Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Stephanie Tervort

Stephanie Tervort

Strategic Marketing And Communications Leader
Oregon,WI

Summary

Results-driven marketing and communications leader with 18 years of progressive experience and empathetic leadership style. Specializes in strategic planning, thought leadership, change management, and growth. Ready for challenges and focused on meeting future demands.

Overview

18
18
years of professional experience

Work History

VP, Corporate Marketing and communications

Summit Credit Union
04.2022 - 10.2023
  • Led Communications and Corporate Marketing, focused on content strategy, strategic employee communication, brand management, PR, crisis, and corporate social media.
  • Introduced communications KPIs and new processes and procedures that dramatically improved our productivity and quality.
  • Led development and execution of employee content strategy including intranet, website, social media, earned media, and mobile app messaging.
  • Worked closely with the CEO to develop executive brand and thought leadership strategy, utilizing tactics including speaking engagements, community events, board participation, and media presence.
  • Seamlessly integrated communication hub software with 98% adoption rate, ensuring brand and messaging consistency across 50 retail locations.
  • Created cross-functional connection points with HR, DEI, and Learning and Development to drive engagement and consistency in our messaging about mission, vision, and values.

Sr. Manager, Communications

CUNA Mutual Group
02.2020 - 04.2022
  • Led the Executive Communications Strategy team responsible for internal and external messaging from the top leadership team.
  • Leveraged internal and external data to create a robust content strategy and execution plan, keeping executives focused on business strategy, brand, purpose, and values.
  • Helped the company manage change, speak with one voice, look around corners, and deliver the right message to the right audience at the right time.
  • Worked closely with the CEO to identify opportunities, write speeches, talking points, video scripts, emails, and social media posts, acting as a trusted advisor and strategic partner.

Director, Customer Marketing

CUNA Mutual Group
06.2018 - 02.2020
  • Using customer insights and external data, created the initial strategy and operating model for the Customer Marketing department driving successful initiatives in customer journey mapping, remarketing, onboarding, and customer engagement.
  • Delivered $11M+ in new sales annually.
  • Designed data-driven direct marketing campaigns using direct mail, email, digital and social media with positive ROI.
  • Evaluated competitive landscape regularly to identify opportunities for differentiation within the market segment.
  • Optimized customer segmentation by analyzing demographic and behavioral data, tailoring marketing efforts accordingly.
  • Developed and executed data-driven marketing programs for improved customer engagement and retention.
  • Directed the creation of compelling content across multiple platforms, including blog posts, videos, webinars, case studies, whitepapers, and social media channels.
  • Led cross-functional teams to create comprehensive customer marketing plans, resulting in increased brand loyalty.
  • Enhanced email marketing campaigns through A/B testing and dynamic content personalization, increasing open rates and conversions.

Sr. Manager, Customer Marketing

CUNA Mutual Group
09.2017 - 06.2018
  • Managed a new department focused on improving customer engagement, retention, and purchase conversion to drive $10M+ in annual revenue.
  • Led a team of Marketing Engineers who owned remarketing, email, and post-sale marketing.
  • Developed data driven customer journeys.
  • Led a successful SalesForce marketing automation project, using Agile methodology.
  • Managed budgets effectively, achieving financial objectives while maintaining strict control over expenditures.
  • Led cross-functional teams to achieve project milestones and deliver high-quality results.

Director, Marketing & Communications

WPS Health Insurance
01.2013 - 09.2017
  • Led the strategic vision of the marketing and communications department.
  • Owned and managed seven distinct brands.
  • Owned internal employee communications and intranet management.
  • Cultivated a talented, award-winning team of marketing professionals and vendors to continuously improve earned media and corporate reputation, lead generation, customer communication and satisfaction, brand equity, corporate profitability, and employee engagement.
  • Generated over $50M in premium revenue with launch of new brand.
  • Designed multi-channel advertising approach including PR, digital, social, TV, out of home, print, and direct mail.
  • Leveraged data analytics insights for informed decision-making in critical areas such as sales forecasting, budgeting, or personnel management.
  • Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
  • Drove business expansion by identifying new markets, conducting research, and developing targeted marketing campaigns.

Manager, Marketing & Communications

WPS Health Insurance
01.2010 - 01.2013
  • Oversaw marketing and creative communications while managing a staff of graphic designers, writers, and admin personnel.
  • Created, tested, and implemented marketing strategies in B2B and B2C markets including direct response and brand awareness advertising campaigns.
  • Managed employee communication with a weekly employee newsletter that eventually became the basis for the employee intranet.
  • Worked on SEO and social media programs and ran the daily operations of our statewide Medicare Supplement direct mail program with an 11% response rate to over 20,000 households each month.

Assistant Manager, Marketing & Communications

WPS Health Insurance
01.2007 - 01.2010

Communications Specialist/Promotions Coordinator

WPS Health Insurance
09.2005 - 01.2007

Education

Master of Business Administration -

Concordia University
Mequon, WI

Bachelor of Science - English and Secondary Education

Edgewood College
Madison, WI

Skills

Staff Development

Corporate Branding

Media Relations

Targeted marketing

Lead Generation

Relationship Building

Team Leadership

Budget Administration

Public Speaking

Strategic Planning

Business Storytelling

Corporate Communications

Timeline

VP, Corporate Marketing and communications

Summit Credit Union
04.2022 - 10.2023

Sr. Manager, Communications

CUNA Mutual Group
02.2020 - 04.2022

Director, Customer Marketing

CUNA Mutual Group
06.2018 - 02.2020

Sr. Manager, Customer Marketing

CUNA Mutual Group
09.2017 - 06.2018

Director, Marketing & Communications

WPS Health Insurance
01.2013 - 09.2017

Manager, Marketing & Communications

WPS Health Insurance
01.2010 - 01.2013

Assistant Manager, Marketing & Communications

WPS Health Insurance
01.2007 - 01.2010

Communications Specialist/Promotions Coordinator

WPS Health Insurance
09.2005 - 01.2007

Master of Business Administration -

Concordia University

Bachelor of Science - English and Secondary Education

Edgewood College
Stephanie TervortStrategic Marketing And Communications Leader