Professional Experience

View Heather Montgomery’s LinkedIn profile here.

Performance-oriented marketing professional with 15+ years of experience in complex online marketing projects, improving workflow processes, and operational organization in fast-changing internet business environments. Versed in project management software (Wrike  & Monday), automation tools (Ontraport, PatronManager/Salesforce), social media scheduling (Later, eClincher & Hootsuite). Passionate about solving problems with innovative technologies.


Marketing Manager
Independent Contractor
2020 – present

  • Email marketing strategy resulting in 20-40% increase in KPI
  • Abandon cart and welcome email automation for eCommerce and events
  • Funnel testing for eCommerce products
  • Marketing coordination for design and copy deliverables

Director of Sales and Marketing 
Transcendence Theatre Company
2019 – 2020

  • Developed marketing communication for the shift from in-person events to online streaming performances for the 2020 season impacted by COVID-19.
  • Implemented streaming video solutions to deliver the first online streaming season.
  • 40% increase in donation income by integrating Classy donation software solution into PatronManager/Salesforce.
  • Implemented a project management system that increased task completion by 60%.
  • Managed remote team of 4 full-time employees and 3 contractors.

Marketing Manager 
Energy Psychology Group, Inc
2015 – 2019

  • Established fully automated demand generation digital marketing, sales automation with Ontraport for an email list of 150,000.
  • Implemented Learning Management System (LMS) to enhance and replace in-person learning courses adding $225,000 to annual income stream in the first 6 months.
  • Managed an affiliate marketing program for 25 joint venture partners and implemented an automated affiliate system that increased affiliates by 30%.
  • Manage a virtual team of 5 full-time employees and 7 contractor positions.

Marketing Analyst
IWA Wine
2012 – 2015

  • Increased email marketing list by 20%.
  • Implemented interactive testing elements to support sales staff and engage customers.
  • Project management of social media communication for four active brands.
  • Successful testing and delivery of all design and content deliverables for B2B and B2C campaigns.

Online Marketing Manager
Freelance Projects – Forward Motion Studios
2005 – 2012

  • Executed 45+ web development projects across B2B and B2C industries.
  • Planned and developed growth planning for clients’ digital presence with copywriting, graphic, and photography solutions.
  • Technical support for web and social media marketing automation.

Senior Web Developer
Robert Mondavi Corporation
2000 – 2005

  • Developed web applications for distributed sales teams.
  • Implemented process to track weekly code deployment.
  • Project managed web development to support marketing deadlines for product launches.

Senior Web Developer
Chase Bank (formerly North American Mortgage Company)
1991 – 2000

  • Developed the first company intranet to deliver sales and marketing tools online for distributed sales teams.
  • Implement training tools for intranet sales tools and reporting.
  • Executed technical specification documents that defined development requirements for intranet applications.



  • Multimedia Arts Professional  |  Sessions, 2004



  • Marketing Automation/CRM: Ontraport, PatronManager/Salesforce
  • Project Management: Wrike,, Trello
  • Email Marketing: Ontraport, MailChimp
  • Social Media Marketing: Hootsuite, eClincher
  • Software and Platforms:
    Windows, Mac, WordPress, Adobe Creative Cloud, eCommerce, Microsoft Office Suite, Google for Work and Google App Suite

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