Stephanie Procter

Stephanie Procter Email and Phone Number

Associate Director, Business Intelligence and Efficiency @ iA Clarington Investments
Puslinch, ON, CA
Stephanie Procter's Location
Puslinch, Ontario, Canada, Canada
About Stephanie Procter

Unlocking opportunities at the intersection of business strategy and technology, I'm a seasoned leader with a track record of driving substantial growth and operational excellence. With expertise honed across mortgage lending, financial services, and direct-to-consumer sectors, I thrive on crafting and executing dynamic sales enablement strategies and leveraging Salesforce solutions to enhance client experiences. Let's connect to explore how we can elevate your business to new heights.

Stephanie Procter's Current Company Details
iA Clarington Investments

Ia Clarington Investments

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Associate Director, Business Intelligence and Efficiency
Puslinch, ON, CA
Website:
iaclarington.com
Employees:
133
Stephanie Procter Work Experience Details
  • Ia Clarington Investments
    Associate Director, Business Intelligence And Efficiency
    Ia Clarington Investments
    Puslinch, On, Ca
  • Ia Clarington Investments
    Program Leader, Sales Enablement
    Ia Clarington Investments Jun 2024 - Present
  • The Windrose Group Inc.
    Director Marketing, Sales & Operations
    The Windrose Group Inc. Jan 2022 - Feb 2024
    - Collaborated with CEO to craft a strategic roadmap, guiding business decisions and achieving impressive yearly growth rates of 58% in funded volume, with a peak of 107%.- Expanded customer base from 3000 to 10,000+ entities through targeted marketing, brand refinement, and enhanced customer experiences.- Managed a team ensuring brand consistency across all materials and integrated Salesforce data to personalize customer interactions.- Orchestrated 20 client-facing events annually, optimized marketing budgets, and conducted market research to identify growth opportunities.- Innovated customer experience processes, enabling significant business growth with minimal staffing changes.- Utilized Salesforce analytics for deep customer behaviour analysis, leading to heightened engagement and satisfaction.- Led large-scale Salesforce Migration project, overseeing implementation and serving as key technical liaison.- Acted as Salesforce Administrator, executing complex workflows and enhancing data visualization for better portfolio insights.
  • Windrose Capital
    Chief Operations Officer
    Windrose Capital Jan 2022 - Feb 2024
    Key member in the execution of a new line of business - The Windrose Mortgage Trust. Defined issues to be addressed and facilitated partner meetings to implement structures and processes needed to launch new venture.Serve as main liaison between Windrose and external partners including the administrator, Exempt Market Dealer, accountants, lawyers, auditors, and clients .Ensure compliance in marketing collateral and consumer messaging in a highly regulated industryAchieved Registered Status and more than $3M in assets under management for a new product in less than 2 years.Oversee Windrose Capital Investor process and client experience, ensuring excellence in service delivery and client satisfaction.Build and develop the entire brand experience for the Windrose Capital
  • The Windrose Group - A Mortgage Alliance Team
    Marketing Manager
    The Windrose Group - A Mortgage Alliance Team Jul 2016 - Jan 2022
    Waterdown, Ontario, Canada
    - Served as an advisor to CEO on organizational growth targets, strategies and implementation tactics.- Developed and implemented Salesforce CRM into the organization which facilitated the achievement of organizational growth targets by elevating the customer experience and enabling deep analysis into customer analytics and habits.- Designed and developed marketing collateral using database technology and tools to extract information and present in effective customer facing documents.- Organized and executed over 30 events per year including - webinars, training sessions and client education seminars. Each of these events included content development as well as marketing strategy and event planning.
  • Greenhawk Harness & Equestrian Supplies
    Marketing Coordinator
    Greenhawk Harness & Equestrian Supplies Feb 2014 - Jul 2016
    Mississauga, On
    - Re-branded and executed marketing project blueprint for 10 retail pet stores by developing content marketing strategy to differentiate from competitors.- Contributed to a 15% sales increase by analyzing past promotional events and developing strategic pricing strategies while coordinating with 4 person design team to strategize selection and block layouts for 3 seasonal flyers- Created a 30% boost in advertising revenue by managing a comprehensive advertising portfolio and strategically targeting vendors- Helped achieve a 50% growth in web sales by developing a new social and digital media plan including email marketing, online advertising solutions and earned media strategy- Contributed to establishing marketing strategy for a new B2B wholesale division by researching and developing print, digital and trade show designs- Responsible for purchasing external media as well as copywriting and proofing for all external facing collateral which developed attention to detail skills as well as negotiation skills- Managed 15 photo and video shoots per year and collaborated with design team to develop all printed and branded material which develop extensive project management and communications skills
  • Mydockstuff Ltd.
    Marketing Coordinator & Office Manager
    Mydockstuff Ltd. Aug 2013 - Feb 2014
    Oakville On
    • Helped to create and execute the marketing plan, which enabled the focused acquisition of key vendors• Developed and implemented a SEO strategy that resulted in the 3 main products achieving page one status on Google and Bing• Responsible for the design of marketing copy and logo development • Helped execute a trade show design and sales strategy
  • Starfield Consulting
    Bookkeeper & Office Manager
    Starfield Consulting Apr 2013 - Feb 2014
    Oakville On
    Managed accounting and back office development for a small to mid sized consulting firm using QuickBooks Pro
  • Canada Revenue Agency
    Taxpayer Services Agent
    Canada Revenue Agency Jun 2012 - Aug 2012
    Hamilton Tso
    Responsible for managing and helping taxpayers concerns through a call center.
  • Sharpsplus Inc.
    Marketing And Sales Coordinator
    Sharpsplus Inc. May 2011 - Dec 2011
    • Working as a team with the CEO and VP Customer Service achieved 25.5% month over month growth• Responsible for competitor and consumer research and data analysis • Developed and implemented targeted promotions• Reduced company expenses by analyzing customer survey and developing new sales approach
  • Bib Marketing And Pr Management
    Marketing Intern
    Bib Marketing And Pr Management Sep 2011 - Nov 2011
    • Increased social media presence by 50% for the agency• Led a client social media project that resulted in 1000 followers on Facebook in a month (target was 300 followers)• Aided the executive team in the marketing copy & press release development
  • Ubc Commerce Undergraduate Society
    Style And The City - Vice Chair
    Ubc Commerce Undergraduate Society May 2010 - Mar 2011
    • Develop new brand and theme for the conference and oversee the projects of the external directors, both fashion and breakout sessions. Secure both a corporate and personal branding keynote speakers. • Developed new vision and theme for the show. Project manager for all aspects of the fashion show including: logistics, hiring and training models, and finding sponsors.
  • Ubc Commerce Undergraduate Society
    Jdc West Competitor - International Business
    Ubc Commerce Undergraduate Society Sep 2010 - Jan 2011
    Western Canadian case competition with 11 participating schools based on overall participation, spirit, athletics and academics. Member of a team, which placed first in the International Business case category, through demonstration of analytical, problem solving and creativity skills. Member of the Sauder School of Business team, which placed first in Academic School of the Year, as well as Overall School of the Year.
  • Bcbg Max
    Sales Associate
    Bcbg Max May 2009 - Sep 2009
    Exceeded sales goals for four consecutive months of employment and enhanced the store's units per transaction every month of employment. Consistently achieved highest customer satisfaction rating based on customer surveys by showing personal attention and full product knowledge to a diverse cliental
  • Roots
    Key Holder
    Roots Sep 2007 - Nov 2008
    • Entrusted by manager to market merchandise to consumers, which included: optimizing sales areas based on products, analyzing customer reactions to specific products, ensuring best sellers are fully potentialised. • Promoted to keyholder position, after only 9 months of employment, which entailed holding keys to the store, as well as, training, managing and motivating employees. • Surpassed other employees in terms of weekly sales goals, this created the opportunity for promotion to keyholder.

Stephanie Procter Education Details

Frequently Asked Questions about Stephanie Procter

What company does Stephanie Procter work for?

Stephanie Procter works for Ia Clarington Investments

What is Stephanie Procter's role at the current company?

Stephanie Procter's current role is Associate Director, Business Intelligence and Efficiency.

What schools did Stephanie Procter attend?

Stephanie Procter attended Ubc Sauder School Of Business, Iroquois Ridge.

Who are Stephanie Procter's colleagues?

Stephanie Procter's colleagues are Chandima Meikle, Jasmine Mund, David Santiago, Sarah Ford, Mario Maccari, Olivia Polera, Robin Parker.

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