Summary
Overview
Work History
Education
Skills
Publications
Timeline
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Marcia Trask

B2B Marketing Leader And CMO Advisor
Gig Harbor,WA

Summary

Top-notch B2B marketer with a proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.

Overview

11
11
years of professional experience
3
3
years of post-secondary education

Work History

Vice President, Global Campaign Strategy

Integrate
Phoenix, AZ
03.2022 - 10.2023

Marketing leader responsible for annual planning and GTM integrated campaign strategy and execution. Led campaign and content teams, creative services, and revenue marketing.

  • Led adoption of new campaign model within marketing and drove coaching, training, and change management efforts.
  • Achieved 100% of campaign opportunity goals and drove 60% of total pipeline (vs. goal of 40%).
  • Represented Integrate as primary speaker at webinars, external conferences, field events, client workshops, and customer advisory board meetings and executive dinners.
  • Designed and facilitated custom “Precision Demand Marketing” workshops for Integrate clients and prospects to advance deals and allow customers to gain maximum value from the Integrate platform.

Principal Analyst, Revenue Operations Strategies

Forrester Research
Cambridge, MA
04.2020 - 02.2022

Developed research and provided advisory services to Forrester clients. Key responsibilities included data collection and analysis, research development, thought leadership content creation, client advisory, consulting engagements, marketing and sales support.

  • Developed original research content in marketing planning and investment (revenue and annual planning), process design and process methodologies (e.g., Lean, Agile), change management, campaign design and deployment, revenue operations, and marketing technology. Primary author on 25+ published reports, tools and templates.
  • Delivered on client requests including annual and campaign plan development and review, business process design and review, agile marketing coaching, and center of excellence/shared services teams' work intake and capacity planning.
  • Content developer and speaker at Forrester B2B Summit events in North America, EMEA and APAC.
  • Wrote evaluative research on marketing resource management (MRM) technology offerings and supported vendors through speaking opportunities and client technology evaluations.

Sr. Marketing Operations Lead

Workday
Pleasanton, CA
05.2019 - 08.2019

Senior independent contributor on the Marketing Strategy & Operations team. Drove alignment across annual planning and business review cycles, global brand platform and campaign development, marketing performance reporting, and M&A integration.

  • Planned and project managed the marketing annual planning process including a global planning calendar, the marketing planning kick-off, global campaign themes, planning templates, technology roadmap creation, plan reviews & interlock working sessions, and annual budget.
  • Drove ongoing marketing integration with acquired company Adaptive Insights, including the development of global brand recommendations with Ogilvy Group.
  • Acted as Marketing sponsor for company adoption of OKR goal system. Reported monthly on CMO OKRs, represented marketing in cross-functional meetings, and provided employee OKR coaching.
  • Developed inaugural Marketing New Hire Onboarding program to address issues from hiring at scale. Program to include informational resource, training, and mentoring/cultural elements to enhance new hire productivity.

Director, Business Operations - Marketing

New Relic
San Francisco, CA
03.2018 - 04.2019

Marketing leader and CMO chief of staff responsible for core operations of the marketing team. Accountable for the execution of strategic initiatives and projects to support team development, and alignment and execution of the annual plan.

  • Managed marketing's internal annual cadence across team meetings, quarterly business reviews, and annual planning and strategy cycles. Developed marketing read-outs for company QBRs, all-hands meetings, and board meetings.
  • Initiated and drove Marketing/GTM GDPR compliance project (within 10-week timeframe) and trained marketing staff on system and process changes for GDPR compliance.
  • Owned marketing OKR process and measurement and reporting roadmap. Developed initial CMO dashboard.
  • Coordinated budget management between marketing leadership, finance and business planning to ensure operational accountability. Implemented global marketing budget management tool and led budget owner user training for FY20 global rollout.
  • Led Marketing 2020 org design project which resulted in new org structure and complete functional team service catalogues, as well as identification of skills gaps and priority hires.

Research Director, Marketing Operations Strategies

SiriusDecisions (acquired By Forrester Research)
San Francisco, CA
12.2013 - 02.2018

Provided advisory services to SiriusDecisions marketing executive, emerging growth, and marketing operations clients. Key responsibilities include data collection, research development, thought leadership content creation, client inquiry, benchmarking delivery, and workshop/consulting engagements.

  • Developed frameworks, models and original research in marketing strategy, annual planning and investment; marketing transformation and change management; campaign design and deployment; marketing contribution and accountability; marketing enablement; organizational design and resource allocation; cross-functional alignment and change management; and marketing technology. Primary author on 50+ research papers.
  • Supported company and service-specific NCVI and client retention/renewal targets. Personally accountable for $2M+ in annual revenue across CMO and Marketing Leadership Services.
  • Delivered on client requests including organizational design sessions, annual and campaign plan development and review, marketing competency mapping, marketing dashboard reviews, and marketing staff training sessions.
  • Created 30+ client-facing tools and templates to operationalize B2B marketing best practices, and developed content for SiriusDecisions Learning Pathways® courses.
  • Enabled sales through training and client-facing materials; design and delivery of target audience roundtables, forums, and executive events; and in-person client/prospect meetings.

Director, Marketing Operations & Demand Generation

Achievers
San Francisco, CA
06.2012 - 11.2013

Owned marketing campaign development to generate and nurture outbound and inbound leads. Partnered with sales to maximize and support funnel management. Responsible for leading, planning, developing and implementing standardized metrics, processes and systems to enable the marketing organization to operate efficiently and effectively.

  • Drove marketing process improvement, including deployment of production management system. Owned marketing automation system (Marketo), database management and integration with Salesforce.
  • Launched sales alignment projects including simplified lead scoring and automated SDR email process.
  • Partnered with sales and product marketing to drive creation and execution of targeted campaigns. Successfully re-launched bi-weekly prospect newsletter and launched welcome nurture email
    campaign which drove acquisition of over 5000 net new prospects.

Education

MBA - Business Administration And Management

San Jose State University
San Jose, CA
08.2002 - 08.2003

Bachelor of Science - Public Relations

San Jose State University
San Jose, CA
01.1991 - 05.1993

Skills

Change Management

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Publications

  • Forrester Research reports (2022): Process Competency Assessment, Marketing Planning: Value Analysis Template, Marketing Planning: Key Actions Matrix Prioritization Tool, Process Maturity Model, MRM NowTech.
  • Forbes.com (April 2021): Clairvoyance Should Not Be Required For Revenue Planning. Article on the value of aligned B2B revenue planning.
  • Forrester Research reports (2021): Why Agile Marketing, Introducing the B2B Marketing Process Value Chain, The Aligned Revenue Planning Process, The State of B2B Agile Marketing, Revenue Operations Planning Assumptions 2022, Conducting a Campaign Audit, Why Process Matters, Process Diagnostic, The Revenue Operations Range of Responsibilities Model, The B2B Marketing Planning Process, Marketing Planning: The Cross-Functional Assumptions Template, Marketing Planning: The Will Do-Will Not Do Template, Marketing Planning: The Business Review Template, Marketing Planning: The Risks and Dependencies Worksheet, Marketing Planning: Goal Setting Template.
  • Forrester Research reports (2020): The Change Management Model, Marketing Operations Planning Assumptions 2021, Process vs. Process Methodologies, Agile Implementation Best Practices, Marketing Process: Mapping Best Practices, Process Prioritization Tool, Agile Role Profile: Product Owner, Agile Role Profile: Scrum Master.
  • SiriusDecisions reports (2018): The SiriusDecisions Business Transformation Model, Defining Transformation Types, High-Performance Marketing Competencies.
  • SiriusDecisions reports (2017): CMO Vantage Point: Marketing Skills, Humanizing Change, Marketing Onboarding, The Marketing Enablement Range of Responsibilities Model, Emerging Growth Companies: Campaign Plan on a Page, Marketing Enablement Activities, CMO Planning Assumptions 2018, CMO Vantage Point: Transformation, Measuring Change, Strategy Definitions.
  • SiriusDecisions reports (2016): Measurement of Marketing Enablement, Campaign Workbook: Goal Setting, Marketing Contribution and Budget Allocation Tool, Marketing Budget Allocation Comparison Tool, Marketing Organization Functional Sizing Tool, Gaining Clarity: The Program Taxonomy, Anatomy of a B2B Campaign Refresh, SiriusDecisions Plan on a Page, Defining and Managing Campaign Governance, CMO Planning Assumptions 2017, CMO Vantage Point: Planning, Marketing Enablement Role Profile, Marketing Enablement User Adoption Best Practices.
  • SiriusDecisions reports (2015): Campaign Planning for Recurring Revenue Models, 2015 Contact Data Survey Report, The Business Case for Campaign Adoption, The Marketing Enablement Process Model, Defining the Terms of Marketing Enablement, Conducting a Competency Assessment, Marketing Operations Planning Assumptions 2016, Mapping Competencies: Global Campaigns, Creating a Marketing Enablement Plan, Building the Business Case for Marketing Enablement, Structuring and Conducting a Learning Solutions Audit, The SiriusDecisions Campaign Implementation Process.
  • SiriusDecisions reports (2014): Marketing Operations Planning Assumptions 2015, Introducing the Marketing Competency Framework, Mapping Marketing Competencies: Marketing Operations, Campaign Implementation: The Campaign Charter, The Campaign Assessment Checklist, Strategic Campaign Objectives Goal Types and Definitions, Intelligent Growth: New Markets, The Marketing Operations Range of Responsibilities Model.

Timeline

Vice President, Global Campaign Strategy

Integrate
03.2022 - 10.2023

Principal Analyst, Revenue Operations Strategies

Forrester Research
04.2020 - 02.2022

Sr. Marketing Operations Lead

Workday
05.2019 - 08.2019

Director, Business Operations - Marketing

New Relic
03.2018 - 04.2019

Research Director, Marketing Operations Strategies

SiriusDecisions (acquired By Forrester Research)
12.2013 - 02.2018

Director, Marketing Operations & Demand Generation

Achievers
06.2012 - 11.2013

MBA - Business Administration And Management

San Jose State University
08.2002 - 08.2003

Bachelor of Science - Public Relations

San Jose State University
01.1991 - 05.1993
Marcia TraskB2B Marketing Leader And CMO Advisor