Caroline Stevenson
Sr. Director, Marketing Operations at AffiniPay- Claim this Profile
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Bio
Credentials
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Generalist 4-8 Education
Texas Education Certification
Experience
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AffiniPay
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United States
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Financial Services
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200 - 300 Employee
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Sr. Director, Marketing Operations
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Apr 2023 - Present
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Director of Marketing and Sales Operations
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Apr 2022 - Present
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Senior Manager of Marketing & Sales Operations
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Jun 2021 - Apr 2022
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Marketing and Sales Operations Manager
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Oct 2019 - Jun 2021
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Sales Operations Analyst
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Oct 2017 - Oct 2019
As the Sales Operations Analyst, I work directly with our sales and marketing teams to help manage campaigns, leads, and reports in Salesforce and Marketo. -Responsible for the collection, analysis, and reporting of data in Salesforce.com. -Ensure accurate synchronization between Marketo and Salesforce.com databases.-Own data hygiene and am responsible for improvements, sales training, and reporting.-Build infrastructure and oversee the governance of the Marketo instance including campaigns, programs, drip & nurture programs and customer communications.-Leverage Salesforce.com and Marketo for lead campaign & program tracking and analysis-Work closely with all departments in order to develop and maintain reports and dashboards to drive leadership decisions and generate ad hoc reporting. -Partner with the Director of Sales to help with lead assignment and flow as well as evaluate new & existing tools to help the sales team get the most value from software investments. -Optimize lead scoring and distribution methodology to ensure quality leads are passed to sales development for qualification and for increasing efficiencies and conversion rates.-Assist leadership in understanding process bottlenecks and inconsistencies.-Proactively identify opportunities for sales process improvement and thus, improve efficiency for the sales team by developing or improving processes, policies, and data governance. Show less
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Account Executive
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Oct 2015 - Sep 2017
Worked with attorneys nationwide to determine the best payments solution for their practice. In addition, I was responsible for identifying and growing your base of clients via referrals, cold calling, and lead follow-up.-Exceeded performance standards for sales and new account goals. -Achieved a thorough knowledge of AffiniPay products and services.-Represented LawPay & CPACharge in a professional manner at various bar association trade shows and events.- Assisted other account managers when needed, in an effort to exceed customer expectations. -Maintained accurate, clear, and updated data for all assigned customers in Salesforce while maintaining exceptional customer service skills and a highly motivated, dynamic personality. -Monitored the competitive landscape and maintained an education on the new developments in payments and with my individual clients. Show less
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Lifesize
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United States
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Telecommunications
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100 - 200 Employee
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Customer Support Specialist
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Aug 2015 - Oct 2015
-Owned successful onboarding of all Cloud customers. -Understood the business goals/use cases, VC technology strategy & success criteria. -Managed milestones/deliverables, creating implementation schedules, issues and actions tracking. -Managed SMB implementations. -Assisted with technical training and adoption of Lifesize technologies throughout customer base. -Understood Lifesize and who to escalate to internally to get things done for our customers. -Accountable for maintaining industry-leading Net Promoter Score (NPS) for assigned customers and contributing to organic growth by partnering with others including Sales. -Owned operational success of assigned accounts including successful onboarding, proactive account reviews, operational reporting, SLA management, issue management, project success, reporting, and more Partner with Sales, Extreme Support, Finance, and Engineering/R&D to ensure questions/issues are addressed quickly and accurately. -Partnered cross-functionally and lead all initiatives on behalf of assigned accounts. -Participated in root cause analysis efforts for uncovering improvements and understanding what we were doing well. -Communicated improvements/outcomes of action plans (closing loop) for our customers. Show less
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Neiman Marcus Group
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United States
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Retail
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700 & Above Employee
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Brand Manager and Sales Representative
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Sep 2014 - Aug 2015
Identified and applied market trends to product development. Member of the Tech Committee in which our objective was to increase uptake and the use of the technology we had available to our associates and increase productivity as a result. Tracked client’s open purchase orders and provided customers with product knowledge. Created and maintained long-term relationships with the customers in order to achieve the store and individual sales goals and represented the store in a positive manner while ensuring recurring business. Show less
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Vanguard College Preparatory School
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United States
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Primary and Secondary Education
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1 - 100 Employee
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High School Teacher and Coach
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Aug 2012 - Jul 2014
Developed and taught lessons of instruction across the high school world history, environmental science, and health curriculum for grades 9, 11, and 12. Worked collaboratively with other teachers and professionals to create effective lessons that met the learning needs and abilities of the students. Responsible for coordinating the lunch program including maintenance of adequate snack room inventory, management of vendor relationships from purchasing lunch orders through payment after delivery, distribution of lunch to students and supervision of lunch room, and reconciliation and delivery of cash receipts. Organized prom: Responsibilities included supervision of the prom committee ensuring that all student activity account records were accurate, negotiation and verification of vendor contracts, coordination of volunteer activities, resulting in surplus of revenue and positive cash flow for the first time in three years and attendance by 95% of the student body. Environmental club advisor: Organized field trips and service requiring off campus transportation parent permission and initiated a campus-wide recycling program, responsible for the collection and dispersal of recyclable materials. Junior class advisor/sponsor: Worked with Junior class to develop fundraising events, coordinated with “Meals on Wheels” to construct volunteer opportunities, such as no-sew blankets for the elderly. I am the cheerleading coach. I conducted practices in a lively and organized manner and developed a strong ability to work with a team to guide them to success. Show less
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Education
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Baylor University
Bachelor of Science (BS) -
Louisiana College
Master's degree, Education