
Marketing Executive with 25 Years of Experience
Proven track record in developing and executing comprehensive marketing strategies that drive lead acquisition, nurture, conversion, reactivation, engagement, and retention. A results-driven marketer and customer experience champion with a passion for leading and developing high-performing teams. Adept at building marketing infrastructures and optimizing processes for maximum ROI. Expertise spans across both digital and offline channels, with a continuous focus on leveraging technology to enhance operational efficiency.
-Function & Team: Founded and scaled the Lifecycle Marketing function from a solo endeavor to a 20-member team encompassing strategy, content, design, campaign production, automation, experimentation, and analytics. Lead enterprise-wide Lifecycle Marketing strategy and execution with a customer-centric focus across a diverse product portfolio, including Freedom Debt Relief, Achieve Resolution, Personal Loans, Home Equity Loans, and Acceleration Loans.
-KPI Optimization & Omni-Channel Strategy: Drive continuous improvement in sales, reactivation, retention, and cross-sell through omni-channel contact, nurture, and engagement strategies. Collaborate across teams to define and exceed OKRs, ensuring alignment with broader business objectives.
-Capabilities & Martech Innovation: Established and refined core capabilities, including segmentation, personalization, messaging, design, automation, customer insights, measurement, reporting, and analytics. Implementing a unified Customer Journey Orchestration platform, enhancing channel performance and customer experience.
-Channel Performance Optimization: Achieve continuous improvement across owned channels through rigorous experimentation driven by data-backed hypotheses, consistently surpassing fintech industry benchmarks.
-Strategic Leadership & Vision: Consistently established a clear vision, challenged the status quo, and achieved proven results. Enhanced the lifecycle marketing function through experimentation, attribution analysis, and a shift from initiative-driven to audience-driven outcomes.
-Trusted Cross-Functional Partner: Invested deeply in cross-functional relationships, actively participating in management and decision-making forums. Developed detailed customer journey maps and proposed innovative solutions, positioning the Lifecycle Marketing team as a key driver of business success and customer satisfaction.
Strategic development and execution of integrated marketing to drive demand and lead generation, as well as advance clients through the sales cycle.
- Developed and implemented customer research, segmentation and targeting strategy.
- Guided marketing analytics strategy to ensure fact-based decision making and marketing effectiveness, focused on the best opportunities and highest potential return on investment.
- Drove the development, budget and mix of company branded lead sources including Direct Mail, Email, Telemarketing, Print, Digital Advertising, DRTV, Content and Affiliate Marketing.
- Drove the management, budget and mix of external third party lead providers, as well as marketing, advertising and brand agencies.
- Planned, executed and accountable for $19 million dollar budget supporting 120+ call center loan officers and 200+ field sales loan officers.
- Lead system oversight including distribution strategy, nurture strategy, project management, campaign tracking, testing and optimization.
Created and executed strategic marketing plans to target and drive small to large size service businesses and healthcare providers through the ratings life cycle; from placement on Angie's List, to education, ongoing engagement, customer experience, and driving reviews; yielding multi-year advertising renewals. Included demand generation, sales support and marketing across multiple channels. Supported more than 1,000 sales and customer service representatives across 5 products. Planning and execution of multi-million dollar budget.
- Created and implemented multi-channel customer life cycle marketing strategy attributing to 30% increase in new ad revenue and 10% increase in renewal rates YOY.
- Awarded and recognized as a top 10% performer across 1,500 employees, 2011, 2012 and 2013.
Developed B2B marketing strategy, execution, analytics, operations, processes and systems. Grew new advertising revenue and increased renewal rates by driving lead generation, customer engagement, and education through communication strategies and tactics across multiple channels. Improved brand recognition, customer experience and reviews of rated businesses. Hired and fostered growth of 10 direct reports.
- 100% increase in website registrations and unique monthly log-ins year over year 2010 to 2013.
- Developed mail/email nurturing campaigns increasing rated businesses by 40% YOY.
Created and delivered an optimal web experience to drive visits, build brand regard, deliver learning and support responsible sales growth. Encompassed consumer website, micro-sites, retailer extranet, online loyalty club, online advertising, promotions and email campaigns.
- Led the consumer website redesign encompassing site architecture, user interface, infrastructure, design, content, and functionality that increased returned traffic by 50%.
-Implemented Exact Target email platform, Webtrends analytics platform and internal player database to support communications strategy and online marketing, growing loyalty membership by 60%.
Strategic and tactical management of online advertising and marketing plans to drive lead generation exceeding KPIs. Included website strategy, content and functionality, analytics, SEM and SEO, email, affiliate management, creative, sales support and education. Managed $7 million budget annually providing 50% of the inbound leads to 20 branches for 375 loan officers.
- Decreased cost per lead for internet channel 35% through analysis/optimizing lead mix, management and negotiations of national affiliate vendors including Lending Tree, Lower My Bills and Nextag.
- Reduced cost per funded loan for internet channel 30% through improved targeting, quality, lead mix/distribution.
Managed direct marketing campaigns to drive lead generation for 80 ITT Technical Institutes nationwide. Included planning, execution, and analysis of direct mail, telemarketing, and print.
Marketing and sales support for fixed income investment advisor managing over $26 billion in assets. Included RFPs, competitive analysis, creating presentation materials, contact database management, executing trade shows, design of marketing materials and website.
Developed and implemented marketing plans and strategies for the direct mail channel including list management, forecasting, response and closing analysis/modeling, research, testing, corporate communication and managing direct reports. Managed budget in excess of $18 million annually providing 85% of the inbound leads to five regional offices for 360 loan officers.
- Consistently produced low cost per response coupled with high conversion and return on investment.
- Established strong vendor relationships which resulted in better pricing and cost per acquisition.
Worked part-time while attending college full-time. Responsibilities included scheduling/messages, registration, billing, medical records, data entry, and physician referrals. Required multi-tasking, excellent customer service, teamwork, problem solving and communication.
Marketing Strategy & Operations
Leadership & Team Development
Demand & Lead Generation
Customer Experience & Communication
Engagement, Conversion & Retention
Process Optimization & ROI Focus
Cross-Functional Collaboration