Experience

Orange County/Inland Empire SBDC Network
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Business Consultant

  • Sep 2021 - Present


Santa Ana Chamber

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Marketing Consultant

  • Jun 2021 - Present

• Business Development Manager

  • Feb 2020 - Jun 2021



EntelMed

• United States
• Wellness and Fitness Services

• Business Development Manager

  • Jul 2020 - Aug 2020

  Proactive Business Development Manager effective at discovering new target audiences and expanding revenues. Collaborates well with marketing professionals, knowledgeable sales staff and a supportive executive team. Motivated professional that measures success by revenue increases and a growing bottom line. Proactive Business Development Manager effective at discovering new target audiences and expanding revenues. Collaborates well with marketing professionals, knowledgeable sales staff and a supportive executive team. Motivated professional that measures success by revenue increases and a growing bottom line.



LUK Enterprises Inc.

• Sales & Marketing Director

  • Oct 2016 - Feb 2020

  • Responsible for the strategic direction of all marketing programs and campaign tactics including marketing plans, marketing budget, Demand Generation, KPIs and Customer Relationship Management lead tracking activities via Salesforce. • Managed sales pipeline via business applications and marketing software, Infusionsoft and Hubspot. • Managed sales operations, hands-on training, procedures and strategy for all new product marketing and product launches. • Managed the daily operations of the ecommerce website including monitoring and updating product inventory, and using platform data to develop lead generation tactics through e-mail and social media campaigns. Continually work to optimize the digital experience across mobile, tablet and pc platforms. • Generated sales through prospecting activities which include marketing analytics, lead tracking, trade shows, community outreach, networking, digital advertising, cold-calling, industry events, PR and referrals. • Responsible for the data management of daily lead acquisitions. • Managed, train and mentor a team of 8 business development representatives to provide insight on industry trends and improve sales techniques in order to have positive impact on revenue. • Developed and create the annual sales and marketing plan presentation which includes detailed budget for staffing, planned brand building activities, trade show participation, etc. • Responsible for developing business marketing strategies and digital communications, including social media via LinkedIn and Facebook, marketing research, copywriting collateral and pipeline creation to increase the company's B2B clients. Show less



Pacific Life

• United States
• Financial Services
• 700 & Above Employee

• Marketing Manager - Lead Generation

  • May 2013 - Mar 2016

  • Responsible for the lead generation marketing program; managed content creation, marketing strategy, nurture tactics, webinar activities, e-mail campaigns, landing pages and direct mail. • Collaborated with Sales teams to develop a lead scoring model and analytical metrics to qualify and nurture leads through the sales cycle. Created individual and group buyer personas to build targeted content strategies and value propositions. • Optimized and configured customer segmentation within email marketing/marketing automation platforms, ExactTarget and Distribion, to improve engagement and lead generation results. • Built lead nurture programs using web development and WordPress CMS platform, HTML e-mail, video and direct mail. Developed key performance indicators to report effectiveness of marketing campaigns, ensure data quality of the marketing database, pipeline and A/B testing. • Developed and delivered strategies and tactics for inbound marketing and outbound marketing multi-channel campaigns. • Created an e-commerce lead generation strategy to use abandoned shopping cart data to provide warm sales leads. This tactic resulted in an 11% improvement of the sales closing ratio. • Worked with Business & Estate Planning Attorneys to re-boot their monthly webinars by segmenting and targeting the audience, and creating a content marketing strategy that resulted in 51% improvement in attendance.• Collaborated with AVP of Digital Marketing to develop strategic communications to optimize engagement and lead conversion.• Analyzed data to discover sales opportunities using Customer Relationship Management data and campaign performance metrics. • Used marketing analytics to investigate and influence changes to marketing automation, website digital design, e-mail headlines and call-to-action buttons. • Provided lead generation regional support and marketing coordination to divisional branch offices, marketing organizations, broker-dealers and subsidiaries. Show less

• Marketing Communications Operations Manager

  • Sep 2007 - May 2013

  • Reported to the V.P. of Strategic Marketing as a supporting role to ensure Divisional initiatives were accomplished.• Supervised a staff of 7 that included Traffic Coordinators, Inventory Control team, and Marketing Orders Desk team.• Managed the distribution of digital media and print items in product launches, and campaigns which averaged 400 active jobs at any given time.• Created and updated workflows in the project management system to reflect best practices and increased efficiencies. • Led and collaborated with project teams on new product launch and campaign initiatives, which included the development of marketing strategy for both B2B and B2C print and digital marketing assets.• Reviewed sales collateral to ensure compliance regulations and requirements were met. Kept up to date on SEC/FINRA laws, interpreted and applied them on marketing collateral and department processes. • In collaboration with several departments, acted as the lead project manager and assessed impacts on brand/marketing strategy, projects, staffing and budgets. • Introduced and deployed Marketing Resource Management software, MarketingPilot, to the division to help manage campaigns, assets, leads and project budgets under one platform. • Deployed and built the platform architecture of Microsoft Dynamics Marketing software. As a subject matter expert of the system, set up and trained all new users and was the point of contact for troubleshooting issues. • Monitored a $20MM budget to meet bottom line targets, which included costs of sales collateral and project management and fulfillment systems expenses. Reduced print budget by 73%, from $4.4MM to $1.2MM, by introducing digital innovation and converting assets into electronic formats, changing paper type and grouping print runs. • Handled vendor relationships of project management and fulfillment systems. Show less

• Marketing Production Supervisor

  • Jul 2000 - Sep 2007

  - Managed traffickers and inventory controllers. - Developed reorganization plan for production team.- Implemented new project management system that helped streamline approvals of sales and marketing materials.- Supervised Records Retention procedures for all print collateral based on corporate legal schedule.- Worked with Adobe and company’s IT staff to implement shared reviews of PDFs.- Established framework for uniform trafficking processes.- Served as business expert in creation of customized digital fulfillment site with vendor, Veritas. Show less


Orange County Chapter of the American Marketing Association
• Social Media VP

  • 2013 - 2014