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Serena M Patel is a seasoned marketing professional with extensive experience in customer success, digital marketing, and business development. She has held various roles, including Marketing and Customer Success Manager at Dreami, where she spearheaded CRM system implementation and developed proactive strategies to enhance customer engagement and retention. Prior to that, she worked as a Paid Media Marketing and Analytics Intern at Lithia & Driveway, where she analyzed performance of paid media partners and developed standards for Paid Social and Paid Search Ads. Patel has also interned at several other companies, including Kahani Digital Marketing, The Desi Bride, Harry & David, Desi Girl Magazine, and SHREE JALARAM HOSPITALITY LLC, where she gained experience in digital marketing, content creation, and customer service. She holds a Master of Business Administration (MBA) from Southern Oregon University and a Bachelor of Science (BS) from the University of Oregon, with a concentration in Marketing.

Credentials

  • B2B Marketing on LinkedIn
    LinkedIn
    Feb, 2023
    - Jun, 2026
  • Introduction to SQL
    DataCamp
    Aug, 2021
    - Jun, 2026
  • Introduction to Data Studio
    Google
    Feb, 2024
    - Jun, 2026
  • Advanced Google Analytics
    Google
    Jan, 2024
    - Jun, 2026
  • Google Analytics for Beginners
    Google
    Jan, 2024
    - Jun, 2026
  • Google Ads Display Certification
    Google
    Feb, 2024
    - Jun, 2026
  • Google Ads Search Certification
    Google
    Feb, 2024
    - Jun, 2026
  • Google Analytics Individual Qualification
    Google
    Feb, 2024
    - Jun, 2026

Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Marketing and Customer Success Manager
      • Jan 2024 - Present

      • Develop and execute proactive strategies to enhance customer engagement and retention, leveraging data-driven insights to improve renewal rates and satisfaction• Spearhead CRM system implementation for Customer Success and Support, optimizing workflows and collaboration• Design and implement streamlined customer success processes, enhancing satisfaction and retention. Proactively assess customer needs, translating insights into actionable improvements• Demonstrate leadership as primary customer contact, fostering trusted relationships and earning an Excellence in Mentorship award• Utilize analytics to drive informed decisions, enhancing product engagement and revenue growth. Proactively monitor customer milestones for effective service delivery.

    • Marketing and Customer Success Specialist
      • Jan 2023 - Jan 2024

      • Contributing to marketing growth and developing marketing strategy• Developing and executing a sales strategy emphasizing cold emailing and partnership development• Driving leads and increasing inbound traffic through various tactics such as creating informational content, producing video content, executing event-based marketing and utilizing paid advertising• Assisting in initial customer contact to gather requirements and provide an overview of the company's offerings• Key player in ensuring customer success post-acquisition by serving as the primary point of contact, providing updates and offering support to users using the Dreami platform

  • Lithia & Driveway
    • Medford, Oregon, United States
    • Paid Media Marketing and Analytics Intern
      • Jun 2022 - Dec 2022
      • Medford, Oregon, United States

      • Responsible for reporting and analyzing performance of paid media partners using internal reporting tools• Developed standards for Paid Social and Paid Search Ads and proactively initiated conversations to improve processes• Strived to stay current and expand knowledge on assigned business and ...

    • Business Development, Public Relations, and Influencer Marketing Intern
      • Jan 2022 - Jun 2022

      • Oversaw management of current South Asian-Owned/Founded businesses while actively seeking new business opportunities for potential brands• Generated and nurtured business prospects and partnerships by creating proposals• Maintained communication with current and potential clients, fostering str...

    • Content Intern
      • Mar 2022 - Apr 2022

      • Crafted unique interview questions and interviewed couples and vendors• Authored blog articles and executed content strategy that included video and audio production• Assessed market landscape to determine best practices and designed an effective content strategy aimed at increasing platform vi...

  • Harry & David
    • Medford, Oregon, United States
    • Digital Marketing Intern
      • Jul 2021 - Sep 2021
      • Medford, Oregon, United States

      • Assisted in organizing promotional calendars, producing analytics reports, executing new web content, conducting audits, and managing creative ticket requests for mobile and web platforms• Implemented mobile platform strategies to boost marketing efforts for mobile commerce, SMS, and push notif...

    • SEO Digital Content Intern
      • Mar 2021 - Aug 2021

      • Conducted market, keyword, and competition research to enhance follower engagement, maximize exposure, and attract and retain new followers in the industry• Initiated new features to enhance brand awareness• Created, edited, published, and collaborated on daily content with team members• Establ...

    • Marketing Intern
      • Jun 2019 - May 2021

      • Exposure to engage across franchise and non-franchise hospitality portfolio of four properties with 195 rooms combined• Optimum efficiency and guest satisfaction ensured through property management, digital marketing and customer service relations

    • Marketing Intern
      • Jun 2019 - May 2021

      • Exposure to engage across franchise and non-franchise hospitality portfolio of four properties with 195 rooms combined• Optimum efficiency and guest satisfaction ensured through property management, digital marketing and customer service relations

Education

  • 2023 - 2024
    Southern Oregon University
  • 2019 - 2022
    University of Oregon
  • 2015 - 2019
    St. Mary's School of Medford

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Marketing and Advertising”

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