Director of Client Services

• Jul 2022 - Present

Senior Account Manager

• Jun 2020 - Jul 2022

YOUR TRUSTED HUBSPOT EXPERTSWe help B2B companies massively improve the value from their sales, marketing, and customer service software investments.SMART TECHNOLOGY SOLUTIONS FOR GROWING BRANDSSOFTWARE ONBOARDINGIf you’re new to growth technology, this option is for you. Based on an in-depth discovery session with your team, we’ll develop a customized technology solutions roadmap.OPTIMIZATIONIf you are looking to optimize your existing technology stack, this is the option for you. We do an in-depth audit and interviews with your team, and then develop a technology optimization roadmap.STRATEGIC ADVISINGIf you’re working through more advanced technology challenges or you’re looking for a little bit of help with the onboarding and optimization process, we’ll provide you with a HubSpot Consultant who will act as a strategic advisor.INTEGRATING YOUR SALES, MARKETING AND SERVICE TECHNOLOGIESHUBSPOT MARKETING HUBWe’ll help you track how deals are progressing, organize all sales activity in one place, and accelerate sales cycles to close more deals, faster.HUBSPOT SERVICE HUBWe’ll help you develop a program to delight your customers at scale, building a base of happy customers who provide referrals.HUBSPOT CMS HUBWe’ll help your team implement an award-winning content management system that requires little to no development skills from your marketing team.OUTBOUND SOFTWAREWe’ll help you reach thousands of prospective customers per month using the latest cloud-based outbound sales and marketing software.CUSTOM INTEGRATIONSWe’ll help to pull together the technology platforms you use into HubSpot or Salesforce as the “single source of truth” for all of your data.ADVANCED ANALYTICS & REPORTINGWe’ll help you build the sales, marketing, customer service, and other executive dashboards that you’ll need to make smarter decisions.Contact us here: hello@origin63.com or (619) 929-0174 Show less

Project Manager

• Apr 2019 - May 2020

Digital Marketing Project Manager

• Nov 2018 - Apr 2019

• Planned, developed, and implemented annual marketing and editorial calendars for clients across luxury retail, lifestyle, and NPOs. • Produced culturally and vertically relevant blogs, press releases, and social content for a global consumer goods company. • Conducted extensive analysis of the client’s marketing initiatives utilizing Google Analytics and HotJar which resulted in strategy implementations that increased quarterly sales by 15%. • Partnered with the VP of Marketing to generate brand strategy SOWs that resulted in $200k worth of closed/won business in a 3-month timeframe. • Managed 15+ marketing retainers and large scale website projects from conception to completion, within scope, and timeline parameters. • Developed and implemented company-wide processes to streamline workflow, align productization standards, and reporting best practices for all digital marketing teams. Show less

Senior Account Manager

• Sep 2013 - Apr 2017

Within the first two years of working with Video Gear Inc. and Video Studio Design, I was given more responsibility and promoted from Junior to Senior Account Manager. In the Senior Account Manager role, I:• Allocated financial resources and managed expenses for custom design projects with budgets ranging from $100k-$700k, enabling the business to increase profitability and client retention. • Conveyed companywide spending, efficiency, and production trend information to CEO on a bi-weekly basis, which empowered sales and marketing departments to implement new channel management procedures.• Collaborated with marketing teams producing tailored strategies, resulting in a minimum of 25 active accounts quarterly. • Managed daily workflow for 3-5 members of project teams, ensuring achieved deliverables and improved customer retention, ensuring increased the ability to accommodate sales demand. • Analyzed buying plans by compiling and condensing product, customer, and cost data for studio design projects. Contributing to enhanced production and client retention. • Maintained professional development by cultivating personal network connections and participating in industry, creative and women in leadership organizational events. Show less

Junior Account Manager

• Sep 2011 - Sep 2013

Video Gear Inc. are the film consultants in San Diego. The subsidiary, Video Studio Design offers in-house studio design consultancy services. The time spent in my various roles at the companies was a catalyst in my professional development. Outlined are the responsibilities of my role as Junior Account Manager: • Consulted with over 300 external agencies and vendors to establish coordinated and proactive actions plans, with a focus on the building rapport and mutually beneficial relationships.• Drafted and scheduled 3000+ purchase orders with QuickBooks verifying specifications, costs, and product quality.• Employed consultative competence to identify new human resource request policies and timelines, that resulted in improved performance of human capital relationships.• Responsible for the planning and execution of 10 tradeshows, business events, and product line announcement. • Initiated new organizational and operational procedures to managed interdepartmental inventory allocations, increasing annual profits. • Collected and synthesized client requests, relaying information to senior account teams, allowing them to reply with precision and efficiency for time-sensitive matters. Show less

Client Success Assistant

• Mar 2011 - Sep 2011

Destination Concepts, Inc. (DCI) is a destination management company with headquarters in San Diego, CA. They act as an unparalleled resource in experiential events. Their commitment to cutting-edge concepts and industry knowledge has awarded them a list of impressive Fortune 500 clientele. The time I spent working with DCI sparked my enthusiasm for events and marketing. Which set me on a tailored educational journey and an intentional trajectory of professional development. As the Client Success Assistant, I: • Collaborated with account executive and manager to understand the business sales cycle, from prospect call to event management and design. • Acted as liaison between account managers and design teams when creating schedules, evaluating marketing efforts, and incorporating event specifications. • Supported organizational goals by taking ownership of the implementation of event directives for client visits, luncheons, and meetings. • Customized inventory and control measures to individual projects which resulted in high-level companywide coordination, mitigating the issue of double booked inventory. • Integrated and cataloged supplemental event inventory and project materials, effectively reducing project billings, saving the company a percentage of labor and project costs. • Assisted with the day of event logistics for clients in the financial and insurance industries, ensuring project objective were exceeded for a variety of design projects. • Conceptualized project plans and program designs, involving set-up/take-down schedules. Allowing account executives to better meet the clients’ needs and effectively deal with contentions. Show less