Workato:
Marketo:
Marketo Certified Solutions Architect - highest possible level
Marketo Certified Expert - 6x; 2013 - 2025
Hubspot:
Eloqua:
Other:
Six Sigma - Yellow Belt
Procure-to-Pay Automation
Automated procure-to-pay (P2P) workflows between Coupa and Netsuite for a Fortune 100 client
Salesforce Lead-to-Account Matching
Published a python script that uses the Salesforce API and a custom APEX REST endpoint to match leads to accounts based on fuzzy matching of the company name and email domain
Co-Author, Marketo Exam
Collaborated with an international team of Marketo Solution Architects to craft and publish the 2021 Marketo Certified Expert exam
Marketo Product Release
Partnered with business and technical teams at Adobe to develop & release the Marketo Self-Service Flow Steps feature
Marketing Campaign Launch Automation
Using Marketo and Skilljar (LMS) APIs, developed a zero-maintenance solution to:
Detect new LMS courses & certifications being created by the Education team
Create and activate corresponding programs/campaigns in Marketo
Route LMS engagement to Marketo programs in real-time
Enable revenue attribution for Education programs
Hubspot-to-Eloqua Migration
Gathered requirements from stakeholders across five software divisions and IT
Architected a unified data model supporting 20 custom objects
Documented technical decisions via systems integration and entity relationship diagrams
Collaborated to produce a business-facing 150-page Implementation Plan
Salesforce-Iterable Integration
Worked with Iterable Solutions Consulting team to create a Workato-based, bidirectional Salesforce-Iterable integration program now used by numerous mutual customers
Founder & CEO
Bootstrapped a boutique consulting firm specializing in Workato services
Consulted pre- and post-sale for several enterprise Workato customers
Forged revenue-generating partnerships with Workato, GTM Systems, and The Operations Company
Workato Developer
Automated procure-to-pay operations across Netsuite & Coupa
Manager, Data Operations
Delivered Broadcom’s first-ever corporate MAP-CRM integration
Automated monthly reporting for stakeholders up to CMO
Established standards for segmentation, targeting, suppression, enrichment, intent, and reporting
Managed six-figure agency budget and resourcing for systems integration projects
Led pre-sales technical discovery, solution architecture, and demos
Landed flagship logos including Adobe, McKesson, Nokia, and Twilio
122% quota achievement for FY21
Marketo Solutions Architect
Primary consultant for AWS and other $1B+ Adobe customers
Produced two “Marketing Team of the Year” award-winning customers
Overachieved utilization quota in 25 of 26 quarters
Realized $2.5M in Professional Services revenue
Developed skills:
Marketo implementation, integration, optimization, and migration
Executive presence
Translating business requirements into technical requirements (and vice-versa)
Ability to manage multiple projects, each one at a different phase in its execution
Demand Generation
Increased SDR efficiency by automating prospecting emails, resulting in a 37.5% pay raise
Collaborated to integrate multiple databases (CRM, marketing automation, custom SQL)
Communicated marketing’s impact on revenue through Salesforce dashboards
REST • JSON • SQL • Python • Apex • HTML • CSS • JavaScript • webhooks • cron & regular expressions (regex)
analytics • automation • API integration • API management • business technology • consulting • CRM • data management • data models • demand generation • database architecture • documentation • ELT • enterprise architecture • enterprise automation • ERP • ETL • GTM systems • implementation • intelligent automation • marketing automation • marketing operations • marketing strategy • microservices • project management • operations • process automation • public speaking • requirements gathering • sales operations • SaaS Solutions • solutions architecture • system design • system requirements • systems architecture • technical documentation • troubleshooting • workflow automation
Asana • Bizible • Box • BrightTALK • Chili Piper • Coupa• Demandbase • Drift • Eloqua • Excel • BigQuery • Google Cloud Platform • Google Data Studio • Hubspot • Incorta • Iterable • Jira • LeanData • LinkedIn Ads • Looker • Marketo • Microsoft Dynamics • Netsuite• On24 • Oracle CX Sales • Outreach • Postman • Salesforce • Sendoso • Skilljar • Slack • SmartSheets • Stripe • Unbounce • UserGems • Wistia • Workato • Zapier • ZoomInfo