Roshni Patel
Product Marketing Leader ∣ B2B & B2C Marketing, Go-to-Market Strategy, Content Creation, Lifecycle Marketing, Product Development, Brand Strategy
- Role
- Product Marketing Lead at AssetMark
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Roshni Patel
As a Product Marketing leader, I leverage my MBA and over 19 years of marketing experience to develop and execute innovative, data-driven strategies that attract and retain millions of users. I enjoy creating campaigns that leverage storytelling to generate buzz, increase revenue, and enhance brand awareness through multi-channel marketing tactics. I\'ve overseen high-visibility programs including Prime Day and Holiday at Amazon, developed award-winning products at Time Inc, and created novel acquisition and loyalty campaigns for American Express. I\'ve also contributed to new product development, partnership strategy, and have managed teams.My passion for children\'s literacy led me to develop a buddy reading program between Goodreads colleagues and public school students in Oakland, CA. I also serve on the board of A Future for Every Child.
Experience
Product Marketing Lead
May 2025 — Present
Own the B2B marketing lifecycle for Cash, Lending, and Tax Management products at AssetMark• Drive data-driven marketing campaigns to acquire, engage, and retain financial advisors during key planning seasons throughout the year• Develop core positioning, value propositions, and key messaging for Tax, Cash & Lending, and Retirement product Sales teams (Sales, Business Consulting) and customer interactions• Developing a centralized results reporting model to standardize and automate metrics reporting across the AssetMark marketing organization
Education
Questrom School of Business, Boston University
Bachelor of Science, Business Administration, Marketing
2000 — 2004
NYU Stern School of Business
Master of Business Administration (MBA), Digital Marketing, Entrepreneurship and Innovation, Global Business
2013 — 2016
Skills
- Digital Marketing
- Digital Strategy
- Brand Management
- Direct Marketing
- Email Marketing
- Advertising
- Analytics
- Marketing
- Marketing Strategy
- Integrated Marketing
- Business Strategy
- Cross-Functional Team Leadership
- Customer Acquisition
- Public Relations
- Segmentation
- Competitive Analysis
- Budgets
- Product Marketing
- Customer Insight
- Marketing Research
- Marketing Management
- Brand Development Strategy
- Leadership
- Strategic Planning
- Market Research
- Online Advertising
- Strategic Partnerships
- Loyalty Marketing
- Brand Development
- Strategy
- Product Management
- Social Media
- Entrepreneurship
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