Marketing and Operations, Orcus Technologies (dba TimeForge)
Lubbock, Texas (remote) · Aug 2020 to Present
- Lead marketing for a five-product B2B software company serving hundreds of customers across 3,000 locations in restaurant, grocery, and healthcare. Manage a small team with direct reports in marketing and sales, plus contractor engagements.
- Took over the company's CRM migration from Nutshell to Go High Level when the contracted implementer failed to deliver and then built the workflow layer myself, including automated lead follow-ups and meeting notes appended automatically to contact records.
- Built an LLM connector that gives the team access to contact and opportunity details conversationally and without requiring them to open the CRM.
- Built an alert system for customer and partner emails handled outside of the ticketing system: it sends notifications to the team chat when threads go without a reply for 3+ days and tags the appropriate team members.
- Automated the sales to implementations handoff: closing a deal creates onboarding tasks in the CRM and notifies the implementations team.
- Wrote the company's marketing process documentation, the partner onboarding playbook and checklist, and the training presentations used to onboard partners' sales teams.