Freelance marketing and sales ops, analytics, MAP & CRM integration and implementation consultation services.

Manage strategy and automation / optimization of Pardot and execute all phases of new integrations with the platform. Configure and customize company Salesforce, SalesLoft, Zoom, and SiteFinity platforms. ~radical conception, development, deployment and ongoing optimization of prospect scoring matrix leveraging custom Pardot and Salesforce automation. ~full rebuild of company's out dated lead flow strategy involving automation across Pardot, Salesforce, and Sales Loft.~conception, development, deployment and ongoing optimization of customer scoring system leveraging custom Pardot and Salesforce automation.

**Strategic Reorg - Utah office closed**- Daily management and administration of company Salesforce and Pardot instances.- Custom processes and architecture conception and development to move the company's 2 largest teams away from using Opportunities and into their own custom environments.- Conceptualize, develop, implement, then manage full lead lifecycle management/reporting and first touch attribution (neither had been possible previously).

**Reduction in force - Subsequent VC acquisition**Optimizing and integrating Skuid's Marketing Automation Platform, CRM, and internal Skuid Apps to supply our teams with what they need, when they need it.

Migration, Implementation, Integration, and Management of SaaS Apps including Salesforce.com, Pardot, Marketo, Synthio (formerly Social123), Skuid, eMedia, and more.

**Contract**• Architect and Execute customized Pardot & Marketo solutions for Eide Bailly Clients. • Analyze client Salesforce solutions, strategize fulfillment approach according to staff availability and skill level, then task out billable work in accordance to each project's requirements and timeline.• Manage the internal Pardot marketing strategy for Eide Bailly's Technology Consulting Salesforce division.• Execution of configuration and light development in the following SFdC areas: Sales, Service, Knowledge Base, Customer Communities, Visual Workflow, Process Builder, Salesforce1, Reports & Dashboards, Data Migration, Campaigns, Custom Objects, Conga Composer, and more.• Use third party tool Field-Trip on Salesforce Orgs to analyze "current state" and tease out opportunities for increased data accuracy, reduction of data redundancy, and overall platform optimization.• Deliver public "How To" / "Best Practice" webinars on various Salesforce topics.• Optimize Eide Bailly's online presence on the Salesforce AppExchange. Refresh & improve copy and other content. Custom banner developed in Adobe Illustrator.• Perform comprehensive internal analysis of the Firm's current Digital Marketing state, present key findings to Principal Partner and head of Sales & Marketing, and deliver in depth proposals on the most valuable options for growth and optimization.

Digital Marketing Strategy, Automation, Integrations, Re Designs.Partner with SelectHealth's Marketing & Sales organizations to innovate for the rapidly evolving healthcare market. Current activities include: Responsible for developing and managing E- Business insight generation, quantitative and qualitative analysis, and reporting strategies and methodologies Perform analysis and presentation of metrics and findings Identify drivers of satisfaction leading to improved customer experience and growth Help teams to define and develop result driven digital marketing strategies with primary focus on the holistic marketing approach Develop strategy and execute Salesforce.com implementation for SelectHealth's Individual Commercial (non Medicare/Medicaid) and Individual Medicare teams. Custom Apex/VisualForce development to streamline processes and increase user adoption. Manage the in-house development of online enrollment processes. Integrate and assist in the development of new sites/forms/databases/processes to CRM (SFDC) and CMS (SiteCore) systems to provide seamless connectivity and reporting. Evaluate, acquire, implement, and customize enterprise level Email Campaign Management solution (SiteCore ECM). Manage the creation, execution, and analysis of online Marketing Campaigns. Manage and assist in development of integration points between enterprise CMS solution (SiteCore) with Salesforce. RFP development and implementation. Ongoing customization and administration of CRM, ECM, and CMS.

Query, analyze, and present data related to Strongmail managed Email Campaigns. Scope of analysis includes: Acquisition and Conversion of new subscribers as well as ongoing Retention.Manage API development to integrate data from disparate third party systems into Ancestry’s EDW so as to optimize reporting processes. API integrations to include Google Analytics, Commission Junction, Adobe Discover (AdHoc), StrongMail, and other internal user-owned data repositories.Leverage existing technology for quick self-service reporting solutions. Dynamic report interface development using MS PowerPivot and/or PowerView and Tableau.