A global consultancy recognized they were not harnessing the full capabilities Pardot offered. Much of the work was being handled manually and wasn’t scalable. After assessing the organization, it became clear most of the issue was lack of knowledge of the product and how to design Pardot to do the work for the marketing teams. I rolled out solutions in Americas, tested, and optimized scalable solutions. Created documentation, video training, virtual live training.

A private liberal arts university transitioned to Salesforce and Pardot from another SaaS. I was brought in to review the implementation, align Pardot with the sales process and methodology, create the if/then logic of multiple engagements based on field changes in Salesforce as students moved through the University selection process. I also worked with their email specialist on using if/then HML merge fields for personalization.

Endorsed by the G20, a developer of climate change risk management platform designed to enable businesses to build climate confidence and level up their TCFD reporting was struggling with a move from HubSpot to Pardot. Working with the team for a period of approximately six months, several processes and gaps were closed via automation, AI, or lack of knowledge.

Increased adoption and best practices to bridge gaps connecting sales and marketers, and giving sales access to content they can send to leads with the click of a button. Developed strategies and training materials for Sales to know how to prioritize lead follow up, understand their leads and contacts so they focus their time on what matters most: having better sales conversations that drive profitable business.

Oversaw Marketing of SPARXiQ. Responsible for brand name change, logo, brand styling, new website, configuring and integrating Pardot & Salesforce instances, sales enablement solutions within SFDC, campaign reporting, and opportunity pipeline management, as well as SFDC adoption. Created training documentation and video and trained staff.

Created a team that consistently creates market-leading content that builds and maintains brand awareness. Led adoption of digital marketing strategies and automation within the organization, leveraging Salesforce and other internal and external technology, applications and systems to foster business growth measurably. Implemented and launched Salesforce and Pardot. Configured and implemented Pardot to align with sales and marketing strategies.

Enabled sales activities through the creation of segmented and targeted messaging programs designed with the end user’s experience first. Created content for all levels of the sales and marketing funnel. Content ranged from conversational/awareness to technical/ decision-making stages.

Consulted on Pardot solutioning and integration with SFDC.

Managed Salesforce Pardot for lead gen purposes, prospect nurturing, client communication, and partner education and communication. Trained sales and marketing teams on how to use Pardot insights to have better conversations with leads, solve business problems and become the trusted advisor for their industry. Created both visual, verbal, and written documentation on Pardot usage and best practices.

Worked closely with sales and channel to create new marketing activation campaigns; created landing pages, email templates, drip campaigns, nurture campaigns; set up A/B testing; created a plan for a more effective scoring matrix; worked with global team to create messaging design to convey story and brand worldwide in any culture. Established and executed all email campaign processes – segmentation, targeting, messaging, graphic design, layout, A/B testing, tracking, workflows.

Oversaw all marketing activities. Pivoted market strategy from a sales training company to an enterprise SaaS provider; collaborated with marketing agencies; implemented Pardot marketing automation, marketing activation campaigns; maintained website content; managed content building, analytics, CRM, integrated marketing, digital marketing, social media planning, and execution,