Nick T. Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

- Centralizes and automates dashboards in Salesforce CRM Analytics, ensuring comprehensive reports for executive and board meetings; Demonstrated pipeline influenced by Marketing- Facilitates the re-implementation of Salesforce CRM by seamlessly integrating Pardot, Demandbase, Showpad, and other Martech tools to support a data-driven approach for Sales and Marketing outreach- Utilizes SFMC Account Engagement (Pardot) to create segments and personas for campaigns, validate data… Show more - Centralizes and automates dashboards in Salesforce CRM Analytics, ensuring comprehensive reports for executive and board meetings; Demonstrated pipeline influenced by Marketing- Facilitates the re-implementation of Salesforce CRM by seamlessly integrating Pardot, Demandbase, Showpad, and other Martech tools to support a data-driven approach for Sales and Marketing outreach- Utilizes SFMC Account Engagement (Pardot) to create segments and personas for campaigns, validate data for accurate reporting, and develop lead scoring strategies to enhance the quality of generated leads- Develops and implements an Account-Based Marketing (ABM) strategy using Demandbase to personalize outreach efforts and enhance reporting capabilities Show less

Oaks, Pennsylvania, United States

- Collaborated with Marketing and Sales teams to centralize client and prospect data through onboarding Salesforce and Tableau CRM- Manipulated various data sources in Tableau CRM using a combination of data recipes to create customized dashboards for multiple business units - Optimized and personalized the Financial Advisor sales process by onboarding Uberflip Sales Assist and conducting live training sessions for over 60 sales employees and directors- Designed and… Show more - Collaborated with Marketing and Sales teams to centralize client and prospect data through onboarding Salesforce and Tableau CRM- Manipulated various data sources in Tableau CRM using a combination of data recipes to create customized dashboards for multiple business units - Optimized and personalized the Financial Advisor sales process by onboarding Uberflip Sales Assist and conducting live training sessions for over 60 sales employees and directors- Designed and deployed a data-driven digital-first distribution journey for the Registered Independent Advisor (RIA) market through automated digital advertising using 6sense and LinkedIn Show less

Oaks, Pennsylvania, United States

- Launched display advertising campaigns using 6sense that outperformed traditional advertising by up to 3x; results were presented at the executive level- Onboarded SEI’s first Account Based Marketing (ABM) software, 6sense, to create hyper-targeted display advertising campaigns for US and UK business units’ prospective clients to improve brand awareness- Developed full training library and co-conducted three live training sessions to 50+ SEI marketing and sales employees and… Show more - Launched display advertising campaigns using 6sense that outperformed traditional advertising by up to 3x; results were presented at the executive level- Onboarded SEI’s first Account Based Marketing (ABM) software, 6sense, to create hyper-targeted display advertising campaigns for US and UK business units’ prospective clients to improve brand awareness- Developed full training library and co-conducted three live training sessions to 50+ SEI marketing and sales employees and continued to provide one-on-one campaign support and consultation across the firm- Implemented A/B ad testing to generate recommendations for improved targeting and results based on firm response to various creative executions Show less