÷ Direct a cross functional team of 5 people (Pardot Administration, Events, Sales Operations, Data governance, Salesforce Administration).÷ Assimilate business requirements, prioritize, analyze for scale and implement development and process improvement for Sales & Marketing on the Salesforce.com platform. ÷ Oversea and implement new processes and procedures for Sales & Marketing to drive end-to-end alignment across teams.

÷ Directs the development and implementation of processes, tools, metrics, initiatives, infrastructure and technology that will support and improve the operations of the Marketing function and support the success of the Sales function. ÷ Manage and oversee all end-to-end processes and attribution for Demand generation programs from contract negotiation to developing processes lead ingestion into Salesforce and retargeting with marketing automation

÷ Manage, direct, develop, coordinate and deploy enhancements to the Salesforce instance across all the business units and serve as the primary liaison regarding Salesforce instance issues and enhancements.÷ Works with various internal departments and the Diversified Health Service companies to optimize tracking of customer acquisition and retention results for designated lines of business.÷ Oversees the translation and documentation of front-end business processes to enable configuration in the Salesforce Instance.÷ Provides senior level consultation to business users of the Salesforce to optimize end-user-adoption.

Organizational and Operational Effectiveness:÷ Direct the development and implementation of processes, tools, metrics, initiatives, infrastructure and technology that will support and improve the operations of the Marketing function and support the success of the Sales function.÷ Created benchmarks the Sales/Marketing organization’s current marketing activities, performance, and investment against industry best practices. Through gap analysis, develops a roadmap for improvements and business case for undertaking necessary changes.Strategic and Tactical Alignment: ÷ Develops a marketing governance process to ensure consistent with companywide data governance/MDM standards as set forth by MIS.÷ Lead the development of a sales & marketing infrastructure that supports the execution of these strategies and tactics.

÷ Spearheaded and developed Salesforce.com end-user training.÷ Vendor management of installed applications and third-party development in a weekly release cycle.÷ Responsible Sales and Marketing alignment global strategy from technical perspective – improving internal processes by automating service level agreement (SLA’s) between Sales and Marketing.

÷ Collect and maintain dashboards, reporting and campaign information/documentation – across organization driving adoption through accountability.÷ Driving all internal training sessions, training documentation and spearheading new company policies to increase user adoption.÷ Lead and manage development efforts tied to company growth initiatives and project roadmap, including: Managing deployment and QA testing, developing in maintaining existing Salesforce architecture and custom objects.÷ Responsible for identifying development needs, writing business rules and prioritizing projects for development team while maintaining budget and justifying ROI.

÷ Evaluate/analyze current customer and prospect information data and make recommendations to improve overall architecture. While, working in tandem with digital/web team to ensure data integrity and quality and lead generation is being captured.÷ Driving a strategic segmentation planning process across all North American Sales channels both on-line and offline÷ Develop metrics to measure marketing effectiveness that ensures Marketing KPI’s are measurable.÷ Utilize all available resources and technologies, specifically Yesmail’s own platform, to track and analyze customer data to identify trends, root causes and solutions.÷ Assist with development of actionable strategies for marketing plans, campaign programs, promotions and marketing programs for the Product/Field Marketing team.÷ Responsible for identifying emerging/future marketplace issues/dynamics (including new customers and stakeholders) that may pose threats to and/or present opportunities.÷ Interface with Product/Field Marketing/Sales teams to develop strategies for customer and prospect programs and day to day lead generation.÷ Collect and maintain dashboards, reporting and campaign information/documentation – showing how campaigns are performing, where we need to decrease or increase lead generation activity based on Marketing KPI’s.

÷ Developing and accomplishing a region lead generation plan, exceeding monthly or annual targets.÷ Identifying decision makers amongst the targeted leads in order to start sales process comprised of fortune 1000 companies.÷ Cooperating with Accounts manager and Sales Supervisor to determine essential strategic approaches for sales.÷ Maintaining and expanding the database of prospects of the organization.÷ Attending and providing insight to sales group meetings concerning sales targets and forecasts, reporting on market situation.÷ Collating and consolidating report on monthly sales performance per sales personnel and preparing monthly financials per rep/product.÷ Emphasizing service or product features and benefits, quoting prices, and introducing outside sales representative.÷ Creating and delivering qualified sales leads to Outside Sales Reps.÷ Capturing of accurate and complete information in Customer Relationship Management system (CRM).÷ Sales special projects that varied greatly from pipeline reporting to sales calculator development to request for proposal (RFP) writing.

÷ Calculated premiums and establish payment method as negotiated with clients; conferred with clients to obtain and provide information when claims are made on a policy.÷ Communicated with policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes, or to change beneficiaries.÷ Developed ingenious marketing strategies to compete with other individuals or companies who sell insurance.÷ Ensured that policy requirements were fulfilled, including any necessary medical examinations and the completion of appropriate forms.

÷ Oversaw office activities including bookkeeping, payroll, and personnel management and created operating policies and procedures.÷ Discussed with potential clients their options for maintaining an acceptable degree of Indoor Air Quality (IAQ) in the capacity of a Specialist/Comfort Advisor.÷ Created a detailed list of accounts to create divisional expense reporting and job costing ensure departmental profitability using QuickBooks Contractor Pro 2008.÷ Monitored the time sensitive payroll of all company employees and subcontractors and associated federal and state taxes.÷ Handled reconciliation of company checking accounts against check ledgers to ensure proper accounts payable (A/P) and accounts receivable (A/R) management.÷ Prepared residential heat loads (Elite) used to size equipment and duct work from blue prints or drawing freehand.

÷ Pioneered new office policies and procedures to improve operations for front and back office staff; handled inquiries and concerns o ensure that they were completely satisfied with services received.÷ Improved efficiency of staff responsibilities by 50% by providing new tools and helping the staff to become empowered.÷ Oversaw contracts valued at $70,000; estimated, proposed, and created contracts for residential remodels and commercial demolition.÷ Created new general contractor contacts for the company and estimated projects from blue prints using industry estimating equipment.÷ Audited accounts payable (A/P) for timeliness of payment and ensured minimal waste and in turn introduced profitable adjustments still adapted by company today.

÷ Performed clerical functions such as filing, data entry, answering incoming calls, greeting clients, ordering office supplies and routing calls to appropriate staff members.÷ Arranged the business and travel plans of some officials; reserved the appropriate transportation and venue for executive meetings.÷ Conducted research, compiled data, and prepared papers for consideration and presentation by some officers; attended meetings to record minutes as requested.÷ Organized essential mail in priority action order for boss; checked deadlines on incoming requests and put preliminary work in play.

÷ Maintained Microsoft Access database for over 1,000 patients ensuring that each patient had correct and current diagnosis codes to ensure coding compliance and payment.÷ Greeted patients, verifying insurance information and collecting co-payments when applicable; updated patient information (medical history, results of tests and examinations and patient symptoms).÷ Explained terminology and procedures, research inquiries, instruct on how to use home health care products and collect and prepare data for further research.÷ Scheduled and maintained demographic information into company software (Epic and ORCA) to ensure revenue capture.÷ Developed and implemented diagnostic (ICD-9) coding card for physicians and nurse practitioners to ensure coding compliance.÷ Prepared monthly evaluation and management chart audits and productivity reports for service manager using data from a Microsoft Access database.