Melissa R.

Senior Business Optimization Digital Specialist @National MI

Emeryville, CA, US

The Senior Business Optimization Digital Specialist is responsible for optimizing and maintaining data integrity within the Salesforce CRM platform, enhancing email campaign strategies, and leveraging technology to improve process efficiency.Increase contacts in Salesforce database, utilizing multiple platforms and focusing on key sales accounts.Implement data quality protocol to maintain data integrity and improve email deliverability.Build, analyze, and optimize email marketing campaigns to increase customer engagement rates.Prepare and process digital mailing VoC requests through Account Engagement (formerly Pardot), including scheduling and mailing lists.Leverage A/B testing and email segmentation strategies to improve campaign effectiveness.Report on email performance (bounce-backs rates, open rates, click-through rates).Produce Salesforce dashboards to assist Sales team with account management and create advanced reporting using multiple platforms.Monitor AI trends to improve customer engagement and deliverability.Collaborate with the Risk Operations team to ensure customer account information is up to date throughout the Mergers, Acquisitions, and Closures (MAC) process.Accurately prepare Non-Disclosure Agreements, Master Policy applications and complete CRM system setup.Collaborate with team members to develop engaging and informative monthly training videos.Manage and regularly update department SharePoint site.Provide backup support for the customer compliance due diligence, ensuring thorough documentation and accuracy.Provide ad hoc project assistance, as needed.

Trailhead by Salesforce

Ranger Rank, Salesforce Associate

DeVry University

Bachelor of Business Administration - BBA, Business/Marketing Management, General