Ana Morales

Ana Morales

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Leader in B2B Marketing | Customer Strategy & Messaging Consultant | SaaS, Digital Media, Brand Strategy | Retention, Onboarding, Lifecycle CX
Austin, Texas, United States

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  • MyFitnessPal
    B2B Marketing, Lead
    MyFitnessPal
    Oct 2025 - Current (1 year 1 month)
  • S
    Consultant, Customer Strategy & Marketing Messaging
    Storylines That Stick, Ana Katrina Services LLC.
    Aug 2024 - Current (2 years 3 months)
    I help orgs fix the moments where their message stops working—whether it’s onboarding drop-off, unclear brand positioning, or retention messaging that just isn’t landing. Through Storylines That Stick, I partner with small teams, founders, and mission-driven brands to solve communication breakdowns across the customer journey. From lifecycle campaigns to donor appeals to GTM refreshes, I bring a strategist’s clarity and a CSM leader’s lens to the way teams talk to their audience—and move them to act. My approach combines customer insights, brand strategy, and narrative structure to sharpen how organizations show up—internally and externally. It’s not just messaging help. It’s fixing what’s falling flat. ⸻ 🔧 Consulting Services Include:
  • V
    VP, Client Success and Insights
    Oct 2022 - May 2024 (1 year 8 months)
    Clients: CVS Health, Allstate Foundation, Verizon, REI, Liquid I.V., U.S. Women’s Soccer, Seventh Generation, First Book & more Led client strategy and insights delivery for a SaaS platform powering social impact campaigns across top media and nonprofit partners. Oversaw full post-sale engagement—from onboarding to reporting—for purpose-led campaigns featured in national newsrooms and publisher content. Highlights: Developed narrative-driven insights reports using real-time behavioral data, optimizing impact for campaigns supporting disaster relief, voting access, and small business grants Led GTM data strategy for Public Good’s first interactive video product, combining market research, client interviews, A/B testing, and launch materials
  • D
    Director, Media & Strategy Planning
    Apr 2021 - Apr 2022 (1 year 1 month)
    Clients: Amazon, Etsy, Nike, Toms, Warby Parker, Shutterfly, DoorDash, HelloFresh & more Led campaign planning and media strategy for major ecommerce, retail, and DTC brands across RetailMeNot’s suite of owned channels—app, homepage, blog, email, and social. Served as strategic partner to sales and success teams to align storytelling with seasonal shopper behavior. Highlights: Built and executed integrated media plans for key moments including Back to School, National Cash Back Day, and holiday launches Used performance data and consumer insights to optimize campaigns for conversion, new customer growth, and category lift Partnered with brands like DoorDash and HelloFresh to align messaging with consumer intent and behavior across mobile an
  • RetailMeNot
    Manager, Customer Success Team (Manager of Account Management Group)
    RetailMeNot
    Dec 2018 - Apr 2021 (2 years 5 months)
    Clients: Amazon, Etsy, Nike, Toms, Warby Parker, Shutterfly, DoorDash, HelloFresh & more Led the national account management and customer success team supporting enterprise ecommerce, DTC, and retail partners. Oversaw campaign strategy, performance reporting, and client growth across post-sale programs. Highlights: Managed a team of Account Managers responsible for retention, expansion, and cross-channel campaign delivery for major brands Launched new planning and reporting processes to help clients better connect promotions to performance outcomes Supported go-to-market strategy for key initiatives including Cash Back Offers and seasonal tentpole campaigns Collaborated with Sales, Marketing, and Product to identify upsell opportunities, pe
  • RetailMeNot
    Sr. Account Manager
    RetailMeNot
    Jul 2016 - Dec 2018 (2 years 6 months)
    📌 Managed 100+ client accounts, working directly with brands, networks & agencies to drive success and exceed client goals. Porfolio included: Amazon, ASOS, Nike, Adidas, e.l.f., Samsung & more. 🤝 Cross-functional collaboration with merchandising, marketing & ad ops teams to execute client requests while ensuring sustainable measurement strategies. 📊 Optimized sales opportunities by logging, activating & analyzing performance to maximize revenue impact. 📈 Generated data-driven insights by compiling & interpreting third-party & internal data, delivering reports & strategic recommendations for partner growth. 💰 Ensured financial accuracy by collaborating with finance & Account Directors on revenue tracking & account receivables. 🚀 Drove
  • I
    Integrated Media Planner/Buyer
    Jul 2015 - Apr 2016 (10 months)
    Developed media strategies for state clients in sustainability and public health. Managed multi-platform campaign execution across digital, social, and traditional media.Applied audience insights to enhance the effectiveness of outreach efforts. 📊 Planned, negotiated & executed traditional & digital media campaigns, optimizing for top-performing outlets within deadlines & KPI goals. 🔍 Conducted market research using Nielsen, Scarborough & MRI to identify high-impact media opportunities aligned with campaign objectives. 🎯 Secured high-value media placements by developing added-value programs, often achieving 1:1 or greater no-cost placements across traditional & digital channels. 🤝 Built & maintained strong vendor relationships, leveragi
  • UM Worldwide
    Senior Portfolio Associate (Media Planning)
    UM Worldwide
    May 2012 - Apr 2015 (3 years)
    Led marketing strategies for 25+ major motion picture releases, managing 8-figure budgets. Aligned media planning with creative teams to craft high-impact promotional campaigns. Utilized research insights to guide audience targeting and engagement tactics. 🎬 Managed multi-million-dollar media plans for Sony Theatrical Entertainment, optimizing box office revenue for major releases across Columbia, TriStar, Sony Classics & Screen Gems. 📡 Executed integrated media strategies in collaboration with digital, out-of-home & home entertainment teams. 📊 Provided competitive analysis & brand research, delivering data-driven media recommendations to enhance targeting & industry alignment. 💰 Maintained budget accuracy, overseeing weekly spend adjus
  • Mercury Media
    Assistant Media Buyer
    Mercury Media
    Oct 2010 - Apr 2012 (1 year 7 months)
    📺 Optimized client spending on national & local television markets, maximizing profitability across direct response campaigns. 💸 Defined quarterly client budgets & established success metrics, aligning spending with client goals for optimal performance. 📊 Conducted real-time analysis of results, adjusting media schedules based on client goals and performance metrics. 🤝 Cultivated relationships with TV advertising sales teams across the U.S., Mexico & Venezuela, negotiating favorable quarterly commercial time contracts. Show less
  • M
    Media Planning Intern
    Jan 2010 - May 2010 (5 months)
    Contributed to fundamental preparation for client meetings and pitches Researched media outlets and background on competitors for U by Kotex, Dominoes, HEB Food Stores, Marshalls, St. Edwards University and Texas Lottery Media buying and ad spends software familiar that was utilized in competitive analysis
  • University of Texas at Austin
    Student Supervisor - Hospitality/ TX Union Bldg
    University of Texas at Austin
    Feb 2008 - May 2010 (2 years 4 months)
    Room reservations Equipment reservations Student group event planning Delivery of campus general information Peer evaluations and testing of peer employees
Education verified_user 0% verified
  • The University of Texas at Austin
    bachelor, BS, Advertising
    The University of Texas at Austin
    Jan 2007 - Jan 2010 (3 years 1 month)
  • The University of Texas at San Antonio
    Communications
    The University of Texas at San Antonio
    Jan 2006 - Jan 2007 (1 year 1 month)
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