Karen A. Ortiz

• Key member of leadership team, led print product and partner development and go-to-market strategy to optimize revenue, productivity, and client success
• Ongoing monitoring of consumption to discover trends, forecast demand, identify gaps, track sales to better determine new direct mail product creation and to ensure product pricing was market competitive
• Responsible for developing pricing strategies that achieved company's financial goals – included analyzing market data, identifying customer segments, and developing pricing models
• Managed company's pricing processes, from initial pricing analysis to final pricing approval including developing and maintaining pricing databases, negotiating with vendors, and managing pricing changes
• Reduced paper costs by 11% by negotiating better pricing with vendor and implemented new waste reduction measures
• Collaborated with cross-functional teams, including sales and marketing, to align direct mail pricing and procurement strategies with business goals in order to consistently achieve 50% margin
• Developed and calculated cost analysis of company spend to build budgeted hourly rate to increase revenues
• Led to increase in margin of 15% for 13 products and accurate overhead, product and production costs
• Developed and implemented strategic growth plans for direct mail accounts, increasing revenue by YTDQ3 2023
• Managed search and onboarding of new partners as well as network of print partners, resulting in increase in print capacity and 15% decrease in print costs for direct mail programs
• Conducted existing partner evaluations via scorecards to monitor contract compliance, development, service delivery and accurate billing
• Led team of estimators, ensuring accuracy and completeness of all project estimates and developed and implemented best practices and processes
• Managed, coached and administered annual performance evaluations for team of 4
• Monitored partner performance and provided feedback on areas of improvement

• Establish systems and strategies to drive effective execution of complex, strategic direct mail campaigns
• Created and managed client journey road map to increase customer engagement and loyalty, and drive sales
• Expedited speed to market by 20% through innovation and improvements in internal processes
• Negotiated pricing on commercial print contracts on behalf of clients – saving over 25%
• Managed contract renewal processes, sourcing, and procurement for client direct mail programs
• Developed budgets and annual schedules for key stakeholders to achieve financial goals saving over YOY
• Collaborated with cross-functional teams to achieve KPIs and meet SLAs

• Developed and implemented strategies to achieve revenue budgets and global brand objectives through direct mail marketing
• Managed and maintained enterprise account relationship with executive sponsors and other key stakeholders for 7 enterprise accounts
• Control spend of over $19M annually
• Consistently meet or exceed each accounts revenue expectations and maintaining expected margin of 19% while saving client minimum of 14% on procured print and promo items
• Partner with senior level executives in delivery of client’s direct mail strategic direction
• Managed on-site teams that sourced and delivered direct mail and compelling point of purchase/sale print, packaging and promotional materials
• Manage team compensation, promotional increases and merit increases
• Generated cost savings of 32% by collaborating with multiple vendors to introduce rate cards for programmatic print work
• Consistently meet or exceed each accounts revenue expectations and maintain expected margins between 18% and 23% while saving client minimum of 14% on procured print and promo items
• Established and tracked Standard Operating Procedures, Service Level Agreements, Key Performance
• Indicators to ensure achievement of sales, performance and operational objectives
• Identified upsell and cross-sell opportunities within all accounts generating $1M per year
• Collaborated with client and print partners on A/B testing of direct mail envelopes
• Presented quarterly and annual business reviews to client executive teams
• Managed, coached, mentored and administered and annual performance evaluations for team of 8
• Cultivated culture of continuous improvement and innovation to improve efficiency and drive results
• Assumed full ownership of resources, budgeting and profit and loss management to support business profitability
• Monitored, measured and drove client services growth and profit objectives by coaching, motivating and disciplining staff
• Trained, led and developed client services team and instilled knowledge and skills to execute business strategies and deliver maximum customer satisfaction to maintain profitability
• Managed existing and developed new client relationships, identifying risk and growth opportunities

• Managed client relationships, operations, distribution, supply chain, purchasing and execution of print, promotional products, ad hoc projects and POP display marketing programs and postal regulations
• Controlled budget of $15M annually
• Proven track record in realization of $1M in annual cost savings by leveraging supply chain sourcing strategies and operational process improvements
• Launched Preferred Vendor Program project, which provided up to 50% discounts ($800K) annually – benefiting enterprise-wide client account
• Managed, coached and administered quarterly and annual performance evaluations for team of 10
• Applied business and marketing knowledge to develop briefs and pitches for customer projects

Drove process innovations and improvements to the program to increase enrollments and member engagement thereby elevating membership across seven chapters 78%, while strengthening retention by 10%.

Managed production, billing and invoicing management, digital asset management, and administrative teams of up to 20 people. Hired, trained, developed, mentored and coached all team members. Executed $20M+ in direct mail marketing campaigns while negotiating vendor savings of $400K.