Experience

• 

  Ascent credit union

  Sept 1999 - Jan 2006

  • Oversee and coordinate execution of the strategic marketing plan to meet corporate objectives, integrating traditional and new media marketing channels, increasing market share, driving new member growth, increasing revenue and promoting profitability of products and services. • Development, production and distribution of promotional and collateral materials in support of marketing strategies including electronic media, Web 2.0, permission-based email programs, in-branch digital delivery, media and print advertising, videos and multimedia presentations. • Implement programs to market credit union products and services to relevant segments and communities. • Direct the online marketing efforts of the credit union, evolving social network programs and website evolution from both the technology and communications/content/marketing side. • Direct the creative development of campaigns and promotions, print collaterals, media and print advertising, electronic media, event marketing, market research and direct mail. • Review analysis of market research, market surveys for evaluation of marketing efficacy including product development, future sales opportunities and member satisfaction. • Analyze marketing programs and help adjust strategy and tactics to increase efficacy. • Establish and maintain consistent brand in the marketplace. • Directs the integration of credit union business unit leadership, branch and department managers on marketing campaigns and promotions including strategic overview, timing, goals, target audience, key messages, key product features and benefits, promotional offers, Credit Union staff training and tactical marketing components. • Communicate with outside marketing agencies and partners on ongoing promotions, campaigns and projects. • Manage Marketing Team to achieve departmental goals. • Manage marketing budget. Show less

  • Marketing Manager

    Aug 2004 - Jan 2006

  • Loan Officer

    Sept 1999 - Aug 2004
• 

  Goldenwest credit union

  Jan 2006 - May 2007

  Market analyst

  • Manage all aspects of Marketing Consumer Information File (MCIF)• Analyze and data mine MCIF for action steps• Examine a campaign's return on investment.• Identify new market opportunities.• Complete concept-testing for new products.• Perform extensive market research.• Determine brand perceptions and reputations.• Evaluate market penetration.• Develop groups and solicit customer feedback.• Analyze marketing metrics to identify cause and effect relationships.• Identify positive financial outcomes to increase profitability.• Create databases and capture market data.• Analyze competitors.• Evaluate demographics, prices, distribution channels, and marketing outlets.• Develop sales strategies in tandem with marketing department.• Conduct secondary research, including finding information from industry associations, statisticians and marketing experts.• Generate reports that analyze competition and customers.• Offer insights about product potentials. Show less

• 

  Cudl

  May 2007 - now

  • Led a team of seasoned CX/Sales professionals through a company reorganization. As a team managed a portfolio of 2,000+ clients spanning 10 states, retaining, and growing $10MM annual revenue. In 2021, most recent calendar year, led the team in successfully achieving goals and finishing ahead of revenue retention KPI while leading department in annual recurring revenue growth at 21.5% of departments total ARR sales growth. • Led, motivated, and supported our team to achieve company objectives, adding 172 CRM/DMS client partner integrations. In addition to increasing CRM/DMS product sales, supported utilization and engagement among over 1,400 current clients. • Developed and implemented, through cross-departmental collaboration and inclusion of stakeholders, a Lender Market Insight resource. This internal resource drives market knowledge to assist teams in understanding and selling value as well as the sales on new accounts. • Advocate and champion skill development through new hire and ongoing training. • Took an active role on the culture committee as a cultural ambassador and contributed to the building, and initial rollout of, the new the company culture. • Facilitated key stakeholders in the DCX Process Alignment group to review, refine and improve processed for inside and field-based client experience teams. Adding and refining tools and resources to increase efficiencies and accelerate achievement of KPI’s. Show less • Developed and fostered strong working relationships with new and over 300 existing dealer and lender partners.• Identified, sought out and executed on new product sales among new and existing clients. Consistently a top performer and sales leader. Awarded top revenue generating achievement for highest revenue (2014).• Strategically opened a new market while maintaining existing markets. Quickly grew client base to meet market/company goals resulting in the addition of a FTE to support market. • Instrumental in rolling out and supporting CUDL GAP in dealerships throughout my territory. Led the company in CUDL GAP adoption, sales and remittances.• Worked collaboratively with a team to achieve KPIs resulting in Employee of the Quarter (2016 Q3) and Region of the Year (2014 & 2017).• Consulted with leadership at lender and dealer clients on success strategy, relationship development, market offerings, etc. driving engagement, revenue and application growth. • Led educational training sessions with clients to further increase adoption and utilization rates. Show less • Develop and support successful business relationships with Dealer and Credit Union clientele. • Maintain and increase loan volume and other CUDL products through dealerships market share in a defined region through established training and marketing programs. • Implement, train, service and monitor all assigned credit unions on all products to increase CUDL market penetration while providing quality lending/consulting services. • Sell products and services to existing clients to achieve continued growth objectives under the direction of management. Show less

  • Director II, Dealer Client Experience

    Mar 2023 - now

  • Director, Dealer Client Experience

    Oct 2019 - Jun 2023

  • Area Account Sales Manager

    Jul 2012 - Oct 2019

  • Area Account Sales Representative

    May 2007 - Nov 2012