Pamela L. Email & Phone Number

California, 94086, US

Indianapolis, Indiana, US

• Oversee strategic and operational initiatives within Commercial Marketing and across other business units to drive performance improvements, continuously enhance marketing automation processes, including.
• Integrate and manage commercial marketing team's martech stack including Salesforce, ON24, Wistia, OneTrust, BriteVerify, PFL, Sigstr, Integrate Events, Zuant, Form Assembly, custom integrations etc. to grow and.
• Lead a marketing automation team to manage campaigns, and marketing operations initiatives
• Manage over 400+campaign support requests on an annual basis from cross-functional teams
• Establish and maintain scalable processes that ensure best practices in campaign and lead management
• Partner with Sales Ops to establish clear SLAs and manage lead life cycle

San Jose, California, US

• Developed and implemented marketing automation roadmap, from integrating Marketo to aligning sales funnel process
• Instituted the lead scoring program to increase sales-ready leads. Actively manage the program to refine the quality of sales-ready leads.
• Automate repetitive tasks such as tagging, documenting, and sending alerts, resulting in improved follow-up response time, engagement, and conversion
• Manage sales funnel through ongoing documentation, training, sharing of best practices, performance management, tracking and reporting
• Manage marketing campaign process from start to finish—media buy, webinar production, trade show management, sponsorship, budget, lead capture and management, and campaign analysis and reporting.
• Developed company’s customer satisfaction survey as part of company’s quality program. Created, implemented, analyzed and reported on survey findings.

US

• Led a team comprised of relationship managers, financial and executive services advisors to develop business and deepen relationships with clients in the Silicon Valley. Accountable for sales, people development.
• Turned around an underperforming sales team to one that exceeded quarterly sales goal (120-200% above target) and business retention goal (above 96%) by setting performance standards, role modeling and individual and.
• Set standards of excellence which resulted in sales team continuously receiving customer compliments and consistently met internal audit requirements.
• Developed next level of leaders in the branch through mentoring, coaching and creating opportunities for them to practice their leadership and management skills.

Westlake, Texas, US

• Headed new business which provided portfolio management service.
• Led geographically separated client service teams that provided multilingual, segmented services to clients in Asia, Europe, Middle East and Latin America.
• Managed a team of project managers and trainers to support the sales and client service teams.
• Developed field marketing plan and support tools to generate leads for the portfolio management service, resulting in 1000 new enrollments with $500M in assets within 18 months.
• Put in the infrastructure for investment advice offering, which included scoping the requirements, setting milestones, forming project teams, defining the sales and service model, designing the incentive plan, securing.
• Led the implementation of 135+ nationwide client education seminars to promote the new advice product at Schwab. The effort supported the sales and marketing effort by generating quality leads and shortened lead.

Master Of Business Administration (M.B.A.), Emphasis In Marketing

Bachelor Of Science (B.S.), Managerial Economics