Alexandra Yount
Fremont,NE
Summary
Innovative marketing professional with 13 years of experience delivering exceptional marketing strategies and campaigns with special emphasis on client retention, loyalty, and acquisition. Data-oriented and client-centric with a passion for creative and communication.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager, Product Management/Marketing
Charles Schwab
06.2021 - Current
- Managed recurring loyalty, retention, referral program including strategy, creative direction, and fulfillment and presents campaign results
- Managed and executed a loyalty marketing strategy and plan that drove: client growth, increased revenue, and retention
- Worked closely with legal and compliance to present concepts and develop offer terms and conditions and is a subject matter expert on offer-related policy and procedure
- Analyzed competitor landscape as well as existing client segment profiles to develop program strategies and present results & strategic insight to senior leadership
- Partnered with internal and external agencies to conduct client research and insights to influence client programs
- Managed vendor relationship for product fulfillment
Sr. Specialist, Offer Retention & Strategy
TD Ameritrade
05.2018 - 06.2021
- Established process for several loyalty and surprise and delight campaign to assist business partners with various goals such as reducing client attrition and improving satisfaction scores
- Partnered with Offer Management Product Owner to develop use cases and requirements for referral and retention programs, as well as streamlined supervisory procedures
- Worked with segment, client experience, and marketing teams to develop loyalty program including agency selection, program attributes, financials, research, communication strategy, and program rewards
- Managed recurring loyalty, retention, and referral programs including strategy, creative direction, and fulfillment
- Lead creative process for campaigns and worked with external and internal agencies
- Worked closely with legal and compliance to present concepts and develop offer terms and conditions and is a subject matter expert on offer-related policy and procedure
- Analyzed competitor landscape as well as existing client segment profiles to develop program strategies and present results & strategic insight to senior leadership
- Researched product trends to develop innovative client offers
Specialist, Offer Strategy
TD Ameritrade
01.2016 - 05.2018
- Created and executed the first concept of a rewards and loyalty program
- Reviewed all client creative with an offer association to ensure offer accuracy, fulfillment mechanics, and coordinated third-party partner (i.e., Apple or Amazon) approvals
- Managed creative process for offer campaigns by creating campaign strategy briefs and working directly with creative agencies
- Managed the selection of competitive and innovative products for clients in offer campaigns.
Coordinator, Offers and Partnerships
TD Ameritrade
05.2013 - 01.2016
- Assisted with department audit by managing and coordinating the required tasks such as documenting supervisory procedures
- Managed all inventory and fulfillment process needs including coordination with a fulfillment vendor for client offer campaigns
- Coordinated internal communications to inform associates of new client offer campaigns
Education
Bachelor of Science in Business Administration -
University of Nebraska-Omaha
Omaha, NESkills
- Marketing
- Project Management
- Strategic Planning
- Expense Tracking
- Verbal and Written Communication
- Complex and User Centric Problem-Solving
- Cross-Functional Collaboration
- Agency and Vendor Management
- Agile Methodology
Interests
- Fitness and outdoor activities
- Traveling
- Cooking
- Coffee
- Design
Accomplishments
- TD Ameritrade Better Begins with Me annual winner
- TD Ameritrade Marketing Advisory Council member
Certification
- Mini-MBA IDEA Program, Rutgers University
- Agile 101 training
Timeline
Manager, Product Management/Marketing
Charles Schwab
06.2021 - Current
Sr. Specialist, Offer Retention & Strategy
TD Ameritrade
05.2018 - 06.2021
Specialist, Offer Strategy
TD Ameritrade
01.2016 - 05.2018
Coordinator, Offers and Partnerships
TD Ameritrade
05.2013 - 01.2016
Bachelor of Science in Business Administration -
University of Nebraska-Omaha