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# Akhil Paul

**Headline:** Head of Marketing @ Lumida Wealth \(PE\-Backed\) \| Performance Marketing & Demand Generation \| $30M\+ Lifetime Ad Spend at 300–400% ROAS \| CRM, Attribution & Marketing\-Sales Alignment
**Profession:** Head of Marketing — Reports to CEO
**Location:** Philadelphia, Pennsylvania, United States

## About

Akhil Paul is Head of Marketing at Lumida Wealth, a private\-equity\-backed wealth management firm, where he leads a five\-person marketing team and owns full\-funnel performance, marketing P&L, and company\-wide OKRs\. Reporting to the CEO, Head of Sales, and PE operating partners, Akhil combines strategic planning with hands\-on platform optimization across paid acquisition, CRM, attribution, SEO, content, and marketing operations\. His core strengths are lead generation, demand generation, marketing\-to\-sales alignment, and revenue\-first channel strategy—using paid media for immediate revenue opportunities and SEO for long\-term brand building and compounding demand\. At Lumida, Akhil rebuilt a marketing function after four prior leaders, stabilized the inherited team, hired three additional marketers, and developed a HNWI acquisition engine generating 2,730\+ leads in three months while sustaining 300% ROAS on a $2 million annual budget\. He has managed more than $30 million in lifetime advertising spend across private\-equity\-backed, agency, and growth\-stage portfolios\. Earlier roles included managing $1 million\+ in monthly spend at Vaco by Highspring and a $10–20 million annual portfolio at 1SEO Digital Agency, where he delivered sustained ROAS, CRM growth, SEO visibility gains, and measurable revenue outcomes for multi\-location brands\.

## Services

- Go\-to\-Market Strategy
- Marketing Operations
- Team Leadership
- Demand Generation
- Creative Strategy
- Wealth Management Services
- Digital Campaigns
- ChatGPT
- Ad Optimization
- Web Content Optimization
- Cost Reduction
- Performance Metrics
- PPC Bid Management
- Sales Forecasting
- Client Onboarding
- Sales Growth
- HubSpot
- Marketing
- Paid Search Strategy
- Paid Search Campaigns
- Content Marketing
- Remarketing
- Content Strategy
- Web Content Writing
- On\-Page Optimization
- Brand Strategy
- Strategic Marketing Management
- Advertising
- Marketing Strategy
- Strategic Partnerships

## Highlights

- Leads a five\-person marketing team at Lumida Wealth spanning paid media, content, SEO, and marketing operations, with hiring authority, performance\-management responsibility, and team P&L ownership\.
- Owns Lumida Wealth’s full marketing P&L and company\-wide OKRs, reporting revenue forecasts, budget allocation, and growth targets to the CEO, Head of Sales, and PE operating partners\.
- Rebuilt Lumida’s marketing function after four prior leaders by stabilizing two inherited team members and hiring three additional mid\-to\-senior marketers\.
- Built a HNWI lead\-acquisition engine that generated 2,730\+ leads in three months, or approximately 910 per month, through Meta\-led paid social supported by Google and LinkedIn\.
- Reduced Lumida CPL from $400\+ to $240 and CPA from $10,000\+ to $7,500 while sustaining 300% ROAS on a $2 million annual budget\.
- Tested 112 Lumida creative variations per month across seven campaigns, four ad sets per campaign, and four ads per ad set\.
- Built a tax\-mitigation\-to\-wealth\-management acquisition funnel that generated $15 million in new AUM and $150,000 in initial revenue with sustained month\-over\-month growth\.
- Converted 312 Lumida funnel leads into 70 SQLs, 17 bookings, and five closed wealth\-management clients\.
- Grew Lumida Invest, an iOS SaaS app, to 500\+ premium subscribers in closed beta through Facebook acquisition and lifecycle nurture\.
- Architected Lumida’s GoHighLevel CRM from scratch and built automated lead routing across GoHighLevel and HubSpot, with advisor assignment, formal SLAs, lead scoring, and a unified revenue dashboard\.
- Managed $1 million\+ in monthly ad spend, or $12 million\+ annualized, across Google Ads, Meta, and LinkedIn at Vaco by Highspring\.
- Sustained 350%\+ ROAS and reduced CPL 50%\+ year over year at Vaco by Highspring\.
- Delivered up to 150 leads and 90 SQLs in peak months at Vaco by Highspring while maintaining CPL below $1,000\.
- Scaled Vaco by Highspring’s CRM database to 400,000\+ users, representing 3,000%\+ growth, supporting a sustained 30% month\-over\-month sales lift\.
- Stabilized 25–30% of at\-risk client portfolios at Vaco by Highspring through tailored full\-funnel rescue plans\.
- Increased Vaco by Highspring organic impressions 1,122% and top\-10 keyword rankings from 350 to 659\.
- Consolidated five fragmented Vaco websites into a unified SEO\-optimized domain, improving domain authority and reducing campaign cannibalization\.
- Doubled Vaco email open rates to 40% and implemented HubSpot UTM tracking with end\-to\-end attribution for CPL, cost per SQL, CPA, CAC, lead value, ROAS, and ROI\.
- Managed a $10–20 million annual paid\-media portfolio across 10\+ accounts at 1SEO Digital Agency, including national multi\-location home\-services brands\.
- Sustained 400%\+ ROAS across 1SEO portfolios through Google responsive search, Local Services Ads, Meta, SEO, and hyper\-segmented retargeting\.
- Drove 30%\+ ad conversion rates on $500,000\+ in annual paid\-social spend at 1SEO\.
- Sold out an HNWI\-focused client’s premium product line two months before year\-end and pre\-booked the following quarter’s inventory at 1SEO\.
- Built onboarding infrastructure supporting 500\+ accounts annually at 1SEO and lifted email open rates from 20% to 40% while achieving a 5% campaign conversion rate\.
- Built and ranked the Painters in Philly website from scratch in under 12 months, generating $100,000\+ in attributed painting\-business revenue\.
- Scaled Bevanda Products revenue from $0 to $70,000 per month in six months by shifting from individual e\-commerce to B2B bulk programs\.
- Doubled Bevanda’s conversion rate and increased AOV 30x through a self\-service B2B design studio\.
- Generated $50,000\+ in traceable email\-attributed revenue at Bevanda Products and directly generated $50,000\+ in traceable sales revenue through CRM and email workflows\.
- Managed Bevanda’s $150,000 annual marketing budget and expanded its CRM database by 3,000%\.
- Has managed $30 million\+ in lifetime advertising spend across PE\-backed, agency, and growth\-stage portfolios\.
- Holds a B\.B\.A\. in Marketing/Marketing Management and a Bachelor of Science in Marketing from Penn State University, a Minor in Entrepreneurship/Entrepreneurial Studies from Penn State Abington, and Digital Marketing Certifications from Columbia University and New Jersey Institute of Technology\.

## Experience

- **Head of Marketing — Reports to CEO at Lumida Wealth** (2025\-06\-01–present) — Built and own a HNWI lead acquisition engine generating 2,730\+ leads in the most recent 3 months alone \(~910 leads/month\) via Meta\-led paid social supported by Google and LinkedIn, flowing into a GoHighLevel CRM I architected from scratch\. Reduced CPL from $400\+ to $240 and CPA from $10,000\+ to $7,500 while sustaining 300% ROAS on a $2M annual budget\. Achieved by testing 112 creative variations per month \(7 campaigns × 4 ad sets × 4 ads\)\. Architected a multi\-product acquisition funnel where tax mitigation campaigns serve as top\-of\-funnel magnet converting into wealth management clients, driving $15M in new AUM and $150K in initial revenue with sustained MoM growth via video views → 10\-second engaged audiences → tax\-mitigation eBook → free consultation, converting 312 leads → 70 SQLs → 17 bookings → 5 closed clients\. Grew Lumida Invest \(iOS SaaS app\) to 500\+ premium subscribers in closed beta via Facebook acquisition and lifecycle nurture against the internal HNWI list\. Built the market
- **Senior Marketing Strategist at Vaco by Highspring** (2024\-06\-01–2025\-06\-01) — Managed $1M\+ in monthly ad spend \($12M\+ annualized\) across Google Ads, Meta, and LinkedIn for finance and accounting placement services, sustaining 350%\+ ROAS while cutting CPL 50%\+ year\-over\-year\. Delivered up to 150 leads / 90 SQLs in peak months to sales, holding CPL under $1,000 through landing page CRO, audience refinement, and continuous creative testing\. Scaled CRM database to 400,000\+ users \(3,000%\+ growth\) fueling a sustained 30% MoM sales lift through HubSpot lifecycle automation and segmented nurture programs\. Stabilized 25–30% of at\-risk client portfolios by deploying tailored full\-funnel rescue plans, protecting recurring revenue\. Boosted organic visibility 1,122% in impressions and grew top\-10 keyword rankings from 350 to 659 via location\-based page strategy, Surfer SEO optimization, and Google Business Profile authority building\. Consolidated 5 fragmented websites into a unified SEO\-optimized domain, improving domain authority and eliminating cannibalization across campa
- **Senior Marketing Strategist at 1SEO Digital Agency** (2022\-04\-01–2024\-06\-01) — Managed a $10–20M annual ad spend portfolio across 10\+ client accounts \($1–2M annual budget each\), serving national multi\-location home services brands including Benjamin Franklin Plumbing, One Hour Heating & Air, Overhead Door Company, Garage Kings, Cornerstone Pros, and Radiant Plumbing\. Sold out an HNWI\-focused client's entire premium product line two months before year\-end and pre\-booked the next quarter's inventory by allocating 80% of spend to optimized paid search, 20% to remarketing and local presence, with abandoned\-cart recovery and seasonal nurture layered on top\. Sustained 400%\+ ROAS across portfolios through a coordinated channel mix of Google responsive search, Local Services Ads, and Meta, supported by baseline SEO and hyper\-segmented retargeting\. Drove 30%\+ ad conversion rates on $500K\+ in annual paid social spend through iterative creative testing and audience refinement\. Transformed client conversations from renewal defense to growth expansion by deploying UTM\-based a
- **Digital & E\-Commerce Marketing Manager at Bevanda Products** (2021\-02\-01–2022\-04\-01) — \- Scaled revenue from $0 to $70K/month in 6 months by repositioning from individual e\-commerce to B2B bulk programs targeting companies with 50\+ employees\. \- Doubled conversion rate and increased AOV 30x by building a self\-service B2B design studio for corporate buyers to upload logos, visualize products, and place bulk orders directly\. \- Generated $50K\+ in traceable email\-attributed revenue through ActiveCampaign workflows: abandoned cart, custom coupons, loyalty automation, deal\-size segmentation, and multi\-touch remarketing\. \- Managed $150,000 annual marketing budget across SEO, PPC, and social media, consistently achieving targeted growth objectives\. \- Expanded CRM database by 3,000%, building the foundation for the 30% month\-over\-month sales growth trajectory\. \- Built lead generation, segmentation, nurturing, and closing workflows through email marketing and CRM automation, directly generating over $50,000 in traceable sales revenue\. \- Ran Google, Bing, and Meta ads to generate qu
- **Digital Marketing Manager / Administration at https://www\.paintersinphilly\.com/** (2018\-12\-01–2021\-02\-01) — \- Built and ranked website from scratch in under 12 months in a competitive Philadelphia home services market, generating $100K\+ in attributed revenue for the painting business\. \- Implemented content strategy and SEO optimization that increased brand exposure and domain authority across both commercial and residential service categories\. \- Ran Google and Bing ads to generate qualified leads from search engines, paired with email marketing follow\-up sequences designed for nurture and close\. \- Executed Facebook ads to create brand awareness and re\-engage customers from display and social media channels, building remarketing audiences for repeat consideration\. \- Created location\-based landing pages targeting specific Philadelphia neighborhoods and surrounding suburbs, with effective internal link building strategy\. \- Managed administrative operations alongside marketing execution, coordinating across service scheduling, customer communication, and lead\-to\-booking workflows for a local hom

## Education

- Digital Marketing Certification — Columbia University
- Digital Marketing Certification — New Jersey Institute of Technology
- Bachelor of Business Administration \(B\.B\.A\.\), Marketing/Marketing Management, General — Penn State University
- Bachelor of Science, Marketing — Penn State University
- Minor, Entrepreneurship/Entrepreneurial Studies — Penn State Abington

## FAQ

### What does Akhil do?

Akhil is Head of Marketing at Lumida Wealth, a PE\-backed wealth management firm\. He leads marketing strategy and hands\-on execution across paid media, demand generation, CRM, attribution, SEO, content, marketing operations, and sales alignment\.

### What are Akhil’s core marketing strengths?

Akhil’s primary strengths are lead generation and demand generation\. He owns full\-funnel marketing from website optimization, creative, paid acquisition, and social media through email, CRM attribution, lead routing, sales handoff, and closed revenue\.

### What are Akhil’s leadership responsibilities at Lumida Wealth?

Akhil leads a five\-person marketing team spanning paid media, content, SEO, and marketing operations at Lumida Wealth\. He has direct hiring authority, conducts performance management, owns the team P&L, and sets company\-wide OKRs while reporting on revenue forecasts, budget allocation, and growth targets to Lumida’s CEO, Head of Sales, and PE operating partners\.

### How did Akhil rebuild Lumida Wealth’s marketing function?

Akhil took over a Lumida marketing function that had cycled through four previous leaders\. He stabilized two inherited team members, hired three additional mid\-to\-senior marketers, and rebuilt the function around full\-funnel performance and revenue accountability\.

### What did Akhil build for HNWI acquisition at Lumida Wealth?

Akhil built a HNWI lead\-acquisition engine using Meta\-led paid social supported by Google and LinkedIn\. The engine generated 2,730\+ leads in the most recent three months, or roughly 910 leads per month, and routes leads into the GoHighLevel CRM that Akhil architected from scratch\.

### What paid\-media performance did Akhil achieve at Lumida Wealth?

Akhil reduced cost per lead from more than $400 to $240 and CPA from more than $10,000 to $7,500 while sustaining 300% ROAS on a $2 million annual budget\. He achieved this through a testing program of 112 creative variations per month across seven campaigns, four ad sets per campaign, and four ads per ad set\.

### What revenue funnel did Akhil create at Lumida Wealth?

Akhil architected a multi\-product funnel in which tax\-mitigation campaigns act as a top\-of\-funnel magnet for wealth\-management clients\. The funnel uses video views, 10\-second engaged audiences, a tax\-mitigation eBook, and a free consultation it generated $15 million in new AUM and $150,000 in initial revenue with sustained month\-over\-month growth, converting 312 leads into 70 SQLs, 17 bookings, and five closed clients\.

### What did Akhil accomplish with Lumida Invest?

Akhil grew Lumida Invest, an iOS SaaS app, to more than 500 premium subscribers in closed beta through Facebook acquisition and lifecycle nurture against Lumida’s internal HNWI list\.

### How does Akhil connect marketing and sales?

Akhil built an automated lead\-routing system across GoHighLevel and HubSpot that directs inbound leads from paid campaigns, content forms, and referrals to the appropriate advisor\. The system includes formal SLAs, lead scoring, and a unified revenue dashboard\.

### What did Akhil accomplish at Vaco by Highspring?

At Vaco by Highspring, Akhil managed more than $1 million in monthly advertising spend, or more than $12 million annualized, across Google Ads, Meta, and LinkedIn for finance and accounting placement services\. He sustained 350%\+ ROAS, cut CPL by more than 50% year over year, and delivered up to 150 leads and 90 SQLs in peak months while holding CPL below $1,000 through landing\-page CRO, audience refinement, and continuous creative testing\.

### How did Akhil improve CRM growth and client retention at Vaco by Highspring?

At Vaco by Highspring, Akhil scaled the CRM database to more than 400,000 users, representing 3,000%\+ growth, using HubSpot lifecycle automation and segmented nurture programs that supported a sustained 30% month\-over\-month sales lift\. He also stabilized 25–30% of at\-risk client portfolios through tailored full\-funnel rescue plans, protecting recurring revenue\.

### What SEO results did Akhil achieve at Vaco by Highspring?

Akhil increased organic impressions by 1,122% and grew top\-10 keyword rankings from 350 to 659 at Vaco by Highspring through location\-based pages, Surfer SEO optimization, and Google Business Profile authority building\. He consolidated five fragmented websites into one SEO\-optimized domain to improve domain authority and eliminate campaign cannibalization\.

### How did Akhil improve email and attribution at Vaco by Highspring?

At Vaco by Highspring, Akhil doubled email open rates to 40% by removing subscribers inactive for six or more months, A/B testing subject lines and CTAs, and rebuilding segmentation around engagement signals\. He also implemented HubSpot UTM tracking and end\-to\-end attribution across CPL, cost per SQL, CPA, CAC, lead value, ROAS, and overall ROI, and conducted biweekly campaign reviews with a dedicated Google Ads representative\.

### What was Akhil’s scope at 1SEO Digital Agency?

At 1SEO Digital Agency, Akhil managed a $10–20 million annual ad\-spend portfolio across more than 10 client accounts with $1–2 million annual budgets\. His accounts included national multi\-location home\-services brands such as Benjamin Franklin Plumbing, One Hour Heating & Air, Overhead Door Company, Garage Kings, Cornerstone Pros, and Radiant Plumbing\.

### What performance results did Akhil deliver at 1SEO Digital Agency?

Akhil sustained 400%\+ ROAS across 1SEO portfolios using Google responsive search, Local Services Ads, Meta, baseline SEO, and hyper\-segmented retargeting\. He drove 30%\+ ad conversion rates on more than $500,000 in annual paid\-social spend through iterative creative testing and audience refinement, including A/B testing that prioritized qualified conversions over high\-volume traffic and lowered acquisition cost for an HVAC audience\.

### What notable client project did Akhil lead at 1SEO Digital Agency?

For an HNWI\-focused client at 1SEO, Akhil sold out the entire premium product line two months before year\-end and pre\-booked the following quarter’s inventory\. He allocated 80% of spend to optimized paid search and 20% to remarketing and local presence, supported by abandoned\-cart recovery and seasonal nurture\.

### How did Akhil improve operations and reporting at 1SEO Digital Agency?

At 1SEO, Akhil used UTM\-based attribution and CRM integrations with ServiceTitan and CallRail to eliminate reporting ambiguity and shift client discussions from renewal defense to growth expansion\. He built onboarding infrastructure for more than 500 accounts annually through vertical\-specific intake forms, a dedicated onboarding team, and pooled best\-practice SOPs he also lifted email open rates from 20% to 40% and achieved a 5% campaign conversion rate through automation\.

### What did Akhil accomplish at Painters in Philly?

At Painters in Philly, Akhil built and ranked a website from scratch in under 12 months in the competitive Philadelphia home\-services market, generating more than $100,000 in attributed revenue for the painting business\. He executed SEO and content strategy, Google and Bing search advertising, Facebook awareness and remarketing campaigns, email follow\-up sequences, location\-based landing pages, and internal linking\. He also managed administrative operations including service scheduling, customer communications, and lead\-to\-booking workflows for commercial and residential customers\.

### What did Akhil accomplish at Bevanda Products?

At Bevanda Products, Akhil scaled revenue from $0 to $70,000 per month in six months by repositioning the business from individual e\-commerce sales to B2B bulk programs for companies with 50\+ employees\. He doubled conversion rate and increased AOV 30x by creating a self\-service B2B design studio for corporate buyers\.

### How did Akhil build B2B growth at Bevanda Products?

At Bevanda Products, Akhil managed a $150,000 annual marketing budget across SEO, PPC, and social media\. He generated more than $50,000 in traceable email\-attributed revenue through ActiveCampaign workflows and built lead\-generation, segmentation, nurture, and closing workflows that directly generated more than $50,000 in traceable sales revenue\. He expanded the CRM by 3,000%, supporting a 30% month\-over\-month sales\-growth trajectory, and used Google, Bing, and Meta ads with UTM attribution for B2B lead generation\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/akhil\-paul\-39b6b2a0

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