Available to hire
I am a strategic and tech-savvy marketing and sales professional with deep expertise in CRM software, marketing operations, and B2B business development.
I build and optimize CRM systems (Salesforce, HubSpot, Pipedrive), lead cross-functional collaboration, and drive revenue through data-driven marketing and onboarding programs for startups, SMBs, and nonprofits.
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Language
English
Fluent
Spanish; Castilian
Advanced
Work Experience
Owner & CRM Consultant at FM&T WORLDWIDE
February 1, 2024 - PresentLead Salesforce customization and automation projects for fintech clients in the U.S. and Europe. Provide training, helpdesk support, and CRM administration to optimize workflows and remote team collaboration.
Owner & Lead Consultant at WONDER MARKETING & COMMUNICATIONS
August 1, 2018 - PresentFully remote agency providing full-cycle marketing ops, CRM and sales support to startups, SME businesses and nonprofits. Customize and leverage Salesforce, Hubspot, and Pipedrive CRM software to manage accounts, track sales pipelines, and analyze customer data to identify trends and optimize marketing strategies. Coordinated paid social media campaigns for new product launches, startup promotions & live events. Designed and A/B tested a full menu of digital marketing collateral including landing pages, email newsletters, and sign-up forms. Expanded business operations to serve clients in the United States and Western Europe, creating opportunities for emerging professional women in Europe, Asia, and Africa.
Director of Sales and Onboarding at FIRM NUMBERS
December 1, 2022 - September 16, 2025Lead sales executive, responsible for converting and onboarding new accounts for an accounting and bookkeeping start-up specializing in remote financial management for small law firms. Implemented and administered Hubspot CRM to track campaigns, sales pipelines and internal SOPs. Created and executed digital marketing strategies, integrating web development, email marketing, social media management, Google Workspace and Hubspot. Served as administrator for secure file management, email hosting, Calendly accounts, and other administrative software.
Financial Advisor Associate to the Cathey-Barden Group at MORGAN STANLEY
August 1, 2018 - September 16, 2025Managed and configured Salesforce CRM to create and maintain client records, track interactions, and analyze client data to enhance communication and identify cross-selling opportunities. Lead strategist creating niche marketing campaigns using Salesforce data to segment client bases and identify key strategic partners such as accountants, attorneys, investment bankers and business brokers. Conducted data analysis to evaluate client engagement and identify growth opportunities. Provided fully licensed investment advisory and securities broker services to individual investors.
Marketing and Communications Manager at BLAIR, BOHLÉ & WHITSITT, PLLC
December 1, 2016 - September 16, 2025Managed and edited all website content, email marketing campaigns, print collateral, and client proposals. Organized and attended professional events and one-on-one meetings to develop strategic partnerships. Provided training to junior associates and university interns on communication strategies and CRM usage. Successfully managed a 100k+ marketing budget and produced a 10% increase in sales year-over-year from 2011-2016.
Owner & CRM Consultant at FM&T WORLDWIDE
February 1, 2024 - PresentLead Salesforce customization and automation projects for fintech clients in the U.S. and Europe. Provide training, helpdesk support, and CRM administration to optimize workflows and remote team collaboration.
Owner & Lead Consultant at WONDER MARKETING & COMMUNICATIONS
August 1, 2018 - PresentOperate a fully remote agency providing full-cycle marketing ops, CRM and sales support to startups, SME businesses and nonprofits. Customize Salesforce, Hubspot, and Pipedrive CRM software; manage accounts, track sales pipelines, and analyze customer data to identify trends and optimize marketing strategies. Coordinated paid social media campaigns for product launches and live events. Designed and A/B tested a full menu of digital marketing collateral.
Director of Sales and Onboarding at FIRM NUMBERS
December 1, 2022 - September 16, 2025Lead sales and onboarding for remote accounting and bookkeeping startup; Implemented and administered Hubspot CRM; Created and executed digital marketing strategies integrating web development, email marketing, social media, Google Workspace and Hubspot.
Financial Advisor Associate to the Cathey-Barden Group at MORGAN STANLEY
August 1, 2018 - September 16, 2025Managed and configured Salesforce CRM to create and maintain client records, track interactions, and analyze client data; led niche marketing campaigns; provided fully licensed investment advisory and securities broker services.
Marketing and Communications Manager at BLAIR, BOHLÉ & WHITSITT, PLLC
December 1, 2016 - September 16, 2025Managed website content, email marketing campaigns, print collateral, and client proposals; organized events and partnerships; trained junior staff on communication strategies and CRM usage; managed 100k+ marketing budget and achieved a 10% YoY sales increase (2011-2016).
Owner & CRM Consultant at FM&T WORLDWIDE
February 1, 2024 - PresentLead Salesforce customization and automation projects for fintech clients in the U.S. and Europe. Provide training, helpdesk support, and CRM administration to optimize workflows and remote team collaboration. Manage client onboarding, requirements gathering, and solution design; implement automation with Salesforce workflows; deliver dashboards and reporting.
Owner & Lead Consultant at WONDER MARKETING & COMMUNICATIONS
August 1, 2018 - PresentOperate a fully remote agency providing full-cycle marketing ops, CRM and sales support to startups, SME businesses and nonprofits. Customize and leverage Salesforce, HubSpot, and Pipedrive CRM software to manage accounts, track sales pipelines, and analyze customer data to identify trends and optimize marketing strategies. Coordinate paid social media campaigns for new product launches, startup promotions and live events. Design and A/B test digital marketing collateral including landing pages, email newsletters, and sign-up forms. Expanded operations to serve clients in the United States and Western Europe, creating opportunities for emerging professional women in Europe, Asia, and Africa.
Director of Sales and Onboarding at FIRM NUMBERS
December 1, 2022 - September 16, 2025Lead sales executive responsible for converting and onboarding new accounts for an accounting and bookkeeping startup specializing in remote financial management for small law firms. Implemented and administered HubSpot CRM to track campaigns, sales pipelines and internal SOPs. Created and executed digital marketing strategies, integrating web development, email marketing, social media management, Google Workspace and HubSpot. Served as administrator for secure file management, email hosting, Calendly accounts, and other administrative software.
Financial Advisor Associate to the Cathey-Barden Group at MORGAN STANLEY
August 1, 2018 - September 16, 2025Managed and configured Salesforce CRM to create and maintain client records, track interactions, and analyze client data to enhance communication and identify cross-selling opportunities. Led niche marketing campaigns using Salesforce data to segment client bases and identify key strategic partners such as accountants, attorneys, investment bankers and business brokers. Conducted data analysis to evaluate client engagement and identify growth opportunities. Also provided fully licensed investment advisory and securities broker services to individual investors.
Marketing and Communications Manager at BLAIR, BOHLÉ & WHITSITT, PLLC
December 1, 2016 - September 16, 2025Managed and edited all website content, email marketing campaigns, print collateral, and client proposals. Organized and attended professional events to develop strategic partnerships. Trained junior associates and university interns on communication strategies and CRM usage. Managed a 100k+ marketing budget and achieved a 10% year-over-year sales increase (2011-2016).
Owner & CRM Consultant at FM&T WORLDWIDE
February 1, 2024 - PresentLead Salesforce customization and automation projects for fintech clients in the U.S. and Europe. Provide training, helpdesk support, and CRM administration to optimize workflows and remote team collaboration.
Owner & Lead Consultant at WONDER MARKETING & COMMUNICATIONS
August 1, 2018 - PresentOperate a fully remote agency providing full-cycle marketing ops, CRM and sales support to start-ups, SME businesses and nonprofits. Customize and leveraged Salesforce, Hubspot, and Pipedrive CRM software to manage accounts, track sales pipelines, and analyze customer data to identify trends and optimize marketing strategies. Coordinated paid social media campaigns for new product launches, start up promotions & live events. Designed and A/B tested a full menu of digital marketing collateral including landing pages, email newsletters, and sign-up forms. Expanded business operations to serve clients in the United States and Western Europe, creating opportunities for emerging professional women in Europe, Asia, and Africa.
Director of Sales and Onboarding at FIRM NUMBERS
December 1, 2022 - September 16, 2025Lead sales executive, responsible for converting and onboarding new accounts for an accounting and bookkeeping start-up specializing in remote financial management for small law firms. Implemented and administered Hubspot CRM to track campaigns, sales pipelines and internal SOPs. Created and executed digital marketing strategies, integrating web development, email marketing, social media management, Google Workspace and Hubspot. Served as administrator for secure file management, email hosting, Calendly accounts, and other administrative software.
Financial Advisor Associate to the Cathey-Barden Group at Morgan Stanley
August 1, 2018 - September 16, 2025Managed and configured Salesforce CRM to create and maintain client records, track interactions, and analyze client data to enhance communication and identify cross-selling opportunities. Served as lead strategist creating niche marketing campaigns using Salesforce data to segment client bases and identify key strategic partners such as accountants, attorneys, investment bankers and business brokers. Conducted data analysis to evaluate client engagement and identify growth opportunities. Provided fully licensed investment advisory and securities broker services to individual investors.
Marketing and Communications Manager at BLAIR, BOHLÉ & WHITSITT, PLLC
December 1, 2016 - September 16, 2025Managed and edited all website content, email marketing campaigns, print collateral, and client proposals. Organized and attended professional events and one-on-one meetings to develop strategic partnerships. Provided training to junior associates and university interns on communication strategies and CRM usage. Successfully managed a 100k+ marketing budget and produced a 10% increase in sales year-over-year from 2011-2016.
Education
Bachelor of Arts in Business Administration at Flagler College, St. Augustine, FL USA
January 11, 2030 - January 1, 2002Bachelor of Arts in Business Administration at Flagler College, St. Augustine, FL USA
January 11, 2030 - January 1, 2002Bachelor of Arts in Business Administration at Flagler College
January 11, 2030 - January 1, 2002Bachelor of Arts in Business Administration at Flagler College, St. Augustine, FL USA
January 11, 2030 - January 1, 2002Qualifications
Hubspot Sales Hub Certification
September 1, 2025 - September 16, 2025Hubspot Revenue Operations Certification
August 1, 2025 - September 16, 2025Salesforce Certified Administrator and Trailhead Ranger
October 1, 2024 - September 16, 2025FINRA Certifications - Broker-Dealer of Financial Securities
January 1, 2017 - September 16, 2025FINRA Certifications - Investment Advisor
January 1, 2017 - September 16, 2025Internationally Certified Teacher of English
January 11, 2030 - September 16, 2025TEFL International Certified Teacher of English as a Second Language
January 1, 2005 - September 16, 2025Certified Teacher of Business English (Oxford House Barcelona)
January 1, 2018 - September 16, 2025Advanced English Teacher Development program (Oxford House Barcelona)
January 1, 2018 - September 16, 2025HubSpot Sales Hub Certification
September 1, 2025 - September 16, 2025HubSpot Revenue Operations Certification
August 1, 2025 - September 16, 2025Salesforce Certified Administrator and Trailhead Ranger
October 1, 2024 - September 16, 2025FINRA Certification: Broker-Dealer of Financial Securities
January 1, 2017 - September 16, 2025FINRA Certification: Investment Advisor
January 1, 2017 - September 16, 2025TEFL International Certified Teacher of English as a Second Language
January 1, 2005 - September 16, 2025Certified Teacher of Business English, Oxford House Barcelona
January 1, 2018 - September 16, 2025Advanced English Teacher Development program, Oxford House Barcelona
January 1, 2018 - September 16, 2025HubSpot Sales Hub Certification
September 1, 2025 - September 16, 2025HubSpot Revenue Operations Certification
August 1, 2025 - September 16, 2025Salesforce Certified Administrator and Trailhead Ranger
October 1, 2024 - September 16, 2025Broker-Dealer of Financial Securities
January 1, 2017 - September 16, 2025Investment Adviser
January 1, 2017 - September 16, 2025TEFL International Certified Teacher of English as a Second Language
January 1, 2005 - September 16, 2025Certified Teacher of Business English, Oxford House Barcelona
January 1, 2018 - September 16, 2025Advanced English Teacher Development program, Oxford House Barcelona
January 1, 2018 - September 16, 2025Hubspot Sales Hub Certification
September 1, 2025 - September 16, 2025Hubspot Revenue Operations Certification
August 1, 2025 - September 16, 2025Salesforce Certified Administrator and Trailhead Ranger
October 1, 2024 - September 16, 2025FINRA Broker-Dealer Certification
January 1, 2017 - September 16, 2025FINRA Investment Advisor Certification
January 1, 2017 - September 16, 2025TEFL International Certified Teacher of English as a Second Language
January 1, 2005 - September 16, 2025Certified Teacher of Business English, Oxford House Barcelona
January 1, 2018 - September 16, 2025Advanced English Teacher Development program, Oxford House Barcelona
January 1, 2018 - September 16, 2025Industry Experience
Financial Services, Software & Internet, Professional Services, Non-Profit Organization, Media & Entertainment, Education
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
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