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I build lifecycle and CRM programs where data handling & compliance
aren't an afterthought but the baseline.


Healthcare, fintech, any environment where every message has to hold up to scrutiny. I bring the strategy and the systems to make that work.

Lifecycle & CRM strategy
for regulated industries.

13%

MQL Conversion Rate (up from 6%)

1M+

Contacts managed across regulated CRM programs

10+

CRM instance setups 

& platform migrations

9+

Years in lifecycle & CRM 

How I Work

Most of the organizations I’ve worked with already had the right tools in place.

What's missing is clarity: unclear ownership, inconsistent processes, systems that are hard to trust.

In regulated environments, that gap creates real risk. I assess what's working, and
build systems that hold up.

Steps leading upward, visually depicting revenue falling behind lead volume

Systems and Insights
That Work

Every stage mapped, each touchpoint intentional. Reporting that reflects what's actually happening, not what the system was set up to show years ago.

Stacked circles representing disconnected or underutilized CRM systems

Data You Can Rely On

In regulated industries, data quality isn't optional. I structure and connect data across platforms so your team can act on it, while staying compliant and clean
for audits. 

Abstract floating lines illustrating chaotic or outgrown DIY marketing systems

Processes That Keep Up

Workflows and automation your team can maintain. Documented, logical, and handoff-ready so the work doesn't disappear when one person does.

Lifecycle Marketing Manager B2C Fintech testimonial

Tim H. - Wealthsimple

Jessica was a key part of the lifecycle team at Wealthsimple. She improved onboarding flows and launched personalized campaigns for key segments, helping elevate our marketing with her technical skillset and cross-functional collaboration.
Head of Marketing B2B/B2C Marketplace testimonial

Liz K. - Nobul

At Nobul, Jessica led lifecycle mapping, automated our email flows, and migrated us from SendGrid to Braze - improving customer journeys and campaign performance through strategic thinking and execution.
Head of Marketing B2C SaaS testimonial

Elizabeth G. - Writeway

Jessica built high-converting nurture campaigns for WriteWay and improved trial conversions. She also managed our CRM transition from HubSpot to Salesforce and understands every step of the sales and marketing pipeline.

Make your systems work for you.

Ready when you are.

Whether you're building a lifecycle program from scratch, migrating platforms, or untangling a CRM that's outgrown its setup:

I'm happy to talk through what you're working with and whether I'm the right fit.

Contact Us

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