2023 to present
First Bank
VP, Content Marketing & Analytics Manager
Leading lifecycle, acquisition, content, CRM, website strategy, and analytics across a regional bank with 113 branches.
HubSpot transformation
Migrated 200K marketing contacts from MessageGears to HubSpot and built the data, automation, segmentation, and reporting foundation behind a more mature lifecycle program.
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HubSpot transformation
Migrated 200K marketing contacts from MessageGears to HubSpot and built the data, automation, segmentation, and reporting foundation behind a more mature lifecycle program.
View case studyChallenge
Customer, product, and campaign data lived across disconnected systems, limiting segmentation, automation, and confidence in reporting.
Leadership
Led the RFP, business case, risk review, and migration spanning nine months; designed custom objects, API integrations, properties, governance, and phased cutover.
Impact
Migrated 200K contacts, approximately 30 templates, 15 forms, and six onboarding journeys on deadline, with stronger segmentation and no service interruption.
Web lead optimization
Reworked digital conversion paths and automated lead routing, contributing to 203% growth in form submissions and 59% growth in business banking leads.
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Web lead optimization
Reworked digital conversion paths and automated lead routing, contributing to 203% growth in form submissions and 59% growth in business banking leads.
View case studyChallenge
Website traffic was not consistently converting, and submitted leads could be delayed by manual branch lookup and inconsistent routing.
Leadership
Redesigned /learn and /business content and CTA architecture using testing insights, then implemented automated HubSpot routing based on location and form data.
Impact
203% YoY increase in form submissions, 59% increase in business banking leads, and faster delivery to the right branch.
Peak Financial Wellness
Led an integrated campaign across 113 branches and digital channels that increased landing page leads 700%.
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Peak Financial Wellness
Led an integrated campaign across 113 branches and digital channels that increased landing page leads 700%.
View case studyChallenge
Unexpected constraints removed the original execution path, leaving an accelerated timeline of four weeks and a campaign that still needed to launch everywhere at once.
Leadership
Guided strategy, messaging, and an internal creative team across branch collateral, web, display, email, and social.
Impact
700% lift in landing page leads, 62% more QR scans, 10% more page traffic, and on time delivery to all 113 branches.
Good to Know
Helped turn financial education into a scalable content and lifecycle platform built around useful customer experiences.
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Good to Know
Helped turn financial education into a scalable content and lifecycle platform built around useful customer experiences.
View case studyChallenge
Educational content needed to feel human and useful while still connecting to measurable customer journeys in a regulated environment.
Leadership
Served as internal project lead with The Rivers Agency; defined goals, guided messaging and UX, aligned compliance and product feedback, and connected the hub to nurture efforts.
Impact
Established a scalable foundation for acquisition and engagement, strengthened the brand’s focus on customer needs, and earned a published agency case study.
A clearer operating system for Marketing
Current buildTurning scattered requests and invisible workloads into a shared system for planning and delivery.
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A clearer operating system for Marketing
Current buildTurning scattered requests and invisible workloads into a shared system for planning and delivery.
View case studyChallenge
Marketing and Internal Communications needed a more consistent way to intake work, see capacity, and coordinate across teams.
Leadership
Leading a Monday.com rollout with request forms, task workflows, and dashboards for branch collateral, advertising, events, and other shared work.
Impact
Building the foundation for clearer priorities, workload forecasting, and more accountable delivery across teams.
Executive marketing measurement
Current buildCreating a durable baseline for what marketing is generating now and what future demand signals suggest.
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Executive marketing measurement
Current buildCreating a durable baseline for what marketing is generating now and what future demand signals suggest.
View case studyChallenge
Monthly and quarterly reporting contained useful activity data but lacked a consistent executive narrative and scalable data foundation.
Leadership
Redesigned reporting around repeatable demand and influence questions, then began automating dashboards and improving data accuracy.
Impact
A clearer view for decision making that spans leads, forms, sessions, email, search visibility, social relevance, and emerging demand.
Treasury Services Hub
Current buildReplacing fragmented PDF packets with a scalable education and onboarding experience.
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Treasury Services Hub
Current buildReplacing fragmented PDF packets with a scalable education and onboarding experience.
View case studyChallenge
Business clients and internal teams relied on outdated, disconnected product materials during a complex onboarding journey.
Leadership
Partnering with Treasury to define the content architecture, product education, and customer journey for a centralized digital hub.
Impact
Creating a clearer onboarding experience designed to reduce confusion and support future content expansion.
Immediate business onboarding
Replacing a daily spreadsheet handoff with an immediate customer experience.
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Immediate business onboarding
Replacing a daily spreadsheet handoff with an immediate customer experience.
View case studyChallenge
Business Online Banking customers waited on a batch process for welcome instructions and temporary password delivery.
Leadership
Mapped the experience and coordinated form, data, and CRM automation so submissions could trigger the next steps immediately.
Impact
Converted a manual daily process into a faster, more consistent onboarding journey with performance visibility for Business Support.
