Sara Underwood MBA

17X ROI on B2B SaaS AI Social CX Assistant: Led ABM omni-channel demand generation strategies and end-to-end growth campaigns across all funnel stages, leveraging personalized content and data-driven decision-making to optimize performance and drive significant ROI.

GTM Strategy: Developed tailored go-to-market strategies for B2B SaaS Conversational AI Social CX Assistant across multiple industries.

End-to-End Campaign Execution: Led strategic roadmaps for B2B SaaS marketing, managing a multimillion-dollar budget, executing ABM strategies with tailored content for key accounts, and driving full-funnel engagement to achieve measurable pipeline growth.

Marketing Technology & Partnerships: Implemented martech solutions, integrated CDP, and customized marketing automation systems to boost efficiency and ROI. Established key partnerships with manufacturers and telehealth companies.

Built and managed all global partner programs (Referral, Reseller (VARs), Wholesale, Strategic Alliances) within Aptum's network

Implemented tiered program benefits through GTM strategy and scalable assets for partners

Secured and managed marketing funding (MDF) through alliance partners

Drove partner marketing strategy and implemented joint marketing initiatives with top technology partners while overseeing global channel marketing and connections across all regions (US, EMEA, CA, LATAM).

Developed and executed targeted Account-Based Marketing (ABM) strategies aligned with business objectives, collaborating with sales to create territory plans that drive pipeline growth and accelerate sales cycles.

Orchestrated, managed, and executed a variety of demand generation journey-based enterprise campaigns including paid ads, email marketing, co-partnered events (CIO roundtables, trade shows, webinars), MDF, and tailored programs to ensure they reach ideal target market, audience, on time and under budget to increase brand awareness and drive new targeted customers

Leveraged data and analytics to optimize marketing strategies, track pipeline contribution, measure ROI, and continuously refine tactics to improve performance using marketing automation tools (Salesforce, Marketo).

Strategized with sales teams to identify key accounts, lead sales spiff programs; developed sales enablement tools, and drive collaboration to meet  territory goals

Led Salesforce.com administration, managing customer segmentation project, omnichannel digital marketing campaigns, and campaign metrics

Conducted training, optimized workflows, and collaborated on advisor segmentation projects across departments

Managed a 6-month integration project for Salesforce CRM and Eloqua Marketing Automation System

Oversaw custom installations, data flow, issue resolution, and was main point of contact with Eloqua vendor

Directed U.S. marketing initiatives, managing field events, tradeshows, and digital demand generation to enhance brand awareness and drive customer acquisition.

Collaborated with sales teams to develop and optimize integrated marketing strategies, focusing on lead generation and campaign performance analysis.

Developed targeted marketing strategies, overseeing data extraction, lead generation, and assessing campaign effectiveness to support growth.

Created and executed multi-channel online campaigns, boosting customer growth and website metrics, while managing vendors, organizing events, and supporting the WordPress website.

Managed million-dollar analytical projects for hospitals, creating complex reports to achieve regional goals of expense control, profit enhancement, and improved client satisfaction through process improvements.

Managed business analysis, pricing, and action plans for 30+ international accounts with multi-thousand dollar contracts monthly.

Collaborated with cross-functional teams to boost customer acquisition, retention, and sales during the recession, offering alternative pricing and competitive advantages.

Analyzed and budgeted configuration proposals, handled project/product marketing management, and contributed to pricing initiatives based on clients' technical and financial goals.

Analyzed and gathered demographic, technical, marketing and financial data, key market metrics, and market analysis within various industries to route to appropriate sales channels; directed internet traffic.

Worked directly with an online marketing team to develop client acquisition marketing strategies.