Dean Lee

With customers such as Merck, McKesson, Motorola, and Lockheed Martin, TransVoyant provides an AI-driven planning, performance, and prescription platform for optimizing complex supply chains.

KEY ACTIVITIES
• Led the marketing strategy as a fractional CMO and was hands-on in executing activities for short- and long-term growth.
• Developed and optimized campaigns, conversion funnels, and dashboards to improve workflows and reporting and provide end-to-end visibility between marketing and sales activities.
• Drove the website redesign, produced lead magnets, such as sell sheets and whitepapers, and created lead capture landing pages to attract and nurture prospects.
• Conceptualized and delivered a mockup of the product's evolution, transvoyant.com/nextgen.
• Assembled pitch decks and investor material for sales and funding initiatives.

With $9.2 million in funding, including a $7 million seed round from Gradient Ventures, this stealth startup created a machine learning integration platform aimed at media-driven organizations. I contributed as a marketing strategist and HubSpot administrator.

KEY ACTIVITIES
• Worked with the marketing team on a demand generation strategy with an action plan that included configuring campaigns, custom properties, segmentation, and automation in HubSpot to drive and nurture leads effectively.
• Immersed in marketing planning meetings to understand aspects such as current tactics, drivers, messaging, metrics, and approach.
• Collaborated with team members to develop a high-level action plan on short-term campaigns aimed at low-hanging fruit, workflows for nurturing leads in the pipeline, and long-term activities to increase leads and win more opportunities.

Talkiatry, a leading technology-enabled mental healthcare provider that delivers high-quality psychiatric care responsibly, had raised $37 million through series A funding.

KEY ACTIVITIES
• Developed a nurture drip series and carried out the workflow automation for prospective patient and referral partner audiences in HubSpot and active patients in Iterable.
• Designed segmentation rules and nomenclature defining target audiences.
• Created a system diagram to understand relationships and interactions between patient data warehouses, marketing automation platforms, and patient support applications.
• Established and maintained scalable processes that ensure best practices.
• Leveraged data and cross-team collaboration to build scalable lifecycle marketing programs.
• Worked within a business associate agreement as a HIPAA-covered entity to protect patient health information.

With $20.2 million in venture funding, WhizAI is the only AI-powered analytics platform purpose-built for life sciences and healthcare.

KEY ACTIVITIES
• Recommended and managed the marketing technology stack, which included HubSpot, the integration with the WhizAI website running on Webflow, and the organization's Salesforce Marketing Cloud (SFMC) CRM instance.
• Ensured that marketing data from sources such as web forms, offline events, and account-based marketing campaigns were collected and connected with other systems properly.
• Integrated Salesforce with ZoomInfo for lead enrichment and FrontSpin so sales development representatives could auto-dial prospect lists.
• Configured and managed sales sequences in HubSpot with automated emails and follow-up tasks.
• Set up standard operating procedures to establish protocols, processes, and best practices for data collection and privacy.
• Developed the strategy for analytics, reporting, and dashboards to measure each channel's effectiveness and the marketing program's overall performance.
• Created HTML email templates and custom modules employing HubL tags to facilitate drag-and-drop emails.
• Managed email marketing campaigns to seed lists and target audiences.

Bristol Myers Squibb (BMS) is a global pharmaceutical company headquartered in NYC with annual revenues of $42.5 billion.

KEY ACTIVITIES
• Acted in a hybrid capacity as a digital marketing specialist, champion, marketing operations manager, and engagement planner on the hematology team to support marketing activities of the POMALYST, REVLIMID, and SPRYCEL brands.
• Managed creative design and production agencies to move projects of varying channel marketing tactics through the pipeline from kick-off to medical, legal, and regulatory review.
• Carried out lead nurturing programs using SFMC and Adobe Experience Manager by defining automation workflows for drip campaigns and creating dashboards for data visualization and analysis.
• Cross-collaborated with key matrix partners on systems diagramming to improve process workflows, optimize operational efficiencies, and measure output performance.

Established in 1980, Cogency Global is a leading provider of nationwide and international registered agents, process agents, and corporate and secured transaction services for all industries, including the nonprofit sector.

KEY ACTIVITIES
• Carried out integration needs between HubSpot, Pardot, and Salesforce collectively with the internal marketing team and 3rd-party vendors for data migration.
• Utilized Zapier to connect HubSpot and Pardot form handlers via webhooks to pass across prospect data.
• Set up criteria to define profiles in Pardot and prepare for lead grading and scoring.
• Leveraged Google Tag Manager (GTM) to add code snippets to lead capture landing pages for implementing ZoomInfo’s FormComplete tool.
• Ensured that the lead scoring and grading models were updated in line with demand generation needs.
• Built and managed CRM reports and dashboards.

Combining the resources of three area hospitals, Bayonne Medical Center, Christ Hospital in Jersey City, and Hoboken University Medical Center, CarePoint Health brings quality, patient-focused healthcare to Hudson County, New Jersey.

KEY ACTIVITIES
• Designed and developed the carepointhealth.org website using Elementor and WordPress, including the information architecture, branding elements, home page messaging, and visual assets.
• Designed and developed microsites, including COVID-19 Institute of NJ (covidinstituteofnj.com/) and the Neuroscience Institute at Christ Hospital (neuroscience-institute.carepointhealth.org/).

Morehouse College is a private historically black men's liberal arts college consistently ranked among the top HBCUs in the nation.

KEY ACTIVITIES
• Served as a liaison between the communications department and division chairs to address their marketing objectives.
• Segmented the school population among students, parents, and alumni in Slate and created email marketing campaigns for sending FAFSA announcements and open house events through Slate and Mailchimp.
• Collaborated with admissions to develop drip content for nurturing leads through the prospective student journey.
• Ran the social channels for the admissions department to engage with prospective and current students.

The Arcview Group is a trusted name in the burgeoning cannabis industry. It has helped more than 1,200 investors invest $230+ million in 200 companies and produces market research reports that are the most cited source in the space.

KEY ACTIVITIES
• Created audience segments, email campaigns, forms, promo offers, and workflow sequences in Ontraport.
• Supported the company migration from Ontraport to HubSpot Marketing Hub Enterprise for customer relationship management (CRM) by architecting the new platform's lead flow routing and drip campaign rules.
• Maintained all aspects of HubSpot, including the design of sophisticated marketing automation workflows, segmentations, and lists; chat flows; and advanced contact, event registration, intake, and survey forms.
• Developed lead-generating landing pages on behalf of the investor network to sell events, conferences, and memberships and for the market research division to sell data reports.
• Pitched media, which led to publication in CNN as well as a Bloomberg article announcing a Hong Kong Investment Forum and Bloomberg covering the event under the Twitter account @tictoc with 434,000 followers.

With $20 million raised in Series A, TYT Network is a progressive media company with over 17 million subscribers and 12 billion views.

KEY ACTIVITIES
• Implemented tracking via Google Tag Manager and Google Analytics, analyzing web and mobile metrics through the conversion funnel.
• Leveraged tools like Unbounce, Typeform, Klaviyo, Airship, and Twilio to design segmented drip campaigns for lead generation, engagement, retention, and re-engagement via email, push notifications, and SMS.
• Created landing pages, email templates, pop-ups, sticky bars, and quizzes to grow subscriber lists and support donation drives.
• Revamped marketing and editorial planning calendars using advanced Trello boards with premium Power-ups, enhancing project visibility across the organization.
• Developed assumption models to project key performance indicators (CAC, ARPA, CLV) and conducted churn analysis.