Marketing Operations & Client Success Specialist

Dan Hart

919-***-**** *********@*****.***

Education:

BBA Information Systems

Purdue University

AAS Business Management

Ivy Tech

Associate of Science

Virginia Commonwealth University

Professional Summary

Client relationships, to engagement, marketing partner Success with automation and coordinating and internal support Marketing with teams, revenue cross-strong Operations channel functional growth. communication, partners, professional Combines projects, and project and expertise business with delivering management, 10+ leaders in years Salesforce, data-of to experience execute and driven Marketo, client-marketing campaigns, managing facing CRM skills. programs. management, improve stakeholder Proven customer and ability Leadership Skills

• Project Management

• Team Coordination

• Stakeholder Communication

• Strategic Planning

• Problem-solving

EXPERIENCE:

DOXA — Client Success & Marketing Operations Specialist (Contract) Fort Wayne, IN Dec 2023 – Present

• Serve as the primary marketing operations partner for internal stakeholders and portfolio company leaders, translating business goals into multi-channel marketing initiatives.

• Manage relationships with business leaders, brokers, agents, and insured audiences to ensure campaigns align with market needs and brand objectives.

• Develop and execute social media, email, and web campaigns that increase brand visibility, engagement, and recruitment efforts across multiple insurance brands.

• Provide strategic recommendations through competitive research, market analysis, and performance reporting to support growth and M&A positioning.

• Create executive dashboards and campaign analytics that help stakeholders evaluate marketing investment, messaging effectiveness, and business outcomes.

• Coordinate audience segmentation, nurture programs, A/B testing, and automated customer journeys to improve engagement and campaign performance.

• Act as a trusted advisor to internal clients by managing campaign execution, setting expectations, and ensuring on-time delivery of marketing initiatives. Indeed — Client Success & Marketing Operations Analyst (Contract) Austin, TX Nov 2023 – Mar 2024

• Supported sales and marketing teams by managing campaign operations for clients ranging from small businesses to enterprise organizations.

• Partnered with stakeholders across NAM, LATAM, EMEA, and APAC to coordinate automation initiatives and campaign delivery.

• Managed cross-functional project workflows in Jira, ensuring teams remained aligned on priorities, timelines, and business objectives.

• Served as a liaison between marketing, sales, and operations teams to improve lead lifecycle management and campaign execution within Salesforce.

• Oversaw audience targeting, segmentation, and database management to improve campaign accuracy and customer engagement.

• Maintained compliance with data privacy and consent management requirements while ensuring the integrity of customer and campaign data.

• Used analytics and automation tools to identify opportunities for improving campaign performance, operational efficiency, and stakeholder outcomes.

Acronis — Lead Marketing Automation Specialist Internal Client Success Burlington, MA Jul 2022 – Jul 2025

• Managed campaign delivery for global marketing teams and channel partners, serving as the primary point of contact for marketing automation requests and execution.

• Led a production team responsible for creating, testing, and deploying email campaigns in Marketo while ensuring quality, accuracy, and on-time delivery.

• Partnered with internal business stakeholders to translate campaign requirements into scalable Salesforce and Marketo solutions.

• Maintained the Salesforce-Marketo integration and supported lead lifecycle processes, segmentation strategies, and data governance initiatives.

• Provided campaign performance reporting and optimization recommendations based on engagement, deliverability, click-through, and conversion metrics.

• Supported global marketing operations by coordinating priorities across multiple teams and ensuring consistent execution of customer engagement programs.

• Acted as an internal consultant for marketing automation best practices, helping stakeholders improve campaign effectiveness and lead nurturing outcomes. Mutton Power Equipment — E-Commerce & Customer Experience Manager Fort Wayne, IN Jul 2020 – Jun 2022

• Managed digital customer experience initiatives across e-commerce, content production, and online merchandising platforms.

• Partnered with internal teams and vendors to improve website performance, customer engagement, and online sales operations.

• Led content production efforts and coordinated cross-functional resources to support marketing campaigns and customer communications.

• Used audience segmentation and behavioral marketing insights to improve targeting strategies and customer outreach.

• Oversaw order fulfillment workflows and digital commerce operations across Shopify, Wix, DealerSpike, and CRM platforms.

Indiana Data Centre — Client Services & Marketing Manager Fort Wayne, IN Apr 2016 – Jul 2020

• Managed marketing initiatives and client-facing projects across multiple business locations.

• Collaborated with third-party partners, vendors, and internal teams to execute digital marketing campaigns and website optimization projects.

• Provided performance reporting and strategic recommendations related to SEO, advertising, and lead generation efforts.

• Coordinated content production teams and external stakeholders to ensure consistent brand messaging and project delivery.

• Supported business operations through financial analysis, reporting, and process improvement initiatives. Conjugate This! — Marketing Director & Client Engagement Lead Raleigh-Durham, NC Feb 2012 – Mar 2016

• Led marketing strategy and client engagement efforts for a Spanish language immersion summer camp program.

• Worked closely with creative teams, influencers, and external partners to develop and execute integrated marketing campaigns.

• Managed content production, outreach initiatives, and stakeholder communications to support program growth and visibility.

• Monitored market trends and competitive activity to guide campaign planning and customer engagement strategies.

Sperry & Associates (Leith Automotive Group) — Digital Account Strategist (Contract) Raleigh, NC May 2011 – Mar 2013

• Managed digital marketing initiatives for a major automotive dealer group, serving as a strategic partner to dealership stakeholders.

• Oversaw advertising performance, marketing automation tools, and reporting processes to improve ROI and campaign effectiveness.

• Coordinated co-op advertising programs, proof-of-performance audits, and communication with multiple dealer locations.

• Provided data-driven recommendations to support customer acquisition and digital marketing strategy. Pancetera Software — Marketing Operations & Client Support Analyst (Contract) Santa Barbara, CA Jun 2010 – Jan 2011

• Supported the VP of Marketing in managing marketing operations, customer communications, and campaign initiatives.

• Coordinated global content production teams and maintained CRM and marketing automation platforms.

• Implemented automated marketing campaigns and customer engagement workflows to improve lead generation and database growth.

• Provided operational support for platform integrations, campaign reporting, and customer data management.

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