Experience

Wealthsimple

Director,
Lifecycle Marketing

2021-present | New York & Toronto

  • Oversee growth, retention, and cross-sell lifecycle programs across 5+ product lines. Channels include email, push, and in-app marketing.

  • Migrated lifecycle stack from legacy platforms to Braze and Taxi for Email to improve conversion, impact, and efficiency.

  • Manage team of 10 marketers and developers responsible for marketing and transactional lifecycle programs.

Policygenius

Head of CRM Marketing

2017-2021 | New York

Acquired by Zinnia

  • Led and developed customer engagement and retention journeys for insurance shoppers that generated and nurtured leads to conversion, drove retention, generated referrals, expanded cross-sell, and more across 4+ product verticals. Channels included email, SMS, push, and direct mail via Iterable.

  • Increased new lead conversion by 20% for life insurance business by overhauling top-of-funnel automated marketing across email and SMS with a/b testing, smart personalization and segmentation, cadence improvements, and targeted messaging.

  • Managed team of 4+ talented lifecycle marketers responsible for CRM programs company-wide.

Panorama Education

Marketing Director

2016-2017 | Boston

  • Managed email marketing programs to inbound leads and clients, including conversion and nurture campaigns.

  • Connected marketing projects and budget to sales funnel data through Salesforce Campaigns to identify campaigns with the highest ROI and re-align team to those efforts. 

Pluralsight

Digital Strategy Manager

2015-2016 | Boston & Salt Lake City

  • United company’s website and blog under one platform, increasing site traffic by 30% and improving ranking for thousands of new search terms.

  • Managed brand campaign discovery process, including researching market, selecting theme, and revealing to employees.

Smarterer

Marketing Manager

2014-2015 | Boston & Salt Lake City

Acquired by Pluralsight

  • Launched engagement plan to introduce user base to new parent company post-acquisition.

  • Piloted a co-marketing campaign with Pluralsight for a live event with the aim of generating attendee engagement; more than 30% of event attendees interacted with the campaign. 

Boundless

Sr. Marketing Associate

2012-2014 | Boston

Acquired by Valore

  • Directed PR strategy responsible for more than 600 press mentions over two years.

  • Developed core messaging for product launches, including communication with users, website copy, external content and support documentation.

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