Director of Marketing Automation & Operations
2024
Lead the strategy, implementation, and optimization of scalable marketing automation and operational systems for financial services and fintech clients, including RIAs, broker-dealers, and B2B SaaS providers at this niche agency.
Key Responsibilities & Achievements:
- Developed and executed scalable marketing operations strategies for wealth management and fintech clients.
- Led HubSpot onboarding, configuration, and optimization for 10+ clients; advised on strategy and negotiated directly with HubSpot.
- Increased Intention.ly’s HubSpot partner tier from Gold to Platinum, achieving 200% YoY growth in new Hub sales and MRR.
- Appointed to the 2024 HubSpot Partner Advisory Council, representing FinServ industry needs.
- Managed multi-platform email campaigns across HubSpot, Instantly, Constant Contact, Mailchimp, Pardot, and Beehiiv.
- Designed lead management, campaign ops, and reporting systems to improve funnel performance and visibility.
- Oversaw MarTech stack selection, implementation, and alignment with client growth goals.
- Built custom automation workflows and integrations using n8n to streamline processes and connect platforms.
- Acted as subject matter expert in email marketing strategy and deliverability.
Core Competencies:
Marketing Automation | Email Marketing | Lead Lifecycle Management | HubSpot Strategy & Enablement | Campaign Operations | MarTech Stack Optimization | Revenue Attribution | System Integrations | B2B SaaS & FinServ Expertise