Experience

Red Bike Advisors (formerly Adam Shay CPA PLLC)

• United States
• Accounting
• 1 - 100 Employee

• CEO

  • Jun 2023 - 7 months

  Wilmington, North Carolina, United States Red Bike Advisors is on a mission to equip small business owners with finance and tax insights that create exponential value for their companies, customers, employees, and families. We deliver proactive business finance and tax services that empower our clients to take action to grow their businesses, and ultimately, their generational wealth. Services: • Virtual CFO • Accounting & Bookkeeping • Tax Strategy & Filing • Tax Controversy & Resolution • Fraud Investigations &… Show more Red Bike Advisors is on a mission to equip small business owners with finance and tax insights that create exponential value for their companies, customers, employees, and families. We deliver proactive business finance and tax services that empower our clients to take action to grow their businesses, and ultimately, their generational wealth. Services: • Virtual CFO • Accounting & Bookkeeping • Tax Strategy & Filing • Tax Controversy & Resolution • Fraud Investigations & Forensic Accounting Learn more and book a free strategy session at https://redbikeadvisors.com. Show less



TenX Venture Group LLC

• Venture Capital and Private Equity Principals

• Managing Director / Founder

  • Jan 2022 - 2 years

  Knoxville, TN TenX Venture Group was created with two objectives: (1) to make direct acquisitions of accounting & tax firms between $500K and $2M revenue, located in the southeast U.S., with a primary source of revenue and client base coming from businesses (vs. individuals); and (2) to offer independent, senior level top-line growth, bottom line return, and exit strategy services to B2B services businesses with revenues between $3-50M. Learn more at https://tenxventuregroup.com/



Fresh Perspective Vacations

• United States
• Leasing Residential Real Estate
• 1 - 100 Employee

• Owner

  • Dec 2021 - 2 years 1 month

  From the mountains of Western North Carolina to the shores of the Gulf of Mexico, our goal is for every guest to experience total relaxation and to gain a fresh perspective outside of your day-to-day life. There’s something magical about the water and the forest that will do that to you! So step away from the grind, kick back, and create some headspace with a Fresh Perspective Vacation. www.freshperspectivevacations.com



Autodesk

• India
• Software Development
• 1 - 100 Employee

• Director, Content & Customer Marketing, Autodesk Construction Solutions

  • May 2022 - Jul 2023

  Owner of content, customer, and social media marketing strategy development, execution, operationalization, and optimization, which includes customer advocacy, engagement, customer content, thought leadership, campaign content, and social. Influence multimillion-dollar pipeline, revenue, and retention growth across our customer base.



Alteryx

• United States
• Software Development
• 700 & Above Employee

• Sr. Director, Customer Marketing

  • Jul 2021 - May 2022

  Owner of customer marketing strategy development, execution, operationalization, and optimization, which includes customer advocacy at all levels of the buying group, customer lifecycle marketing, customer communications, and customer content. Responsible for influencing multimillion-dollar pipeline growth across our customer base. Work closely with partners in marketing, strategy, sales, customer success, and product to drive growth by delivering and prioritizing customer… Show more Owner of customer marketing strategy development, execution, operationalization, and optimization, which includes customer advocacy at all levels of the buying group, customer lifecycle marketing, customer communications, and customer content. Responsible for influencing multimillion-dollar pipeline growth across our customer base. Work closely with partners in marketing, strategy, sales, customer success, and product to drive growth by delivering and prioritizing customer outcomes. {{Dropping the business jargon for a moment}} I have a journalism and content marketing background and am at core a storyteller. Alteryx customers are honestly some of the most amazing people I've ever met, and the work they do and the outcomes they've achieved with our analytics automation platform literally send chills up my spine when they're telling their stories. It's an honor and a privilege to amplify their success stories and their overall success both in business and in life.

• Director, Global Brand, Content & Creative

  • Nov 2020 - Jun 2021

  In Nov. 2020, I took on leadership of the creative services team in addition to content, as well as responsibility for driving the global rebrand across the organization, which launched in May 2020 with a "breakthrough campaign" in major outlets including Forbes, Fortune, and Insider. My content & creative teams worked with external- and internal-facing stakeholders across the organization to identify, prioritize, and refresh more than 260 assets into the new brand.

• Director, Global Content Marketing

  • Jan 2020 - Jun 2021

  I led a talented team of content strategists and writers to develop + execute a world-class enterprise content marketing program that elevates the Alteryx brand and drives engagement, conversion, retention, and advocacy. Responsibilities included: • Collaboration across integrated marketing, product & solution marketing, and community functions: Identify gaps and opportunities to engage prospects and customers through content • Holistic customer experience-focused strategy across… Show more I led a talented team of content strategists and writers to develop + execute a world-class enterprise content marketing program that elevates the Alteryx brand and drives engagement, conversion, retention, and advocacy. Responsibilities included: • Collaboration across integrated marketing, product & solution marketing, and community functions: Identify gaps and opportunities to engage prospects and customers through content • Holistic customer experience-focused strategy across buyer's journey: Thought leadership, demand-focused gated content, digital and campaign copywriting, customer stories, web & SEO • Production: Drive engagement and conversions with thoughtful, on-brand messaging mapped to the appropriate journey stage, content type, and channel • Performance: Measured across engagement, conversion, and revenue • Governance: Strategy, production, tagging, auditing, lifecycle

• Integrated Marketing Category Launch Lead

  • Jan 2020 - Aug 2020

  Tapped by CMO to lead the marketing launch of the analytic process automation technology category. Worked closely with Chief Strategy Officer, Chief Marketing Officer, and functional leads across marketing to launch the category in May 2020 and communicate launch strategy and results to C-team. As a result of this work, received the Alteryx Xcellence Award, the pinnacle recognition award for major contributions in executing on strategic imperatives.

• Sr. Manager, Content Marketing

  • Dec 2018 - Dec 2019

  Irvine, CA



Kofax

• United States
• Software Development
• 700 & Above Employee

• Content Marketing Manager

  • Aug 2016 - Dec 2018

  http://www.kofax.com/ Experienced B2B technology content marketer and strategist who educates, informs, and inspires potential and current customers about software solutions for digital transformation, robotic process automation, financial process automation, customer onboarding, and customer experience. At Kofax, I work with global product, demand generation, field, channel, industry solutions, social and digital marketing teams to create targeted content strategy and compelling stories to attract and educate… Show more Experienced B2B technology content marketer and strategist who educates, informs, and inspires potential and current customers about software solutions for digital transformation, robotic process automation, financial process automation, customer onboarding, and customer experience. At Kofax, I work with global product, demand generation, field, channel, industry solutions, social and digital marketing teams to create targeted content strategy and compelling stories to attract and educate prospects and drive pipeline. • Global content and campaign planning: Strategy, Production, Distribution, Performance • Content & demand generation marketing assets: White papers, ebooks, video scripts, infographics, landing pages, emails, blog posts, web content, slide decks, interactive content, presentations, etc. • SEO/SEM, social media, and advertising campaigns • Field marketing materials: Signage, screensavers, PowerPoints, promotional materials • Customer success interviews and case studies • Sales materials: Solution sheets, brochures, FAQ documents, sales presentations Show less



Smoky Labs

• Canada
• Entertainment

• Digital Marketing & Content Strategist / Consultant / Writer

  • Jan 2003 - Aug 2016

  Consult, create, and execute marketing communications strategies and content for national companies, brands and national magazines & websites. Clients include Rich Products, Kroger, Costco, Scripps Networks (HTGV.com), Lowe's Home Improvement, NewPage Corporation, Merchant & Gould, The French Meadow Bakery, Better Homes & Gardens, Wine Enthusiast, Natural Health, Cooking Light, Health, Every Day with Rachael Ray, etc.



Shelton Group, Inc.

• Insurance
• 1 - 100 Employee

• Digital Marketing Director

  • Dec 2013 - Dec 2015

  Knoxville, Tennessee Area At Shelton Group, I successfully developed digital strategy and multi-channel marketing campaigns for clients at the nation's leading sustainability and energy efficiency marketing firm, collaborating with account services, research, and creative teams to use our proprietary research and insights about consumer behavior to create holistic and effective digital campaigns. Clients included Georgia Pacific, Hewlett Packard, Grainger, UL Environment, CertainTeed, Kohler, Sunpower, Environmental… Show more At Shelton Group, I successfully developed digital strategy and multi-channel marketing campaigns for clients at the nation's leading sustainability and energy efficiency marketing firm, collaborating with account services, research, and creative teams to use our proprietary research and insights about consumer behavior to create holistic and effective digital campaigns. Clients included Georgia Pacific, Hewlett Packard, Grainger, UL Environment, CertainTeed, Kohler, Sunpower, Environmental Defense Fund, and Yale. Selected accomplishments in this role include: ◆ Led digital efforts for a multi-year & multi-channel marketing campaign for Ameren Missouri’s Energy Efficiency Program, including a website restructure & redesign, digital advertising, email marketing, and online video, exceeding program goals by 20%. ◆ Designed & executed multichannel digital marketing campaign for CertainTeed Insulation, including preroll video and contextual, behavioral & retargeting ads for generating 6 million impressions and 38,000 clicks to microsite, with CPM savings of nearly 800%. ◆ Created a lift for a public service campaign, Avoid Energy Drama, by optimizing SEO on the website and tapping into built-in sponsor audiences to drive traffic & conversions, resulting in 25% online conversion rate. ◆ Shifted Shelton Group’s product sales approach to research to a value-driven content marketing and email marketing funnel approach, resulting in 300% increase in revenue. Show less



KaTom Restaurant Supply, Inc.

• United States
• Wholesale
• 100 - 200 Employee

• Web Content Manager

  • Sep 2012 - Mar 2013

  Kodak, TN As a Web Content Manager, I prepared comprehensive marketing & content strategies for a multi-million dollar e-commerce site entailing activities related to SEO-focused product content, marketing promotions, content marketing strategy, website & collateral design, social media, and email & web campaigns. I guided & mentored a team of 10 members and also worked with product acquisitions, web development team, as well as vendor representatives. I revised the product content… Show more As a Web Content Manager, I prepared comprehensive marketing & content strategies for a multi-million dollar e-commerce site entailing activities related to SEO-focused product content, marketing promotions, content marketing strategy, website & collateral design, social media, and email & web campaigns. I guided & mentored a team of 10 members and also worked with product acquisitions, web development team, as well as vendor representatives. I revised the product content marketing approach to focus on best-selling products and higher profit margin products rather than on “first come first served” approach. Selected accomplishment of this role includes: ◆ Reorganized custom content department so that each writer can “owned” a group of manufacturers and could acquire a deep expertise, leverage time, and produce better content. ◆ Segmented e-mail list by using a combination of customer surveys, self-identification tools, CSR training, and behind-the-scenes hand segmentation. ◆ Created & executed first remarketing program. ◆ Interviewed design-build clients and wrote case studies for sales team, including Scripps Networks Case Study. Show less



Knight Ridder

• Book and Periodical Publishing
• 1 - 100 Employee

• Special Sections Director

  • May 2002 - Feb 2003

  Fort Wayne Newspapers, Fort Wayne, IN Responsible for the planning, production, and promotion of all special sections, advertorials, and weekly publications for Fort Wayne Newspapers. This included managing freelance writers, writing stories, designing publications, writing editorial plans and researching competitive publications, managing an expense budget, leading communication with the sales and production departments, and supervising the senior copywriter/designer.



Klopfenstein Homerooms Furniture

• United States
• Furniture and Home Furnishings Manufacturing
• 1 - 100 Employee

• Marketing Director / Office Manager

  • Jun 2001 - May 2002

  Fort Wayne, Indiana Area Managed a 5-person office team; developed and implemented a strategic marketing plan working with print, web, television and radio; monitored sales dollars and gross margins; published marketing pieces; analyzed and reported on marketing effectiveness; and developed staff training procedures to improve customer service in the showroom, on the phone, and on deliveries. During my time at Klopfenstein’s sales revenue increased by 3 percent while the marketing budget held steady at 4… Show more Managed a 5-person office team; developed and implemented a strategic marketing plan working with print, web, television and radio; monitored sales dollars and gross margins; published marketing pieces; analyzed and reported on marketing effectiveness; and developed staff training procedures to improve customer service in the showroom, on the phone, and on deliveries. During my time at Klopfenstein’s sales revenue increased by 3 percent while the marketing budget held steady at 4 percent. Show less

• Special Sections Coordinator

  • May 1999 - May 2001

  Aberdeen American News, Aberdeen, SD Planned, scheduled, and promoted all special advertising sections and publications for the Aberdeen American News and Farm Forum. My job included managing a master special sections calendar, writing and designing sales fliers and packets, and leading communication with the sales, production, and editorial departments.