I developed email marketing campaigns, including monthly newsletters for clients and partners. • Supported social, digital, and field marketing activities, contributed to $9.6M revenue pipeline. • Developed social media strategy and content calendar to promote brand messages and digital strategy for LinkedIn, Facebook, Twitter/X. • Utilize Google Analytics enhancements to increase 1M social media impressions and 300K+ website visits annually. • Directed field marketing initiatives, such as trade shows and conferences in cooperation with business partners. • Increased digital audience engagement by overseeing virtual events and webcasts. • Created and executed email marketing campaigns using Hubspot, including monthly newsletters for existing and prospective clients as well as channel partners.

Boston, Ma, Us

• Maintain client and prospect information (via eFront, Salesforce & Marketo)• Assist with oversight and management of incoming client contact change requests• Communicate externally with clients or internally with other HarbourVest business teams to clarify or gain information• Input updates for clients, consultants, and other third parties in source system• Modify client information in eFront related to transfers of ownership and name changes• Assist with management of Investor Login website invitations and requests• Proof data for accuracyCash Distribution Notification Process• Prepare and disseminate distribution and deemed capital call notices via eFrontFund Closing Process• Provide support to Client Database Coordinator in all aspects of fund closing entries including but not limited to:• Verifying entities and legal names on all closing documents• Entering client-related closing information into the eFront database• Sending out FAQs to new investorsDelivery of Communications to Limited Partners and General Partners• Assist with the distribution of communications via eFront to limited and general partners including but not limited to amendments and extensions• Assist with the distribution of communications from other HarbourVest business teamsextensions• Database Management Project using Marketo

Andover, Ma, Us

• Print & Bind Marketing Presentations, PIC & FICs• Filings under signature control log & meeting minutes• Prepare and maintain excel spreadsheets for expense reports• Making travel arrangements with a third party while preparing itineraries & calendar management• Receive, screen, handle & field all incoming phone calls and visitors• Maintain and update system (FireLight) with up to date client information

Peabody, Ma, Us

•Review and set up new business and renewal submissions for all product lines supported by the programs in accordance with underwriting guidelines, including but not limited to Commercial Auto, Excess Liability, General Liability, Motor Truck Cargo, Property, and Workers Compensation.• Input client and policy information in all systems including, Agency Management System, Policy Insurance Systems and all third party vendor programs according to established guidelines and best practices.• Issue accurate policy transactions for all commercial products using ISO templates, NCCI templates and AAIS templates• Quality control of policy output established processes to ensure products were issued as ordered• Follow processes to distribute issued policies and policy changes to the broker via established methods, such as electronic or mail.• Set priorities and manage workflows assigned for Submissions, Binding Account, Mail, Endorsements, Policy Issuance and Client Services to ensure efficient, timely and accurate processing of transactions and other responsibilities.• Maintain all client and policy files in all systems with full policy detail and use the systems for all transactions, notes and diaries per department guidelines.• Respond to all inquires, incoming mail, underwriter requests and regional teams’ needs on a timely basis• Assist in completing a variety of administrative and technical functions in the Client Services department to ensure prompt, accurate and courteous services is provided to all clients, brokers, partners and associates.• Work cooperatively with staff and intercompany departments, to ensure that the proper procedures are followed • Interact with others by utilizing good communication skills, cooperating purposefully and providing information to achieve the business goals• Keep informed regarding industry information, new product information, legislation, coverage’s and technology to continuously improve knowledge and performance

Peabody, Ma, Us

• Coordination of new and renewal business account submissions• Electronic file processing of new clients in database and set up of paper file• Loss analysis on new submissions and renewal accounts • Policy review of issued policies• Assist in client services processing including but not limited to policy insurance, endorsement processing, premium transaction billing, sagitta, imageright, policyrater processing and database documentation• To follow all agency system procedures and insurance company regulations; specifically: Submissions workflow and reporting, client services workflows, premium accounting procedures, file construction, electronic documentation procedure and suspense/diaries procedure• Covering the front desk, taking phone calls and directing them to the appropriate department• Training all new employees• Assisting in helping account managers with renewal information (e-mailing brokers, setting up renewal information worksheets)

Andover, Massachusetts, Us

• Provides support and assistance to the Account Management, Advertising Management, and School Sales teams.• Assist with timely and accurate reports.• Prepares for internal and client meetings, prints and organizes documents and other meeting materials.• Contributes to email marketing initiatives.• Conducts audits and presents to supervisor.• Prints, organizes, and coordinates meeting materials.• Maintains and updates CRM system (Zoho) with up to date and accurate information• Develops copy for company newsletters.• Contributes to company’s social channels.• Maintains regular and punctual attendance at all job functions.

Bachelor Of Science - Bs, Business Administration And Management, General

High School