- Primary global point of contact for 60+ buy-side investment clients and a network of 100+ sell-side brokers using the Charles River hub to support seamless trading - End-to-end project management supporting onboarding of new clients including assessing project scope, adhering to legal processes and meeting client’s go-live requirements- Precisely maintain a database to document electronic trade information, pricing, status history and business approvals to support internal reporting and external auditing - Provide FIX connectivity usage reports to clients highlighting recommended bandwidth upgrades.

- Drove daily campaign performance optimization using analytics to refine target audience, KPI’s and budgets- Collaborate with sales on campaign details, provide inventory forecasts and monitor account based programmatic campaigns for several marketing agencies and publisher clients - Create biweekly and end-of-campaign client reviews via actionable dashboards with recommendations for future campaigns- Navigate programmatic media technologies, including DSPs, DMP, 3rd party data, and ad exchanges- Led weekly meetings to assign client requests to Account Management Support Team

- Developed monthly newsletter topics based off current industry trends for client websites - Conducted banking competitor analysis to report on promotional activity and news guiding marketing strategy - Imported leads into HubSpot and assigned account coordinators for targeting and follow-up

Functional member of the Marketing team assisting with small- and large-scale projects.● Led cross-department process for updating messaging and public statistics reporting supporting master sales presentation spotlighting premier software solutions● Lead role in auditing and revising all sales and marketing materials before sending to brand compliance. Created AdTrax tutorial for future Co-ops● Managed content selection for weekly “All Things CRD” newsletter targeted to internal/external audiences spotlighting weekly achievements● Updated Salesforce to track trade show, webinar and campaign engagement among prospects, partners and clients and converted leads to contacts to trigger appropriate account holder follow-up● Created database to aggregate customer prospect to sales cycles to identify success patterns to inform forecasts. ● Supported marketing planning by tracking campaign and tradeshow expenditures (actual vs budget)

Supported several projects supporting clients outsourcing their marketing department to Tribal Vision ● Created a messaging framework supporting video creation targeted at aging professionals looking to re-enter the workforce● Crafted an educational playbook to familiarize customers with paid search, Google Adwords, Instagram & Facebook advertising● Researched and compiled prospect profiles to help customers understand key target groups● Conducted Email campaigns targeting companies across the U.S based on customer priorit

● Edited content and visuals to simplify PowerPoint presentations supporting buyer/seller education● Created brochure using MicroSoft Publisher to drive awareness of realty office and its’ capabilities● Supported fundraising and sponsored events to build community awareness and goodwill