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Not Biting Off More Than You Can Chew (Feat. Tara Barkett Quehl)

Right now, banks and financial institutions are working overtime to accomplish two things: justifying marketing ROI at the highest level, and forging stronger sales and marketing relationships. This week’s guest has experience doing both. Financial Services Product Marketing Director for Demandbase and avid traveler Tara Barkett Quehl calls in after reporting for jury duty to talk about the past and future of marketing automation and personalization both in fintech and the sales world at large.

Episode 13 Highlights

What does effective mentorship look like? For Tara, it was getting exposed early to strategy, being shown how to ask good discovery questions, learning how to roadmap, and seeing good budgeting in practice.

1:1, 1: few, 1: many — Tara walks listeners through a high-level overview of the basics of Account-Based Marketing and provides some use cases from her time at Fidelity.

What are some key planning activities someone on a CRM team at a bank should be thinking about if they want to implement a successful ABM strategy?

Hosts and Guests

  • JP Owens

    Managing Director, Banking and Lending, Silverline

    JP Owens partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

  • Elliott Spence

    Solution Architect, Silverline

    Elliott Spence is a Solution Architect at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage. 

  • Tara Barkett Quehl

    Financial Services Product Marketing Director, Demandbase

    Tara Barkett Quehl is responsible for standing up Demandbase’s Financial Services vertical’s marketing strategy, messaging, and content, including blogs, podcasts, and sales collateral. She participates in the sales cycle by lending Financial Services expertise and strategy in Financial Services-specific sales opportunities and helps advance customer success through workshopping. She is also the co-host of Demandbase’s Sunny Side Up podcast.

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