Julia Anthony Email and Phone Number

Ledgeview Partners joined BKD in March 2022. In June 2022, BKD and DHG merged and became FORVIS.

Effective March 1, 2022, Ledgeview Partners has joined BKD.

Effective March 1, 2022 Ledgeview Partners has joined BKD. About Ledgeview Partners:Ledgeview Partners is a business and technology consulting company who partners with organizations to transform sales, marketing and customer service operations & processes that are supported by core technologies including Customer Relationship Management (CRM) and Marketing Automation. Ledgeview Partners’ consultants combine savvy business intellect with strong technological aptitude to provide solutions that extend well beyond software implementations. It’s about building relationships, transforming business, and delivering phenomenal customer experiences. Ledgeview Partners is a Microsoft Dynamics Gold Partner and a Salesforce Silver Consulting Partner.Duties Performed:- Partnered with client organizations to provide them with marketing services and support to help them meet their marketing goals. - Built long-lasting client relationships and provided exceptional customer experiences which in numerous contract renewals and customer retainment.- Learned clients’ products/services, industries, target audiences and their positioning, strengths, weaknesses, opportunities, and threats in their markets to provide them with relevant and personalized service. - Strategized, planned, implemented, executed, and reported on clients’ multi-channel marketing campaigns.- Consulted with clients on their lead generation, lead nurturing, and upsell/cross selling strategies.- Created content and graphics for clients’ email marketing, brochures, sell sheets, technical product datasheets, newsletters, and webpages.- Segmented and built marketing email lists using targeting and email best practices.- Set up new and fixed existing automated customer journeys, drip campaigns, and CRM workflows.- Created emails/email templates, forms, surveys, and landing pages, including HTML and CSS personalization.- Managed clients’ social media accounts and website CMS.

- Provided the operational support, troubleshooting, recommendations and/or solutions for all marketing needs requested by the sales, executive, website development, product management, tradeshow, and tech support teams.- Strategized with the sales team to construct multi-channel marketing campaigns for specific product segments and ARI affiliate companies. Provided the necessary systematic support, reporting, and dashboards.- Executed drip campaigns, nurturing strategies, and building the corresponding automated journeys in Microsoft Dynamics CRM and ClickDimensions. - Served as the marketing department’s CRM and marketing automation expert during a comprehensive Marketing Automation and CRM Consultation. Brainstormed and evaluated with leaders from ARI’s marketing, sales, and systems departments regarding workflows, lead nurturing, lead scoring process, revenue/opportunity attribution, and the potential of adding new technologies/integrations to the techstack.- Put into place ARI’s quarterly Net Promoter Score survey initiative. - Managed all marketing efforts needed for launching the Australian product, Workshop Software, into the U.S. market.- Owned the task of building the new ARI international website. - Built out ClickDimensions Form Capture forms and web page content for the new international website.- Ensured data integrity and clean contact segmentation within the CRM.- Leveraged ClickDimensions, CRM integrations, and automation to solve problems and minimize time spent on doing manual tasks such as creating and assigning follow-up activities on webinar attendees’ contact records based or survey responses.

- Provided consistent and on-brand marketing collateral and assets for ARI and each of its subsidiary companies - TCS Technologies, DCi, Auction123, and Workshop Software - all with differing brand identities/styles, products, customer industries, and target audiences.- Collaborated with ARI’s business development team and OEM partner clients (Toro, Polaris, Makita, Brunswick, Goodyear, etc.) to create marketing campaigns and collateral to support ARI-exclusive OEM partner programs and product integrations with complementary companies (Bartec, Hunter, TireMetrix, etc.). - Took the project-lead position for the corporate website/ClickDimensions form capture project. - Reconstructed website forms fields, fieldIDs, and values, identified and corrected broken connections, ensured proper field values were passing through to CRM, and troubleshooted solutions. Coordinated efforts between the website developer and the ARI Systems Administrator. - Wrote, executed, A/B tested, and reported on email marketing campaigns.- Designed, set up, monitored, and A/B tested PPC Google Ads and Facebook digital advertising campaigns. - Supported the Tradeshow Coordinator to create tradeshow-specific collateral including sell sheets, emails, social postings, lead-collecting forms/landing pages, traditional and digital ads, and presentations. - Reported monthly on the performance of all marketing campaigns, initiatives, and revenue attribution to the Marketing Director and executive team.- Wrote blogs on a variety of topics such as: email marketing, website best practices, business/dealership management, digital marketing, online reviews, and SEO to support current campaigns, promote products, keep inbound website content fresh, and maintain ARI’s positioning as an industry expert and thought leader.- Managed corporate Facebook, Twitter, and LinkedIn accounts and post schedule.

- Collaborated one-on-one with sales team members to design personalized sales collateral including emails, blogs, printed sales sheets, and videos.- Created print ads and promotional/advertising content using Adobe Creative Suite.- Maintained the company website and performed SEO analysis through Hubspot and Google Analytics.- Wrote and executed bi-monthly e-newsletters targeted to the commercial and benefit insurance lines’ customers and prospects.- Managed the sales email marketing campaigns working in Microsoft Dynamics CRM and ClickDimensions.- Redesigned corporate templates and updated content for various departments’ sell sheets.- Wrote and scheduled out email sends, insurance blog articles, and social media posts.

- Researched vendor and association websites to create new lead lists and validate current prospects.- Maintained a strong understanding of Salesforce and Microsoft Excel; ran reports, analyzed data.- Performed cold calling to gather information to support the sales team’s efforts.