Joshua Hitz

Marketing Automation & CRM Alignment

Project Overview

At Process Sensing Technologies, I helped strengthen the foundation for marketing execution by launching a marketing automation platform, improving CRM workflow structure, and supporting closer alignment across Marketing, Sales, and RevOps. The work focused on making campaign execution more scalable, improving segmentation and lead-stage clarity, and creating better visibility into reporting across PST and its subsidiaries.

Industry: Industrial precision measurement technology

Employee Size: ~700 employees

Role: Growth Marketing Program Manager – Monitoring

Focus: Marketing automation, CRM workflows, segmentation, Sales and RevOps alignment, reporting

Results: Launched a marketing automation platform and improved campaign readiness, segmentation, lead stages, and reporting visibility across PST and its subsidiaries.

Challenge

PST needed stronger marketing infrastructure to support more consistent campaign execution, cleaner lead management, and better alignment across teams. There was an opportunity to improve how marketing automation, CRM workflows, segmentation, and reporting worked together so campaigns could be launched more efficiently and measured more clearly.

Goal:  Build a more scalable marketing foundation by improving automation, CRM alignment, segmentation, and reporting visibility.

What I Owned

I helped launch a marketing automation platform and supported the underlying workflow improvements needed to make campaigns more structured and repeatable. My work included CRM and data review, lead-stage alignment, campaign support, cross-functional coordination, and collaboration with Sales and RevOps on segmentation, reporting, and campaign readiness.

I also supported broader marketing execution across PST and its subsidiaries by helping align messaging, brand, and operational inputs needed for more consistent campaign delivery.

Process

Platform and Workflow Setup

  • Helped launch a marketing automation platform to support more scalable campaign execution.
  • Reviewed CRM structure and data workflows to identify gaps affecting segmentation and campaign readiness.
  • Supported the foundation for cleaner marketing operations across PST and related business units.

Segmentation and Lead Management

  • Audited CRM data and workflows to improve segmentation and lead handling.
  • Helped streamline lead-stage definitions in partnership with Sales and RevOps.
  • Improved campaign readiness by creating better alignment between marketing inputs and sales follow-up.

Campaign Coordination

  • Supported campaign execution tied to lifecycle messaging, brand alignment, and business priorities.
  • Worked across teams to help connect marketing activities with broader commercial goals.
  • Contributed to more consistent execution across PST and its subsidiaries.

Reporting and Alignment

  • Helped improve reporting visibility and cross-functional understanding of campaign activity.
  • Partnered with Sales and RevOps on process alignment to support better funnel clarity.
  • Contributed to a more structured operating foundation for future marketing programs.

Results

Launched a marketing automation platform and improved the operational foundation for campaign execution by strengthening segmentation, lead-stage alignment, reporting visibility, and cross-functional readiness across Marketing, Sales, and RevOps.