Joshua Epstein

Marketing Specialist at TDA Financial Services, Inc.

Role
Marketing Specialist at Tda Financial Services, Inc
Location
Austin, TX, US
LinkedIn followers
500 followers
Advertising & MarketingView LinkedIn profile

About Joshua Epstein

Top-performing marketing, sales, and business development professional with an excellent record of innovation and leadership. Proven ability to deliver bottom-line results using aggressive sales, and marketing initiatives that promote growth, market share, and market penetration. Exceptional relationship management and diplomacy skills; particularly strong at motivating both colleagues and senior directors. Specialties: Sales, Digital Marketing, Customer Relationship Management, Salesforce.com (Admin), Project Management, Vendor Relations, Business Development, Marketing Campaigns & Analysis, Relationship Management, Consultative Sales, Social Media, Online Marketing, Event Management, Sponsorship Development, Advertising Campaigns, Fundraising, and Public Speaking.

Experience

  1. Marketing Specialist

    Tda Financial Services, Inc

    Jul 2009 — Present · Austin, TX, US

    Manage Salesforce Org, responsible for configurations, customization, Admin, create workflow processes to organize, monitor and report on the purchasing behavior of Members. Collect sales reports from vendors to define the overall participation level of Members with the Perks program. Provide monthly cross-sell and opportunity reports for vendors, tracking their progress to determine the ROI of CRM marketing efforts. Identify Members using at least four Perks products, and nurture relationships with this segment to assure the development and adoption of the Perks Program. Work in an outward facing role, interacting with Members and their staff daily to keep them up to speed on the resources and programs Perks offers.Monitor effectiveness of the Perks website via Google Analytics to make data-driven decisions on the effectiveness of landing pages, share findings with vendors to fine-tune their sales strategies. Work closely with Component Officers and Committees to market vendors and share additional Perks resources on a grassroots level. Offer opportunities for vendors to support Component Societies and interact with Members includes but is not limited to, meeting sponsorships, CE lectures, New Office Symposiums, and student events.Work directly with strategic partners to deploy innovative products. Perform research to determine additional target markets and trends. Analyze data from marketing campaigns to identify key areas for growth, determine and monitor KPIs. Supervise statewide sales exhibitions; produce monthly webinars and provide sales presentations. Secure over annually in promotional sponsorships. Manage large-scale promotional events, seminars, and trade shows.

Education

  • Northeastern University

    Bachelor of Science, Communication Studies

    1992 — 1997

Skills

  • Strategy
  • Brand Loyalty
  • Business Analysis
  • Social Media
  • Customer-Focused Sales
  • Publicity
  • Marketing
  • Leadership
  • Business Development
  • Trade Shows
  • Marketing Strategy
  • Brand Development
  • Graphic Design
  • Analytics
  • Event Management
  • Community Outreach
  • Customer Relationship Management (Crm)
  • Product Marketing
  • Online Advertising
  • Connector
  • Customer Focused Marketing
  • Management
  • Public Relations
  • Customer Service
  • Salesforce.com Administration
  • Social Media Marketing
  • Crm
  • Email Marketing
  • Team Building
  • Fundraising
  • Event Planning
  • Strategic Planning
  • Sponsorship Sales
  • Public Speaking
  • Advertising
  • Project Management
  • Customer Segmentation Strategy
  • Facebook
  • New Business Development
  • Brand Management

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Joshua Epstein — Marketing Specialist at Tda Financial Services, Inc in Austin, TX, US | Unifers