Built marketing automation processes and implemented new tools and efficiencies or several software and services clients. Drove growth-oriented initiatives–advising on marketing activities, target audiences, and analytics–to successfully build and execute lead generation campaigns.

Utilized WordPress and advisor platforms to redesign web properties. Merged several entities by supervising rebranding of company. Administered in-house marketing agency for affiliated financial advisors, delivered consulting and guidance, and implementing social media and digital campaigns to facilitate their businesses.

• Developed innovative and results-oriented marketing strategies, programs and campaigns focused on the media advertising sales vertical• Created content and messaging that engages existing and prospective clients and clearly differentiates Alexander Group’s value proposition from competitors• Maintained and expanded database of contacts in SalesForce.com and Marketo and built relationships with key accounts

• Accountable for demand generation using content-driven marketing in a business-to-business setting for compensation and corporate governance data and consulting services.• Facilitated the creation of content marketing campaigns in collaboration with consultants and product managers for white papers, insights briefs, email, and web. Wrote content pieces based on input from internal partners and independent research.• Managed marketing content on multiple websites and ensured web resources were optimized for web traffic and lead generation. • Obtained HubSpot Inbound and Content Marketing certifications.

• Developed large-scale integrated marketing plans and effectively executed all phases for company’s flagship investment conferences• Successfully boosted attendance numbers and revenue to record numbers for Morningstar’s two largest events while securing more than $100,000 in media agreements and over a million dollars in sponsorship revenue• Effectively coordinated exhibiting opportunities and participation at industry events and marketed, planned, and managed regional product training events as part of new business development and retention plans• Advanced user of marketing automation systems and customer relationship management software as well as the community manager for Morningstar’s advisor-focused social media platforms• Eloqua Masters certified

• Managed profits and losses for a web-based product with more than $3M in annual revenue.• Developed all marketing, including online, email, print, and direct mail campaigns.• Wrote all client communications, monthly newsletters, and technical specifications.• Worked with programmers and designers in creating product development.• Trained clients and their end users, as well as maintain technical aspects to product.• Built new product features, working with programmers, designers, and project managers.

• Instructed company-wide Investor Services training class. • Supervised representatives and handled escalated shareholder calls. • Created all e-mail correspondence to shareholders. • Developed analytical metrics for tracking and reporting response statistics to upper management. • Obtained NASD Series 6 and Series 63 licenses.

Managed Fortune 500 accounts and coordinated large voice and data cabling jobs. Consulted clients and managed phone system installations. Negotiated prices with vendors, suppliers, and customers. Consistently billed out over $100,000 per month in completed projects.