Project 01 · Fintech · Global ABM and ABX
One global strategy. Multiple paths to growth.
Three regions, merchant verticals with different adoption barriers, and enterprise, mid-market, and franchise audiences at different buying stages. I built a global account-based strategy spanning regional priorities, merchant segments, buying groups, messaging, and activation across the US, UK, and ANZ.
Creative, destinations, targeting, and measurement work as one system, so investment, attention, and sales follow-up point at the same accounts.
What I built
- A global strategy with regional and vertical adaptations across the US, UK, and ANZ.
- Account tiers, buying-group needs, and a clear role for each campaign.
- Creative direction, destination readiness, activation, and measurement.
12-month program, with six more months for opportunities to mature.
Explore the caseStrategy and execution · Commercial results · Measurement notes
AStrategy and execution
What made it complex
- Different markets needed regional relevance, not translated copies of one campaign.
- Merchant verticals faced different business problems and adoption barriers.
- Enterprise, mid-market, and franchise audiences required different treatment.
- Broad awareness, opportunity development, and active-deal support each needed a distinct approach.
Account and vertical strategy
T1, T2, and T3 programs matched scaled education, opportunity development, and focused deal support to account priority and buying stage. Verticals covered fashion, beauty, retail, QSR, and travel, plus region-specific categories such as US home, UK health and wellness, and ANZ recurring spend.
Buying groups and adoption logic
Messages tied to growth and commercial priorities, considering marketing, commerce, product, technology, finance, procurement, and compliance stakeholders where relevant. The messaging answered what merchants weigh before adopting something new: is it clearly better, does it fit how we operate, how hard is it to implement, can we try it without a big commitment, and will we see that it’s working?
Activation
LinkedIn and Demandbase, supported by stage-appropriate creative, landing-page inventory and readiness review, personalization work, event-related activation, campaign trafficking, and QA. Regional reporting kept local currencies and launch timing separate.
BCommercial results
From target account to activated merchant
| Stage | Result |
|---|---|
| Reached | 90% of target accounts |
| Engaged | 40% of target · 44.4% of reached |
| Qualified opportunity | 10% of engaged accounts |
| Signed merchant | 25% of qualified opportunities |
| Activated | 83% of signed merchants |
| Marketing contribution | 1 in 3 wins marketing-sourced; the rest marketing-influenced |
Net revenue from activated merchants and an annualized run rate were also verified against finance reporting; dollar values are withheld. The stages show progression, not one linear path every account follows.
CMeasurement notes
- Reached means at least one valid paid-media impression tied to a target account, deduplicated across channels.
- Engaged means two meaningful interactions on separate dates within 90 days, at least one of them a website, content, event, or direct-response interaction. Impressions alone don’t qualify.
- Merchant payment volume is not revenue, and annualized net revenue is not contractual ARR. Sourced and influenced wins don’t overlap. Marketing contributes to this path; sales and the wider business close the deals.
- Targets and reachApproved target-account master matched to CRM account IDs; account-level delivery reports reconciled to it
- EngagementAccount-engagement platform, supported by website, marketing automation, and CRM activity
- Opportunities and winsCRM opportunity reports with qualification date, stage, and sales acceptance; closed-won records and executed agreements
- Activation and revenueOnboarding records and finance-approved merchant revenue reporting
- AttributionCRM attribution reporting under documented sourcing and influence rules