Sheel Patel
Marketing Operations Manager @Equiton
Signup · Get unlimited contacts
WORK HISTORY
Marketing Operations Manager @Equiton
Burlington, ON, CA
As Marketing Operations Manager at Equiton, I lead the optimization and automation of marketing systems to drive investor engagement, campaign performance, and lead-to-investor conversion across private real estate offeringsLed the integration of Equiton’s lead management platform, HubSpot CRM, and marketing automation tools to streamline investor acquisition and ensure seamless data flow across systems.Designed and optimized multi-step automation workflows for investor nurturing, re-engagement, and lead scoring across email campaigns, webinars, and paid ads.Developed real-time dashboards in Looker Studio and Equitrak to track key KPIs including CPL, conversion rates, and ROI across multiple marketing channels.Executed regular audits to maintain CRM data hygiene by removing duplicates, resolving lead routing issues, and updating outdated records.Analyzed campaign performance to identify high-converting investor segments, optimize messaging, and improve targeting for REITs, MICs, and development projects.Implemented lead attribution models to accurately map marketing efforts to submitted deals and AUM growth.Collaborated closely with capital raising, digital marketing, and technology teams to align campaigns with fund launches, investor onboarding, and compliance requirements.Produced executive reports with actionable insights to enhance campaign performance and reduce acquisition costs.Ensured compliance with CASL and data privacy best practices across all communication and automation workflows.
EDUCATION
Simplilearn Alumni
Master's degree, Data Analyst
University of Windsor
Master's degree
ABOUT SHEEL PATEL
Accomplished Digital Marketing Manager with 5+ years of experience in successfully driving digital marketing initiatives. Demonstrated expertise in paid social media advertising, marketing automation, product marketing, and data-driven analysis. Proven ability to deliver measurable results, optimize marketing strategies, and align campaigns with overall business objectives.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.