Director of Marketing Automation & Operations
November 2023 to Present
Lead marketing operations and technology strategy for Financial Services marketing agency, driving both internal operations excellence and client delivery.
Technology & Infrastructure:
- Architected and scaled HubSpot operations for 10+ clients, achieving Platinum Partner tier through 200% YoY growth in Hub sales and MRR
- Built custom automation workflows and integrations using n8n, connecting disparate platforms to streamline operations and reduce manual processes
- Led the Intentionally AI Lab initiative, vetting and implementing high-impact AI marketing tools for client deployment
Operations & Process Optimization:
- Designed comprehensive lead management, campaign operations, and reporting systems that improved funnel visibility and conversion performance across client portfolio
- Managed multi-platform email operations across HubSpot, Instantly, Constant Contact, Mailchimp, Pardot, and Beehiiv
- Served as subject matter expert for email marketing strategy, deliverability optimization, and compliance
Strategic Leadership & Partnerships:
- Appointed to 2024 HubSpot Partner Advisory Council, representing FinServ industry needs and influencing product development
- Established revenue-generating affiliate partnerships with WP Engine, Apollo, Constant Contact, driving incremental agency revenue
- Led HubSpot onboarding, configuration, optimization, and strategic consultation, negotiating directly with HubSpot leadership