Chelsea Tisdale

• CRM strategy and marketing automation alignment across platforms including HubSpot, Pardot, and Salesforce ecosystems
• Marketing operations and client lifecycle design to support scalable client acquisition and engagement
• Fractional CMO leadership guiding marketing strategy, team structure, and execution roadmaps
• Platform migrations and marketing system consolidation across fragmented technology environments
• Advisor–marketing collaboration frameworks to strengthen business development and client growth
• Omnichannel marketing strategy and campaign leadership to enhance brand visibility and demand generation
• Marketing performance measurement, attribution strategy, and executive reporting frameworks

• Led advisor engagement and client lifecycle marketing strategy supporting distribution of investment products to financial advisors and institutional partners
• Developed and executed marketing strategies that strengthened product positioning and advisor adoption across key market segments
• Built lifecycle communication frameworks and marketing assets to help advisors clearly communicate the value of complex investment products to clients
• Partnered with sales, product, and leadership teams to develop targeted marketing materials aligned to advisor and investor needs
• Conducted market and category research to identify high-priority segments and inform product marketing strategy
• Translated complex financial product features into clear messaging and educational content for advisors and investors

• Directed marketing strategies for GuideStone Funds product lines, enhancing performance and driving growth.
• Collaborated with corporate leadership to devise and implement effective marketing strategies.
• Initiated new offerings and product enhancements by coordinating with product teams for streamlined execution.
• Defined campaign metrics and evaluated post-campaign success in close collaboration with in-house digital and data teams.
• Developed external-facing content deliverables in compliance with SEC and FINRA standards.
• A leading Christian mutual fund company

• Managed regional marketing activities to enhance field sales for medical insurance and retirement team.
• Coordinated annual marketing strategies and tactics, including digital, print, and trade show initiatives to promote products and services.
• Developed and executed marketing campaigns for financial products and services.
• Coordinated events and webinars to enhance client engagement and education.
• Managed social media platforms to increase brand awareness and reach.