Kevin Joseph
Connecting Firms to RIA’s Selling 100M+ in AUM
- Role
- Senior Project Manager at Wealthmarketing.Io
- Location
- Richmond, TX, US
- LinkedIn followers
- 500 followers
About Kevin Joseph
I’m a results-driven Senior Digital Project Manager with 9+ years of experience leading…
Experience
Senior Project Manager
Apr 2022 — Present · Houston, TX, US
Managed 15+ end-to-end digital projects (website redesigns, CMS builds, CRM integrations) with budgets ranging from $100K to $2M each.Led cross-functional Agile teams of 8–12 resources to deliver mobile-first websites and CRM platforms, achieving an average 30% faster time-to-launch vs. baseline.Executed Salesforce and HubSpot integrations that increased user engagement by 28% and shortened lead conversion cycles by 25%.Optimized funnel performance through website redesign and onboarding enhancements, boosting trial-to-paid conversion rate by 40%.Managed a $2M+ annual digital budget, consistently delivering projects within 5% variance of forecast.Reduced customer acquisition costs (CAC) by 35% through data-driven optimizations and risk mitigation.Tracked project KPIs using Google Analytics, increasing web engagement rates by 20% post-launch.
Education
Texas A&M University-Kingsville
Bachelor’s Degree
2011 — 2013
The University of Texas at San Antonio
Bachelor’s Degree
2013 — 2015
Skills
- Management
- Social Networking
- Time Management
- Online Lead Generation
- Telephone Skills
- Customer Service
- Communication
- Public Speaking
- Office Management
- Microsoft Word
- Event Planning
- Powerpoint
- Microsoft Excel
- Leadership
- Microsoft Powerpoint
- Social Media
- Lead Generation
- Marketing
- Facebook Marketing
- Online Marketing
- Microsoft Office
- Sales
- Restaurant Management
- Teamwork
- Data Entry
- Hospitality
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