Jul 2025 – Present · 11 mos · Pune, Maharashtra, India · On-site

• Parakh Finserve is a comprehensive, multi-service investment, insurance, and financial advisory firm dedicated to helping individuals, families, and businesses make informed financial decisions with confidence.
• 💼 Our Core Offerings
• Mutual Fund Advisory (SIPs & Lumpsum Investments)
• Stock Market Investments (Demat account support & equity advisory)
• Insurance Solutions (Term | Health | Motor | Cyber | Factory | Labour Welfare)
• Comprehensive Financial Planning
• Loan & Credit Services (Business, Home, Personal Loans)
• Tax-efficient Investment Advisory
• Claims Assistance & Portfolio Review Services
• 🌟 What I Do
• I personally work with clients to build long-term wealth and create robust financial protection through disciplined investing and structured planning.
• My advisory approach is:
• Transparent – No hidden agendas or forced sales
• Unbiased – Advice rooted in client goals, not products
• Research-backed – Every recommendation is data-driven and suitable
• 🎯 Client Goals I Help Achieve
• Child education & future planning
• Retirement planning
• Emergency fund creation
• Wealth creation & preservation
• Family protection through insurance

Aug 2023 – Aug 2025 · 2 yrs · United States · Remote

• ✨ Led integrated demand generation campaigns (SEO/SEM, paid media, ABM) across digital channels, driving a 30% YoY increase in MQLs for B2B SaaS products.
• ✨ Built full-funnel marketing programs aligned with sales objectives, improving lead-to-opportunity conversion by 25%.
• ✨ Partnered with Sales to execute targeted campaigns and establish SLAs, reducing sales cycle time by 20%.
• ✨ Developed account-based strategies for 100+ key SaaS clients, boosting engagement by 40%.
• ✨ Optimized marketing performance using KPIs and analytics tools (Google Analytics, Salesforce, HubSpot), cutting CPL by 15% and improving campaign ROI.
• ✨ Managed a 6-figure marketing budget, reallocating spends based on performance insights and reducing waste by 18%.

Sep 2021 – Jul 2023 · 1 yr 10 mos · United States · Remote

• ✨ Developed and executed quarterly marketing plans, driving 35% growth in qualified leads YoY through integrated campaigns and partner collaborations.
• ✨ Owned and optimized website UX and content, contributing to a 28% increase in organic traffic and 22% boost in conversion rates.
• ✨ Managed $900K digital budget across paid media, SEO/SEM, and ABM programs, improving ROI by 20% through continuous A/B testing and targeting refinement.
• ✨ Spearheaded marketing automation strategy via HubSpot and Salesforce, streamlining lead flows and nurturing workflows, resulting in a 30% lift in MQL-to-SQL conversion.
• ✨ Aligned Sales and Marketing through shared KPIs, accelerating pipeline velocity and reducing lead response time by 25%.
• ✨ Led a cross-functional team (digital, content, web, design), executing multi-channel campaigns with measurable impact on impressions, clicks, downloads, and revenue attribution.
• ✨ Oversaw marketing operations, reporting, and campaign performance tracking across 10+ KPIs, ensuring full-funnel visibility and continuous improvement.

Jul 2021 – Sep 2021 · 2 mos

• ✨ Revived 55% of dormant accounts through targeted Account-Based Marketing (ABM) strategies, contributing directly to pipeline growth.
• ✨ Led digital campaigns that increased brand visibility by 70% and page visits by 35% within 6 months.
• ✨ Drove 25% growth in marketing-attributed revenue through strategic paid media and content-led initiatives.
• ✨ Launched 11 webinars in a year, generating 300+ MQLs, enhancing brand authority and engagement in target markets.
• ✨ Implemented website optimizations, increasing inbound traffic and conversions by 30%.
• ✨ Translated analytics into actionable strategies using custom dashboards and 3rd-party tools, improving campaign effectiveness and ROI.
• ✨ Built and led a cross-functional marketing team (SEO/SEM, content, web, design), enhancing execution and team productivity.
• ✨ Hands-on with tools like Salesforce, Pardot, SEMrush, Google Analytics, Sitecore, delivering performance-driven campaigns across the full funnel.

Sep 2019 – Sep 2021 · 2 yrs

• Revived 55% of dormant accounts through targeted Account-Based Marketing (ABM) strategies, contributing directly to pipeline growth. Led digital campaigns that increased brand visibility by 70% and page visits by 35% within 6 months. Drove 25% growth in marketing-attributed revenue through strategic paid media and content-led initiatives. Launched 11 webinars in a year, generating 300+ MQLs, enhancing brand authority and engagement in target markets. Implemented website optimizations, increasing inbound traffic and conversions by 30%. Translated analytics into actionable strategies using custom dashboards and 3rd-party tools, improving campaign effectiveness and ROI. Built and led a cross-functional marketing team (SEO/SEM, content, web, design), enhancing execution and team productivity. Hands-on with tools like Salesforce, Pardot, SEMrush, Google Analytics, Sitecore, delivering performance-driven campaigns across the full funnel.

Sep 2019 – Jul 2021 · 1 yr 10 mos

Apr 2015 – Apr 2019 · 4 yrs

• ✨ Led cross-functional design teams and external vendors to deliver innovative digital solutions, accelerating campaign launch times by 20%.
• ✨ Implemented advanced Sitecore security configurations with custom workflows, enhancing CMS usability for multi-role teams and improving publishing efficiency by 30%.
• ✨ Created custom dashboards and analytics reports using Omniture, providing actionable insights that improved campaign performance by 25%.
• ✨ Supported CMS implementation and web campaign creation in collaboration with business analysts, driving higher lead form engagement and operational efficiency.
• ✨ Conducted data-driven optimizations using user behavior insights (email clicks, site visits, content downloads), improving segmentation accuracy and campaign targeting by 35%.

Apr 2012 – Apr 2015 · 3 yrs

Jan 2008 – Apr 2012 · 4 yrs 3 mos

Sep 2006 – Dec 2007 · 1 yr 3 mos

Oct 2006 – Apr 2019 · 12 yrs 6 mos

• Led cross-functional design teams and external vendors to deliver innovative digital solutions, accelerating campaign launch times by 20%. Implemented advanced Sitecore security configurations with custom workflows, enhancing CMS usability for multi-role teams and improving publishing efficiency by 30%. Created custom dashboards and analytics reports using Omniture, providing actionable insights that improved campaign performance by 25%. Supported CMS implementation and web campaign creation in collaboration with business analysts, driving higher lead form engagement and operational efficiency. Conducted data-driven optimizations using user behavior insights (email clicks, site visits, content downloads), improving segmentation accuracy and campaign targeting by 35%.

Oct 2003 – Sep 2006 · 2 yrs 11 mos · Pune/Pimpri-Chinchwad Area · On-site

• ✨ Executed 200+ test cases per release, ensuring 99% defect-free software deliveries.
• ✨ Reported 100+ bugs, improving product stability and reducing issue resolution time by 25%.
• ✨ Collaborated with dev teams to design test strategies, cutting rework by 20%.
• ✨ Improved testing efficiency by 30% through optimized test execution methods.
• ✨ Created detailed test documentation and implemented QA best practices, enhancing workflow efficiency by 15%.