Ivy Koerner
About Ivy Koerner
Ivy Koerner is a Marketing Sales Operations professional with extensive experience in competitive messaging analysis and marketing strategy enhancement. She has held various roles in organizations such as AdvisorEngine, Oncology Solutions, and Marriott International, and has a background in sociology and computer programming.
Current Role in Marketing Sales Operations
Ivy Koerner currently holds the position of Marketing Sales Operations at AdvisorEngine, where she has worked since 2018. In this role, she conducts competitive messaging analyses to enhance marketing strategies. She provides hands-on training to the sales and marketing team on best practices for managing leads and opportunities. Ivy is responsible for managing the HubSpot account and overseeing data integration with the sales team and Zoho CRM. Additionally, she documents current marketing processes and procedures regarding services.
Previous Experience at AdvisorEngine
Prior to her current role, Ivy Koerner worked at AdvisorEngine from 2017 to 2018 as a Kredible Advisor Services - Kredible Project Manager and Product Management Support. During her tenure, she contributed to various projects aimed at improving product management and support functions within the organization.
Professional Background in Administrative and Event Management
Ivy has a diverse professional background that includes roles in administrative and event management. She served as a Senior Executive Administrative Assistant at Oncology Solutions, LLC from 2015 to 2017. Before that, she worked at Marriott International as an Event Manager from 2011 to 2013 and as a Group Housing Coordinator from 2007 to 2011. These positions allowed her to develop strong organizational and management skills.
Educational Background and Studies
Ivy Koerner studied at the University of South Florida, where she earned a Bachelor of Arts (B.A.) in Sociology from 2004 to 2006. She furthered her education at Chattahoochee Technical College, focusing on Computer Programming and achieving a degree in Computer Information Systems Technology from 2014 to 2015. This educational background supports her analytical and technical skills in her current marketing role.
Contributions to Marketing Strategies
In addition to her operational responsibilities, Ivy Koerner writes about best LinkedIn practices for financial advisors and contributes blog articles on marketing strategies tailored for financial advisors. Her insights help enhance the marketing efforts within the financial services sector.