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Daniel Spiva

@danielspiva

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CRM marketing strategist at Served With Honor who drove a 235% increase in qualified leads across four brands.

United States

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At Served With Honor, I owned Salesforce Account Engagement strategy and coordinated its implementation, data architecture, and integration with implementation partners. Across four brands, I oversaw email campaigns that drove a 235% increase in qualified leads, and I used segmentation and testing to improve engagement.

At THINOPTICS, I built behavior-triggered customer journey automation in Klaviyo that increased new customer acquisition by 30%, and I scaled the email and SMS marketing team from a solo operation to 12 people. I’ve also led CRM and lifecycle marketing work across eCommerce, healthcare, and publishing, including compliant SMS programs and subscription retention campaigns.

Experience

Work history, roles, and key accomplishments

CRM & Automations Specialist

Served With Honor

Mar 2025 - Jul 2026 (1 year 4 months)

Owned Salesforce Account Engagement platform strategy, coordinated data architecture and integration, and designed marketing automation workflows. Managed email campaign strategy across four brands, achieving significant increases in qualified leads and engagement metrics.

Salesforce Account Engagement (Pardot)Marketing Automation Email Marketing A B Testing Segmentation Mailchimp Excel Zoho CRM HTML Claude AI Campaign Strategy Data Analysis

CRM Strategist & Marketing Consultant

Freelance

Jan 2024 - Jun 2025 (1 year 5 months)

Provided freelance CRM and marketing consulting, including Klaviyo audits, segmentation strategy, and compliance fixes for various clients.

Klaviyo Shopify Plus Email Marketing SMS Marketing Segmentation Compliance A B Testing Data Analysis

Email Marketing Specialist

Served With Honor

Apr 2024 - Mar 2025 (11 months)

Drove Salesforce Account Engagement transition from Mailchimp and led email template design and optimization. Executed A/B tests and improved click-to-open rates by 15-20%.

Salesforce Account Engagement (Pardot)Mailchimp Email Marketing A B Testing Segmentation Campaign Management HTML Google Analytics

Email Marketing Manager

HarperCollins Christian Publishing

Jul 2023 - Nov 2023 (4 months)

Designed audience strategy and optimized email and SMS campaigns, leading A/B testing and lifecycle automation. Achieved significant revenue growth and subscription increases.

Email Marketing SMS Marketing A B Testing Sailthru Attentive Google Analytics Segmentation Lifecycle Marketing Loyalty Programs

Customer Relationship Management Manager

APOLIS

Feb 2023 - Jun 2023 (4 months)

Owned CRM implementation in Klaviyo for healthcare brands, ensuring compliance and launching SMS programs. Managed MLR review workflows and built automation workflows.

Klaviyo SMS Marketing Compliance Email Marketing Automation Segmentation Healthcare

Head, Email & SMS Marketing

QUANTUM ENERGY SQUARES

May 2022 - Dec 2022 (7 months)

Led email and SMS marketing, optimizing campaigns and driving record revenue. Implemented segmentation and personalization frameworks that increased repeat customers and average order value.

Klaviyo Shopify Plus Email Marketing SMS Marketing Segmentation A B Testing Customer Lifecycle Analytics

SMS Program Manager

INDEGENE

Aug 2021 - May 2022 (9 months)

Built SMS programs using Mobile Studio and Twilio, led IT teams, and ensured regulatory compliance for multiple enterprise brands.

SMS Marketing Salesforce Marketing Cloud Twilio Compliance Program Management Mobile Studio

Head, Email & SMS Marketing

THINOPTICS

Jan 2021 - May 2021 (4 months)

Oversaw Klaviyo CRM and affiliate operations, improving open rates and driving email as primary revenue lever. Scaled team and designed customer journey automations.

Klaviyo Email Marketing SMS Marketing Segmentation Customer Journey Google Analytics Tableau Data Studio