INDEPENDENT CONTRACTOR
MARKETING AUTOMATION &
AI SOLUTIONS ARCHITECT
February 2021 – PRESENT
Platform Architecture & Integration: Designing and connecting marketing automation platforms across enterprise tech stacks, including instance setup, CRM sync (Salesforce, Dynamics 365), API development, webhook integration, and third-party platform connections, using AI-assisted architecture design to accelerate discovery, solution modeling, and documentation
Lead Scoring, Lifecycle & ABM Strategy: Designing AI-enhanced lead scoring models and lifecycle stage mapping from MQL to SQL, leveraging behavioral signals and predictive logic. Architecting tiered ABM programs with intent-driven audience builds, and sales-aligned workflows coordinated across CRM, CDP, and paid media
Data Modeling, Governance & Compliance: Defining field mappings and data relationships between systems, managing database hygiene, deduplication, and migration. Establishing data governance policies and managing GDPR, CCPA, CAN-SPAM, and CASL compliance and automated governance.
AI-Augmented Solution Design & Instance Auditing: Integrating agentic AI workflows and models across the full engagement lifecycle, including automated instance health auditing, AI-driven troubleshooting playbooks, and LLM-accelerated solution design to evaluate database hygiene, program architecture, scoring models, sync health, and governance gaps at scale
Segmentation, Personalization & Dynamic Content: Building AI-driven audience segments using behavioral scoring and propensity modeling. Developing personalized content frameworks with tokenization, RTP, Velocity scripting, and Handlebars, using LLM tools to accelerate copy generation, variant testing, and content governance
Campaign Management & Automation: Building batch and trigger-based campaigns, AI-optimized nurturing flows, and program templates that dynamically route contacts through intelligent multi-touch sequences using machine learning signals and engagement scoring
Reporting, Analytics & Executive Dashboards: Designing tailored dashboards and AI-assisted analytics frameworks to surface actionable insights and support executive decision-making, using LLM-assisted data interpretation and A/B testing to communicate performance findings to business stakeholders
Multi-Platform Migration, Discovery & Stakeholder Communication: Leading end-to-end MAP migrations from and to Marketo, Eloqua, and HubSpot, including data migration, program rebuild, CRM re-sync, and Center of Excellence establishment. Conducting structured discovery sessions and translating complex MarTech implementations into clear business narratives, roadmap presentations, and executive dashboards.



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CLIENTS
ELANCO ANIMAL HEALTH
MARKETING AUTOMATION ARCHITECT
May 2019 - February 2021
LAZARD ASSET MANAGEMENT
MARKETING AUTOMATION ARCHITECT
August 2016 - May 2019
Marketo Platform Migration: Led the transition from a legacy system to the Marketo marketing automation platform, orchestrating the migration to a new Marketo instance, building a Center of Excellence, and creating documentation
Digital Marketing Campaign Management: Drove digital marketing initiatives for various business units and brands, managing end-to-end automation campaigns while collaborating cross-functionally to develop comprehensive digital strategies
Lead Lifecycle Optimization & Reporting: Optimized lead lifecycle by defining and implementing lead scoring models and conversion funnels, accelerating leads from MQL to SQL stages. Built custom dashboards and reports to provide actionable insights for data-driven decision making
Regulatory Compliance: Ensured adherence to data protection and privacy regulations, including GDPR, CCPA, and CAN-SPAM, across all marketing automation programs and campaigns.
Automation Innovation: Drove marketing automation innovations by implementing cutting-edge solutions to boost performance and collaborating with stakeholders to refine segmentation strategies. Scaled best practices across programs, improving open and click-through rates, engagement, and conversions
Email Marketing Optimization: Led the optimization of email marketing campaigns, scaling best practices across programs to improve open rates, click-through rates, engagement, and conversions
Platform Configurations & Integrations: Configured Salesforce and Marketo platforms by mapping fields, building custom objects, and automating processes. Developed APIs, webhooks, and Velocity templates to enhance system integrations and data flow
Advanced Segmentation & Testing: Leveraged lead scoring models and dynamic content to create hyper-targeted campaigns. Conducted A/B testing to optimize multi-variant programs and improve overall marketing performance
Additional professional experience prior to 2016 is available upon request

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