Tara Heptinstall Email & Phone Number

Fort Mill, Sc, Us

Envīveo is an early-stage AI-enabled, human powered knowledge platform built for current and aspiring tech founders. As founder, I am leading all aspects of the business, from market evaluation to product development and marketing. I also serve as a fractional CMO for businesses in transition.

As a TechStars mentor, I work with a select group of startup founders to support their successful completion of the TechStars accelerator program and help them prepare their businesses for launch.

Philadelphia, Pa, Us

Responsible for strategic growth marketing, thought leadership and brand development. Theta has been revolutionizing the world of private equity, corporate finance, and strategic management through Customer-Based Corporate Valuation (CBCV), an emerging, award-winning methodology for measuring corporate valuation using quantitative models based on customer behavior. Additionally, our founders created and productized proprietary models for highly accurate (within 5%), predictive customer lifetime value (CLV) analysis that are helping companies of all sizes better understand and capitalize on the long-term value of their most profitable customers.

Santa Clara, Ca, Us

Senior leader responsible for establishing and leading a cohesive, scalable global content practice to support brand development, digital acquisition and client loyalty. Develops editorial strategy, content architecture and governance to support a digital-first model of content delivery across a variety of channels and platforms. Leads content development and production practices to deliver measurable content marketing programs.

Responsible for establishing a digital vision, strategy and roadmap to ensure integration of innovative capabilities across the network of 21 Emerson Impact Partners. This network of independent companies provides engineered solutions and products to industries across North America.

San Diego, Ca, Us

Responsible for defining and executing strategies, offers, and compelling digital experiences to drive sales growth and loyalty among existing and prospective clients across a core set of digital products and channels (e.g. corporate websites, campaign sites, social media, etc). LPL is the nation’s largest independent broker-dealer, providing an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 independent financial advisors as well as financial advisors at regional and community banks and credit unions across the country.

Charlotte, North Carolina, Us

Responsible for leading marketing, communication and customer engagement strategy for growing IT infrastructure company.Led new digital business model and online user experience strategy, including UI and functional roadmap for customer portal infrastructure enabling management of invoicing, cloud usage and other key customer tasks.Built a high performing team from the ground up. Formalized strategy and processes to enable business growth. Designed a marketing organizational structure more fully integrated with sales. Drove lead quality up and shifted sales team lead response rates from days and weeks to minutes and hours through automation and creating sales development team.Established digital acquisition channel, steadily increasing lead volume and prospect quality.Established formal Voice of Customer program, conducting market research and customer ‘listening campaigns’ to determine market perception and position for Peak 10 and establishing a differentiated brand platform. Led the study of customer buyer behavior and journey mapping, helping to inform strategy development and user experience design.Established a content marketing team, operationalizing the daily production and distribution of relevant thought leadership content through digital/social media channels, driving measurable engagement and higher lead quality.Expanded national media, analyst and blogger relations to drive brand awareness. Developed a formal message platform to drive media and influencer outreach, including social engagement programs.Responsible for launching and operationalizing Customer Success Program, to unify customer interactions and drive retention, loyalty and customer satisfaction.Responsible for strategic internal communications.Led deployment of CRM (Salesforce.com) and marketing automation (Marketo) platforms.

Provided consulting to guide clients (most notably a division of GE) through strategic digital marketing challenges. Led development of scenario-based customer journeys and emphasized the full cycle of marketing activities to ensure business success.

Charlotte, North Carolina, Us

Senior leader responsible for global marketing function, reporting directly to the CEO. Created the SPX brand story. Led change initiative to build corporate marketing function from the ground up and drive the organization towards "one SPX." Served on CEO-appointed Innovation Council and Corporate Executive Council.Fully accountable for direction and outcomes of corporate digital strategy. Created an online sales channel and global digital infrastructure to unify product offerings and create a consistent customer experience online. Defined governance model ensuring stakeholder alignment to the digital strategy. Graduate of business leader development program for identified high performers through Kelley School of Business (Indiana University) and Center for Creative Leadership .Successfully developed and led the launch of SPX as a differentiated global brand. Created portfolio, brand, and content architecture - creating cohesion across the product mix. Implemented market insights and planning function to support CEO Innovation Agenda and general analysis of the competition, customers, market, and industry trends. Directed marketing strategy to drive customer-focused initiatives and support product sales. Unified global channels of communication through deployment of standards and templates to ensure consistent brand identity and reduce costs. Responsible for integrating traditional and online media (including creative execution). Launched inaugural integrated marketing campaign, utilizing TV, print, online, and mobile marketing tools, to drive awareness metrics and online activity. Campaign won national recognition and drove measurable increase in brand awareness among key target audience. Led marketing efforts in emerging markets (e.g. China and India)

Charlotte, North Carolina, Us

Created SPX brand; Rolled out phase I of global brand strategy focused on portfolio of endorsed brands. Launched inaugural award-winning ad campaign showing measurable increase in brand awareness. Developed and executed global digital strategy.

Cayce, South Carolina, Us

Led approximately 30 team members in the execution of integrated (on- and offline) B to C and B to B marketing programs. Led integrated marketing to drive adoption of natural gas as cleaner energy source. Managed marketing communications, advertising and digital strategy efforts. Served as member of crisis planning team, leading methods for use of online tools in a crisis. Identified as one of the top 1% high performers and an inaugural member of Women's Leadership Group.

Cayce, South Carolina, Us

Led a team of ten and directed newly created digital strategy and interactive marketing efforts to support business objectives – moving web presence from ‘unranked’ to #1 ranking in the Southeast and top three utility website in the country. Established and built digital channel team from the ground up. Directed redesign and deployment of 11 web sites under the SCANA brand – on time and on budget – including self-service and secure online account management features - www.scana.com. Developed “drive-to-web” programs to support nine consumer and B to B brands. Transformed customer service function to a digital-centric model - to streamline customer engagement channels and improve scale of customer service function. Increased Web adoption by 300% in 12 months, saving over $2 million annually in billing and service costs. 1st year: Online orders achieved twice charter projections (approximately 20% of total orders). Customer service new hire deferral resulted in savings for company. Significant order quality improvement. Within three years of new application rollout, just under half of customer contacts came from the Web.Directed marketing campaigns to support on-line account management migration with adoption rates reaching 7% within a 12-month period and 20% within three years. Saw 30% increase in traffic and 300% increase in conversions within four months of new site launch, acquiring market share from other natural gas providers.

Cayce, South Carolina, Us

One of three employees selected to lead “start-up” effort to launch digital capabilities. Responsible for enterprise-wide strategies including creation of a corporate portal and implementation of collaboration tools. Launched new intranet for corporation and implemented change management strategies for adoption of early stage e-business tools. Promoted to lead new function once the project work was completed. Developed the business case for and directed efforts to rebuild corporate intranet in Sharepoint - ranked as a top intranet by Neilson Norman.

Master Of Business Administration - Mba, Business

Bachelor Of Arts - Ba

Business Leader Development

Education record