Professional Summary
Results-driven marketing and operations professional with 14+ years of progressive experience in the financial education and trading software industry. Proven track record of driving customer acquisition, optimizing marketing campaigns, and delivering data-driven strategies that increase revenue and customer retention. Expert in cross-functional collaboration, CRM development, and leveraging analytics to inform business decisions. Successfully contributed to company achieving highest net sales in its history through strategic remote operations management.
Record Revenue Growth
Contributed to company achieving highest net sales in its history through strategic remote operations management.
Customer Retention
Reduced churn by 30% and increased upsell conversions by 45% through targeted engagement strategies.
Marketing Performance
Increased campaign engagement by 40% and email CTR by 25% through A/B testing and personalization.
Operational Efficiency
Reduced manual data entry time by 60% through CRM automation and decreased onboarding time by 40%.
Professional Experience
Operations Project Manager
Base Camp Trading 2021 – Present- Spearhead customer support operations while managing comprehensive marketing initiatives, achieving 95%+ customer satisfaction ratings.
- Design and execute multi-channel marketing campaigns, optimizing ROI through A/B testing and data-driven refinements that increased engagement by 40%.
- Lead cross-functional project teams to deliver marketing initiatives on time and within budget, coordinating with sales, product, and creative departments.
- Develop and distribute targeted email newsletters to segmented audiences of 10,000+ subscribers, resulting in 25% increase in click-through rates.
- Edit and refine marketing copy across all channels, ensuring message clarity and brand alignment.
- Partner with Sales and Product teams to analyze customer behavior trends and user experience data.
Business Operations Manager
Profits Run, Inc. 2017 – 2020- Designed and implemented sales retention program that reduced churn by 30% and increased upsell conversions by 45%.
- Generated comprehensive daily and monthly sales analytics reports, identifying revenue opportunities contributing to 20% YoY growth.
- Conducted market research and competitive analysis to support business development strategies.
- Managed merchant services operations and customer inquiries with 98% first-contact resolution rate.
- Pioneered remote work operations framework that optimized team productivity.
Customer Support Specialist
Profits Run, Inc. 2011 – 2017- Developed and implemented CRM tracking systems and automated reporting tools that reduced manual data entry time by 60%.
- Drove customer acquisition and retention by supporting promotional campaigns, contributing to 35% growth in active customer base.
- Trained and mentored team of 8 new customer support representatives, reducing onboarding time by 40%.
- Established standard operating procedures for customer correspondence and technical support workflows.
Core Competencies
Technical Proficiencies
Professional Strengths
Let's Work Together
I'm always open to discussing new projects, creative ideas or opportunities to be part of your visions.