Jeremiah Bales

• Management of Executive Strategy: Execute long-term corporate technology roadmaps, marketing initiatives and operational business strategies alongside executive leadership.
• Cross-Functional Governance: Chair cross-functional steering committees to align multi-departmental teams around large-scale corporate goals to drive global marketing and sales strategy.
• Digital Transformation: Manage system administration, integrations, workflow automations, and enterprise architecture.
• User Experience (UX) Manage ongoing optimization of website user experience and integrations.

Key Marketing Solutions & Initiatives

• Omnichannel Retargeting: Launched multi-layered retargeting frameworks to facilitate dynamic directives to the ways in which people historically shop.
• Dynamic Content Solutions: Integrated CRM data to deliver personalized customer emails, logos, and site links.
• Automated Material Generation: Designed workflows using Marq software to auto-generate marketing materials based on unique customer profiles.
• Vertical Survey Networks: Built end-user and B2B survey verticals to capture targeted feedback. As well as managed external/internal incentive programs supported by these efforts.
• Automated Customer Reporting: Chair the delivery of a Program Hub for our customers that give them access to hands-free performance insights.

Co-founded a successful spiritual and holistic health center with my partner of 14 years. We built our community through our monthly Gathering of Light, weekly yoga, daily motivational videos, astrology readings and energy healing sessions. We sold crystals & metaphysical supplies as well as our homemade herbal remedies. Our community championed volunteerism by starting a local food pantry, organizing metaphysical trading fairs, and dedicated yoga classes for individuals with disabilities. Our center came to a close as my partner and I were pulled more and more in our corporate careers.

• Business Development: Identify new business opportunities, negotiating, closing deals & creating standard onboarding procedures.
• Market/Competitive Analysis: Maintain deep, up-to-date knowledge of current market conditions & competitive advantages.
• B2B Corporate Events: Set up, managed & attended customer meetings, site visits, and special events.
• Team Management: Managed Account Managers and collaborated with marketing staff to boost sales opportunities.
• Strategic Account Planning: Lead a strategic planning cadence with key accounts to identify customer needs, review sales summaries and develop shared performance goals.
• CRM Platform: Managed and provided staff training for Salesforce, Microsoft Dynamics BC & Zoominfo.
• Lead Generation/Financial Forecasting: Manage overall pipeline, ROI & forecasting deliverables.
• Office Operations: Manage daily corporate office operations and facilitate Human Resources (HR) matters.

• Managed a multimillion-dollar book of business as the primary point of contact for all customer account matters.
• Cultivated strong, long-lasting client relationships to drive account retention and unlock new business opportunities.
• Delivered tailored solutions that aligned precisely with customer strategic needs and business objectives.
• Presented detailed account status updates on a monthly and quarterly basis to field representatives.
• Collaborated with sales and marketing teams to expand existing client accounts and identify growth areas.
• Resolved complex client requests and handled critical escalations to ensure ongoing customer satisfaction.
• Analyzed & delivered compliance and adoption data to clients.
• Maintained Salesforce CRM profiles by scheduling activities and ensuring accurate data entry.
• Audited customer data on a strict schedule to ensure database accuracy and support smooth onboarding.