Sales Marketing

Research and Data Analyst • CRM/Business Analyst • Marketing Manager

Multi-faceted, dynamic and motivated professional with extensive research, data analysis, business analysis, database management and marketing/sales operations management experience. Proven ability to leverage a diverse skill set and contribute powerful insights and recommended actions for business solutions. Strong analyst and researcher with a record of accomplishment in producing insightful findings from quantitative/qualitative data. Skilled project manager collaborating to manipulate complex data from multiple sources, develop findings/reports and make performance-enhancing recommendations. Hands-on creative and technical marketing and sales operations manager leading insightful segmentation and campaign strategies.

Business Analyst • Data Analyst • Market Research • Project Management • Market Segmentation • Strategic Planning • Database/CRM • Salesforce.com • Sales and Marketing • KPI/Scorecard Measurement Proposals/RFPs • Training • Process Improvement • Content Development • Policies & Procedures • Lean Six Sigma Black Belt • Technology • AGILE • B2B •Leadership • Relationship Management • Multi-level Communications • Problem Solving • Critical Thinking • Integrity • Collaboration • Proactive • Flexible • Insightful Organized • Detail Oriented

PROFESSIONAL EXPERIENCE

Great American Insurance Group (American Financial Group), Cincinnati, OH • 2014-2017

Market Research Analyst/Salesforce.com Admin/Analyst, SES Division: Leverage technology, tools and data to assess, develop, define and integrate quantitative and qualitative insights for lead generation, strategic decision making and tactical performance enhancement of sales, marketing and client service operations. Identify key performance measures for sales, marketing and client service operations. Design data strategies to produce scorecard, dashboard, trend and other ad-hoc reports to functional areas and executive management. Recommend changes in approach. Prepare in depth market, industry, competitor and prospect research reports for start/stop decisions and identification of new lead gen targets, new markets and product enhancements. Administer Salesforce.com and technology applications. Lead or participate in projects to create solutions to streamline business processes and provide business solutions across the organization. Perform new user on-boarding. Lead individual/group training sessions. Develop training materials. Resolve system problems/issues. Manage data integrity. Monitor new features and add-on offerings for Salesforce.com. Manage workflow of junior team members.

Key Accomplishments:

Created and implemented a targeted market segmentation-based framework and lead scoring methodology as well as contributed input and guidance to marketing content and channel development strategies, optimizing lead generation activities and lead/prospect engagement campaigns to build robust sales funnel/pipeline-Achieved 15% conversion rate and $75k in new premium.

Designed data strategies to produce scorecards, dashboards and insightful reports on the effectiveness of sales, marketing and client service lead generation and engagement activities that led to recommendations for performance measurement and change driving insights (e.g. campaign analysis, program optimization, segmentation effectiveness).

Successfully designed, tested and implemented enhancements and integrations, in collaboration with IT partners and other functional areas, of the Salesforce.com application (e.g. new configurations for SF Sales Cloud, Marketo integration, Tableau data integration, task assignment tools, SF Community, SF Marketing Cloud, systemization of workflow, field/form modifications, etc.) to ensure continued ROI on the system investment

Successfully led the conversion project to transfer business units from legacy CRM to Salesforce.com.

Created comprehensive training manuals, reference sheets and training classes to quickly on-board new Salesforce.com users.

Fort Washington Investment Advisors, Inc. (subsidiary W&S Financial Group), Cincinnati, OH • 2001- 2012

Business Development Analyst/Marketing Manager: Provide and manage targeted marketing programs and communications, including compliance approved content development and channel approach for ads, direct mail, email, webinars and presentations for diverse product lines and business units focused on reflecting the corporate brand, aligning with strategic and tactical organizational goals and achieving continuous, successful business results.. Identify key performance measures for sales, marketing and client service operations. Design data strategies to produce scorecards, dashboards, trend and other ad-hoc reports to functional areas and executive management. Recommend changes in approach. Prepare in depth market, industry, competitor and prospect research reports for start/stop decisions and identification of new prospects for separate products and business units. Deliver high quality, complex, sophisticated and compliant prospect proposals in support of business development. Develop and maintain extensive proposal response database. Design and create marketing collateral. Administer SatuitCRM and technical applications. Lead or participate in projects to create solutions to streamline business processes and provide business solutions across the organization. Perform new user on-boarding. Lead individual/group training sessions. Develop training materials. Resolve system problems/issues. Manage data integrity. Monitor new features and add-on offerings for SatuitCRM. Manage and mentor team members.

Key Accomplishments:

Recognition for deep knowledge and technical expertise and identified as the “go-to” subject matter expert.

Marketing campaigns managed led to new sales of over $200 million AUM.

Competitive intelligence supported the continuation of a 5-year 14% CAGR in assets managed.

Proposal solutions managed contributed to more than $3 billion in sales.

Designed and systematized a comprehensive proposal/RFP response database.

Successfully led the conversion project to transfer business units from legacy CRM to SatuitCRM.

Successfully designed, tested and implemented enhancements and integrations, in collaboration with IT partners and other functional areas, of the SatuitCRM application (e.g. Exact Target, operational data, portfolio data, systemization of workflow, field/form modifications and configurations, etc.) to ensure continued ROI on the system investment.

The Home Depot, Cold Spring, KY• 2012-2015

Head Cashier: Personnel and schedule manager. Cash/till accounting. Provid exceptional customer service. Lead service desk. Train and mentor new associates.

Key Accomplishments:

Recognized by the district manager for loss prevention efforts saving the store hundreds in lost merchandise.

Credit card sales leader for store #2323.

Recognition for deep knowledge and technical expertise and identified as the “go-to” subject matter expert by peers through HOMER awards.

EDUCATION/CERTIFICATIONS

Master of Business Administration (MBA), International Business, Xavier University, Cincinnati, OH

Bachelor of Science (BS), Finance and Accounting, Northern Kentucky University, Highland Heights, KY

LSSBB, Lean Six Sigma Black Belt License #18011906, Breakthrough Performance Group, Cincinnati, OH

TECHNOLOGY

Salesforce.com • SatuitCRM • OnContactCRM • HighRiseCRM • ExactTarget • ConstantContact • Marketo Sharepoint • PowerPoint, • Excel • Word • Visio • Access • Adobe Professiona • Tableau • WebEx • GoToMeeting Jive • Lync • Skype • Analytical/Market Research Tools • QI Analytics • Lexis/Nexis.com • AMBest Dun&Bradstreet • EDGAR • SNL, • eASE Analytics • Morningstar • Bloomberg • Data.com • Internet Search Engines • LinkedIn • Facebook • Twitter • Various others

COMMUNITY INVOLVEMENT

Facebook Page Administrator/Facilitator for Kentucky - Lost, Found and Stolen Pets, Indiana Illinois - Lost, Found and Stolen Pets, Ohio – Lost, Found and Stolen pets. Membership across three pages is 12,000+.

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