Marketing Consultant/Sr. Project Manager at Excel in Marketing LLC
San Francisco Bay Area
Marketing Consultant/Sr. Project Manager at Excel in Marketing LLC
San Francisco Bay Area
(Marketing and Advertising industry)
January 2008 — Present (1 year 7 months)
I. Strategic Marketing: Develop and execute marketing plans.
a. Research syndicated data, consumer trend info, & category insights
b. Develop strategic mktg objectives & underlying tactics, incl budget & execution plan
c. Co-lead & coordinate execution of the marketing plan
II. Market Analysis: Lead market analysis to determine if client should expand its retail operations
a. Perform full competitive review & mapping & conduct case study of existing affiliate store
b. Identify & measure metrics for retail success using both qualitative & quantitative analysis
c. Create comprehensive, well-written report to help client avoid a costly, mistimed launch
III. Marketing/Product Management: Perform product marketing for several ongoing client projects
a. Build initial client project plan (in MS Project or Excel) & update/communicate progress
b. Manage project budgets & timelines
c. Coordinate & collaborate with the creative team, mgmt, & clients
d. Write creative briefs & build requirements (functional, technical, business)
IV. Brand Identity: Manage & advise on creative development & positioning of several clients’ products
a. Manage creation of logos, brochures, web sites, product sheets, sales presentation decks, & other collateral
b. Apply design guidelines across client org, i.e., color, font, sizing, photography elements, etc
V. Vendor Management: Lead oversight of & assume accountability for designers, copywriters, printers, & fulfillment as well as web developers, web hosts, & programmers
(Partnership; Accounting industry)
2002 — 2007 (5 years)
I. Market Research: Performed thorough quantitative and qualitative analysis for product and service suite
a. Identified companies that met key target market criteria as defined by me
b. Developed strategic plan to target profitable customer segments
II. Program Management: Managed & contributed to multi-phased projects for clients
a. Monitored project costs & scope & acted as primary contact for clients
b. Generated $3 million in company revenue from a total of $16 million in client cost savings
III. Communication Development: Developed effective external & internal communication pieces
a. Produced messaging & email campaigns & wrote a series of customer success stories
b. Presented marketing materials to prospective customers & internal account service teams
c. Created an internal national web cast presentation
IV. Service Product Development: Created strategic plan for launch of new consulting service
a. Analyzed market with internal & external sources.
b. Established customer segmentation & pricing structure.
c. Forecasted sales & profitability.
d. Generated $1 million in new revenues.
(Management Consulting industry)
2000 — 2002 (2 years)
I. Project Management: Performed day-to-day project tasks & communicated with clients & internal teams
a. Took on responsibility for project tracking & reporting
b. Interfaced with large, cross-functional team members to accomplish goals
II. Staff Development: Provided both formal & informal training to associates & other senior associates
(Privately Held; 201-500 employees; Accounting industry)
1997 — 2000 (3 years)
MBA , Marketing, Strategy , 2003 — 2006
BBA , Accounting
Running, mountaineering, international travel, volunteering, reading
- American Marketing Association (San Francisco/Bay Area Chapter)
- World Affairs Council
- Net Impact
- Taproot Foundation
- Edgewood Center for Children and Families
- Past local USA Track & Field board member and past president and publicist of the Houston Racing Triathlon Club.