Modern and ambitious marketing technology and operations leader that obsesses about why, where, and how to improve the customer experience through integrating technologies. Consistent track record of team and personal growth in every position throughout his career. Superior ability to integrate creative efforts with analytics and drive measurable return on marketing activities.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Director - Customer Centricity
First Command Financial Services Inc.
03.2021 - Current
Oversee the customer centricity department and lead six cross-functional team members responsible for marketing automation, operations, analytics, and voice of customer related activities at First Command.
Create and oversee all Salesforce/CRM related marketing activities: segmentation, persona creation, journey building, email, SMS, mobile app, retargeting, funnel analytics and attribution, and reporting.
Product Manager of Salesforce Marketing Cloud: Lead group of 15+ internal and external team members through discovery, prioritization, and implementation of Salesforce Marketing automation tool, landing pages, and Marketing Cloud Intelligence (4M contacts).
Evaluate, optimize and integrate full-suite of 11 marketing technologies to improve customer experience and marketing efficiency, including content management, social media, SEM/SEO, email, website, and survey tools.
Conceptualize and lead transition of 45-person marketing team from traditional waterfall structure to journey-based agile teams using Workfront.
Developed firm's first ever Client Lifetime Value model, accounting for cost per acquisition, retention, revenue, and costs.
Product Owner of Salesforce Experience Cloud: led team of internal designers and external developers responsible for re-platforming and enhancing existing client portal (200k+ client users) onto the Salesforce Experience Cloud.
Senior Marketing Manager - Database and Automation
United Healthcare Group
04.2018 - 03.2021
Lead database and automation marketing team that manages three separate brands: HealthMarkets, Excelsior Insurance and SureBridge.
Winner of "Best in Show" marketing award from IMCA for behavioral automation campaign.
Responsible for all direct marketing and database (Marketo) activities including text messaging, website personalization, API connections, database architecture, segmentation, email deployment and strategy, and direct mail.
Organized and directed multi-million dollar enterprise effort to create personalized account structure that integrated e-commerce and CRM.
Improved email deliverability from ~70% to 99% within one year.
Lead transition of 3M contact SFDC integration from Microsoft Dynamics and integrated with Marketo.
Created, oversee and maintain 100+ database automation workflows to improve data quality, reporting, and segmentation.
Senior Manager Of Marketing And Branding
All Medical Personnel
11.2015 - 04.2018
Creation of all email marketing (B2B and B2C), web analytics, third party ROI analysis, social media strategy, branding initiatives, lead generation, job descriptions, blog creation, and CRM segmenting strategy
Leveraged vendor management and email personalization to earn $600k margin in first year
Hired, trained and led a team that managed marketing for all five divisions of the company.
Education
MBA -
University of Florida
Gainesville, FL
04.2022
BBA - Marketing
Southern Methodist University
Dallas, TX
Bachelor of Arts - Music
Southern Methodist University
Dallas, TX
Skills
CRM and Database Strategy
Enterprise Marketing Automation
Marketing Techn Stack Optimization
B2B, B2C, B2B2C Marketing
Change Management
Department Leadership
SAFe Agile Methodology
Content Management
Product Management
Vendor Analysis and Contract Negotiation
Multi-channel Campaign Planning
Statistical Analysis
Certification
Marketo Certified Expert
Google Analytics certification
Salesforce Marketing Cloud Consultant Certification - In Progress
ClickDimensions Marketing Automation Expert
SAFe Product Owner/Product Manager
Salesforce Marketing Cloud Consultant Certification - In Progress
Java Bootcamp
Timeline
Associate Director - Customer Centricity
First Command Financial Services Inc.
03.2021 - Current
Senior Marketing Manager - Database and Automation
United Healthcare Group
04.2018 - 03.2021
Senior Manager Of Marketing And Branding
All Medical Personnel
11.2015 - 04.2018
MBA -
University of Florida
BBA - Marketing
Southern Methodist University
Bachelor of Arts - Music
Southern Methodist University
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Dale SandersDale Sanders
Financial Advisor at First Command Financial Services Inc.Financial Advisor at First Command Financial Services Inc.