About Me - Short Overview

I am a Full Stack Marketer, knowledgeable in B2B, B2B2C, and Partnerships. I have extensive experience in SaaS, FinTech, and Financial Services. I specialize in strategy development & deployment, growth marketing, digital and offline demand generation, brand building, communications & PR, partnerships, and Account Based Marketing (ABM). I'm A C-Suite & Sales-friendly Marketer whose strategies are pragmatic and whose disciplined approach to implementation ensures that actual output aligns to projections. I responsibly manage investment decisions for budgets of all levels. And I collaborate with Sales to implement processes that optimize lead velocity and conversion rates and mitigate leakage. I have thrived in emerging challenger, Fortune 500, and private equity environments. And, I have guided teams through the next level of strategic, operational, and cultural evolution including positioning for funding, and transitions before and after M&A.

Key Career Highlights - Actions, Results

• Championed the creation of an Account Based Marketing Partnership Playbook through collaboration with Sales, Product, and Integration teams. Defined personas, messaging, and content strategies that aligned with each touchpoint throughout the buyer’s journey.
• Brought to market a globally scalable approach to driving customer acquisition, customer retention, and brand awareness by establishing a Partnership Marketing team to service our 200+ partners who represented 54% of all new revenue.
• Led the global Integrated Marketing team and achieved 104% of lead generation goals (MAL) and 100%+ of lead progression goals (MQL, SQL, SAL), while overseeing a seven-figure budget.
• Championed the development of a process for mapping campaigns to the customer journey and creating channel-appropriate content pieces. This increased conversion rates by 53% and accelerated funnel velocity by reducing the number of days to qualify a lead by 43%.
• Increased the percentage of leads progressing to later sales stages by 23% and decreased the time to initial lead contact by 56% through the development and deployment of a globally scalable end-to-end event management policy and procedure.
• Spearheaded a global cross functional team to scope, develop, and launch a rebranding communication strategy, achieving a rebranding compliance rate of 99.97% for 30,000+ customers and partners.
• Slashed deployment time for all mass external communications by 40%. I mobilized a cross functional global team to create a policy and procedure that clarified steps, assigned accountability, plotted path, and inserted approval gates for planned outages, emergency notifications, changes to terms and conditions, and updated transaction requirements.

What size(s) of businesses / organizations do you have experience with?

  • Start-ups
  • Small (<100 employees)
  • Medium (101-499 employees)
  • Large (500+ employees)

List the names of companies/organizations you have worked for and/or consulted for, regardless of size:

Convera, Western Union, Custom House Global Foreign Exchange, Meals on Wheels, Aramark, Global Translations

Credentials - Degrees, Accreditations, Qualifications

Bachelor of Commerce

What perspectives along the value chain do you have insights on, whether direct or indirect (stakeholder engagement), as an expert?

  • Manufacturing
  • Wholesaling / Logistics / Transportation
  • Retailing
  • NGO / Charity
  • Consumer groups
  • Other