Head of Sales & Marketing

• Jul 2022 - Present

Marketing Strategist

• Sep 2021 - Jul 2022

Head of Marketing & Communications

• Aug 2017 - Jul 2021

Independent Marketing Consultant

• Apr 2017 - Aug 2017

Assistant Vice President / Content Strategist

• Oct 2014 - Apr 2017

--Owned the integrated content marketing efforts for North America, applying extensive experience in building a content inventory hub and distributing content across owned and paid channels to position Zurich as a thought leader in the financial services industry and create a positive customer experience --Responsible for developing and rolling out content strategy to all parts of the organization to ensure alignment and achieve maximum amplification of our messages --Built and… Show more --Owned the integrated content marketing efforts for North America, applying extensive experience in building a content inventory hub and distributing content across owned and paid channels to position Zurich as a thought leader in the financial services industry and create a positive customer experience --Responsible for developing and rolling out content strategy to all parts of the organization to ensure alignment and achieve maximum amplification of our messages --Built and maintained the company’s first-ever integrated editorial calendar that unifies all main external and internal channels and aligns channels to content marketing messaging strategy --Managed functional teams in the creation and execution of effective marketing campaigns and high-quality content assets, including white papers, videos, blog posts, social media posts, articles, podcasts, and infographics that convey the company’s expertise and differentiate the company through content --Collaborated with digital team to publish and promote content in a coordinated, timely and effective manner --Provided oversight and editorial content review to ensure a unique, high-quality, clarified message out to market --Stood up first-ever content marketing engine for company, implementing content marketing campaign management and content development workflow and process throughout the organization --Developed KPIs, monitored performance, and optimized content and promotion plans to achieve success Show less --Owned the integrated content marketing efforts for North America, applying extensive experience in building a content inventory hub and distributing content across owned and paid channels to position Zurich as a thought leader in the financial services industry and create a positive customer experience --Responsible for developing and rolling out content strategy to all parts of the organization to ensure alignment and achieve maximum amplification of our messages --Built and… Show more --Owned the integrated content marketing efforts for North America, applying extensive experience in building a content inventory hub and distributing content across owned and paid channels to position Zurich as a thought leader in the financial services industry and create a positive customer experience --Responsible for developing and rolling out content strategy to all parts of the organization to ensure alignment and achieve maximum amplification of our messages --Built and maintained the company’s first-ever integrated editorial calendar that unifies all main external and internal channels and aligns channels to content marketing messaging strategy --Managed functional teams in the creation and execution of effective marketing campaigns and high-quality content assets, including white papers, videos, blog posts, social media posts, articles, podcasts, and infographics that convey the company’s expertise and differentiate the company through content --Collaborated with digital team to publish and promote content in a coordinated, timely and effective manner --Provided oversight and editorial content review to ensure a unique, high-quality, clarified message out to market --Stood up first-ever content marketing engine for company, implementing content marketing campaign management and content development workflow and process throughout the organization --Developed KPIs, monitored performance, and optimized content and promotion plans to achieve success Show less

Marketing Communications Leader

• Nov 2013 - Oct 2014

• Provided strategic leadership for product marketing teams in planning and executing content marketing, search, digital advertising, website design, blogging, social media, marketing collateral, user communities and video assets • Oversaw adherence to branding, brand standards and legal & regulatory agency requirements • Led communications plans and on-site execution of user group meetings, trade shows and customer events • Provided strategic leadership for product marketing teams in planning and executing content marketing, search, digital advertising, website design, blogging, social media, marketing collateral, user communities and video assets • Oversaw adherence to branding, brand standards and legal & regulatory agency requirements • Led communications plans and on-site execution of user group meetings, trade shows and customer events

Senior Director, Strategic Marketing

• Apr 2012 - May 2013

Impart ownership and direct responsibility for providing thought leadership, strategic direction, new business solicitation and overall guidance within the marketing group across all existing and potential key accounts. Provide exposure to the 1SYNC Senior Leadership Team and own the company's core offerings, as well as all processes, policies and procedures within marketing. Drive the development of a new and more focused corporate and product brand strategy, making sense of 1SYNC's… Show more Impart ownership and direct responsibility for providing thought leadership, strategic direction, new business solicitation and overall guidance within the marketing group across all existing and potential key accounts. Provide exposure to the 1SYNC Senior Leadership Team and own the company's core offerings, as well as all processes, policies and procedures within marketing. Drive the development of a new and more focused corporate and product brand strategy, making sense of 1SYNC's expanded portfolio of solutions, partnering with sales leadership on key account strategy, and sharpening the company's approach to internal and external marketing communications. Show less Impart ownership and direct responsibility for providing thought leadership, strategic direction, new business solicitation and overall guidance within the marketing group across all existing and potential key accounts. Provide exposure to the 1SYNC Senior Leadership Team and own the company's core offerings, as well as all processes, policies and procedures within marketing. Drive the development of a new and more focused corporate and product brand strategy, making sense of 1SYNC's… Show more Impart ownership and direct responsibility for providing thought leadership, strategic direction, new business solicitation and overall guidance within the marketing group across all existing and potential key accounts. Provide exposure to the 1SYNC Senior Leadership Team and own the company's core offerings, as well as all processes, policies and procedures within marketing. Drive the development of a new and more focused corporate and product brand strategy, making sense of 1SYNC's expanded portfolio of solutions, partnering with sales leadership on key account strategy, and sharpening the company's approach to internal and external marketing communications. Show less

Marketing Director

• Dec 2010 - Oct 2011

• Responsible for the full portfolio of marketing programs to drive awareness, build the brand, differentiate offerings, generate qualified demand, nurture leads, expand our footprint at accounts, and acquire new logos for a regional business unit of $250M public business technology consulting services company • Extended the company’s marketing investment by delivering higher level of strategic field marketing: built the go-to-market plan featuring industry-specific value proposition and… Show more • Responsible for the full portfolio of marketing programs to drive awareness, build the brand, differentiate offerings, generate qualified demand, nurture leads, expand our footprint at accounts, and acquire new logos for a regional business unit of $250M public business technology consulting services company • Extended the company’s marketing investment by delivering higher level of strategic field marketing: built the go-to-market plan featuring industry-specific value proposition and positioning, a customized solution portfolio to match market demands, transformation of corporate marketing assets into targeted local campaigns, heavy focus on local partner channels, and thought leadership events as a means to increase awareness and generate leads • Utilized various social media and online channels—Facebook, Twitter, LinkedIn, SlideShare, Eventbrite, corporate blogs—to extend promotional impact of marketing events, acquire audiences for events, distribute thought leadership materials, and increase market exposure • Built a sales and marketing database environment from the ground up: stood up a new saleforce.com platform, researched and acquired contacts aligned to targeted roles/titles/accounts, enable segmented database marketing for lead generation, and support account-based sales and marketing efforts • Designed and executed multi-touch campaigns that delivered regular cadence of brand impressions out to market; craft messaging and calls to action tied to industry/account priorities; took the business from no local marketing to 3500+ touches per quarter; track and report on response rate, campaign influence, ROI, and other marketing metrics • Formed strategic relationships with local partners (IBM, Microsoft, Oracle, Google) and sponsored industry associations, which heavily increases market visibility, creates positive word of mouth, and opens new sales channels • Oversaw financials, budgets, analysis, and reporting for all marketing activities Show less • Responsible for the full portfolio of marketing programs to drive awareness, build the brand, differentiate offerings, generate qualified demand, nurture leads, expand our footprint at accounts, and acquire new logos for a regional business unit of $250M public business technology consulting services company • Extended the company’s marketing investment by delivering higher level of strategic field marketing: built the go-to-market plan featuring industry-specific value proposition and… Show more • Responsible for the full portfolio of marketing programs to drive awareness, build the brand, differentiate offerings, generate qualified demand, nurture leads, expand our footprint at accounts, and acquire new logos for a regional business unit of $250M public business technology consulting services company • Extended the company’s marketing investment by delivering higher level of strategic field marketing: built the go-to-market plan featuring industry-specific value proposition and positioning, a customized solution portfolio to match market demands, transformation of corporate marketing assets into targeted local campaigns, heavy focus on local partner channels, and thought leadership events as a means to increase awareness and generate leads • Utilized various social media and online channels—Facebook, Twitter, LinkedIn, SlideShare, Eventbrite, corporate blogs—to extend promotional impact of marketing events, acquire audiences for events, distribute thought leadership materials, and increase market exposure • Built a sales and marketing database environment from the ground up: stood up a new saleforce.com platform, researched and acquired contacts aligned to targeted roles/titles/accounts, enable segmented database marketing for lead generation, and support account-based sales and marketing efforts • Designed and executed multi-touch campaigns that delivered regular cadence of brand impressions out to market; craft messaging and calls to action tied to industry/account priorities; took the business from no local marketing to 3500+ touches per quarter; track and report on response rate, campaign influence, ROI, and other marketing metrics • Formed strategic relationships with local partners (IBM, Microsoft, Oracle, Google) and sponsored industry associations, which heavily increases market visibility, creates positive word of mouth, and opens new sales channels • Oversaw financials, budgets, analysis, and reporting for all marketing activities Show less

Worldwide Customer Marketing

• Jan 2008 - Nov 2010

• Oversaw the global marketing program that delivered value by building strategic relationships with global customers and nurturing them as advocates for our Business Intelligence solutions • Directed the Customer Advisory Board program—recruited VIP customers, maintained ongoing communication with Board, and planned and executed quarterly Board meetings. Successfully evolved Board into a strategic group of accounts including Disney, Sony and Wal-Mart • Significantly increased inventory… Show more • Oversaw the global marketing program that delivered value by building strategic relationships with global customers and nurturing them as advocates for our Business Intelligence solutions • Directed the Customer Advisory Board program—recruited VIP customers, maintained ongoing communication with Board, and planned and executed quarterly Board meetings. Successfully evolved Board into a strategic group of accounts including Disney, Sony and Wal-Mart • Significantly increased inventory of customer reference assets and managed the references database to house these assets, improving organization’s ability to demonstrate capabilities and close business; assets included testimonial videos, press releases and articles, case studies, industry presentations, and analyst interviews • Designed and delivered high-touch customer events to promote good will, strengthen relationships, and increase customer loyalty • Directed the customer awards program that promoted our clients’ success from our engagements; garnered three BI industry awards—the first ever for HP

Americas Marketing Manager, Business Intelligence Solutions

• Jan 2007 - Dec 2007

• Directed the full portfolio of marketing programs to support awareness, lead generation, thought leadership, partners, and client relationship activities for this $200M consulting services division of Hewlett-Packard • Strategized and executed industry trade shows and campaigns to contribute high-quality BI services leads to the sales pipeline

Industry Marketing Manager

• Jul 2004 - Dec 2006

• Responsible for delivering the full portfolio of marketing programs to increase awareness of BI solutions for the Financial Services industry, contribution to the pipeline, and reinforce the company’s position as the recognized leader in BI • Led the development of foundational marketing tools, including market research (industry trends, BI spend, competitive intelligence, buyer behavior, business drivers), message maps for market segments, telemarketing scripts, and sales collateral to… Show more • Responsible for delivering the full portfolio of marketing programs to increase awareness of BI solutions for the Financial Services industry, contribution to the pipeline, and reinforce the company’s position as the recognized leader in BI • Led the development of foundational marketing tools, including market research (industry trends, BI spend, competitive intelligence, buyer behavior, business drivers), message maps for market segments, telemarketing scripts, and sales collateral to support go-to-market motions • Headed up robust thought leadership program—webinars, white papers, seminars, and industry presentations—that demonstrated unique intellectual capital within the Financial Services industry; promoted content to targeted media and through online channels • Executed campaigns that produced qualified demand for services, generated opportunities, and penetrated new accounts • Developed high-quality, reusable sales tools that pursuit teams leveraged through all stages of the sales cycle • Produced relationship-building events for strategic clients and prospects • Executed analyst briefings and maintained analyst relations • Used salesforce.com extensively to execute and measure marketing programs Show less • Responsible for delivering the full portfolio of marketing programs to increase awareness of BI solutions for the Financial Services industry, contribution to the pipeline, and reinforce the company’s position as the recognized leader in BI • Led the development of foundational marketing tools, including market research (industry trends, BI spend, competitive intelligence, buyer behavior, business drivers), message maps for market segments, telemarketing scripts, and sales collateral to… Show more • Responsible for delivering the full portfolio of marketing programs to increase awareness of BI solutions for the Financial Services industry, contribution to the pipeline, and reinforce the company’s position as the recognized leader in BI • Led the development of foundational marketing tools, including market research (industry trends, BI spend, competitive intelligence, buyer behavior, business drivers), message maps for market segments, telemarketing scripts, and sales collateral to support go-to-market motions • Headed up robust thought leadership program—webinars, white papers, seminars, and industry presentations—that demonstrated unique intellectual capital within the Financial Services industry; promoted content to targeted media and through online channels • Executed campaigns that produced qualified demand for services, generated opportunities, and penetrated new accounts • Developed high-quality, reusable sales tools that pursuit teams leveraged through all stages of the sales cycle • Produced relationship-building events for strategic clients and prospects • Executed analyst briefings and maintained analyst relations • Used salesforce.com extensively to execute and measure marketing programs Show less

Corporate Communications Manager

• Sep 1993 - Feb 2003

• Directed corporate rebranding effort—including online and print collateral, conference display, and web site—resulting in significant improvement in corporate image; increased web site traffic over 30% • Built and executed corporate leadership training program that enabled sales and technical personnel to project a consistent, professional image in all market- and customer-facing activities • Orchestrated the creation of systems, schedules and vehicles for communicating company and… Show more • Directed corporate rebranding effort—including online and print collateral, conference display, and web site—resulting in significant improvement in corporate image; increased web site traffic over 30% • Built and executed corporate leadership training program that enabled sales and technical personnel to project a consistent, professional image in all market- and customer-facing activities • Orchestrated the creation of systems, schedules and vehicles for communicating company and product news to industry's top influencers and decision-makers • Designed blueprint for Leader Summit and directed all aspects of these quarterly meetings that increased customer loyalty, improved product knowledge and demonstrated company's leadership • Managed budget, timeline, and external technical staff • Designed and produced special events to build awareness and generate more buzz for company • Generated creative concepts and led development of promotional brochures, catalogs, direct mail, sales letters, press releases, press kits, email campaigns, ads, presentation materials, signage, packaging, and sales support materials Show less • Directed corporate rebranding effort—including online and print collateral, conference display, and web site—resulting in significant improvement in corporate image; increased web site traffic over 30% • Built and executed corporate leadership training program that enabled sales and technical personnel to project a consistent, professional image in all market- and customer-facing activities • Orchestrated the creation of systems, schedules and vehicles for communicating company and… Show more • Directed corporate rebranding effort—including online and print collateral, conference display, and web site—resulting in significant improvement in corporate image; increased web site traffic over 30% • Built and executed corporate leadership training program that enabled sales and technical personnel to project a consistent, professional image in all market- and customer-facing activities • Orchestrated the creation of systems, schedules and vehicles for communicating company and product news to industry's top influencers and decision-makers • Designed blueprint for Leader Summit and directed all aspects of these quarterly meetings that increased customer loyalty, improved product knowledge and demonstrated company's leadership • Managed budget, timeline, and external technical staff • Designed and produced special events to build awareness and generate more buzz for company • Generated creative concepts and led development of promotional brochures, catalogs, direct mail, sales letters, press releases, press kits, email campaigns, ads, presentation materials, signage, packaging, and sales support materials Show less