Sarah Ashworth Email & Phone Number

I am passionate about data gathering and more importantly, data mining. Firm databases are like a goldmine – easy to gather, but so hard to get the right bits out. I am highly skilled at managing client and prospect databases – being the primary point of contact on all CRM needs and questions, segmenting the data, onboarding & training users, creating dashboards, national account reporting, territory management & analysis, firm sales analysis & lead generation, and executive and sales team reporting. My goal is to create a more efficient and impactful process for the sales and marketing teams which directly results in higher firm ROI.As the liaison between our IT teams / Vendors and Sales & Marketing, I have successfully implemented CRMs at multiple firms, integrated accounting and email marketing automation systems – understanding how each must work with the other and trained the teams appropriately. As primary super user of the database, I have been the lead communicator within my firm for multiple teams and for the appropriate vendors – managing resources efficiently.SalesforcePardotSalesStationSalenticaMARS – SalesFocus SolutionsMarketoLeadousVertifyHubspotSatuit

Listed skills include Client Services, Asset Management, Mutual Funds, Equities, and 23 others.