Jeffrey Levison Email and Phone Number
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With over 15 years of experience as a strategic, customer-centric CRM and MarTech leader, I specialize in marketing transformation, data-driven strategies, process improvement, and project management. My passion lies in leveraging technology to help brands grow by using a deep understanding of data and customer behavior to drive success.I assist marketing and sales operations to create comprehensive customer journeys, selecting and seamlessly integrating the right platforms to implement them. By leveraging CRM systems, I help organizations automate sales processes, transforming chaotic note-taking and follow-up methods into efficient systems that track lead/customer information, conversations, and follow-ups.My expertise spans Financial Services, Consumer Services, E-Commerce, Education, Agriculture, DTC, B2B, and other sectors. I help organizations harness data, define unique segments, map customer journeys, and develop strategies to engage prospects and customers, increasing acquisition and retention.Key strengths include:- Data-Driven Leadership: Using data to drive digital transformations and customer-centric strategies.- Customer Journey Mapping: Designing innovative and personalized communication strategies to enhance engagement.- Platform Integration: Choosing and integrating the right platforms for seamless marketing operations.- CRM Optimization: Streamlining sales processes and improving lead/customer tracking systems.I thrive on relentless curiosity and a need to leverage data-driven approaches to lead digital transformations. My ability to work independently or collaboratively ensures projects are completed on time and within budget.If you're passionate about data-driven, customer-centric marketing and leveraging technology to drive growth, let's connect! Email me at Levison.Jeff@gmail.com to start a conversation.Specialties: CRM | MarTech Selection & Integration | Marketing Automation | Digital Marketing | Cross-Channel Marketing | Customer Experience | Cross-Functional Team Leadership | Email Marketing | Digital Transformation | Project & Process Management | Marketing Strategy | Segmentation | Direct Marketing | Market Research | Text Message Marketing | Direct Mail | Loyalty & Rewards Programs | Strategic Planning | Mobile App Marketing | Data Analytics | CDP | TaggingExpertise in: HubSpot | Active Campaign | PipeDrive | Google Analytics | Google Tag Manager | Tealium | Salesforce | Adobe Cloud | Shopify | PandaDoc | Zapier | MicroStrategies | Alteryx | Braze | Marketo | Maropost | DOMO | Tableau | Looker | SQL
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Managing Consultant - Cdp, Martech, Crm, AiInfoveritySt. Louis, Mo, Us -
Strategic Consultant Crm, Martech Integration, Customer Journeys And Marketing OperationsPivotal Pathway Consulting Llc 2010 - PresentSt Louis, Mo, UsI specialize in crafting bespoke strategies using advanced CRM systems and marketing technologies to enhance customer engagement, boost sales efficiency, and maximize marketing ROI. From designing customer journey maps to integrating MarTech platforms like Salesforce, Marketo, and HubSpot, I align technology with business objectives to deliver tangible results.Clients rely on me to implement robust marketing automation frameworks and develop data-driven marketing strategies based on insightful marketing analytics. With a deep technical knowledge and customer-centric mindset, I empower organizations to optimize customer relationships and streamline marketing and sales operations, helping businesses achieve growth through effective multi-channel digital campaigns targeting refined segments.My clients span Security Technology, Telecommunications, Distribution, Software Technology, Stationary, and E-commerce industries.Let's connect to discuss how I can help your business achieve its growth objectives through strategic CRM and MarTech solutions. Reach out via LinkedIn messages or email me at LEVISON.JEFF@GMAIL.COM to start a conversation.Call me, 614.664.7942, today for a no-commitment conversation, and discover solutions to increase your customers and revenues.LEVISON.JEFF@GMAIL.COM -
Digital Operations And Automation IntegratorAtomic Revenue 2020 - PresentClayton, Missouri, Us -
Global Marketing ManagerThe Climate Corporation Jan 2019 - May 2020St. Louis, Missouri, UsProvide strategic and tactical support US and Global Regions with Nurture and Growth Marketing Efforts across Email, In-App Notifications, Push Notifications, WhatsApp, and Texting. Streamline efforts to align with Paid Search, Organic Search, Content Team, Operations, Call Center, and Sales Teams. We worked to help 30K+ paid users to engage with the platform regularly, increasing renewal rates, and help Global Region’s adopt an engagement strategy to communicate with current customers frequently with value-add messaging. Led development of personalized automated campaigns based on customer behaviors and messaging engagement behavior. Helped influence need to develop platform personalization capabilities further to direct customers on the journey process, data discrepancies, and additional features of benefit. I am also responsible for customer renewal campaigns, creating a segmented approach to create messaging based on propensity to renew. Led efforts for co-brand efforts with Bayer Seed Brands to cross-sell knowledge and services.A subsidiary of Bayer Pharmecitucials. Computer Software Platform within the Crop Science Division creating data solutions for farmers, leveraging Artificial Intelligence and Machine Learning help the global $3 trillion agriculture industry to optimize decision-making, return on investment, and farm inputs through real-time monitoring of inputs, field-level performance, weather, and visual imagery (drones and satellites). -
Senior Marketing Manager - NurtureCareer Education Corporation 2015 - 2019Schaumburg, Il, UsProviding strategic support to the University Division, consisting of two brands supporting 6 campuses with students from all 50 US States. Act as consultant to both brands designing Nurturing Campaigns for prospective students and owning the full lifecycle for Email and Text Marketing.Currently tasked with two significant tasks:1) Lead transition from Lead Acquisition to Nurture Strategy;2) Design holistic CRM and Cross-Channel campaigns for consistent messaging across channels.I Utilize Sequel (SQL), Qlikview, CampusView (CRM), Microsoft Suite (Excel, Word, Access, Outlook), MailChimp (Email), SendGrid (Email), Upland (Text Messaging, Marketo (Email), Maropost (Email), YesMail (Email), Google Analytics.I am currently leading efforts to transition marketing efforts from Automated and Bulk deployments to engagement based strategies. The core of the strategy is dependent on the creation prospects engagement scoring to determine level of interest. Individually responsible for the creation and management of the strategy working with cross-functional teams, departments, and agency’s to design communications for prospects, current students, lost students, and alumni through all necessary marketing channels. Directly responsible for forecasting leads and engagement of channels and establishing and delivering KPI reporting on performance to help management understand how strategies are performing and recommending improvements.Career Education (CECO) is a public company with over $1 Billion Revenue with more than 40,000 students and 500,000 Alumni in the For-Profit University education space. Career Education provides degree programs from associate through doctoral levels to a diverse student population pursuing various career-oriented disciplines operating colleges and universities through online, campus, and blended programs. -
Crm SpecialistCareer Education Corporation 2014 - 2015Schaumburg, Il, UsProviding strategic support to the Career School Division, consisting of six brands and supporting 40+ campuses with students from all 50 US States. Serve as Marketing Division Lead to implement CRM strategy from ground up lead cross functional teams across the organization departments to identify data requirements and campaign needs. Responsible for creating outreach campaigns to prospects, current students, lost students, and alumni through Email, Text Message, Direct Mail, and Social Media Marketing from strategy through implementation. Collaborating with all Marketing teams to create a cohesive messaging communications plan across channels.I Utilize Sequel (SQL), Qlikview, Talisma (CRM), CampusView (CRM), Microsoft Suite (Excel, Word, Access, Outlook), MailChimp (Email), SendGrid (Email), Knotice (Email), BlueHornet (Email), Facebook, Google Analytics.I am currently leading a change management effort to create stronger data based decision making processes and actions. This involves moving away from massive bulk deployments in all channels to a more refined approach deploying timely communications triggered on prospects interest level and most recent engagements. Solely responsible for the strategy of each campaign, setting up the logic, creative, copy overseeing individual to code into the CRM system. The effort requires leading cross functional teams with members from Marketing, Admissions, Advising, Financial Aid, and other teams along with Agency resources. Responsible for forecasting and KPI reporting for channel’s of ownership.Career Education (CECO) is a public company with over $1 Billion Revenue with more than 40,000 students and 500,000 Alumni in the For-Profit University education space. Career Education provides degree programs from associate through doctoral levels to a diverse student population pursuing various career-oriented disciplines operating colleges and universities through online, campus, and blended programs. -
Manager, Crm Analytics & Digital Marketing ManagerStanley Steemer 2013 - Dec 2013Dublin, Oh, UsUnited States Largest Floor Cleaning Company. Stanley Steemer operates in 49 states performing Carpet, Tile, Wood, and Upholstery cleaning as well as AirDuct and Water Restoration Services. Stanley Steemer is a Franchise Business with over 200 Franchise Locations and 66 Corporate Branch Locations with Revenues over $400 Million Annually.I lead all Market Research and Analytics Projects for both Corporate Branches and Franchise systems in 49 states and nearly 300 locations. I am directly responsible to manage all marketing and CRM database efforts acting as project lead to collect/analyze data, provide insights and recommendations while leading implementation of approved strategy by Senior Executives. Responsible for CRM (Business Objects, Sequel (SQL), Qlikview), Pricing Analysis/Strategy/Implementation (Access, Excel, Sequel (SQL), Business Objects, Qlikview), Loyalty Program Analysis and Recommendations, PPC Campaign Management and Analysis (Google Adwords and Yahoo/Bing, oogle Analytics, Omniture, Adobe Cloud), Search Engine Optimization (SEO), Digital Marketing Reporting and Analysis (HTML, Sequel (SQL), Microsoft Excel, Word, Access, Qlikview and Business Objects), and Market Research Survey's and Analysis. I am currently leading efforts to establish both online and offline attribution and multi-channel models with the end goal of a combined holistic view of the customer. In addition I work on segmentation assisting in better understanding our customers and making recommendations for our Direct Marketing Campaigns. Responsible for establishing monthly KPI's and reporting for Management, Operations, and Marketing to make data based decisions and understand how previous strategies are performing. Lead several inter-departmental teams. -
Market Research & Database AnalystStanley Steemer Jan 2012 - 2013Dublin, Oh, UsUnited States Largest Floor Cleaning Company. Stanley Steemer operates in 49 states performing Carpet, Tile, Wood, and Upholstery cleaning as well as AirDuct and Water Restoration Services. Stanley Steemer is a Franchise Business with over 200 Franchise Locations and 66 Corporate Branch Locations with Revenues over $400 Million Annually.I assist in Market Research and Analytics Projects for Corporate system in 49 states and nearly 300 locations. I am responsible to manage all marketing and CRM database efforts acting as project lead to collect/analyze data (using Sequel (SQL), Microsoft Excel, Access). Providing insights and recommendations and when necessary implementing strategies set by Senior Executives. Responsible for CRM, Pricing Analysis/Strategy/Implementation, Loyalty Program Analysis and Recommendations, PPC Campaign Management (Google Adwords and Yahoo/Bing) and Analysis (Google Analytics, Omniture, Adobe Cloud), Search Engine Optimization (SEO), Facebook Advertising, Mobile Advertising, Digital Marketing Reporting and Analysis (HTML, Sequel (SQL), Microsoft Excel, Word, Access, Qlikview and Business Objects), and Market Research Survey's and Analysis. I am currently leading efforts to better understand pricing and elasticity to reformulate how pricing is calculated and established across all Branch locations nationwide. I am also working with both Corporate and Franchise systems to better understand Advertising Lifecycle and media habits of consumers to create a new system to determine advertising fees and percentage advertising budget allowocation. In addition I work on segmentation assisting in better understanding our customers and to assist in making recommendations for our Direct Marketing Campaigns. Responsible for establishing monthly KPI's and reporting for Management, Operations, and Marketing to make data based decisions and understand how previous strategies are performing. Lead several inter-departmental teams. -
Market Research Analyst - ContractorAbbott Nutrition 2011 - 2012Abbott Park, Illinois, UsAbbott Nutrition is a Fortune 100 company and also listed as a US Best Places to Work. Abbott is a leader in health care and pharmaceuticals. Abbott has its own website to sell directly to consumers (http://www.abbottstore.com), however most sales come from their CPG category.Managed creation of CRM database for Interactive (Digital) Department, leveraging Microsoft Word, Access, Sequel (SQL), HTML, Omniture, Google Analytics, Google Adwords. Previous data came from over 100 standard reports, I created a database that allowed for historical ad hoc query based reporting. Created analysis around sales and consumer behavior on website and through direct marketing efforts including email marketing. Worked directly with Brand Managers and Interactive Marketing Team to better understand consumer habits and purchasing behavior carving strategies to increase visits, purchases and Revenue. Database included more than 200,000 customers with over $50 Million in annual Revenue. -
Senior Lifecycle Marketing CoordinatorSafeauto Insurance Company 2010 - 2011Winston-Salem, Nc, UsManaged Marketing Plan coordinating disbursement of marketing functions resulting in a six percent increase in unaided brand awareness within company footprint.Managed media analysis (spots, day parts, and stations) through Microsoft Excel and Access; creating a more balanced media mix increasing TRP’s/unit resulting in a 70% advertising recall from consumers.Managed campaign test crafting a spokesperson that raised brand equity ratings and emotional appeal of company products and services.Managed Digital Performance with Google Analytics, Omniture, Microsoft Excel, and Access.Managed E-commerce, E-mail and E-commerce, E-mail and Social Media Marketing Plan including Best Practices, objectives, and implementation creating unified company message including an enhanced communication bridge with consumers garnering an audience over 9,000.Managed CRM database capabilities creating automated and ad hoc reports allowing management to experience a better understanding of company/consumer relationships.Managed multiple data mining projects in MicroStrategies, Alteryx, Microsoft Excel, and Access to better understand customers (point of sale, demographics, purchase pattern, and tenure) contributing to new products/services to meet consumers expectations.Managed creation of Competitive Monitoring reports to closely observe industry providing Senior Management with a deeper understanding of the marketplace leading to geographical expansion contributing to marketing planning to attack and quickly gain market share. Oversaw day to day planning/execution and administration of six figure research and consulting budget.Project Lead for New Strategic Target Segment expansion, assisting in creating call center and marketing abilities to Spanish speakers.Provided marketing leadership to the LifeTime Value Team whose goal is to identify the most valuable consumers for Retention and Acquisition through the creation of a lifetime value index formula. -
Marketing Analyst - Database StrategySafeauto Insurance Company 2008 - 2010Winston-Salem, Nc, UsSegmentation Data Mining using Sequel (SQL), Microsoft Access, and Excel allowing Marketing/Media to identify customers, creating greater efficiencies in targeted messaging, media placement, and event selection resulting in a 3 point increase in closing percentage.Advertising Budget analysis in Microsoft Excel and Access of advertising spending, sales, and loss/operating ratio’s to better monitor DMA marketing strategies.Managed Trending Processes in Microsoft Excel and Access to better understand core markets, consumers, and recommended strategy increasing company/consumer interactions by more than 60%. Managed market situation analysis procedures to gather and analyze necessary data, evaluate market performance leading to companywide improvements, including; rerating of products, reformulating marketing strategy, and departmental adjustments increasing market share up to 25%.Managed data, research and evaluation of marketing programs in Google Analytics, Omniture, Microsoft Excel and Access to evaluate effects on differing business strategies rendering a best practice case study increasing web traffic (60%) and company sales (17%) in 2009.Introduced new reporting tools (Lancent Microstrategies and Alteryx) to collect demographic and market condition data while mapping against customer information allowing for deeper analysis and understanding of data allowing a 50% decrease in project completion.Championed design and construction of database using Sequel (SQL) and dozens of user-friendly dashboards assisting management with tracking consumer data/activity. Managed customer satisfaction study garnering critical brand equity for consumers, implanting new messages within marketing campaigns attracting 8% higher call volume with over 20% higher sales.Managed Data Mining project identifying core markets/states in time of declining sales, recommending key changes to advertising budgets, media mix, and campaign creative garnering 18% increase in sales. -
Freelance Marketing Strategy Consultant - Safeauto Insurance CompanySafeauto Insurance Company 2007 - 2008Winston-Salem, Nc, UsData-Mining - Used HTML, Sequel (SQL), Microsoft Word, Excel, and Access to pull information, and analyze current/past budget expenditure to new customer (new policies written) correlation. Performed internal/external research to gain insight into different target market and demographics allowing for situation assessments and development of strategic planning for new target segments.Successfully organized first strategic Market and Target Market Identification Strategy/Plan (presented in Microsoft Powerpoint) approved by Senior Management; creating the first record of defined target markets and strategy to more efficiently communicate to consumers, resulting in a 19% (2008) and 27% (2009) increase in sales volume within designated targets as compared to previous year.Created historical monthly and yearly trending reports within Microsoft Excel and Access discovering a cyclical nature of business while identifying important events (internal/external) contributing to a change in company strategy allowing for a 15% increase in New Business the following year.Created an online/offline historical library of company’s entire collection of creative and media executions with ready and instant access for evaluation of previous campaigns and now in use for support in generating ideas for future campaigns. Budget Analysis in Microsoft Excel and Access finding relationships in ever changing advertising spending, sales, and loss/operating ratio’s allowing to better monitor successful and failing DMA marketing strategies.Created new market advertising investment model to display length of time in market with balance of advertising budget expenditure and brand awareness for break-even analysis.Managed Competitive Rate Review using Sequel (SQL), Microsoft Excel and Access assisting Rating team in identifying markets that are competitive then moving information into marketing strategy to increase ROI of advertising investment.
Jeffrey Levison Education Details
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Indiana University - Kelley School Of BusinessMaster Of Business Administration (Mba) -
The Ohio State University Fisher College Of BusinessMarketing
Frequently Asked Questions about Jeffrey Levison
What company does Jeffrey Levison work for?
Jeffrey Levison works for Infoverity
What is Jeffrey Levison's role at the current company?
Jeffrey Levison's current role is Managing Consultant - CDP, MarTech, CRM, AI.
What is Jeffrey Levison's email address?
Jeffrey Levison's email address is je****@****ail.com
What is Jeffrey Levison's direct phone number?
Jeffrey Levison's direct phone number is +161423*****
What schools did Jeffrey Levison attend?
Jeffrey Levison attended Indiana University - Kelley School Of Business, The Ohio State University Fisher College Of Business.
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