James Hodson
Dallas,TX
Summary
Strategic and performance-driven senior leader with 15+ years of experience aligning business and technology goals across MarTech and FinTech sectors. Proven expertise in enterprise product launches, partnership development, customer success, and organizational growth. Demonstrated success in driving multimillion-dollar revenue growth, enhancing operational efficiency, and fostering cross-functional alignment.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Director, Customer Success
Hyble
Dallas, TX
06.2023 - 03.2025
- Company Overview: MarTech Digital Platform
- Directed the national rollout of a MarTech digital product, orchestrating cross-functional alignment across product, integration, and operations to enable adoption in all regional markets; led enablement of 8,000+ Sales Consultants
- Defined and scaled user engagement strategy, establishing performance benchmarks, and driving a 23% increase in product utilization within the first year
- Contributed to organizational profitability within 18 months by influencing executive stakeholders, executing state-level KPI frameworks, and delivering a streamlined, high-impact user experience
- Partnered with Senior Sales Leadership to optimize go-to-market execution, reducing the average delivery time of point-of-sale materials by 10 days and expanding recurring product interaction
- MarTech Digital Platform
Director, Strategic Partnerships and Partnership Success
Atomic FI
Dallas, TX
05.2021 - 03.2023
- Company Overview: FinTech API Company
- Served as executive sponsor and business development lead for Atomic's top enterprise accounts, including national banks, credit unions, and financial service platforms
- Led the acquisition of 35 reseller accounts within 16 months, supporting the company's Series B fundraising efforts (B2B, B2C)
- Closed multi-million-dollar agreements with industry-leading financial services firms, including Fiserv, NCR, Alviere, Alkami, Digital Onboarding, and Infosys as part of Series C growth
- Generated 20 strategic referral partnerships, resulting in $250K in incremental revenue and expanded market reach
- FinTech API Company
Director, Partnership Success and Growth
Atomic FI
Dallas, TX
05.2021 - 03.2023
- Company Overview: FinTech API Company
- Transitioned to lead client success strategy, securing 30 partner agreement renewals and driving $700K in annual recurring revenue through proactive contract renegotiations
- Deepened existing relationships by cross-selling product offerings to 7 enterprise clients
- Oversaw onboarding, implementation, and product launches for 300+ downstream clients through BaaS and SaaS partner ecosystems, ensuring scalable adoption and customer satisfaction
- FinTech API Company
Director, Retail and Institutional Banking, Channel Growth, Internal Principal
TIAA Bank
Charlotte, NC
05.2014 - 11.2020
- Designed and launched a comprehensive Institutional Workplace Banking Program integrated into TIAA's 14,000-institution network, delivering four key co-branded offerings:
- Employee retail banking and lending incentives to drive new business acquisition
- Financial wellness education and consumer debt management tools
- End-to-end relocation services supporting employee recruitment efforts
- Specialty faculty mortgage solutions focused on long-term employee retention
- Developed and executed a B2B-to-B2C distribution model, leveraging TIAA's core presence in healthcare, higher education, government, and religious sectors
- Secured over 100 major institutional partnerships, driving both retail and commercial banking penetration
- Delivered over $75M in new bank and lending volume, establishing a high-performing institutional channel
Director, Channel Management and Growth
TIAA Bank
Charlotte, NC
05.2014 - 11.2020
- Created and institutionalized a company-wide internal referral program, enabling 6,000+ client-facing associates to connect clients with banking solutions seamlessly
- Embedded bank performance metrics into cross-functional scorecards, aligning with enterprise-level growth goals
- Positioned this channel as the #1 revenue growth driver, engaging Wealth Management Advisors, Field Consultants, and National Contact Center staff
- Facilitated over $800M in annual deposit and lending volume through coordinated cross-channel engagement and strategic enablement
Director, Internal Principal and Strategic Operations Lead
TIAA Bank
Charlotte, NC
05.2014 - 11.2020
- Led the successful merger and acquisition of EverBank, overseeing the operational transition and full rebranding into TIAA Bank
- Directed the transformation from an outsourced model to a fully insourced digital banking platform, scaling operations from 300 to 3,400 employees between 2014 and 2020
- Spearheaded critical enterprise growth initiatives, culminating in $42B in total bank assets under management
Principal Consultant
Carlisle and Gallagher
Plano, TX
10.2011 - 05.2014
- Managed 25 consultants in a regulated, government compliance project
- Led a process improvement project that led to $2.5M in annual savings
Home Lending Underwriting Manager
Bank of America
Fort Worth, TX
01.2008 - 08.2011
- Headed the east region Mobile Underwriting division for the national mortgage outreach program, consisting of 35 underwriters and 10 loan processors
- Coordinated travel and expense management for over 300 single-service events across the United States
- Supported the delivery of $306B in mortgage relief
Education
Associate of Arts - Business Administration
Central Texas College
01.2001
Skills
- Core Leadership Skills
- Business & Technology Strategy
- Cross-Functional Leadership
- Organizational Growth & Change
- Customer Success Programs
- Stakeholder Communication
- Product Commercialization
- BaaS/SaaS Business Models
- Enterprise Partnerships & Channels
Certification
Six Sigma Black Belt
Timeline
Director, Customer Success
Hyble
06.2023 - 03.2025
Director, Strategic Partnerships and Partnership Success
Atomic FI
05.2021 - 03.2023
Director, Partnership Success and Growth
Atomic FI
05.2021 - 03.2023
Director, Retail and Institutional Banking, Channel Growth, Internal Principal
TIAA Bank
05.2014 - 11.2020
Director, Channel Management and Growth
TIAA Bank
05.2014 - 11.2020
Director, Internal Principal and Strategic Operations Lead
TIAA Bank
05.2014 - 11.2020
Principal Consultant
Carlisle and Gallagher
10.2011 - 05.2014
Home Lending Underwriting Manager
Bank of America
01.2008 - 08.2011
Associate of Arts - Business Administration
Central Texas College
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