Experience

Harvest Exchange

• United States
• Financial Services
• 1 - 100 Employee

• Director of Client Success

  • Oct 2018 - Present

  - Establish a marketing strategy for each client by combining the best solutions from the Harvest Suite of products, maximizing long-term value for our customers. - Identify key success metrics and benchmarks to create measurable action during regular discovery sessions with the client.- Collaborate with project and product managers, marketing and data engineers to ensure customer feedback is taken into account and customer success is assured.- Create and improve processes for all aspects of client success ( templates, support guides, internal on-boarding, Harvest vocabulary) in order to ensure proper training and success of new CSM team members.- Lead in the creation and implementation of a new inventory management system which solves discrepancies between the CSM and sales team and provides the organization a comprehensive visual of client content calendars.- Analyze user interest data in order to create trending topic reports to share with key enterprise level clients. Show less

• Client Success & Digital Marketing Associate

  • Apr 2018 - Oct 2018

  - Managed all syndication efforts of Harvest content to different financial media outlets. - Collaborated with the marketing team in creating social media campaigns for existing client content outside of Harvest.- Generated and evaluated client performance through in-house analytics reports and reported findings directly to SVP.- Assisted on all aspects of account management such as on-boarding, technical support, implementation.- Led the creation of daily content newsletters and home page dashboards reaching over 178,000 registered financial professionals. Show less



Noxguard

• United States
• Truck Transportation

• Marketing Manager

  • Jan 2013 - Apr 2018

  Positioning Transliquid Technologies for success, by aggressively marketing their products and services. Responsible for developing, implementing and executing strategic marketing plans for the distribution of Diesel Exhaust Fluid and its related equipment in the Texas region. Positioning Transliquid Technologies for success, by aggressively marketing their products and services. Responsible for developing, implementing and executing strategic marketing plans for the distribution of Diesel Exhaust Fluid and its related equipment in the Texas region.



Marc Hutson Agency-Nationwide

• The Woodlands, TX

• Assistant

  • Dec 2007 - Dec 2010

  Transfered office calls to their respective personnel. Organized over 2,000 customer files and managed all mail outs. Customer service for existing and new clients. Translation services for Hispanic clients. Transfered office calls to their respective personnel. Organized over 2,000 customer files and managed all mail outs. Customer service for existing and new clients. Translation services for Hispanic clients.