Megan Borling

CRM and Marketing Automation Strategist at Cloudtegic
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Contact Information
us****@****om
(386) 825-5501
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Stacy Knox, MsEd

I met Megan at Medina County Entrepreneurs, a group she formed with a few friends many years ago to provide networking opportunities, peer support and business coaching to new business owners. I have to say, she has been such a blessing to me as I have formed my business. I am a counselor by training, and I quickly found out how much I didn't know about developing a thriving business. But, thanks to Megan, she has personally invested into my growth and I am experiencing exponential success as a result! Also, I have made some great business connections who I now call my friends, all because of Megan. She comes from a family of business owners and she knows her stuff! I HIGHLY recommend Megan!

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Credentials

  • Pardot Consultant
    Salesforce
    Nov, 2022
    - Sep, 2024
  • Pardot Specialist
    Salesforce
    Oct, 2022
    - Sep, 2024
  • Salesforce Certified User Experience Designer
    Salesforce
    Oct, 2022
    - Sep, 2024
  • Salesforce Certified Business Analyst
    Salesforce
    Jul, 2022
    - Sep, 2024
  • Salesforce Certified Administrator (SCA)
    Salesforce
    Jun, 2022
    - Sep, 2024
  • Sales Enablement
    HubSpot Academy
    Aug, 2022
    - Sep, 2024
  • Revenue Operations
    HubSpot Academy
    Aug, 2022
    - Sep, 2024

Experience

  • Cloudtegic
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • CRM and Marketing Automation Strategist
      • Dec 2022 - Present

    • Salesforce Specialist
      • Oct 2022 - Dec 2022

  • Freelance
    • Egypt
    • Human Resources
    • 1 - 100 Employee
    • Website Design and Digital Marketing Consultant
      • Dec 2014 - Nov 2021

      • Founded and ran a successful website design and marketing company that provided services to over 100 clients. • Administered CRM and project management software to manage customer interactions, project timelines, and deliverables. • Led website design and development projects from requirements gathering to project launch, keeping UX principles, privacy standards, and accessibility guidelines (WCAG) at the forefront of each project. • Worked closely with business stakeholders, sales and marketing teams, and developers to build solutions to increase client revenue and automate processes. • Generated analytics reports and built client dashboards to analyze data and improve website design and marketing effectiveness. • Provided administration, training, and support for website CMS to over 40 clients and 150 users on a day-to-day basis. • Administered website security, performance monitoring, and ongoing updates, ensuring optimal uptime and user experience. • Integrated 3rd party services such as Zendesk, Salesforce, HubSpot, and other services seamlessly into client websites.

  • Medina County Entreprenuers
    • Founder and Lead Organizer
      • Jan 2016 - Feb 2020

      Successfully formed a volunteer run support group for local small business owners. Organized, promoted, and facilitated weekly networking events. Provided support and mentorship to individuals starting and running businesses. Facilitated educational workshops on topics including marketing, technology, and business administration. Successfully formed a volunteer run support group for local small business owners. Organized, promoted, and facilitated weekly networking events. Provided support and mentorship to individuals starting and running businesses. Facilitated educational workshops on topics including marketing, technology, and business administration.

  • Travelers
    • Pakistan
    • Events Services
    • 1 - 100 Employee
    • Billing Operations Associate
      • Oct 2012 - Dec 2014

      Resolved data discrepancies and identified process improvements. Led a team of five and successfully implemented a new billing system. Provided training and mentorship to junior billing operations associates. 2013 In-Synch Service Award recipient. Resolved data discrepancies and identified process improvements. Led a team of five and successfully implemented a new billing system. Provided training and mentorship to junior billing operations associates. 2013 In-Synch Service Award recipient.

Education

  • Western Governors University
    Bachelor of Science - BS, Business Management
  • Trailhead by Salesforce
    Salesforce Administration
    2021 -

Community

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