Marketing Operations & Analytics
Cleaner campaign workflows. CRM-ready lead pipelines. Reporting people can act on.
I run B2B marketing operations for financial-services audiences, connecting research, segmentation, outbound execution, automation, and performance reporting. The focus is simple: reduce manual work and make campaign data easier to act on.
Selected work
Four case studies from real campaign operations. Identifiers are anonymized and figures rounded where needed.
Campaign Operations
A research-led outbound workflow for senior financial audiences
Deal-news research, four-step custom sequences, cadence execution, and engagement QA in one connected workflow.
Read case study →
Lead Pipeline
A 300-firm target universe with quality checks before the CRM
Firms profiled, contacts verified, and every batch checked for duplicates and existing ownership before upload.
Read case study →
Reporting & Dashboards
Four marketing systems consolidated into one Power BI model
Five report pages with KPIs chosen for decisions, built from a stakeholder mockup to a working data model.
Read case study →
Workflow Automation
Manual work removed at both ends of the funnel
An internal browser tool for one-click lead capture, and a branching nurture program that runs on its own.
Read case study →
Content, Enablement & Web Production
Production samples: whitepapers, newsletters, one-pagers, and web
Anonymized layout samples from whitepaper, newsletter, one-pager, and web publishing work. Content by subject-matter experts; production by me.
View production samples →
What I do
Five connected capabilities. The value is in how they work together.
Campaign operations
Research-led outbound execution for B2B financial audiences.
- Audience segmentation
- Cadence setup and scheduling
- Deliverability review
- Engagement QA and follow-up handoff
CRM and data quality
Clean launches, protected relationships, and an audit trail per row.
- Lead-list building and verification
- Deduplication and ownership checks
- Campaign membership hygiene
- Structured source tracking
Reporting and insights
KPIs chosen for decisions, delivered without a monthly rebuild.
- KPI definition
- Power BI dashboard design
- Source mapping and refresh design
- Monthly performance reporting
Workflow automation
Manual bottlenecks turned into documented, reliable workflows.
- Browser-based internal tools
- CSV-ready data capture
- Marketing automation programs
- Repeatable process design
Content, enablement and web
Brand-consistent assets from draft to published, in print, email, and web.
- Whitepaper and newsletter layout
- Prospect one-pagers and deck customization
- WordPress publishing and site maintenance
- Exhibit and chart production
Let's talk
I'm open to Marketing Operations, Marketing Analytics, and Revenue Operations roles in Toronto, hybrid or remote. I'm especially interested in teams improving campaign reporting, CRM workflows, and marketing automation.