Berto Contreras

Marketing and sales strategist with 10+ years inside an accounting and advisory firm. Hands-on experience with HubSpot CRM, landing pages, nurture workflows, campaign dashboards, attribution and ROI reporting, audience segmentation, content, and sales enablement. Builds industry-specific campaigns around real client pain points and uses AI to improve research, organize market insight, and sharpen content and follow-up.

Chief Strategy Officer - MBS Accounting Technology & Advisory

(2021-01)

• Lead marketing and sales strategy for an accounting and advisory firm, aligning positioning, campaigns, CRM activity, content, and business development with revenue goals.
• Built and continue to manage A Quick Note, a niche content channel for architecture and design firm owners that grew to 500+ subscribers and supported new client opportunities by building trust before sales conversations.
• Research niche audiences and buyer pain points to shape segmentation and industry-specific messaging; use AI to organize findings and turn subject-matter expertise into targeted content and campaign assets.
• Implemented a value-based pricing and sales process that supported $175K in new business closed in one month.

Director of Marketing & Sales - MBS Accounting Technology & Advisory

(2020-01 - 2021-01)

• Ran marketing and sales as one connected function, aligning campaigns, CRM activity, proposals, follow-up, and client conversations around revenue goals.
• Built campaign attribution and ROI dashboards connecting lead activity to opportunities and sales results, then used the findings to adjust targeting, messaging, and follow-up.
• Managed concurrent email, webinar, outreach, content, and landing-page campaigns while coordinating sales materials and follow-up across initiatives.

Marketing Business Development Manager - MBS Accounting Technology & Advisory

(2016-04 - 2019-12)

• Used HubSpot as the primary CRM and campaign platform to build landing pages, segment contacts, monitor campaign performance, and manage automated follow-up.
• Researched target markets and helped shift the firm's marketing from broad visibility toward defined audiences, clearer positioning, and industry-specific outreach.
• Managed inbound calls generated through marketing campaigns and helped turn prospect interest into new business conversations.

Junior Underwriter - Prime Case Funding LLC

(2014 - 2016)

Case Manager - Legal Capital Corp

(2010-08 - 2014-02)

Bachelor's Degree - Criminal Justice - John Jay College of Criminal Justice (2002)