Nicole Roundy is a marketing technology and lifecycle marketing leader who helps organizations build better customer engagement programs through strategy, leadership, and the systems and data that make them work.
With 14+ years across CRM, marketing automation, lifecycle marketing, and customer engagement, Nicole works across the space between marketing strategy and the technology required to actually execute it.
01
Strategy, direction, and leadership when you need someone who can own the work.
Interim and fractional leadership for marketing teams navigating growth, change, or transition. This can include team leadership, program strategy, stakeholder management, prioritization, performance management, and creating the structure the team needs to work effectively.
02
Turning complicated marketing systems into something people can actually use.
CRM and marketing automation strategy, platform selection, migrations, implementations, journey architecture, data structure, segmentation, and operational design.
Experienced across Iterable, Braze, Emarsys, HubSpot, Salesforce/Pardot, Marketo, Ortto, Customer.io, Insider, and Klaviyo.
03
Building the right conversation with the customer, at the right moment.
Lifecycle strategy and execution across email, SMS, push, and in-app messaging. Journey design, behavioral triggers, segmentation, personalization, experimentation, retention, and customer engagement.
04
When the work is bigger than a campaign but smaller than a new department.
Lead strategic marketing initiatives that require someone who can connect the dots across marketing, technology, data, product, and operations—from initial audit and strategy through implementation and adoption.
I don't believe every marketing problem needs another consultant, another platform, or another 80-slide strategy deck.
Sometimes you need someone to look at the system and tell you what's actually wrong.
Sometimes you need someone to take ownership of a project that has become too complicated for the existing team.
Sometimes you need someone to step into leadership, make decisions, and give a team direction.
And sometimes you just need someone who understands both the marketing strategy and the technology underneath it.
That's where I tend to be most useful.
Platform Migration lead
Audited the existing Adoption program, identifying opportunities that helped inform the decision to move from Salesforce Marketing Cloud to Iterable. Subsequently led the migration of email, SMS, and push programs into a more modern, event-driven lifecycle architecture.
Interim Director, Lifecycle Marketing
Stepped into a Director-level lifecycle role to provide maternity leave coverage, managing a team of five and owning program priorities, projects, stakeholder communication, and channel strategy for a $70M annual revenue channel.
Event Marketing Strategy
Developed and implemented an improved email marketing strategy focused on audience segmentation, messaging, cadence, and engagement. The strategy doubled event registrations and increased mid-year engagement, strengthening ongoing customer relationships and brand exposure.
Growth · Transformation · Platform Migration · Team Transition · Customer Retention · Marketing Operations · Lifecycle Maturity
Across industries including healthcare, financial services, ecommerce, technology, and sports.
Write like you're mid-conversation, not mid-pitch.