SUMMARY:

• I am a passionate and focused executive who finds joy working with leadership teams to drive marketing, alliances, and innovative market growth strategies. My expertise includes implementing field marketing models to elevate the performance of marketing organizations, building world - class teams, client focused strategies and creative, “out of the box” campaigns targeting new and emerging industries and service lines. My passion is living and working with focus, loyalty, grace, transparency—and ultimately leading by example.
• Executive Management · Marketing Leadership · Field Marketing · Brand Strategy & Awareness · Public Relations and Communications · Digital Strategy · Channel Alliances · Go-to-Market campaigns · Client Events · Sponsorships & Tradeshows · Advertising · Mergers & Acquisitions · Advisory Practice Marketing · Audit & Assurance Marketing · Tax Marketing · Product Launch Campaigns · Software as a Service (SaaS) and Cloud based Technology Marketing · Family Office Marketing · Customer Relationship Management (CRM) · Budgeting and Financial Forecasting · Account Focused Marketing · Account Planning and Forecasting · Sales Enablement · Business Leader Coaching · Organizational Change Management · Community and Non Profit Partnerships · Mentoring and Performance Management · Sales and Relationship Development Coaching
• Professional Services, Financial Services, Technology, Venture Capital, B2C, B2B, Software, IT Consulting, SaaS, Cloud based products and services, Real Estate, Consumer Product Goods, Manufacturing and Distribution, Construction, Family Office, Estate and Trust, Agriculture, Life Sciences, Tax, SALT, International Tax, Audit and Assurance, Advisory Services and Channel Partnership/Alliances
• Passionate and proven ability to drive market growth, including launching new products and service lines across both industry and consulting practices.
• Direct senior (CXO) leadership on field marketing, PR, channel partner and business development efforts targeting emerging industries and multiple service lines across US and global markets.
• Deeply loyal and trusted member of executive leadership teams including Global Chairman level executives, Managing Partners and Senior Partners. Served as a trusted advisor to firm leaders on internal and external affairs, firm operations, M&A activities, process and organizational improvements and reorganization, staffing models, marketing, account management, client experiences, and sales support. Develop and implement with firm leaders, Partner performance models and GTM activity tracking. Leveraged data to directly impact Partners annual ratings and income models.
• Led teams which on average, designed and executed 2K+ marketing and networking events annually. This included tradeshows, industry sponsorships, CXO level private dinners/parties, networking events and speaking opportunities. Also, developed and executed an innovative events model for high value clients and prospects, to serve as a closing tool for advanced sales leads. These events included working with celebrity chefs, authors, and high-profile well-known economists. Developed and executed events with The White House, the US Treasurer and Senators.
• Use of creative, business planning, problem-solving, innovation, communications, and leadership skills to build teams, improve a firm’s brand awareness and establish high value channel partner/alliances programs in US and global markets.
• Expertise with elevating a firm’s competitive position and brand awareness through public relations campaigns, media and speaking opportunities with industry focused organizations and publications, and client focused /C-level events.
• Significant experience building and transforming teams in a positive manner, with a renewed focus and passion for delivering a “world class” experience for both internal and external stakeholders.
• Inspiring and mentoring people, especially new hires, and women professionals. I am hand's on when I need to be and find joy in helping to mentor and coaching teams. I have been recognized within multiple firms as a “top performer” and have been selected for multiple “fast track” leadership roles and programs. I was also selected as the first “marketing” employee to be chosen to be a part of a “Women in leadership and networking” organization. I often volunteer to lead or participate in nonprofit and community focused programs—both organized by the firm I was working with and during my personal time off.
• Proven expertise in designing and executing Go-to -Market campaigns that directly contribute to increased market share, revenue, brand awareness, partnerships, and M&A opportunities.
• Significant experience across all marketing disciplines with a strong background in field marketing, account management, priority client based planning and cross selling opportunities, and product marketing.
• Passionate and focused leader, with a strong emphasis on transparency, proactive internal communications, and employee engagement. My change management and communication experience has instilled in me the importance of transparency, loyalty, and a razor-sharp focus on maintaining flawless client engagement and delivery of services.
• Responsible for designing and directing innovative field marketing, alliance based marketing campaigns, emerging industries and key account planning, public relations and speaking opportunities, and high value events.
• Worked directly with alliance /account focused peers in Technology and Financial Services firms to build and executive innovative marketing campaigns and events. Ranked among top 10% of employees based on the success and ROI of marketing campaigns and business development initiatives.
• Worked with Technology Software and Consulting firms internally and as a part of alliance campaigns ( Confidential, Oracle, PeopleSoft, BAAN, Confidential Consulting, SAP, etc.) to design and execute marketing campaigns and events targeting specific decision makers at key clients. Designed and executed C-level lead generation events that contributed over $23M in software sales.
• Directed the design and development of trade shows, seminars, and CXO focused events to support the successful launch of new product and service offerings in US and global markets. Worked with leadership teams to create a value based events program, tracking ROI from events, tracking leads, and determining the most strategic follow up activities targeting key decision makers.
• Charter member of new business venture (BAAN service line) within Confidential Consulting. Responsibilities included everything associated with building a business from the ground up: lead generation, marketing collateral, sales, customer satisfaction, delivery assurance, and partner channel development.

PROFESSIONAL EXPERIENCE:

Confidential

Marketing Consultant

Responsibilities:

• Provide marketing, public relations, and social media guidance to multiple clients ranging from startups to regional leaders in Financial services, Real Estate, Tax Software and Consumer Product Goods companies.
• Provide public relations and media outreach, successfully placed several clients in high profile interviews (television, digital, and speaking at events).
• Served in a CMO and Chief of Staff “capacity” for Technology and Financial Services firms. Help to advise business owners and practice area leaders on the most effective and high value “spend” and campaigns to drive revenue growth.
• Worked alongside Chairman and Managing Partner at one of the Top 25 Accounting and Financial Services firms in the US, to evaluate and reengineer marketing processes, team organizational structures and roles/responsibilities
• Led the US and global launch of a Tax software and consulting firm. Determined the budget and the marketing tools needed to help support the firm as it emerged from “stealth mode” into a public launch

Confidential, Pleasanton, CA

Vice President, Marketing

Responsibilities:

• Selected and appointed as the firm’s first Vice President of Marketing and member of their executive leadership team. Successfully rebuilt the field marketing operations establishing a high performing and cohesive marketing team while overseeing change management and internal and external communication efforts.
• Reporting into the Managing Partner, I led the marketing for this regional based Accounting, Tax, Family Office and Advisory Services firm. I helped to grow the firm from 10.5M to over $20M during my tenure. Lead the marketing, channels, and brand, including overall strategy for demand and lead generation, communications, PR, events, campaigns, events operations, and more.
• Within the first 12 months, I re-structured the team, delivered a re-brand under budget and ahead of schedule (values, positioning, messaging, campaign concepts), launched new content and website design with enhanced tracking capabilities to drive increased traffic, implemented social media strategy and advocacy programs, re-engineered marketing operations, lead strategy & execution of GTM and client focused events.
• My husband’s relocation with Accenture to the Dallas market, resulted in my leaving the firm, as they did not have offices in the Southern region.
• Transformed and managed the marketing organization focusing on field marketing, channel alliances and events. Led the strategic direction and the management of a diverse “suite” of channel partners. This work resulted in increased sales opportunities and branding across both organizations.
• Aligned the marketing organization based on a field marketing model, to better support the firm’s industry and service lines (Accounting, Tax, Family Office and Advisory/Technology consulting).
• General management and cross functional leadership of the Marketing team and Business Development efforts. Provided P&L oversight and lead the fiscal year planning process in partnership with Finance
• Overhauled the firm branding, digital “footprint” and both online and hard copies of marketing materials/collateral, and signage, client messaging and event messaging/positioning.
• Completed and delivered a financial analysis/ROI assessment of marketing spend. Provided guidelines and new governance policies in relation to spend for activities such as events, sponsorships, adverting and nonprofit support.
• Worked with the Managing Partner to prepare and develop content for Partner meetings, Leadership offsite meetings, Speaking Opportunities, and M&A Pursuit meetings, etc.
• Researched, selected, and managed a “Top” ranked PR agency to drive improved market awareness and speaking opportunities for our executives/partners. The success of the newly appointed agency resulted in 500% increase in media outreach and placement in publications including the Wall Street Journal, CNN, etc.
• Lead special projects across the business model, including M&A activity, determining, pursuing and closing high value channel /alliance partnerships, industry organization sponsorships and co-branded speaking opportunities, client focused events, and participation at tradeshows and industry conferences
• Worked with operations committee to design and execute workforce strategies to improve talent acquisition, firm branding as a “best place to work” and aligning our offices as “best cost”/ROI locations.
• Guided firm leadership (Managing Partner and Practice Area leaders) on Go-to Market campaigns, account planning and business development/revenue growth initiatives.
• Led monthly partner meetings, serving as an executive “advisor” on market efforts, PR opportunities, and key-account planning for significant prospects and clients; built accountability through tracking of specific practice and revenue growth goals.
• Led the launch and account management team efforts for several new practice lines and industry teams, including Technology, Venture Capital, Consumer Product, Family Office, Manufacturing, Agribusiness, and M&A.

Confidential, San Francisco, CA

Director of Marketing

Responsibilities:

• Recruited from Oracle to work with Confidential ’s Silicon Valley’s Technology practice, supporting the global Chairman and account-based, field marketing programs. Started at office as a Senior Manager, within the Information, Communications and Entertainment business unit. Within two years, was promoted to Associate Director—leading the entire Northern California business unit, consisting of 3 large offices and over 150 partners. Within the following two years, was promoted and appointed as Director of Marketing. Led the marketing team through several reorganizations and realignment, with no loss of staff resulting, through the process. Led the entire Western half of the US based marketing organization for approximately 6 months during a reorganization workstream. This included serving over 224 Partners and managing 36 marketing staff members.
• Was selected and appointed as the firm’s first marketing team member to serve on the Board of the Confidential ’s Network of Women organization. Was consistently ranked among the top 1% of all employees (non delivery/marketing).
• Senior-level marketing leader responsible for driving marketing strategy, developing sales enablement / relationship nurturing initiatives, and establishing account-based marketing programs. Advised leadership teams on GTM efforts, while overseeing a diverse and effective marketing team.
• Collaborated with business leaders to build and execute account based marketing plans in support of growth priorities, high priority accounts, and emerging markets. Account plans were developed and based upon analysis of industry, regional drivers, economic conditions, competition, alliances, and cross selling opportunities.
• Led the management and oversight of a diverse mix of marketing staff and cross functional teams that work in collaboration with marketing, and account management professionals across multiple cities and countries.
• Collaborated across the organization and across global markets, to drive sales and growth initiatives, build collateral, sales support materials, marketing content and digital outreach, and industry focused events
• Served in a change management leadership role during a marketing transformation effort overseeing internal communications to engage employees using existing and new channels. Responsibilities included: key messaging, communications strategy and plan, leadership messaging, content strategy, FAQs, program branding and execution oversight.
• Designed and developed competitive marketing tools proposals and pursuit supporting documents, market and industry-analysis documents, presentation materials, and oral-presentation scripts.
• Coached Partners and account teams on communication and executive engagement opportunities within target accounts.
• Provided market research on emerging target industries as a focus for future priority markets. Analyzed and provided market recommendations on marketing programs, tools and techniques for Partners focused on building market share in emerging industries, across the western half of the US.
• Responsible for providing guidance and determining future non-profit/community boards for the office to focus on supporting. Provided quarterly reporting to management on opportunities to develop relations with key executives on “connected” non-profit boards and organizations.
• Participated as a member of an exclusive Executive Women’s Leadership Group, focused on mentoring of women in the firm, and building local market eminence for being a Top “Employer of Choice” for working women. Determined strategies for leveraging Women’s initiative as a market growth and revenue generating opportunities.
• Led a proposal and pursuit team, which supported 200+ pursuits and proposals annually, garnering $10M+ in booked revenue in one year alone.

Confidential, Redwood City, CA

Senior Field Marketing Manager

Responsibilities:

• Led the field marketing for the western half of the US, for both the ERP Software and Technology consulting practices.
• Developed quarterly field marketing and account-based plans, including recommended marketing and events to target specific industry segments.
• Responsible for leading the design and execution of marketing programs to support the building of our sales pipeline, and to help to accelerate the closing of opportunities currently in the pipeline.
• Worked with executive management and their sales organizations (both Software and IT Consulting Services) to build and execute CXO focused marketing programs to support 60+ account executives. The average contribution to the quarterly sales pipeline of these programs exceeded $23M. This included working directly with Craig Conway and Dave Duffield, CEO of PeopleSoft
• Provided marketing direction on a weekly basis to software and consulting services account teams on recommended business development programs and events. The campaigns were designed to provide the opportunity to engage clients and prospects on a 1:1 basis, resulting in significantly improved communications, increased sales revenue, and improved client relations.