Strategic manager and inbound marketing enthusiast with an entrepreneurial spirit and a dedication to creating value by increasing profitability and growth.

•  Web Publisher

•  Email Marketer

•  CRM Administrator

•  Event Planner

•  Sales Closer

•  Project Estimator

•  Proposal Writer

•  Contract Negotiator

•  Strategic Planner

•  Financial Manager

•  Supervisor

•  Purchaser


Cleveland State University (CSU)

GPA 3.80



John Carroll University (JCU)

GPA 3.54

BSBA, Management

Cleveland, Ohio

Graduation: June 2009

Concentration: Marketing


University Heights, Ohio

Graduation: December 2005

Major: Management


JurInnov Ltd.

Multiple Positions – See Below

Cleveland, Ohio

June 2005 – Present


Director, Business Operations
(January 2012 – Present)
Business Operations Manager
(January 2011 – December 2012)
Senior Business Analyst
(January 2009 – December 2010)
Business Analyst
(January 2006 – December 2008)
Intern, Business Operations
(June 2005 – December 2005)


Job Description

Contribute to the success of critical business functions including marketing, sales, financial management and reporting, strategic planning, procurement, and business administration.



• Develops, executes and tracks inbound marketing activities including website and blog development, HTML email blasts, online event promotion, social media development, search engine optimization (SEO), and search engine marketing (SEM).

• Manages and executes traditional marketing initiatives including magazine advertising, “snail” mail, trade shows, event sponsorships, press releases, and strategic business partnerships.

• Administers the customer relationship management (CRM) database, including dashboard reports, list segmentation, user support, database management and customizations.

• Develops pricing, collateral and market penetration strategies for new service and software offerings.


• Responds to and closes sales opportunities from repeat clients, referrals, and online leads by using a consultative approach to selling technology services and software.

• Creates and finalizes sales proposals by determining project scope, developing the project estimate, and executing the contract.

• Facilitates new project kick-off by effectively communicating project requirements and budget to the client services team.

• Attends trade shows and networking events in order to develop new clients and nurture current clients.

Financial Management and Reporting

• Establishes and monitors revenue and expense budgets, monitors and manages cash flow, payables and receivables.

• Develops the weekly / monthly revenue, profitability and budget reports by client, service line, and overall company.

• Facilitates team meetings and presents reports on financial key performance indicators at the weekly managers meetings and the monthly company-wide “all-hands” meetings.

Strategic Planning and Business Administration

• Coordinates the quarterly strategic planning process by developing, documenting and communicating company goals as well as facilitating the creation of team member goals.

• Procures equipment and services, including entering into leasing agreements for major technology acquisitions. Establishes new loans, manages the company line of credit, reviews contracts, and approves invoices.

• Supervises business operations / administration staff.

• Oversees the strategic planning process, ensuring individual and company-wide goals are created and tracked on a timely basis.


•  Inbound Marketing


•  Search Engine Optimization (SEO)


•  Pay Per Click Advertising (PPC)


•  Google Analytics and Adwords


•  WordPress 




•  Email marketing


•  Constant Contact


•  Social Media


•  GoDaddy Hosting


•  Rich Snippets


•  Direct Mail


•  SnagIt


•  Adobe Photoshop


•  Sales – Tech. Services and Software


• CRM administration


•  Project Estimation


•  Proposal Writing


•  Trade Shows


•  Print Advertising


•  Contract Review and Negotiation


•  Procurement


•  Pricing Strategy


•  Cash Flow Management


•  Budgeting and Financial Reporting


•  Strategic Planning


•  Quickbooks


•  Microsoft Office Suite

Skills / Expertise

Royal Appliance Manufacturing Co.

Customer Relations Internship

Solon, Ohio

May 04 – Aug. 04, Dec. 04 – Jan. 05

• Analyzed forecasting instructions and submitted forecasting recommendations for 3rd quarter

• Assisted in reviewing the interactive voice response telephone system and made recommendations that helped decrease the average call time by approximately 25%

• Reviewed new product flow charts and assisted in revisions

• Entered orders, processed consumer returns, answered general email questions from consumers, and contacted customers to obtain missing order information

• Worked with staff to update and reformat the customer service office procedure book

Defense Finance and Accounting Service (DFAS)

Student Career Experience Program

Cleveland, Ohio

May 03 – Sept. 03

• Created reports to assist in identifying abnormal balance problem areas and assisted in standardizing footnotes

• Assisted in the creation of a macro that decreased report preparation time for the monthly abnormal balance report by 70%

• Trained a full time employee how to prepare the monthly abnormal balance report

• Created and presented a PowerPoint slide show summarizing summer projects and goals achieved

• Assisted in the preparation of the monthly financial report for the Naval Aviation Depot, Jacksonville


Excerpts from Annual Performance Reviews

2011 Annual Performance Review JurInnov Ltd.

Joe’s areas of responsibility continue to expand.  He seems to have unlimited energy to stay on top of his projects and tasks and is typically very effective at prioritizing.  As an example, Joe is quick to respond to sales calls and his financial reports are consistently timely, thorough and accurate.  Joe continues to be a valued member of our team.  We hope his experience is as enjoyable and meaningful for him as it is to us.  Joe is being promoted to Director, Business Operations.

2010 Annual Performance Review JurInnov Ltd.

Joe is promoted to Business Operations Manager… As Business Operations Manager, Joe will have primary oversight of Operations, including financial and strategic planning, procurement, marketing and sales. Joe continues to be a valued member of the JurInnov Team and is very easy to work with and promotes a positive work environment. Joe’s strong core values and his organizational skills make him an effective leader and role model. Joe and I have discussed his future growth with the company and he understands that he is one of the few personnel who are central to our success.

2009 Annual Performance Review JurInnov Ltd.

[Joe] has a strong character, desirable confidence, and is an effective leader. Joe developed assets and processes to monitor and report on financial status, including: providing profitability reports and facilitating monthly meetings with management; and building and providing a weekly cash management report. Not only did Joe prepare and present reports on a timely basis, he also analyzed the results and made recommendations based on the results and business dynamics. All of this provided a foundation for financial decisions throughout the year.

2008 Annual Performance Review JurInnov Ltd.

Joe continues to be a key contributor and is a valued member of the JurInnov family. He is well liked and respected throughout the organization. I sincerely appreciate his integrity and ongoing focus on JurInnov’s core values, long term plans and short term goals.

2006 Annual Performance Review JurInnov Ltd.

Joe is open to – able to – learn things quickly. This has laid the foundation for him to achieve significant accomplishments for the year, ranging from marketing planning and execution — to financial/facility/procurement management — to forensics service delivery. In addition to his planned responsibilities, Joe readily assists others in their tasks, consistently delivering high quality work.




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