Carla Bailey

Led strategic partnership development with credit union leagues, associations, and fintech partners to expand acquisition opportunities and improve market penetration. Managed partner lifecycle activities and supported GTM execution through ongoing performance alignment and HubSpot-based forecasting and pipeline analytics.

Consulted B2B marketing strategies with financial services clients through contract engagements, translating findings into C-suite-ready analysis and actionable guidance. Supported sales velocity with custom recommendations, advised on SaaS implementation and marketing automation product development, and helped shape GTM strategy through solution positioning and product documentation.

Implemented multi-channel marketing strategies to acquire and convert new clients, using segmentation and channel selection to improve engagement and sales outcomes. Led team operations and optimized workflows to enhance efficiency and client satisfaction across the customer journey.

Led acquisition and optimization strategies for credit card and personal lending portfolios within a regulated banking environment. Managed aggregator/partner channel strategies, analyzed performance in Tableau/Power BI/CRM, and delivered market recommendations to support portfolio expansion.

Developed go-to-market strategies to increase consideration, engagement, and conversions using audience insights tied to customer journey stages. Managed multi-channel campaigns and built tailored media plans for top-performing financial advisors to drive online presence, growth, and satisfaction.

Managed strategic financial services accounts and partner relationships from opportunity identification through contract execution and growth expansion. Developed cross-functional solutions across acquisition marketing, lending solutions, and AI-driven onboarding, and managed a $9M+ pipeline across lending acquisition and customer engagement solutions.

Identified and developed marketing solutions aligned to client objectives, using consultative discovery to tailor strategies and shorten sales cycles by approximately 30%. Acted as a subject-matter expert on industry trends and guided full-funnel acquisition and targeted retention strategies using market data and propensity models.

Managed and consulted CRM and marketing automation programs for financial services clients, designing annual marketing plans that delivered 600% average campaign ROI. Drove growth across new product adoption and loyalty/retention by leveraging customer demographic/psychographic data, modeling, and multi-channel execution across print, digital, email, and contact centers.

Managed 100+ CRM and marketing automation clients in a consultative sales role, providing training, marketing consulting, and ongoing servicing. Delivered strong client outcomes through renewals and upsells, including attainment of a Tier 3 cross-sales goal, and supported lead identification for cross-functional teams.

Managed a team supporting 500+ clients in maximizing their use of marketing technology and CRM tools. Developed client and internal education programs and contributed to marketing automation/CRM software improvements across 13 versions, coordinating an annual users conference for 300+ attendees.

Managed marketing campaigns from strategy development through response analysis. Supported product development through pricing/market comparisons and forecasting, created a five-year expansion plan for board approval, and reported on branch performance and profitability using MarTech and quantitative research.

Earned a BS in Business Management from the University of Louisiana at Lafayette.

Completed an MBA in Marketing and Business Strategies at The University of Texas at Dallas.