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 the restaurant, retail, grocery, and healthcare industries. 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. 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.
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- Wrote the company's marketing process documentation, the partner onboarding playbook, and the training presentations used to onboard partners' sales teams. Also built partner tracking inside Go High Level rather than standing up a second system.
- Evaluate, recommend, and implement appropriate tools, such as replacing the meeting notes vendor after repeated price increases and switching from an expensive Zapier plan to a more cost-effective automation solution using n8n.
- Give UI and copy feedback in product design meetings, write Jira tickets, and do acceptance testing on web and mobile app releases.