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.