Michael McKinney

Experience

• 

  Cardinal Financial Company, Limited Partnership

  Nov 2021 - Aug 2023

  Managed and optimized components of our Customer Relationship Management (CRM) software, HubSpot. Met frequently with management from various business units to identify best practices for optimizing their use of the CRM’s features. Provided both advice and backend technical support; specializing in optimizing workflows/sequences, building custom reports/dashboards, and analyzing data to measure the success of various recruiting, marketing, and sales campaigns. Managed day to day operations for processing and delivering final documents related to loan closings. Met frequently with investors, document custodians, and settlement agents to coordinate document delivery, and resolve issues with overdue documents. Additionally, oversaw the Document Management Specialist I’s & II’s, which includes auditing tasks, training, and performance reviews.

  • System Engineer I (HubSpot Administrator)

    Jan 2023 - Aug 2023

  • Settlement Manager

    Nov 2021 - Jan 2023
• 

  REE Medical

  Oct 2023 - Mar 2024

  Systems & Data Manager (HubSpot Product Manager)

  Supported the Sales Operations, Marketing Operations, Information Technology, and Product Enablement departments via HubSpot. Worked with partner agencies Pyxis Growth Partners and WORQFLOW to configure the initial build of the platform, as well as continued optimization via workflow automation, sales pipeline optimization, app integrations (including Salesforce), data integrity, and advanced reporting. Created Marketing Campaigns, Emails, and automations for outreach.

• 

  The Speaker Lab

  May 2024 - now

  Operations Technologist

  Support the Marketing Operation, Sales Operations, Student Success Team, Information Technology, and Product Enablement departments via HubSpot. Actively audit, review, and analyze current configurations in HubSpot & Zapier involving data flow between related integrations. Manage projects around enhancing and simplifying current processes, gathering requirements from Sales and Student Success leadership, reporting directly to the Chief Operations Officer. Additional responsibilities include managing data integrity, workflows, advanced reporting, and Sales Enablement. Show less