Expert in marketing operations, marketing automation, marketing technology & demand generation

Bryan Epstein

Dependable, results-oriented marketing leader with deep experience across digital marketing, marketing operations, demand generation, and marketing technology.

Builder of proper systems and campaigns to drive marketing- and revenue-generating growth.

I help teams clean up marketing systems, automate lifecycle workflows, improve lead flow, and connect campaign execution to revenue.

Highlights & results

Results I’m proud of

Selected outcomes from marketing operations, lead generation, lifecycle management, and MarTech implementation work.

New Leads Generated

500+net new leads per month

Developed and implemented a lead generation strategy that increased new lead flow.

Leads Per Week

150leads per week

Scaled lead generation from roughly 0-20 contact requests per week to about 150.

Hours Saved

10+hours saved per week

Improved routing and nurturing to reduce manual work across multiple teams.

Platform Migrations

12-monthMAP migration

Led a Salesforce Marketing Cloud to Marketo migration from planning through execution.

Content Creation

100+pages with lead capture

Expanded website conversion paths from one form to 100+ prospect capture pages.

Experience / what I do

I build systems that drive growth

Leadership

  • 2+ years of direct leadership with 3 direct reports
  • 10+ years of leading and mentoring peers

Strategy & implementation

  • 5+ years building roadmaps and strategies
  • 6+ years of direct support building, implementing, and executing marketing strategies

Analytics, attribution & lifecycle management

  • 6+ years of analytical-backed strategies
  • Data visualization and report building
  • Campaign attribution methodology
  • Lifecycle management

Foundational experience

  • Campaign management: 5+ years of omnichannel campaigns
  • Content & design: 17+ years across Adobe Creative Cloud
  • Website management: 10+ years with HTML, CSS, JS, WordPress, Drupal, Episerver, and Marketo landing pages

Key highlights & case studies

Driving measurable impact

Marketing technology implementation and process optimization

  • Led Salesforce Marketing Cloud to Marketo migration.
  • Led Braze to Pardot migration.
  • Managed vendor selection, business case approvals, lead scoring, lifecycle setup, routing, and campaign build.
  • Aligned systems and processes to improve performance and scale.

Lead generation

  • Scaled lead generation from roughly 0-20 contact requests per week to about 150 leads per week.
  • Developed 100+ pages with prospect capture.
  • Implemented lead routing to Regional VPs and sales reps tied to accounts.

Lead lifecycle management

  • Built lead scoring and routing strategies.
  • Improved lead data quality and lifecycle flow.
  • Designed behavioral, demographic, and firmographic scoring methodology.
  • Saved more than 10 hours per week through routing and nurturing improvements.

Modern systems support

AI-enabled workflow automation

I use AI and automation tools to help teams reduce manual work, document processes, improve handoffs, and build practical workflows that can actually be maintained.

My strength is not just using a tool. It is understanding the process, data, lifecycle logic, and business outcome first, then building the right system around it.

AI-assisted operations

  • Workflow mapping and process cleanup
  • SOP and documentation support
  • Prompt systems for repeatable work
  • Internal enablement and team adoption

Automation systems

  • Zapier and Make.com workflows
  • Airtable and Google Sheets automation
  • Webhooks and API-connected processes
  • Lead routing, alerts, and handoffs

Platform-flexible execution

  • Fast ramp-up on adjacent platforms
  • Tool selection based on workflow needs
  • AI-assisted troubleshooting and documentation
  • Practical builds teams can maintain
ChatGPTZapierMake.comAirtableGoogle SheetsAPIsWebhooksSOP automationPrompt systemsWorkflow documentationFast ramp-up: Claude, n8n, and adjacent automation tools

My top 5 strengths

Leadership
Communication
Detail-oriented execution
Problem solving
Adaptability

Process driven and committed to building scalable systems.

Cross-functional collaborator who aligns teams and drives results.

Open to feedback and committed to continuous improvement.

Accountable, reliable, and persistent in delivering impact.

What people say

Trusted by colleagues and partners

Bryan has been an incredible part of our team. He goes above and beyond to meet our needs and timelines while producing the best materials we have ever had.
Amber HeffnerExecutive Director, Illinois Computing Educators
Bryan was a dream to work with. He is very talented with a great eye for design and strategy, highly efficient, easy to communicate with, and quickly understood our business goals.
Sophie SloweChief Marketing Officer, Quorso
Bryan creatively advanced our MarTech stack by implementing capabilities for lead tracking and campaign engagement analytics utilizing his operational skills and technical know-how.
Charlie BrownVP, Corporate Marketing, Vericast
Bryan delivered excellent work in an incredibly short amount of time. He is a great communicator and very receptive to feedback and ideas.
Paige CohoDirector of Marketing and Communications, Medical Guardian

Skills & expertise

Certifications

HubSpot Marketing Software Certification
HubSpot Revenue Operations Certification
Marketo Certified Expert
Pardot Specialist Certification
Tableau Desktop Specialist Certification
Google Analytics GA4 Certification

Core capabilities & tools

Platforms and systems

MarTech Implementation, Optimization & Management
Salesforce CRM
Automation platforms: Zapier, Make.com, Tonkean, webhooks, API-connected workflows
AI-enabled workflow automation: ChatGPT, prompt systems, SOP support, workflow documentation
Marketing Automation: HubSpot, Marketo, Adobe Journey Optimizer, Salesforce Marketing Cloud, Pardot
Sales Enablement: Outreach, Apollo
Google Ads & Google Analytics
Project Management: Workfront, Asana, Jira
Web Design: HTML, CSS, JavaScript
CMS: WordPress, Drupal
SQL and APIs

Contact

Let’s connect

I occasionally take on select consulting and advisory projects focused on marketing operations, automation, MarTech systems, lifecycle management, and demand generation. If you need help cleaning up systems, improving lead flow, or connecting marketing execution to revenue, let’s talk.

Available for select consulting and advisory projects where there is a strong fit.