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Managed CRM across 3 lines of business including H&R Block, Block Advisors, and Spruce Financial Services. My team built a modular creative system that enabled our emails to be radically relevant at scale with:
• Enhanced customer segmentation
• Dynamic, tailored content
• Timely, relevant, triggered communications,
• Personalized, multi-channel journeys
Managed CRM across H&R Block and Block Advisors for Business. To account for the high-volume of deliverables during the short tax season, my team created a massive, modular design system that allowed us to build, personalize, and deploy at rapid speeds and scale. We deployed 300+ million emails in just 5 months, driving over half a million filing conversions. For Spruce, H&R Blocks Financial Service product, produced OLV media and managed the lead nurture, cross-sell, engagement and retention campaigns.