Experience

Carlson Solutions

• United States
• Software Development
• 1 - 100 Employee

• President | Lead Salesforce Consultant

  • Jan 2017 - Present

  Fort Lauderdale, Florida, United States • Optimize Salesforce CRM for clients, boosting efficiency, consistency, and data accuracy to improve deal closing. • Enhance lead generation through effective marketing programs, lead scoring, nurturing, and automation. • Streamline marketing to sales, and SDR to AE hand-off with automated processes and scalable methodologies. • Set up efficient SDR teams, processes, and playbooks for targeted lead follow-up and meeting setting. • Create insightful reports and dashboards for… Show more • Optimize Salesforce CRM for clients, boosting efficiency, consistency, and data accuracy to improve deal closing. • Enhance lead generation through effective marketing programs, lead scoring, nurturing, and automation. • Streamline marketing to sales, and SDR to AE hand-off with automated processes and scalable methodologies. • Set up efficient SDR teams, processes, and playbooks for targeted lead follow-up and meeting setting. • Create insightful reports and dashboards for data-driven decision making across sales and marketing. • Expand marketing and sales programs using historical data. • Automate non-selling tasks for sales reps to save time and increase productivity. • Integrate technology to automate administrative tasks for sales reps. Show less



CRM Hacker

• United States
• IT Services and IT Consulting

• Founder

  • Sep 2021 - Present

  Fort Lauderdale, Florida, United States Delivering custom, time-saving Salesforce applications for businesses ready to scale.


RevOps Co-op
• United States
• Technology, Information and Internet
• 100 - 200 Employee
• Member

  • Feb 2023 - Present

Customer Data Automation
• United States
• Think Tanks
• 1 - 100 Employee
• Member

  • Feb 2023 - Present


N2Y

• United Kingdom
• E-Learning Providers

• Senior Demand Generation & Marketing Operations Manager

  • Jul 2020 - Jun 2021

  • Drive lead engagement, build brand awareness, and increase through multi-channel Account-Based Marketing and Sales campaigns. • Collaborate with the team to build out a digital marketing strategy that included Web/Content, Email, Social, PPC, and Webinars. • Lead A/B testing strategies and optimization across digital channels. • Build KPI reports and analyze data for optimization. • Own and optimize marketing tech stack. • Completed Pardot setup and implemented automated… Show more • Drive lead engagement, build brand awareness, and increase through multi-channel Account-Based Marketing and Sales campaigns. • Collaborate with the team to build out a digital marketing strategy that included Web/Content, Email, Social, PPC, and Webinars. • Lead A/B testing strategies and optimization across digital channels. • Build KPI reports and analyze data for optimization. • Own and optimize marketing tech stack. • Completed Pardot setup and implemented automated, logic-driven drip programs resulting in increased engagement and a 214% increase in email traffic. • Implemented a lead scoring program and along with a lead routing process using Pardot, Salesforce, and LeanData. • Participated in numerous Company-wide Charter committees initiated by the Board of Director's, with the goal of implementing larger, company-wide strategies and tactics, including a new Customer Advocacy Program and an overhaul to the eCommerce store. • Implemented an efficient marketing-to-sales process to ensure quick and effective sales responses. • Set up advanced reports and dashboards in Salesforce to drive action and optimization on the lead & opportunity funnel, pipeline, persona targeting, content marketing performance, and more.

• Demand Generation & Marketing Operations Manager

  • Sep 2019 - Jul 2020

  • Drive lead engagement, build brand awareness, and increase MQLs and SQLs through multi-channel Account-Based Marketing and Sales campaigns. • Collaborate with the team to build out a digital marketing strategy that included Web/Content, Email, Social, PPC, and Webinars. • Lead A/B testing strategies and optimization across digital channels. • Build KPI reports and analyze data for optimization. • Own and optimize marketing tech stack. • Completed Pardot setup and implemented… Show more • Drive lead engagement, build brand awareness, and increase MQLs and SQLs through multi-channel Account-Based Marketing and Sales campaigns. • Collaborate with the team to build out a digital marketing strategy that included Web/Content, Email, Social, PPC, and Webinars. • Lead A/B testing strategies and optimization across digital channels. • Build KPI reports and analyze data for optimization. • Own and optimize marketing tech stack. • Completed Pardot setup and implemented automated, logic-driven drip programs resulting in increased engagement and a 214% increase in email traffic. • Implemented a lead scoring program and along with a lead routing process using Pardot, Salesforce, and LeanData. • Participated in numerous Company-wide Charter committees initiated by the Board of Director's, with the goal of implementing larger, company-wide strategies and tactics, including a new Customer Advocacy Program and an overhaul to the eCommerce store. • Implemented an efficient marketing-to-sales process to ensure quick and effective sales responses. • Set up advanced reports and dashboards in Salesforce to drive action and optimization on the lead & opportunity funnel, pipeline, persona targeting, content marketing performance, and more.

• Marketing Operations Manager

  • Jan 2018 - Sep 2019

  Boynton Beach, Florida • Collaborate with the team to build out a digital marketing strategy that included Web/Content, Email, Social, PPC, and Webinars. • Completed Pardot setup and implemented automated, logic-driven drip programs resulting in increased engagement and a 214% increase in email traffic. • Implemented a lead scoring program and along with a lead routing process using Pardot, Salesforce, and LeanData. • Participated in numerous Company-wide Charter committees initiated by the Board of… Show more • Collaborate with the team to build out a digital marketing strategy that included Web/Content, Email, Social, PPC, and Webinars. • Completed Pardot setup and implemented automated, logic-driven drip programs resulting in increased engagement and a 214% increase in email traffic. • Implemented a lead scoring program and along with a lead routing process using Pardot, Salesforce, and LeanData. • Participated in numerous Company-wide Charter committees initiated by the Board of Director's, with the goal of implementing larger, company-wide strategies and tactics, including a new Customer Advocacy Program and an overhaul to the eCommerce store. • Set up advanced reports and dashboards in Salesforce to drive action and optimization on the lead & opportunity funnel, pipeline, persona targeting, content marketing performance, and more.



ion interactive

• United States
• Internet Publishing
• 1 - 100 Employee

• Sales and Marketing Operations Manager

  • Mar 2017 - Dec 2017

  Boca Raton, FL Marketing XP: • Kicked off and executed multiple projects to drive more traffic to ioninteractive.com, improve ion’s search rankings, optimize processes, clean up data, acquire more data, etc. • Revamped Salesforce.com reporting in conjunction with Pardot to ensure a clean and accurate dashboard with user-friendly charts and metrics. • Ideated, developed, and launched progressive profiling on web forms. • Coordination and management of the marketing calendar. • Tech Stack… Show more Marketing XP: • Kicked off and executed multiple projects to drive more traffic to ioninteractive.com, improve ion’s search rankings, optimize processes, clean up data, acquire more data, etc. • Revamped Salesforce.com reporting in conjunction with Pardot to ensure a clean and accurate dashboard with user-friendly charts and metrics. • Ideated, developed, and launched progressive profiling on web forms. • Coordination and management of the marketing calendar. • Tech Stack Management: Salesforce.com (Salesforce Certified Admin), Pardot Marketing Automation, ion Platform, Google Analytics, Google My Business, Sigstr (discovered and now administer), AddThis, Mailchimp, Cloudingo, and GoToWebinar. Sales XP: • Identified, implemented, and managed sales technologies enhancing the quality of deals, decreasing sales cycle, increasing revenue and saving costs. • Tech Stack Management: Salesforce.com (Salesforce Certified Admin), SalesLoft, LeanData, InsightSquared, Docusign, DiscoverOrg, LinkedIn Sales Navigator, and InsideView. • Enabled the sales team to spend 75%+ of their time on active selling activities through creation, automation, and optimization of internal processes. • Developed and maintained an Account Based Sales process selling into high profile target accounts - ~20% of new biz revenue since launch of outbound program, now considered allbound. • Lead a team acquiring nearly 50,000 prospects from sales intelligence tools supporting the outbound sales effort. • Automated the lead scoring process saving ion time, money, and resources while routing prospects to sales reps for quicker outreach with the goal of cutting call:conversation ratio in half, increasing number of Marketing Generated Opportunities opened. • Developed predictive modeling reports for the director of sales to use for forecasting and planning head count and sales quota.

• Sales Operations Manager

  • Jul 2015 - Mar 2017

  Boca Raton, FL I made it easy for the sales team to sell. I owned the creation, implementation, and optimization of internal processes, efficiency-enhancing tools, and overall enablement of the sales badassery that occurred in the Boca Raton, FL office. • Identified, implemented, and managed sales-productivity technologies to enhance the quality of deals, decrease sales cycle, and drive revenue. Tools included Salesforce, SalesLoft, InsightSquared, Docusign, Datanyze, DiscoverOrg and InsideView. •… Show more I made it easy for the sales team to sell. I owned the creation, implementation, and optimization of internal processes, efficiency-enhancing tools, and overall enablement of the sales badassery that occurred in the Boca Raton, FL office. • Identified, implemented, and managed sales-productivity technologies to enhance the quality of deals, decrease sales cycle, and drive revenue. Tools included Salesforce, SalesLoft, InsightSquared, Docusign, Datanyze, DiscoverOrg and InsideView. • Developed an Account Based Sales methodology to sell into target accounts as part of a new outbound sales initiative. • Defined Account Based Sales processes such as enhancing the ideal customer profile to target the best-fit accounts and moving to a contact-based workflow within Salesforce. • Developed and implemented processes as part of the lead and sales cycle to optimize the day-to-day life of the sales team where applicable. • Collaborated with internal marketing and customer success stakeholders to supplement customer acquisition, retention and expansion. • Forecasted sales and revenue as part of the monthly, quarterly and annual planning process • Maintained data cleanliness through process improvement and use of tools. • Developed lead scoring and routing process to surface engaged (“hot”) leads or accounts to the Marketing Generated sales team. • Developed reports for executive leadership team on a monthly and ad-hoc basis. • Identified sales opportunities and developed campaigns, emails, and cadences accordingly • Coordinated and provide training/on-boarding to sales personnel. - Saleforce.com admin: Ideated and implemented Salesforce workflows, automation/validation rules, new fields, etc.



eBay Enterprise

• United States
• Retail

• Vendor Relationship Specialist

  • Oct 2014 - Jul 2015

  Boynton Beach, FL • Acted as the first point of contact for vendors entering the eBay enterprise Dropship Management Program. • Created and implemented a more efficient vendor onboarding process, saving eBay enterprise time and money. • Initiated and led a project to implement a new Salesforce.com CRM. • Upsold a variety of add-ons based on vendor need and retailer compatibility • Collected vendor contracts and payment information from vendors. • Delegated system integrations to production support… Show more • Acted as the first point of contact for vendors entering the eBay enterprise Dropship Management Program. • Created and implemented a more efficient vendor onboarding process, saving eBay enterprise time and money. • Initiated and led a project to implement a new Salesforce.com CRM. • Upsold a variety of add-ons based on vendor need and retailer compatibility • Collected vendor contracts and payment information from vendors. • Delegated system integrations to production support reps based on availability and priority. Show less



Jarden Consumer Solutions

• Manufacturing
• 300 - 400 Employee

• Assistant Manager, eCommerce

  • Apr 2014 - Aug 2014

  Boca Raton, FL Hired (promoted) as a Jarden employee onto the eCommerce team. Collaborated with internal stakeholders to launch SEM, email marketing, paid search, and affiliate campaigns. Worked with finance and business teams to analyze sales plans, sku rationalization, campaigns' costs and revenues to optimize sales and achieve a greater ROI across multiple channels while staying within budget and margin targets. • Grew eBay Account’s annual revenue by $436,000 (100%+ growth) through new product… Show more Hired (promoted) as a Jarden employee onto the eCommerce team. Collaborated with internal stakeholders to launch SEM, email marketing, paid search, and affiliate campaigns. Worked with finance and business teams to analyze sales plans, sku rationalization, campaigns' costs and revenues to optimize sales and achieve a greater ROI across multiple channels while staying within budget and margin targets. • Grew eBay Account’s annual revenue by $436,000 (100%+ growth) through new product additions, content optimization, Daily Deals and other promotional vehicles available within eBay.com. • Developed and managed the online promotional campaigns' products, pricing and inventory for all products in 18+ categories on all branded websites such as FoodSaver.com, Crock-pot.com, Sunbeam.com, Oster.com with expected revenue growth of $10M. • Used Google Analytics to understand our web visitors’ demographics, interests, and behaviors to optimize the branded websites. • Assisted in the migration and launch of 26 DTC websites on the Demandware platform. • Collaborated with internal stakeholders to improve SEO/SEM, PPC, Affiliates Network, Email Marketing, and Content Marketing. • Managed an intern who helped with several projects over the course of summer 2014.

• Assistant Manager, Sales Operations (Contractor)

  • Mar 2013 - Apr 2014

  Boca Raton, FL • Created and optimized product detail pages for 10 B2B accounts in multiple channels across 18 product categories for accounts including Amazon.com, ebay.com, walmart.com, target.com and more). • Managed Direct To Consumer websites’ product content, copywriting, digital assets, keywords/search terms, promotional campaigns, and pricing using an internal CMS and the Demandware platform • Provided Sales Support to all U.S. Account Managers and Field Sales Reps for 18 product categories… Show more • Created and optimized product detail pages for 10 B2B accounts in multiple channels across 18 product categories for accounts including Amazon.com, ebay.com, walmart.com, target.com and more). • Managed Direct To Consumer websites’ product content, copywriting, digital assets, keywords/search terms, promotional campaigns, and pricing using an internal CMS and the Demandware platform • Provided Sales Support to all U.S. Account Managers and Field Sales Reps for 18 product categories, utilizing a Sharepoint site, Telligent community, phone and, email communications. • Maintained a Content Database with optimized, product-specific content (to be used by sales) such as descriptions, features, search terms, dimensions, safety certifications, warranty, etc. • Managed internal communications using a Sharepoint site and Telligent community in order to provide sales & marketing information to account managers and sales reps. • Created reports and analyzed sales data using a BI tool. • Assisted in the development and management of the sales/marketing tools and reports mentioned above.



INBOUND CALL EXPERTS LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Inside Sales Associate

  • Jan 2013 - Mar 2013

  Boca Raton, FL • Sales: Upsold and cross-sold existing clientele on relevant products and/or services based on prior purchases found within a CRM. • Customer Service: Ensured the customer was satisfied with software upgrades or tech support services provided. • Results: Reached the top 3 in sales after the 2nd week at ICE (Team size: 12+; Avg. deal size $100; ~40 deals/week).

• Intern, Sales Development & Operations (Summer Job)

  • May 2012 - Aug 2012

  Boca Raton, FL • Managed multiple projects focused on content optimization with the goal of reaching/exceeding the organization's divisional Digital Commerce objectives. Digital Commerce team managed the branded websites at this time. • Acted as liaison between marketing and sales teams in order to collect and submit product information to each respective B2B account. • Kicked off keyword/SEO research project on divisional branded websites (Holmesproducts.com, bionaire.com, sunbeam.com, and more) to… Show more • Managed multiple projects focused on content optimization with the goal of reaching/exceeding the organization's divisional Digital Commerce objectives. Digital Commerce team managed the branded websites at this time. • Acted as liaison between marketing and sales teams in order to collect and submit product information to each respective B2B account. • Kicked off keyword/SEO research project on divisional branded websites (Holmesproducts.com, bionaire.com, sunbeam.com, and more) to optimize web presence and positioning. • Provided Sales Support to all U.S. Account Managers and Field Sales Reps for 7 product categories, using a Sharepoint site, Telligent community, telephone, and email communications. Show less



All Professional Services, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Inside Sales Associate (Summer Job)

  • Jun 2011 - Aug 2011

  Coral Springs, FL • Generated leads and made sales using professional selling tactics • Made follow up phone calls to ensure the service had been provided adequately • Surpassed the top sales quota each week with the company



Ameriquest Transportation Services Corp

• Intern, B2B Market Research Analyst (Summer Job)

  • Jun 2009 - Sep 2009

  Coral Springs, FL • Screened two online databases (Hoovers was one) to build out an ideal customer profile. • Collected and analyzed data on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand. • Loaded data into Microsoft CRM for use in prospecting. • Ameriquest Corp. used the database in its efforts to generate additional sales and was successful in broadening its clientele