Recent Projects
Here are some recent initiatives that I've led at Coastal Credit Union. I'm always looking for new ways to challenge myself and grow as a marketer.
Onboarding Journey Redesign
Led the redesign of Coastal’s member onboarding experience, evolving a single welcome email into a 30-day automated journey personalized by product type and member behavior. Partnered across teams to define requirements, align messaging, and implement the journey in Braze, improving both digital and branch onboarding experiences.
Impact:
- Expanded onboarding from 1 to a multi-step automated journey
- Increased direct deposit enrollments by 7.7%
- Increased e-statement enrollments by 6.4%
- Accelerated digital service adoption by 17%
Skills: Lifecycle Marketing, Journey Mapping, Project Management, Marketing Automation
Snowflake Integration
Managed a cross-functional project integrating real-time data from the banking core system into Braze and Snowflake, replacing manual processes with automated workflows that improved campaign reliability, personalization, and overall marketing efficiency.
Impact:
- Enabled real-time access to member data for marketing campaigns
- Improved personalization through access to 100+ behavioral and demographic attributes
- Reduced manual processes and increased campaign accuracy and efficiency
- Supported the transition to automated, trigger-based lifecycle journeys
Skills: Project Management, Marketing Automation, Data Integration, Snowflake, Braze, API Workflows
AI Governance Proposal
Developed and presented an internal proposal on ethical AI adoption and governance, which won a company-wide speech competition. The initiative influenced executive leadership and led to the formation of an internal AI committee and the creation of formal AI policy guidelines for responsible adoption across the organization.
Impact:
- Influenced formation of enterprise AI committee
- Contributed to development of company-wide AI governance policy
Skills: Strategic Thinking, Public Speaking, Executive Communication, Policy Development