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Work Background
Envestnet, IncMarketing Manager (Technology Marketing)
Oct. 2023Berwyn, Pennsylvania, United States- Manage marketing execution for our Envestnet Platform and Envestnet | Tamarac technology releases. Tech releases include landing pages with eLearning and platform training materials for current clients, email campaigns to share release notes and invites to a release webinar(s). - Coordinated creation of deliverables for product launch tranches to clients and beta testers in partnership with eLearning, Program & Product Managers, focused on product education. - Main contact in marketing for the product release cycle, product roadmap communications, and product marketing materials. - Successfully engaged sales managers to evangelize sales enablement at Envestnet, leading to 83.5% Seismic platform adoption, with 50.8% of them being frequent users. - Collaborated with a team of 2 engineers and a web developer to successfully integrate MyBlocks financial education apps onto EnvestnetInstitute.com, providing financial advisors with a valuable tool for client engagement and education at no cost. - Built and shipped code, end-to-end, for 25+ marketing landing pages and 5 net new templates with a vendor in 2023 focused on demand generation and platform tech release cycle awareness and user training. - Marketing asset creation for Envestnet Platform technology enhancements: Pitch Decks, One-Pagers, Comparison Sheets, and other sales enabled materials.
PreSales AcademySolutions Consultant (Academy Graduate)
May. 2023 - Jul. 202310-week intensive PreSales professional program focused on developing competency in Discovery, Demos, and Consultative Sales.
Envestnet, IncMarketing Manager (Channel Marketing)
Jun. 2022Berwyn, Pennsylvania, United States- Serviced three channels of marketing and their respective sales teams with deliverables such as landing pages, HVS sales cadences, events activation and participation, marketing asset creation and analytics reporting from Pardot and Google Analytics. - Assemble sales playbooks and Salesforce cadences with email templates, content (1-pagers, brochures, landing pages), and other marketing assets for sellers to upsell on current accounts or set meetings with new logos. - Led internal training and informational meetings with marketing and sales operations stakeholders to implement processes, workflows, structure of operations, and future state capabilities within Seismic as a sales enablement tool. - Built out training programs for sellers using Seismic Learning (previously marketed as "Lessonly") with the goal of building on soft skills and product knowledge internally - Scoped technical requirements and orchestrated 2 system migrations from legacy systems into Seismic, organized using custom-built properties, a total of 959 pieces of content in collaboration with Seismic solutions consultants and project managers.
Envestnet, IncMarketing Administrator
Mar. 2020 - Dec. 2020Berwyn, Pennsylvania, United States- Envestnet Institute Owner: Create and moderate content, build and deploy web design assets, design and execute roadmap initiatives, and manage asset manager partner relationships.
- Perform demos and onboarding services for new asset manager partners to Envestnet Institute.
Envestnet, IncMarketing Associate
Jan. 2020 - Jun. 2022Berwyn, Pennsylvania, United States- Lead a cross-team project that brought one of Envestnet | MoneyGuide's most popular products, MyBlocks, to EnvestnetInstitute.com. I engaged software & web developers and QA to help put this together on a splashy landing page that visitors enjoyed. - Managed and lead operations of EnvestnetInstitute.com, a practice management content resource for financial professionals. I maintained 15+ relationships with partner firms that shared content for the site to publish, including BlackRock, Morningstar, Franklin Templeton, Nuveen, and many more. - Performed project management duties in partnership with Forrester for a large scale, interdepartmental reorganization of Envestnet’s marketing and sales organizations, which led to the Seismic software purchase and data lake structuring of sales and marketing funnels across Envestnet’s 5 major business lines.
Assurance SoftwareSales and Marketing Intern
Jul. 2019 - Aug. 2019Audobon, PA- Resolved integration errors between Salesforce and HubSpot across leads, lead profiles, new lead prospects, marketing landing pages, and email marketing campaigns
- Created email marketing analytics reports based on user behavior and resolved email bounce errors in HubSpot
- Developed a segmented email marketing data set of 27,000 qualified marketing leads and contacts in Microsoft Excel based on industry, department, and job title to bolster highly targeted email marketing campaigns
Maestroe Sports & EntertainmentSports Marketing Intern
Jan. 2019 - May. 2019Wayne, Pennsylvania- Engaged in B2B sales pitches and business development outreach using Salesforce(Lightning)
- Developed a stronger specialized email sales campaign to increase response rates from brands that engage in television advertising by utilizing Nielsen analytics.
- Participated in construction of a cost-efficient ticket sales department for the American Flag Football League within a small team.
- Sourced a cold contact at Coors Light and constructed a proposal for a Coors Light & USA Curling partnership worth $225,000 that would attempt to strategically fulfill Coors Light’s key goals, highlight the brand image, and reach their target audience.
ACRE WindowsField Marketing Specialist
May. 2018 - Dec. 2018Horsham, Pennsylvania- Garnered new leads for the company’s inside sales team at local events and shows.
- Provided interested customers with suggestions using learned product knowledge to fit their needs and price range.
- Booked meetings for customers to get a quote on new windows or doors.
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