about me
A marketing operations professional with 15 years of experience in change management and cross-functional collaboration to bridge gaps, I eliminate inefficiencies and establish streamlined, automated processes for the highest quality and return on investment.
- Data Scientist
- Marketing Operations
- Web Strategist
- Solutions Architect
- AI Enthusiast
When not working or expanding my skill set, you’ll find me coaching or playing volleyball, playing pickleball with my husband, or hiking with my fur-babies. I enjoy time with my parents and friends in beautiful Happy Valley, reading, and generally enjoying nature with the people that mean the most to me.
I also built and manage a small Shopify retail store, regularly load content onto Gumroad, and continually advance my knowledge with an ongoing Coursera subscription.
Shopify e-commerce store
I’m passionate about marketing technology & digital experiences
Technology evolves at lightning speed. The need to continuously innovate can be overwhelming. But the lack of attention will lead to an outdated tech stack with sub-optimal results, inflated costs, and reduced revenue. I can optimize your tech stack for more effective, efficient results, using cutting-edge technologies to reduce your technical debt and increase profit margin.
I thrive in fast-paced environments, juggling multiple “hands-on” projects, and leading cross-functional collaboration – as evidenced by my broad skillset developed over my 15 year career.
I always strive to reduce inefficiencies, fill gaps, and aim for low intrinsic cost with high impact. I’ve honed my data analysis skills to find and share meaningful strategic insights. I am passionate about “telling the data story” and providing answers through presentations and dashboards.
Data-Centered Strategies
I’ve used my data analysis skills to create full-funnel automated email workflow strategies, design optimized e-commerce customer experiences, developed persona-based marketing funnels for a clear buy-flow (aiding teams in understanding and reaching the target audiences). In the dynamic marketing landscape, I’m consistently evaluating for actionable insights, and developing data-based strategies.
I have a proven track record of achieving business objectives and successfully spearheading digital transformations.
I’m passionate about combining AI and machine learning with marketing technology, enhancing integrations and data visualizations.
Expertise
I’ve built full-funnel automated email marketing strategies, from lead nurture to increase MQLs & SQLs and enhance pipeline, to personalized post-purchase upsells and cross-sells that increased average revenue per user by 35% in 6 months.
I’ve integrated Microsoft Dynamics CRM and Salesforce CRM with HubSpot, ensuring a seamless, integrated data pipeline. I’ve then overlaid another data layer using a CDP for accessible customer information. This sped up the lead routing process from several days to under an hour.
I’ve built Google Analytics (GA4) and Google Tag Manager instances from the ground up, providing accurate and applicable website usage reports, along with UTM conventions and SOPs. I’ve also developed data strategies for B2B, B2C and ABM,
What do my colleagues say about working with me?
Marketing Operations is about processes, platforms, and perhaps most importantly, people.
★★★★★
Kate was wonderful to work with. I was extremely happy with here service. She listened to all my needs, asked questions about my future goals and from there she presented me with options. I’d highly recommend her.
Andres M.
Telecommunications (contract)
★★★★★
Kate was always available, accessible, and quick to respond. She helped find unique solutions and better ways to work that were more efficient and effective. I wish everyone had her work ethic and generous personality!
Dorothy G.
Sales Operations
★★★★★
In a few short months, Kate managed to completely transform our marketing systems with full automation and nurture campaigns that drove our marketing incentives to a whole new level of professionalism. Not to mention — increased revenue!
Tina T.
VP Marketing
Notable Success – JIRA IMPLEMENTATION
Notable Success – Customer Engagement & Advocacy Program for growth
Objective: Increase member retention and lifetime value by delivering personalized communications, surfacing cross-sell opportunities, and creating an advocacy loop for satisfied members to promote our products
Approach: Focus on Data Integration: I connected our marketing automation, HubSpot with Salesforce and other internal tools to unify customer data—enabling segmentation by member type, tenure, and engagement score.
Personalized Journeys: I built automated HubSpot workflows that triggered nurture campaigns based on life events and renewal dates. Members received tailored content (financial wellness tips, product education, and member benefits) aligned to their profiles.
Advocacy Loop: Using NPS surveys and engagement scoring, I identified high-satisfaction members and invited them to join our Member Ambassador Program—a referral and testimonial initiative promoted via email and social campaigns.
Measurement Framework: I implemented Power BI dashboards to track retention rates, policy expansions, and engagement trends by member segment.
Results:
- 8% increase in renewal rate within the first two quarters.
- 20% lift in cross-sell conversions for members who received tailored lifecycle campaigns.
- Established an ambassador network that generated a 15% increase in referral-based leads.
- Provided the executive team with unified, real-time retention and engagement reporting—informing both marketing spend and product prioritization.
Impact:
The program transformed how we measured and managed member relationships, turning marketing automation into a strategic retention and advocacy engine.
Significant Results:
Reduced campaign bottlenecks by conducting root cause analysis, and identifying resource constraints, thus doubling the campaign speed to launch.
Improved campaign data accuracy by 25% using standardized UTM tracking and attribution models, enabling clear visibility and ROI across channels.
Reduced operational inefficiencies by 35% through database hygiene, governance, and streamlined integrations across technology stack.
Time-savings: deploying integrated communication channels with a PM tool resulted in a 40% reduction in status update emails and time spent in meetings.
Employing centralized planning and campaign activation templates resulted in a 60% reduction in project planning and kickoff time.
Increased pipeline velocity by 20% by implementing automated lead routing and scoring logic in HubSpot, ensuring sales engaged with high-quality leads faster.
Let’s connect!
Interested in learning more about my background, or scheduling a call? Let’s discuss how I can contribute to your organization!
Kate Khoury Portfolio 