Jeanette M. Taibi
Nashville
Summary
Dynamic B2B marketing operations leader with a proven track record in marketing automation and CRM strategy. Demonstrates expertise in leveraging Marketo and Salesforce Marketing Cloud to optimize multi-channel customer journeys, significantly enhancing engagement and conversion rates. Recognized for a data-driven approach that improves lead generation, audience segmentation, and overall campaign performance. Aiming to further elevate marketing strategies through innovative solutions and collaborative teamwork.
Overview
11
11
years of professional experience
Work History
Senior CRM Strategist
Ecco Select
North Kansas City
05.2023 - 01.2025
- Company Overview: Contracted to VML, supporting a Mutual Fund Company
- Served as a Senior CRM Strategist supporting a leading mutual fund company through VML, an advertising and media agency
- Focused on optimizing B2B marketing initiatives targeting financial planning firms and professionals who distribute fund products to individual investors
- Owned and executed B2B CRM and marketing automation strategies within Marketo, supporting multi-channel campaigns tailored for financial planning professionals
- Managed and optimized customer data within the CRM ecosystem, ensuring accurate segmentation and targeted outreach
- Worked with Salesforce Marketing Cloud, Adobe Experience Manager, Adobe Journey Manager, Braze, and BlueConic to create personalized, data-driven marketing campaigns
- Developed and implemented automated lead nurturing programs to educate and engage financial advisors, increasing their likelihood of recommending the fund products
- Designed multi-touch B2B email and content marketing campaigns to enhance fund awareness and drive engagement with financial professionals in the channel distribution model
- Partnered with marketing, sales, and analytics teams to refine B2B customer journeys, ensuring seamless communication between the mutual fund company and its advisor network
- Provided training and support on CRM best practices to optimize the efficiency of financial advisor outreach and engagement strategies
- Contracted to VML, supporting a Mutual Fund Company
Marketing Operations Manager
Mimeo
New York
01.2021 - 01.2023
- Company Overview: Market-leading online printing and document distribution company
- Led B2B marketing operations and CRM strategy for a market-leading online printing and document distribution company
- Owned Marketo administration and integrated multiple sales enablement and reporting platforms
- Partnered with Sales and Marketing leadership to develop B2B audience segmentation strategies and automated lead nurture campaigns
- Designed and implemented customized digital journeys to support B2B clients utilizing Mimeo’s online printing and document distribution platforms
- Spearheaded B2B content and email marketing campaigns, driving lead engagement and customer retention across various industries
- Led vendor negotiations and contract management for key Martech tools, achieving cost savings and improved functionality
- Conducted cross-platform data cleanup with the Salesforce team, reducing Marketo storage costs by 20%
- Market-leading online printing and document distribution company
Head of Marketing Operations
Macmillan Learning
New York
01.2019 - 01.2021
- Directed B2B marketing automation initiatives, crafting complex multi-channel customer journeys for post-secondary education decision-makers
- Developed and executed B2B lead nurture programs, working with product line heads to tailor messaging for senior administrators and departmental committees
- Implemented multi-channel CRM strategies to enhance engagement across email, webinars, and digital content campaigns
- Created customized data dashboards using Google Analytics, Power BI, and Marketo to measure B2B marketing effectiveness
- Managed cross-platform integrations, ensuring seamless alignment between marketing, sales, and business systems
- Led the successful migration of DTC marketing data into Campaigner and AWS Mail, improving automation and efficiency
Digital Marketing Manager
Tata Consultancy Services (TCS)
New York
01.2017 - 01.2019
- Company Overview: Global consultancy exclusively serving corporate clients across industries
- Led B2B marketing initiatives for a global consultancy exclusively serving corporate clients across industries
- Managed B2B digital and event marketing campaigns, leveraging Salesforce CRM, Marketo, and Cvent to optimize lead generation and engagement
- Designed and executed enterprise-level email and content marketing strategies, targeting C-suite executives and senior decision-makers
- Oversaw B2B event marketing strategies for 25+ corporate events, including DreamForce and SAP Sapphire, consistently meeting or exceeding registration goals
- Global consultancy exclusively serving corporate clients across industries
Senior Assistant to Head of Tax Market Development
KPMG
New York
01.2015 - 01.2016
- Executed B2B marketing programs to support tax marketing initiatives targeting Fortune 1000 corporate clients
- Developed and managed multi-channel B2B marketing campaigns using Marketo and Cvent to engage senior tax executives
- Partnered with KPMG’s corporate marketing teams to implement account-based marketing (ABM) strategies, enhancing outreach to key enterprise clients
Special Projects Assistant to CIO
KPMG
New York
01.2014 - 01.2015
Education
Business Administration -
St. Peter’s College
Jersey City, NJSkills
- Marketing Automation
- CRM & Reporting
- Digital Advertising & Analytics
- Project Management
- Lead Flow Automation
- Collaboration & Approvals
- Database & Cloud Tools
- Event & Survey Platforms
Timeline
Senior CRM Strategist
Ecco Select
05.2023 - 01.2025
Marketing Operations Manager
Mimeo
01.2021 - 01.2023
Head of Marketing Operations
Macmillan Learning
01.2019 - 01.2021
Digital Marketing Manager
Tata Consultancy Services (TCS)
01.2017 - 01.2019
Senior Assistant to Head of Tax Market Development
KPMG
01.2015 - 01.2016
Special Projects Assistant to CIO
KPMG
01.2014 - 01.2015
Business Administration -
St. Peter’s College
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