Marketing Automation Specialist, Raymond Chabot Grant Thornton
Oct. 2018 – presentPromoted from Social Media Advisor
- Run the firm's marketing automation platform on Oracle Eloqua, covering a database of 200,000 contacts, 65,000 of them with active marketing consent.
- Designed the firm's consent governance when Canada's anti-spam legislation came into force: web capture, welcome and conversion email series, and billing-date synchronization from the CRM. Now the internal reference on compliance.
- Built a conversational AI agent in Copilot Studio that delivers data, tables and executive summaries on request, replacing Power BI dashboards. About 30 hours a month freed up.
- Built the integrations between Eloqua, Oracle CRM and the firm's websites, eliminating manual exports.
- Designed and delivered the AI training program for 30 marketing colleagues, from data handling through to agentic workflows.
- Lead scoring and lead generation: pilot project qualifying several hundred prospects passed on to the sales teams.