Rob Walter

As the owner of the martech stack for this scale-up provider of SaaS financial operations software, I build processes and automation primarily in Pardot, HubSpot, Salesforce, LeanData, SalesLoft, ChiliPiper, and Intercom. Working closely with demand generation and customer marketing, I structure campaign data to show the impact of marketing. When a merger was announced with competing solution Chargify, I was promoted to Director of Marketing Operations for the combined company.

• Leader in the planning and building of a re-imagined inbound pre-sales nurture involving content marketing, operations, and the BDR team that led to the team achieving 133% of 2021 Q1 ARR goal.
• Re-built spreadsheet-based marketing and sales reports in Salesforce, creating monthly, quarterly, and year-to-date dashboards.
• Re-architected the entire marketing campaign structure, giving the content marketing team important asset performance feedback, influencing a new content marketing approach for 2021.
• Led the project to combine two separate marketing lead funnels on two different marketing automation platforms to a single Salesforce instance.
• Built the company's first automated customer up-sell nurture campaign for add-ons.
• Built lead sharing process between two Salesforce instances.

• Architected marketing operations and CRM processes to meet multiple client requirements, including lead generation and reporting.
• Managed a team of four engagement managers handling 30+ clients.
• Trained clients on the Pardot, HubSpot, and Salesforce platforms.
• Led projects including Pardot implementations, marketing automation platform migrations, marketing data strategy, Salesforce improvements.

I progressed from the regional Senior Digital Marketing Specialist to global Head of Marketing Operations, leading an international team focused on using martech to help deliver qualified sales leads. During that time, I also provided advise and technical expertise to the company's global technology team overseeing CRM initiatives.

• Piloted the company's first ABM campaigns, targeting c-suite positions.
• Implemented a marketing GDPR compliance program, working closely with the global implementation team on establishing processes and procedures to adhere to the Regulation.
• Established a global marketing automation architecture using Pardot and Salesforce, growing leads by an average of 35% each year.
• A key member of global teams' planning which resulted in building two corporate website restructures focused on better digital customer journeys.
• Collaborating with the Vice-President of Sales, established Salesforce best practices for lead handling and opportunity creation. Responsible for training sales teams in Salesforce.

• Implemented HubSpot to architect the company's first online lead generation process, integrating with Salesforce to send MQLs to sales teams. Increased website sales leads by 82% in one year.
• Doubled organic search traffic year-over-year, increased revenue from web leads 52% in one year, and tripled over three years to $1.5 million, all measured and tracked in Salesforce.
• Lead the creative production, strategy, and execution of an integrated digital and print campaign introducing a new SaaS product to market, contributing to $2 million in revenue in its first 8 months.
• Lead the communications and marketing operations for a company re-brand after recapitalization from a private equity firm, leading to double-digit profit growth at the height of the recession.

• Created the first marketing and public relations department for this 50-year-old non-profit, helping to raise the agency's profile and increase volunteers and fundraising.
• Volunteer inquiries from targeted audience rose an average of 42% over two years.
• Fundraising income and donations rose 36% and the number of children matched with volunteer mentors increased by 38% over two years.