Ivy Koerner
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Ivy Koerner Email & Phone Number

Marketing Sales Operations at AdvisorEngine
Location: Atlanta, Georgia, United States 8 work roles 2 schools
1 work email found @advisorengine.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email i****@advisorengine.com
LinkedIn Profile matched
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Current company
Role
Marketing Sales Operations
Location
Atlanta, Georgia, United States
Company size

Who is Ivy Koerner? Overview

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Quick answer

Ivy Koerner is listed as Marketing Sales Operations at AdvisorEngine, a with 83 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at advisorengine.com and a matched LinkedIn profile for Ivy Koerner.

Ivy Koerner previously worked as Marriott International at Marriott International and Kredible Advisor Services - Kredible Project Manager and Product Management Support at Advisorengine. Ivy Koerner holds Bachelor Of Arts (B.A.), Sociology from University Of South Florida.

Company email context

Email format at AdvisorEngine

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{first_initial}{last}@advisorengine.com
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AeroLeads found 1 current-domain work email signal for Ivy Koerner. Compare company email patterns before reaching out.

Profile bio

About Ivy Koerner

I am a high-energy and process-driven Marketing/Sales Operations Manager with a demonstrated history of working in the financial services industry. I have a passion for data, metrics, and reporting. Some examples of how I actively contribute to the success of my team are: • Focusing on strategy, design, and execution of marketing databases, and marketing automation solutions• Analyzing existing data and information as well as historical trends in order to provide insights into best practices to guarantee data quality• Implementing key marketing systems and leading the integration with the Sales department• Tracking marketing initiatives performance in order to plan, report, and conduct analyses• Strategizing on new business and expanding footprints into existing accountsI excel in being organized, detail-oriented, and have exceptional critical thinking and interpersonal skills. While I am not working, you can find me hiking the many trails of Georgia, cooking delicious food, and spending time with family.Feel free to connect with me here or directly at: ikoerner@advisorengine.com.

Current workplace

Ivy Koerner's current company

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AdvisorEngine
Advisorengine
Marketing Sales Operations
Atlanta, GA, US
Employees
83
AeroLeads page
8 roles

Ivy Koerner work experience

A career timeline built from the work history available for this profile.

Marketing Sales Operations

Greater Atlanta Area

I focus on our team's marketing processes by managing our Hubspot account and overseeing the data that is then passed to our sales team and Zoho CRM. I focus on gathering data and key metrics to help with lead generation efforts, building out our knowledge of HubSpot, and driving results through monitoring and reporting key marketing/sales metrics. I optimize the use of our marketing tools, use reporting capabilities to drive efficiency and transparency which help connect the dots and optimize results. I run competitive messaging analyses and also reporting on our current client base to generate the most effective marketing strategies. I am responsible for documenting current marketing process and procedures regarding services, lead our product marketing initiatives, and provide hands-on training to the sales/marketing team on best practices to manage leads and opportunities through the use of our tools.

Kredible Advisor Services - Kredible Project Manager And Product Management Support

Greater Atlanta Area

I take ownership of accounts and manage the on-boarding, processing, and success of all client relationships. I also build strong and long-term relationships, perform launch webinars, and conduct in-person meetings with clients to ensure the successful use of the Kredible platform. I consult regularly with clients to fully understand their needs and actively solve pain points, using excellent analytical and problem-solving skills. Some examples of how I actively contribute to the success of my clients are:• Conducting training sessions to new clients and leading onboarding process • Helping to drive adoption and maintaining top accounts with key stakeholders• Working hand in hand with firm management to ensure success and adoption ratesI offer tailored client services and have exceptional critical thinking and interpersonal skills. I also assist in other areas, as needed, such as product management, design, content management, and software testing.

Aug 2017 - Nov 2018

Senior Executive Administrative Assistant

Oncology Solutions, Llc

Greater Atlanta Area

I provided smooth and efficient direct administrative support to an enterprising firm partner. My responsibilities were broad and changeable in nature, but ranged from coordinating or leading special projects, arranging conference exhibitions, organizing/editing presentations, preparing documentation for expenses, extensive and heavy calendar scheduling, arranging considerable and frequent weekly travel, managing LinkedIn and social media accounts, and tracking client lists. I was also responsible for updating the firm website and heavily involved in marketing and SEO initiatives.Oncology Solutions is a cancer-exclusive consulting firm with over 40 years of experience, working collaboratively with healthcare professionals nationwide to implement comprehensive cancer care programs that enhance patient experience, improve hospital performance, and impact communities. Dedicated to providing exceptional service and results, Oncology Solutions’ expertise includes strategic and business planning, value-based care and population health management, operational assessments, hospital-physician alignment, and clinical program development.

Jul 2015 - Aug 2017

Product Specialist

Atlanta, Georgia

I served as a customer advocate, designing and supporting the highest quality business online banking software, and guiding the customer through implementation and updates of software. I fulfilled multiple roles, with a specialization in all ACH products, Manual Web Testing, Mobile QA, Front-end development, and Web Design/Content Management. Other roles included specification writing, product design, project management, and product support.

Jan 2014 - Jul 2015

Event Manager

Greater Atlanta Area

I was responsible for planning and executing meetings, special events, and the implementation of departmental strategies. I oversaw the execution of property events with a seamless turnover from sales to operations and back to sales, when appropriate. I also managed meetings and special events operations and budgets. I strongly focused on managing profitability while ensuring exceptional customer service.

Sep 2011 - Nov 2013

Group Housing Coordinator

Tampa/St. Petersburg, Florida Area

I coordinated group room reservations with in-house departments, affiliates, and outside group contacts. I provided and maintained sincere, courteous, and knowledgeable service to all guests and associates. I was proficient in all areas of reservations and general operations of the hotel. I also maintained ownership of group blocks, including pickup numbers, reservation methods, billing, and proper treatment of VIP guests. Served as a departmental role model/mentor.

Dec 2007 - Sep 2011
Team & coworkers

Colleagues at AdvisorEngine

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2 education records

Ivy Koerner education

Computer Information Systems Technology, Computer Programming

Chattahoochee Technical College
FAQ

Frequently asked questions about Ivy Koerner

Quick answers generated from the profile data available on this page.

What company does Ivy Koerner work for?

Ivy Koerner works for AdvisorEngine.

What is Ivy Koerner's role at AdvisorEngine?

Ivy Koerner is listed as Marketing Sales Operations at AdvisorEngine.

What is Ivy Koerner's email address?

AeroLeads has found 1 work email signal at @advisorengine.com for Ivy Koerner at AdvisorEngine.

Where is Ivy Koerner based?

Ivy Koerner is based in Atlanta, Georgia, United States while working with AdvisorEngine.

What companies has Ivy Koerner worked for?

Ivy Koerner has worked for Advisorengine, Marriott International, Oncology Solutions, Llc, and Online Banking Solutions (Obs).

Who are Ivy Koerner's colleagues at AdvisorEngine?

Ivy Koerner's colleagues at AdvisorEngine include Roosevelt Holmes Jr, Matt Kress, Michelle Cheng, Carlos Rodriguez, and Elliot Lochansky.

How can I contact Ivy Koerner?

You can use AeroLeads to view verified contact signals for Ivy Koerner at AdvisorEngine, including work email, phone, and LinkedIn data when available.

What schools did Ivy Koerner attend?

Ivy Koerner holds Bachelor Of Arts (B.A.), Sociology from University Of South Florida.

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