Teams at Sapling Financial Consultants

Lead demand-generation strategy to build repeatable lead-gen systems and inbound funnels. Manage a marketing analyst and interns, run account-based marketing and targeted outbound sequences, build landing pages and tracking, enable sales with collateral, manage LinkedIn and content, and analyze pipeline metrics (CAC, ROAS, lead-to-meeting) to accelerate revenue growth.

As an Engagement Manager, lead BI projects, guide teams to transform data into actionable insights, and develop BI strategies ensuring data integrity and quality.

As Engagement Manager, lead a team in delivering financial models, quality of earnings reports, and KPI dashboards while managing client relationships and mentoring staff.