Teladoc Health
(May 2019 – Sept. 2021)
Telehealth services company offering software and hardware solutions to efficiently deliver virtual care for a broad array of use cases and healthcare environments
EMAIL MARKETING SPECIALIST
Managed all email sends while improving internal processes by creating templated marketing materials, resulting in streamlined campaigns and reporting
Chrome Extension for Salesforce Lead Routing (2021)
Project: Following Teladoc Health's acquisitions of InTouch Health and Livongo, the marketing automation team needed a faster way to prepare records for lead routing across three unconsolidated Salesforce instances.
Challenges: Bulk exports from Data Loader were useful, but duplicate lead/contact records, name variations, conflicting record owners, and parent-child account relationships made matching unreliable. Each record still required human review before it could be entered into the secondary review workbook.
Solution: Since the lookup process required human judgment, I focused on the repeatable step that could be automated: extracting and transferring the data after the correct record was identified. I built a JavaScript-based Chrome extension that pulled key field values from Salesforce record pages, normalized instance-specific labels, calculated activity recency, and copied a tab-delimited row to the clipboard, bridging Salesforce records with the Excel workbook used for secondary review. After testing, I shared the tool with other members of the marketing automation team handling the same review work. It reduced manual scrolling, field searching, repeated field checking, and copy-and-paste errors while ensuring the same fields were consistently captured in the same order.
Results: The extension reduced data-processing time by roughly 80% and helped move records down the funnel to Lead Development faster for routing and follow-up. By speeding up data capture after each Salesforce lookup, the extension freed up more time for secondary spreadsheet review, where duplicate lead/contact records, record ownership, account relationships, and sales rep assignments were confirmed before routing decisions affected commissions. Over several months, our three-person team processed thousands of records, including a virtual Telehealth Innovation Forum attendee list with several thousand records.
Skills Utilized: JavaScript, Chrome Extension Development, Workflow Automation, Data QA
Tools Used: Google Chrome, Salesforce, Microsoft Excel, Data Loader
Telehealth Innovation Forum (2020)
Project: InTouch Health, now part of Teladoc Health, held an annual Forum showcasing new developments in virtual care, with speakers from across the country. In 2020, due to the COVID-19 pandemic, the team rapidly converted the event from in-person to fully virtual while preserving the experience attendees had come to expect.
Results: Email drove 33% of total Forum registrations. The original goal was 1,000 total event registrations; the email channel alone brought in roughly 1,300.
Challenges: The shift to a fully virtual format meant communications had to do more than promote the event. Email became a primary tool for building interest, setting expectations, and guiding attendees through a two-day digital experience.
With multiple audience segments, registration stages, content updates, and live-event timing to manage, the campaign required careful coordination across promotional and attendee communications. To support that effort, I built targeted email lists and messaging that connected the right audiences with relevant sessions, speakers, and event updates.
Skills Utilized: Email Marketing Strategy, Email Design, HTML/CSS, Data Analysis
Software Used: Adobe Photoshop, Brackets Code Editor, Litmus, Pardot, Salesforce
Reporting
After the Forum wrapped, I pulled campaign data from our email service provider and built a performance report covering overall email metrics and click maps.
