Dynamic Customer Success and Email Marketing Automation Specialist with over a decade of experience enhancing customer satisfaction, reducing churn, and driving strategic engagement in SaaS, CRM environments. Known for transforming complex data into actionable improvements that elevate customer journeys and foster long-term brand loyalty. I specialize in lifecycle strategy, technical troubleshooting, and implementing marketing automation systems that streamline processes and maximize platform value.Key Skills:Customer Success & Lifecycle Engagement: Deeply experienced in customer lifecycle strategy, proactive retention, and account management that consistently drive high satisfaction.Email Marketing Automation & Deliverability: Skilled in developing multi-channel strategies, personalization, and segmentation to increase customer engagement by up to 40% within initial weeks, using platforms like Salesforce, HubSpot, and Klaviyo.Data Analysis & CRM Personalization: Proficient in leveraging data for insights that guide targeted campaigns, boost conversions, and improve customer retention through precise segmentation, A/B testing, and dynamic content.Compliance & Technical Expertise: Experienced with CAN-SPAM, GDPR, and TCPA standards, ensuring full compliance for optimized deliverability and effective marketing outreach. API integrations, handling data retrieval, and simple scripting for automation and troubleshooting.I’m passionate about helping brands build strong customer relationships and unlock the full potential of CRM and marketing automation tools through tailored onboarding, advanced support, and data-driven strategies. I thrive on implementing high-impact email workflows and integrations that drive meaningful customer interactions at scale.
Self-Employed (Saas Onboarding & Customer Success)
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Customer Onboarding And Success Specialist (Saas)Self-Employed (Saas Onboarding & Customer Success)Los Angeles, Ca, Us
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Digital Marketing Strategist And Technology / Kpi Problem SolverConsultant (Marketing) Jan 2011 - PresentCalifornia, United StatesDeveloped and launched customized email automation workflows across Salesforce, HubSpot, Klaviyo, and other CRM platforms, achieving a 40% increase in engagement within six weeks.Drove 10-50% ROI improvement for clients through personalized content, A/B testing, dynamic segmentation, and robust reporting, delivering targeted marketing campaigns tailored to each customer journey.Designed lifecycle marketing playbooks and campaign blueprints to align with client needs from acquisition to re-engagement, ensuring full compliance with CAN-SPAM, GDPR, and TCPA requirements.Acted as a technical advisor on email infrastructure, integrating advanced features to improve deliverability and maintain high standards of data privacy and list management.● Digital Marketing Strategy● Content planning and copywriting● Develop an interconnected communications plan, inclusive of audience journeys and ecosystems.● Email marketing, marketing automation, and landing page strategy, including tactics, and analysis, including Mailchimp, Hubspot and other marketing platforms.● Conduct QA and A/B testing for error-free execution and create RSS to email integration and automation. This often results in double-digit increase in engagement..● Follow TCPA regulations for SMS● Strong analytical skills to extract data-driven insights to recommend changes that will improve campaign effectiveness.● Establish social media channels and train in account usage to increase engagement.
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Email Marketing Specialist / Deliverability ExpertBenchmarkone Aug 2021 - Jan 2023Huntington Beach, California, United States● Enhanced email deliverability through expert management of DNS, authentication, and compliance, leading to a 30% boost in user adoption and a marked improvement in inbox placement rates.● Conducted in-depth CRM data analysis to refine automation workflows, leveraging data insights to improve campaign targeting and engagement rates, ultimately driving better marketing outcomes.● Resolved escalated technical issues across CRM integrations and provided advanced guidance on optimizing campaigns for multi-channel effectiveness and compliance adherence.● Possess thorough knowledge of email marketing programs, best practices, audience segmentation, and CRM platform BenchmarkONE, which facilitated the development of highly targeted sales strategies.● Work independently and in collaboration on client strategy, successfully adapting to changing project requirements and solving execution problems or misaligned KPIs.● Engage with marketing teams to create customer-centric solutions, helping guide other agents through complex email automation workflows.● Utilize sales skills to educate clients on the use of our platform, leading to improved client engagement and satisfaction.● Conduct extensive CRM data analysis to ensure list hygiene, data quality, and compliance, contributing to improved campaign performance and deliverability. -
Account Management (Marketing Technology)Benchmark Email Nov 2017 - Feb 2022Los Alamitos, Ca● Spearheaded proactive customer retention strategies, achieving a consistent 90% retention rate by identifying at-risk accounts early and implementing targeted support measures.● Led deliverability initiatives, ensuring compliance with industry standards (CAN-SPAM, GDPR) and conducting in-depth assessments to optimize campaign effectiveness for key accounts.● Partnered closely with Product and Engineering teams, advocating for client-driven improvements that resulted in enhanced platform features and increased adoption of automation tools.● Drove platform adoption by offering advanced training and support to align client objectives with product capabilities, fostering stronger customer relationships and long-term engagement.● Improved Initial Response Time (IRT) and Time to Resolution (TTR) while boosting the Net Promoter Score (NPS) through a customer-focused approach, proactive issue resolution, and consistent follow-up communication.- Customer Success & Retention: Lifecycle strategy, onboarding, proactive account health monitoring, cross-functional collaboration.- Email Marketing Automation: Multi-channel automation, A/B testing, segmentation, deliverability optimization, compliance management.- Data Analysis & CRM Personalization: Customer insights, performance tracking, predictive analytics, engagement metrics.- Technical Expertise: DNS, authentication protocols, advanced CRM integrations (Salesforce, HubSpot, Klaviyo), troubleshooting.- Tools: Zendesk, Freshdesk, Google Workspace, Google Sheets, Excel, Basic SQL, Jira, Confluence. -
Tier Three Technical Support / Technical Sales LiasonBenchmark Email Nov 2012 - Nov 2017Greater St. LouisCustomer Success & Retention: Lifecycle strategy, onboarding, proactive account health monitoring, cross-functional collaboration.Email Marketing Automation: Multi-channel automation, A/B testing, segmentation, deliverability optimization, compliance management.Data Analysis & CRM Personalization: Customer insights, performance tracking, predictive analytics, engagement metrics.Technical Expertise: DNS, authentication protocols, advanced CRM integrations (Salesforce, HubSpot, Klaviyo), troubleshooting, API integration, handling data retrieval, and basic scripting for automation and troubleshooting.Tools: Zendesk, Freshdesk, Google Workspace, Looker Studio, Google Sheets, Excel, Basic SQL, Jira, Confluence.
Lisa Fletcher Education Details
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Digital Marketing Science -
Platt CollegeGraphic Design / Multimedia -
Information Technology
Frequently Asked Questions about Lisa Fletcher
What company does Lisa Fletcher work for?
Lisa Fletcher works for Self-Employed (Saas Onboarding & Customer Success)
What is Lisa Fletcher's role at the current company?
Lisa Fletcher's current role is Customer Onboarding and Success Specialist (SaaS).
What schools did Lisa Fletcher attend?
Lisa Fletcher attended The University Of Arizona Continuing & Professional Education, Platt College, Pima Community College.
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Lisa Fletcher
Senior Investigative Reporter & National Correspondent At Sinclair Broadcast GroupWashington, Dc4abcnews.com, wjla.com, aljazeera.com, sbgi.net
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