Nasdaq

Marketing

• Unify CAP Marketing campaign, digital and analytics capabilities to increase collaboration, leverage and scale
• Set strategy and drive execution of Campaign Center of Excellence (Manila), Digital Performance (Atlanta and NY) and Marketing Operations (NY and Manila)
• Partner with enterprise digital and revenue operations to align martech, CRM stack, measurement and attribution
• Lead development and execution of annual and long-range plans to enhance operational efficiency and impact of CAP Marketing
• Collaborate with CAP Marketing senior leadership to inform organizational design, capacity and technology planning
• Develop partnerships with Enterprise Digital and Technology to maximize martech and data leverage
• Harmonize CAP Marketing functions including campaign execution, martech stack development and unified metrics and reporting
• Provide executive-level reporting and actionable insights for monthly or quarterly business reviews
• Develop and manage budgets reflecting long-term strategic needs
• Enable operational activities, workshops, training and forums to keep CAP Marketing team updated on digital marketing and technology
• Nurture relationships with leadership across Marketing, the business and the Enterprise to align strategies and processes
• Communicate progress with clarity and transparency to demonstrate value and alignment with business objectives
• Lead a global team to maximize operational and technological leverage while nurturing talent with focus on growth and accountability

AVP, Head of CAP Marketing Enablement

Sales

• End to end proposal management with day-to-day activities involving Team meeting, team co-ordination, Status tracking etc.
• Organize and run RFX kick-off, and status tracking meetings
• Handle RFX Import/export in RFP response tool
• Complete RFx coordination starting from qualification to delivery of RFx to prospect
• Establish and communicate detailed RFx status to various stakeholders on a periodic basis
• Supervise all RFx response progress, chasing as vital to ensure RFx deadlines are met
• Arrange all RFx submission reviews with relevant stakeholders
• Extract final RFx delivery document and prepare for final delivery
• Ensure timely delivery of compliant and qualified RFx responses
• Respond to Corporate Profile questionnaires of RFx
• Collaborate with HR, Legal, Finance, Marketing team
• Prepare draft proposal documents with boilerplate content
• Maintain standard bid content, answer library, and templates
• Handle co-ordination with IT team for internal CoE queries/issues
• Salesforce Dashboard management and MIS Report generation
• Prepare Pre-Sales Operations reports
• SharePoint Folder Management for RFxs
• Provide Tools Support to internal users and vendor co-ordination

Presales Support Analyst

Customer Success Manager

• Partner with top-tier financial institutions as a trusted ally and advocate
• Build strong internal relationships and champion customer needs
• Collaborate cross-functionally with Product Management, Product Development, Sales, and Leadership
• Manage relationships with C-suite executives and buying influencers
• Define and refine Customer Success strategies for enterprise-level financial institutions
• Deeply understand the Verafin product suite and map customer needs to solutions
• Organize and conduct meetings, document outcomes, and ensure accountability
• Communicate and advocate for key initiatives to drive adoption, retention, and expansion
• Help customers optimize their use of the application
• Provide successors with historical info to ensure smooth account transitions

AVP, Head of CAP Marketing Enablement

Presales Support Analyst

Enterprise Customer Success Manager