• Create and execute email marketing campaigns through Act-On.• Effectively manage and distribute leads to the team via Salesforce and Act-On by tracking open and click-through rates.• Create sales reports and dashboards for the capital markets team.• Serve as on-site point of contact for Salesforce and provide training• Develop marketing materials using Adobe Acrobat XI Pro for company website and email marketing purposes.• Manage org-wide data in Salesforce ranging from investor services to wholesaler needs.• Hold weekly marketing calls to keep the company up to date on our progress.

• Compose emails through Act-On to use for email marketing• Create and edit PDFs on Adobe Acrobat XI Pro for company-wide purposes• Organize email campaigns in Act-On• Send email campaigns to broker-dealers and potential investors via Act-On• Manage all accounts, contacts, leads, and opportunities in Salesforce• Assist Account Executives with business account development• Run reports and create campaigns in Salesforce• Research potential customers for suitability including FINRA registrations• Develop keyword list for search engine optimization• Effectively manage and distribute leads to the team via Salesforce and Act-On by tracking open rates and click-through rates

Media and Advertising Sales - Assisted Account Executives and Associates with locating and researching leads as well as developing and presenting proposals.