Dathan Montes
Ontario,CA
Summary
Dynamic marketing and client success professional with extensive experience in digital lead generation, content strategy, and customer lifecycle marketing. Proven track record of driving revenue growth through multi-channel campaigns, cross-sell/upsell initiatives, and strong alignment with sales and customer success teams. Adept at leading teams, coaching talent, and managing client relationships to ensure performance and retention. Skilled in campaign analytics, marketing communications, and nurturing top-of-funnel prospects to conversion. Known for navigating organizational change while maintaining high client satisfaction and team stability.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Sr. Marketing Programs Manager
Greater Giving
03.2013 - Current
- Planned, executed, and managed comprehensive lead generation campaigns across multiple channels to support the entire Greater Giving product line.
- Partnered with Customer Service and Success teams to uncover and drive cross-sell and upsell initiatives, contributing to increased customer lifetime value.
- Tracked, analyzed, and reported on sales and customer marketing campaign metrics to measure performance and identify areas for optimization.
- Collaborated with sales and marketing teams to align lead generation efforts with business goals and pipeline growth.
Senior Digital Marketing Manager
Greater Giving
10.2015 - 01.2020
- Planned, executed, and managed digital marketing lead-generation efforts to drive pipeline growth across all product lines.
- Led creative strategy and execution for content marketing, including blogs, social media, and email campaigns.
- Developed and maintained the marketing communications (Marcom) calendar and aligned quarterly initiatives with business goals.
- Nurtured top-of-funnel prospects through automated drip campaigns and new demand generation content.
Area Marketing Representative
Greater Giving
02.2013 - 09.2015
- Supported new client acquisition and directly contributed to revenue goals for a high-performing territory through client upgrades, upsells, and lead qualification.
- Qualified and nurtured inbound leads on behalf of the Sr. Area Marketing Manager, setting qualified appointments and ensuring a smooth handoff.
Manager, Account Management
Yahoo Inc.
10.2000 - 10.2010
- Led a team of Account Managers supporting a portfolio of premium advertisers, ensuring high-quality client service and campaign performance.
- Navigated the team and client base through organizational and leadership transitions, maintaining stability and client satisfaction.
- Interviewed, hired, and onboarded 2–3 new team members annually, contributing to team growth and operational continuity.
- Provided day-to-day guidance, performance monitoring, and career coaching to team members, supporting their professional development and achievement of individual goals.
- Accompanied Account Managers on client meetings to ensure alignment with strategic objectives and enhance client relationships.
Education
Some College (No Degree) - General Education
Mt. San Antonio College
Walnut, CASkills
- Effective team leadership
- Team development
- Staff management
- Strategic delegation of responsibilities
- Collaborative networking abilities
- Staff development
- Content marketing
- Digital marketing
- Brand management
- Prospective client outreach
- Recruitment and selection expertise
- Supportive demeanor
- Adaptability to change
- Recruitment and onboarding
- Employee coaching and mentoring
- Customer-focused demeanor
- Employee development
- Customer engagement
- Client relationship management
Accomplishments
- Resurrected dormant reputation management campaigns. Increased average scores from high 3's to mid 4's, resulting in a new lead generation source.
- Focus on PPC/PPL initiatives to increase quality leads by 15%.
- Led Auction Booster cross sell promotions resulting in 50% growth in leads year over year.
Certification
- G2 Marketing and Lead Generation Certificate
- Yahoo! Management Training
- 2x Greater Giving Circle of Excellence
- 2x Yahoo! Leadership Circle
Timeline
Senior Digital Marketing Manager
Greater Giving
10.2015 - 01.2020
Sr. Marketing Programs Manager
Greater Giving
03.2013 - Current
Area Marketing Representative
Greater Giving
02.2013 - 09.2015
Manager, Account Management
Yahoo Inc.
10.2000 - 10.2010
Some College (No Degree) - General Education
Mt. San Antonio College
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