Brian Newell
Schertz
Summary
Product Management Director with proven success in driving product growth and managing comprehensive product development processes. Expertise in cross-functional collaboration, market trend analysis, and strategic product launch initiatives. Achieved substantial revenue increases through consumer-focused product delivery. Demonstrates strong leadership, effective problem-solving, and a commitment to meeting business goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Product Management Director
United States Automobile Association (USAA) Federal Savings Bank
San Antonio
12.2018 - Current
- Experience Owner for USAA Member Rewards program offering retailer discounts utilizing third-party partnership and technology. Saving Members over $1.2B over five years maintaining a 50% profit.
- Partnered with industry leading benefits provider to host program digital and marketing experience and expand strategic portfolios. Reduced operating and future costs of over $1M while increasing transactional growth over 200% in first year.
- Increased program traffic over 40% by optimizing Member experience in a strategic omni channel approach by reducing user friction and increasing speed to offers.
- Launched successful marketing campaigns by partnering with internal and external stakeholders to identify rich target markets through data analysis and customer feedback. Launched first social media campaigns and partnered with third parties to create influencer campaigns and seasonal advertisements.
- Identified immediate need for portfolio diversification to expand market share by recruiting and contracting 8 new strategic partnerships resulting in double digit growth Member savings and revenue.
- Lead retail portfolio of 6 direct partnerships managing strategic and financial planning, revenue growth, customer service and total member savings.
Supplier Governance Manager
United States Automobile Association (USAA) Federal Savings Bank
San Antonio
02.2016 - 12.2018
- Identify, measure, control, monitor and report operational risk as it relates to third party suppliers utilized by USAA Bank by providing early warning of key risk indicators and limiting exposure due to risk. USAA received a satisfactory rating from the OCC.
- Supervise, motivate, develop, manage performance, facilitate career progression and professional development for 10 Business Risk and Control Advisors. Three employees have been promoted. 2016 Award winner for Excellence in Leadership.
- Achieve optimal productivity by managing workload volume, staffing, training needs and identifying and implementing appropriate solutions.
- Identify opportunities and facilitate significant improvements to processes and systems. Led and facilitated cross-functional teams of experience owner for Supplier Risk and Controls of Disciplined Execution (DE) for the Federal Savings Bank.
- Develop functional Supplier Governance policies, procedures, and guidelines, in conjunction with Global Services Delivery, for the lines of business in the USAA Federal Savings Bank.
Process Engineer
United States Automobile Association (USAA) Federal Savings Bank
San Antonio
03.2015 - 02.2016
- Led, facilitated and partnered with cross functional, collaborative teams in the application of process engineering principles to design and/or optimize business processes and their overall performance utilizing problem resolution across systems, processes and channels by gathering and synthesizing information while also conducting change management efforts and delivering regular status reports regarding the progress of efforts.
- Responsible for the coordination with relevant control partners including, Legal, Compliance and Risk Management to ensure all documented business processes are managed in compliance with all applicable laws and regulations.
- Drove improvement efforts based on analysis. Analyzed processes to identify areas of improvement and provide appropriate analytics to facilitate business effort prioritization while identifying the information entities share across the business and the relationship between those entities including having a working knowledge of the IT processes, software and components and the impact on performance.
Sales and Marketing Manager, South Texas
Blackmon Mooring Services/BMS CAT
San Antonio
01.2009 - 01.2014
- Company Overview: Largest privately owned Restoration/Construction Company in the United States.
- Oversaw the strategic growth, daily operations, budgeting, Profit & Loss (P&L) management and culture for San Antonio branch office.
- Managed the client relationship with USAA, Nationwide and Farmers Property and Causality Companies.
- Supervised, led, motivated, developed and evaluated performance for 12 outside sales and marketing employees responsible for providing insurance based restoration services for the commercial and residential markets.
- Recruited and trained staff to provide top-notch customer care and a quality product that exceeds customer needs and expectations. Four employees were promoted to senior roles within the organization.
- Developed strategic outside/inside sales and marketing campaigns to increase market share after extensive research, fundamental statistical analysis, and benchmarking.
- Introduced zone marketing and social media campaigns to increase awareness of product offerings.
- Identified, evaluated, and contracted commercial and industrial suppliers to develop operational efficiencies.
- Met with top tier strategic clients on a quarterly basis. Added 150 new commercial clients and doubled commercial revenue within one year.
- Gathered analytics, competitive intelligence, customer information and applied expert knowledge to forecast, develop, plan, support and formulate a new product marketing strategy resulting in the launch of a multi Million-dollar product line into the San Antonio real estate market.
- Successfully sold the new product by expanding to insurance providers and commercial clients leading to a revenue growth of over 30% YOY for three years.
- Analyzed and evaluated product performance metrics and formed recommendations regarding market opportunities and product enhancements that led to successfully transforming an underperforming office to a profitable and top performing branch.
- Rebuilt company reputation and trust through reorganization of sales team, defining and implementing a product strategy through a robust marketing plan, and fiscal discipline transforming the branch into a top performing store with revenue increases of over $3M per year since 2009.
- Researched and developed a product strategy recommendation to redesign, expand and change features.
- Worked with internal resources to create and disseminate information regarding the changes to the product and launched the new product line with a detailed change management plan as well as clearly defined success metrics and dashboards to measure impact.
- The changes lead to an increase in market share, revenue, and profitability for four straight years.
- Largest privately owned Restoration/Construction Company in the United States.
Sales and Account Manager- South Texas
Aramark Corporation
San Antonio
01.2009 - 12.2009
- Led a team of sales professionals and drove profitable sales growth in the San Antonio market.
- Recruited, developed, coached and supported new sales team members and ensured that they meet their weekly activity guidelines to achieve high performance and ensured world-class customer service.
- Using a consultative selling approach, evaluated, and developed existing and new business opportunities and created 20 new client accounts.
- Successfully managed all third party relationships and managed all contract management activities including, tracking all contract expiration dates, managing the renewal process, developing, and implementing renewal plans and providing timely progress reports for assigned accounts.
- Analyzed reports and presented the status of new and lost business as well as shrinkage or grown within portfolio and action plans for improvement.
- Built strong relationships internally and externally leading to the overall success of new sales. Worked extensively with internal departments including Supply Chain, Operations, Production, Credit/Collections, Risk Management and Marketing to ensure successful management of accounts.
District Manager, South Texas Rental Division
Penske Corporation
San Antonio
01.2002 - 12.2008
- Company Overview: $4 billion global transportation contract service provider.
- Effectively directed and managed the daily activities of a $13 million operation with 35 facilities in five cities.
- Received regional awards for: Most Increased Revenue, Most Increased Profit and Most Increased Transactions.
- Contracted, Supervised, and trained 28 contracted business partners.
- Built client relationships with contracted suppliers and evaluated performance leading to increased efficiency and revenue.
- Rebuilt underperforming market by hiring new talent and realigning assets logistically to meet market demands and transformed the district from 11th to 2nd in regional profit status our of 12 districts.
- Developed and oversaw marketing campaigns with Spurs Sports and Entertainment. Led the creative effort for print and in-game promotions.
- Relationship led to overall Penske marketing campaign with the American Hockey League.
- Identified opportunity to augment revenue by increasing alliance relationships and services.
- Gathered research, performed analysis, recommended and presented a plan of action to expand relationships with existing large strategic supply chain partners and identified and evaluated new potential alliances.
- Presented analysis and research to Executive Management and executed the initiative leading to increased revenue of $500,000 within one year at 45% profit.
- Analyzed, evaluated product performance metrics, engineered a plan to penetrate new markets by analyzing demand, and projected growth in the area.
- Created product brief with recommendation regarding market opportunity to establish three new facilities in South Texas with location pro-forma’s and presented to leadership.
- Upon approval of recommended plan, ordered assets, hired staff, and implemented marketing campaign including the approving and distributing of press briefings for the new locations.
- All new branches achieved a direct operating profit of 20% and above within the first year of opening.
- $4 billion global transportation contract service provider.
Education
Master’s - Jurisprudence
Texas A&M School of Law
Fort Worth, Texas01.2019
Master’s - Business Administration
University of the Incarnate Word
San Antonio, Texas01.2017
Bachelor of Business Administration -
Loyola University
New Orleans, Louisiana01.2001
Skills
- Product management and change management
- Risk assessment and data analysis
- Market research and customer feedback
- Strategic partnerships and financial analysis
- Roadmap development
- Team leadership
- Product lifecycle management
- Data-driven decision making
- Product vision
- Product launch
Certification
- Lean Six Sigma Green Belt
- USAA Leadership Development School
- Visa Payment Management Labs
- Innovation Institute Course USAA/University of Texas (IC²)
Timeline
Product Management Director
United States Automobile Association (USAA) Federal Savings Bank
12.2018 - Current
Supplier Governance Manager
United States Automobile Association (USAA) Federal Savings Bank
02.2016 - 12.2018
Process Engineer
United States Automobile Association (USAA) Federal Savings Bank
03.2015 - 02.2016
Sales and Marketing Manager, South Texas
Blackmon Mooring Services/BMS CAT
01.2009 - 01.2014
Sales and Account Manager- South Texas
Aramark Corporation
01.2009 - 12.2009
District Manager, South Texas Rental Division
Penske Corporation
01.2002 - 12.2008
Master’s - Jurisprudence
Texas A&M School of Law
Master’s - Business Administration
University of the Incarnate Word
Bachelor of Business Administration -
Loyola University
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