Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Director of Marketing, Journey Orchestration
Fidelity Investments
12.2023 - Current
Lead journey optimizations for the Journey Design & Creation Team with data and insights at a journey ecosystem level
Partnered with teams and stakeholders to develop Measurement Platform that enables marketers to view omnichannel journey engagement & business metrics in near real time
Responsible for providing oversight and management of inflight omnichannel journeys through holistic reporting
Leverage strong understanding of journey metadata and KPIs to create readily accessible reports that inform journey decisions
Deep understanding of all in-flight marketing across channels, and proactively identify gaps and areas of interest to prioritize to advance channel marketing and customer experience
Works closely with internal partners to ensure necessary data is activated and captured in a standard and measurable way for each journey
Identify measurement gaps and helps define requirements to enable standard journey measurement across teams (CKSI & Measurement Platform)
Collaborate with Audience Management, CKSI and MarTech teams to activate necessary data and capabilities to launch and measure journeys effectively
Advise on standardization, scalability, and optimization of existing and net new journeys
Create and maintain documentation on journey development process, test and learn best practices, and quality control procedures
Implementation of pattern focused learning agendas to feed measurement requirements and ultimately reporting self-support
Assisted in development in acquisition lead nurture journey patterns to improve known prospect to customer conversion
Assisted in development of connected cross-channel pattern to improve funding rates
Prioritize the development of journey patterns to support engaging and growing customers
Design, build and automate customer experiences to provide a customer-centric approach that drives highly targeted automated campaigns across all owned channels while helping the marketer derive near real time insights from the experience and the touchpoints
Cross channel Metadata enablement
Cross channel measure enablement
Revised benchmarking process and best practices
Regularly presented marketing insights and recommendations to executive leadership, ensuring alignment with overall business objectives.
Mentored junior staff members in best practices for modern marketing techniques, fostering a culture of continuous learning within the organization.
Streamlined internal processes for greater efficiency within the marketing department, allowing for increased focus on strategic initiatives.
Managed marketing budget allocation of $3M and resourced utilization to maximize marketing ROI.
Sr. Marketing Manager
Fidelity Investments
11.2021 - 12.2023
Delivered consistency and clarity on how email marketing measures success, optimizes for performance, and positively impacts evolving customer segments across Personal Investing business units
Established repeatable and scalable measurement processes that reinforced data-driven decisioning and instilled channel health and discipline
Channel health management for 400+ email campaigns (annually) and operations with quarterly planning and developing channel best practices
Salesforce Marketing Cloud SME for reporting requirements which include - reoccurring reports, benchmarks, trigger & journey audit, subject line test results, monthly channel health reports
Internal campaign reporting support via templatizing dashboards and pivot tables in Salesforce Marketing Cloud
Implemented channel best practices by centralizing channel data and insights to continuously inform messaging hierarchy and evolve standard best practices
Supported owned practitioners by developing the rigor and skill of test design
Partnered with stakeholders across technology disciplines to maintain operational readiness of channel capabilities
Managed the onsite messaging communications system process, deployments, and measurement
Managed the owned channel's annual budget and forecasting
Revamped and automated benchmark reporting process to increase accuracy and efficiencies
Implemented data-driven decision making by using analytics tools to track campaign performance and adjust strategies accordingly.
Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
Developed creative presentations, trend reports, kitted assets, and product data sheets.
Marketing Manager
AAA Northeast
09.2019 - 11.2021
Oversaw team of 4 developers to guide implementation of strategic email campaigns and automations based on target audience segmentation, to drive sales, cross-sell, and up-sell AAA's membership, products, and services
Developed multi-year cross-channel marketing plans, assist with annual budgets, and manage the integration of all email channel functions across club's business lines and geographies supported
Formed an overall strategic approach to email marketing based on industry best practices, while managing all day-to-day email marketing needs with a data-first, test and learn philosophy
Collaborated with internal clients on opportunities to automate processes, targeting, cross-channel marketing opportunities, and best practices to drive integrated digital marketing efforts
Designed fully automated onboarding, retention, and multi-touch retargeting email campaigns leveraging CRM, SQL, and third-party vendors with complex workflows in Adobe Campaign
Worked in close collaboration with distributed team members from multiple functions including marketing, creative, content and analytics to elevate marketing plans and ensure campaigns are meeting objectives
Oversaw productivity software to plan, gather, and assemble email content from business lines, design studio, and data team, from input to execution
Managed the email team's campaign development and QA process including proofing evaluation of copy, creative, workflow criteria, and accessibility
Tracked internal and external email campaign performance, including volume, deliverability, subscribes/unsubscribes, click-through, click-to-open, open rates, online revenue, etc
Created and implemented standard operating procedure based on newly established SLAs that allowed the Digital Marketing team to double email output year over year
Proven track record of KPI and revenue growth for each business line through strategic email initiatives, which exceeded club retention, acquisition, and revenue goals for 2020 and 2021
Sr. Marketing Analyst
Collette Travel
08.2016 - 09.2019
Responsible for executing 200+ annual email and direct mail lists using CRM data to identify and select targeted audiences for marketing communications
Managed campaign targeting, audit, testing, and approval of campaign counts and maintain campaign associated data extracts for further analysis
Implemented mail targeting strategies using data extracted from internal CRM (mosaics, response rates, internal models, NPS score, overall experience, next destination)
Worked with marketing leadership teams to understand and apply segmentation for campaign targeting along with supporting sales teams with profiling and scoring database opportunities with external partnerships
Validated existing targeting strategy and selection criteria to identify opportunities for improvement through internal and external research
Support acquisition strategies and research projects
Created & maintain response curves for direct & acquisition mailings, obtain historical survey data for benchmarking
Tracked, reported, and executed on planned, optimized, and actual spend for each consumer campaign
Goal of spending less/flat with targeted audiences to improve engagement and ROI
Transitioned of pre/post departure customer journey emails through HubSpot by supplying data elements that create better guest engagement through emails
Ensured data validity for all campaign workflows and work with IT, Sales, and marketing partners to promote data hygiene
Sr. Marketing Specialist
Lux Research
10.2014 - 08.2016
Created email campaigns from initial concept through completion for each content area, generate targeted leads, manage campaigns, and run post-campaign measurements
Organized all logistics for select Lux Research customized events including invitation list generation, venue selection, invitation creation, attendee recruitment, confirmation notices, menu and seating plans
Coordinated all social media posts and analytics
Used all available resources (e.g., LinkedIn, ZoomInfo, conference lists, etc.) to determine target title names and contact information from target companies for lead generation
Managed entire Lux Executive Summit process via Excel and RegOnline including registrant and Analyst confirmations, handle all schedule, agenda, and content changes prior to and throughout events
Templatized post-event reporting/campaigns and ensure they are developed within 48 hours after events for distribution to Sales
Maintained CRM and HubSpot systems to help determine Marketing Qualified Leads and coordinate with sales team
Loaded and update content on company's main website using Drupal as well as launch newsletters on WordPress blog
Strengthened customer loyalty by creating engaging email marketing campaigns tailored to specific audience segments.
Elevated social media presence through the creation of compelling content that resonated with target audiences.
Implemented data-driven performance tracking systems to continuously refine marketing strategies for optimal results.
Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
Tracked trade show expenses to maintain budget.
Created customized marketing materials to increase product awareness.
Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
Non-Commissioned Officer, Team Leader
Connecticut National Guard
08.2008 - 08.2016
Oversaw team of 7-8 soldiers, ensuring accountability and readiness, which resulted in 100% task completion and unit cohesion over the course of leadership
Organized training schedules for team development and readiness
Maintained company's activation call roster to ensure fast and effective dissemination of communication during unit activation
Supervised Emergency Activation Response for Hurricane Sandy and Winter Storm Alfred by communicating with unit leadership and organizing relief missions
Deployed to Helmand Province, Afghanistan July 2009-June 2010 as a heavy vehicle operator
Successfully completed over 70 convoy missions in support of Operation Enduring Freedom under the 114th Transportation Co
And 347th Regional Support Group
Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Managed conflict resolution among team members, fostering a positive and collaborative work environment.
Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
Facilitated decision-making processes within group through open dialogue and consensus-building techniques.
Established clear communication channels to facilitate timely exchange of information between team members and stakeholders.
Developed risk management plans, minimizing potential project disruptions and ensuring timely delivery.
Motivated team members to surpass their targets, recognizing and rewarding their achievements.
Education
Master of Business Administration - Marketing & International Business
Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)Senior Executive at CBRE South Asia Pvt Ltd. (Client : Fidelity Investments)
Service Manager & Assitant Project Manager at Jacqueline Electric and Contracting, Inc.Service Manager & Assitant Project Manager at Jacqueline Electric and Contracting, Inc.