Yogesh Khadilkar
Tampa,FL
Summary
- Financial services marketing leader with 20+ years driving brand stewardship, revenue growth, and customer experience excellence across highly regulated industries (insurance, banking, credit unions).
- Built and scaled a 120-member marketing organization managing over $300 million in media investment and a $40 million Martech portfolio, with proven P&L accountability and full-stack omni-channel digital marketing.
- Award-winning leader: JD Power #1 Digital Experience Winner, Telly, David Ogilvy winner
Overview
21
21
years of professional experience
Work History
SVP. CHIEF MARKETING & AI OFFICER
AAA, The Auto Club Group
Tampa, FL
01.2019 - Current
- Architected a comprehensive AI and marketing strategy transformation for a $400MM+ media portfolio, pioneering agentic AI, member-first full-funnel campaigns, while managing a 120-member team and collaborating with the board and multiple senior stakeholders.
- Led a large cross-functional team through a transformational Omni-Channel Lead Generation strategy across Financial Services portfolio, achieving 65% reduction in Cost Per Acquisition and 15% improvement in Online conversion.
- Partnered with Product, IT, Sales, and Compliance stakeholders to align marketing priorities with enterprise business objectives.
- Delivered 36% YoY marketing-driven growth, with a 20% spend efficiency improvement, by optimizing Full Funnel tactics (CTV, Google Performance Max, PPC, Podcasts, Direct Mail, Social).
- Led omni-channel attribution and marketing mix optimization, achieving $6.78 ROI per $1 spent (3X improvement), and performance-based scenario modeling.
- Established a brand compliance framework, ensuring consistent messaging and member experience across 14 states, 200+ branches, and online/call center channels.
- Designed an agentic AI strategy optimizing omni-channel conversion: SEO traffic +8%, open rates +13%, 40+ personalized journeys, driving 15% higher revenue per member.
- Achieved JD Power #1 ranking for Online Digital Insurance Experience.
VICE PRESIDENT, GLOBAL MARKETING
ZURICH INSURANCE
Schaumburg, IL
09.2014 - 12.2018
- Led a Global Insurance marketing transformation with a 45 member cross-functional team, for $16Bn global commercial insurance portfolio.
- Built a 75-member global marketing hub supporting an end-to-end marketing strategy, lead generation, and analytics, achieving a 22% operational cost reduction.
- Led a cross-functional initiative delivering a segmentation model with a $250 million revenue impact and 1% market share growth.
- Co-led the Global NPS improvement program, increasing Retention NPS from 35 to 46, generating an estimated $80 million per year in revenue impact through customer lifetime value optimization.
PRINCIPAL CONSULTANT
A.T. KEARNEY
Chicago, IL
01.2009 - 08.2014
- Led large-scale Growth Strategy and Marketing Transformation efforts for Fortune 500 CXOs.
- For US $25Bn Consumer Lending giant, led complete transformation of Mortgage platform and Consumer Lending Marketing strategy, delivering Leads to Sales funnel automation.
- For AUS $25Bn Bank, led 57-member global team across AUS, Manila, NZ through full-scale marketing transformation, delivering $100MM savings.
- Designed Next-Gen Marketing CoE model across Manila and US, achieving 35% cost savings while maintaining SLAs.
- For US $5Bn firm, led comprehensive SG&A transformation, delivering 12% savings through Agile Marketing model.
SENIOR MARKETING MANAGER
HSBC NORTH AMERICA
Chicago, IL
12.2004 - 08.2009
- Launched targeted acquisition campaigns, increasing new customer accounts by 28% YoY while reducing $2.3MM cost savings through channel optimization.
Education
Master of Business Administration (MBA) - Marketing, Finance, Strategy
Northwestern Kellogg School of Management
Evanston, IL01.2009
Master of Science - Industrial Engineering
University of Cincinnati
Cincinnati, OH01.2004
Skills
MARKETING & GROWTH LEADERSHIP:
Enterprise Marketing Strategy & Transformation
Financial Services Mktg (Credit Unions, Insurance)
Brand Strategy & Governance
Multi-Year Investment Roadmap
Board and P&L Leadership
MARTECH & AI AUTOMATION:
AI-Enabled Marketing & Agentic AI Strategy
MarTech Expert: Salesforce, Adobe, Google / Copilot
SEM, SEO, LLMs, Programmatic & Affiliate Marketing
Marketing Automation & Personalization
PERFORMANCE & PERSONALIZATION:
Member/Customer Acquisition & Retention
Deposits & Lending Growth Strategies
Omni-Channel Member Experience
Cross-Platform Conversion Optimization
SEO/AEO, PPC, Social Media, CTV, Direct Mail
DATA & PERFORMANCE ANALYTICS:
Data Analytics & Propensity Modeling
Attribution & Marketing Mix Modeling
A/B Testing & Predictive Analytics
Customer Segmentation & Journey Optimization
Data Visualization & Insights
Awards
- JD Power Online Experience Winner; Telly Gold & Silver Winner; David Ogilvy Award; Khoros Creative Winner
Timeline
SVP. CHIEF MARKETING & AI OFFICER
AAA, The Auto Club Group
01.2019 - Current
VICE PRESIDENT, GLOBAL MARKETING
ZURICH INSURANCE
09.2014 - 12.2018
PRINCIPAL CONSULTANT
A.T. KEARNEY
01.2009 - 08.2014
SENIOR MARKETING MANAGER
HSBC NORTH AMERICA
12.2004 - 08.2009
Master of Business Administration (MBA) - Marketing, Finance, Strategy
Northwestern Kellogg School of Management
Master of Science - Industrial Engineering
University of Cincinnati