Director of Marketing Automation & Operations
November 2023 to Present
HubSpot Platinum Partner and marketing consultancy focused on growth engine design for financial services. Lead marketing operations, automation, and AI strategy across a 50+ client portfolio.
- Designed lead scoring models and campaign attribution systems for 25+ B2B clients. The work gave sales teams real funnel visibility for the first time at several firms and measurably improved MQL-to-SQL conversion rates.
- Spearheaded launch of the Intention.ly AI Lab to evaluate and deploy AI tools for outbound campaigns, visitor deanonymization, data enrichment, and email personalization.
- Published a 4-part thought leadership series addressing the industry’s 80-95% AI implementation failure rate.
- Scaled marketing automation across 10+ concurrent clients, building custom workflows in n8n and managing multi-channel campaigns that span paid search, LinkedIn, ABM campaigns, programmatic ads, and email marketing.
- Serve as the firm’s go-to SME on email deliverability, compliance, and strategy, especially for regulated financial services.