Alexandra Chrisman Email & Phone Number

Growth Marketing Partner is a marketing consultancy focused on assisting start-up to early-to-mid-stage companies poised for growth. Areas of expertise include marketing strategy, annual planning, budgeting & forecasting, customer segmentation & persona development, lifetime value (LTV) models, content marketing, PR, and digital marketing. Most of my experience has been in the financial services space including fintech, banking, mortgage lending, and consumer and business lending industries. As a fractional CMO, past and current clients include SaaS, enterprise software, private aviation, professional services, real estate, consumer credit, wholesale lending, MCA and other alternative lending industries as well as non-profits. I have an affinity for B2B businesses but love B2C as well.

Omaha, Nebraska, Us

If you're a growth-minded company that's investing a meaningful amount of money in marketing but struggling to achieve desired results or lacking the ability to track, measure, and enhance your marketing performance, the yorCMO system may be a good fit. In short, the yorCMO system is a remarkably powerful and methodical approach designed to deliver the sales and marketing results you seek as a Founder or CEO.As a fractional CMO, I sit at the leadership table with you and take on the role of an in-house CMO which includes developing the overall marketing strategy, aligning on marketing goals, building out and managing the marketing budget and associated metrics, collaborating with the sales team and other departments, negotiating with and managing vendors and other internal and external resources, and overseeing the execution of marketing initiatives that drive sales...all at a fraction of the cost.Not only is the yorCMO system a proven approach to way better marketing, refined over many years across many clients, it's a system that also allows our clients to tap into the network of other CMOs within the yorCMO ecosystem that have distinct areas of expertise...all supported by technology and internal resources that ensure that your fractional CMO stays focused on strategy and achieving the strategic goals and delivering an ROI.The yorCMO Proofpoints:• Executive Marketing Leadership at a Fraction of the Cost of a Full-Time Hire• A Proven and Reliable System with the Process, Tools & Support that Your Business Needs to Succeed• Results that Deliver Accountability on a Weekly, Monthly, Quarterly and Yearly Basis.

San Diego, Ca, Us

DiversyFund is an innovative WealthTech company that provides the everyday investor access to the wealth-building tools and strategies that have been traditionally leveraged by the 1% to create and maintain generational wealth. Through a range of commercial multifamily real estate fund offerings, tools, and services, paired with a commitment to increasing financial literacy for all, DiversyFund is determined to close the wealth gap between 99% of Americans and financial freedom. As CMO, my responsibilities included: • Leading a lean but productive team of marketing professionals responsible for customer acquisition via digital marketing (Google ads, LinkedIn, Facebook), affiliate marketing, programmatic, and email marketing • Supporting the company's growth objectives including securing investment deposits from non-accredited investors • Developing annual marketing plan and budget including KPIs and CAC targets as well as ROI and LTV objectives • Worked with agencies to manage SEO and content • Presenting marketing strategies and results to Board of Advisors

San Diego, California, Us

Founded in 2000 and headquartered in San Diego, Axos Bank is a diversified, financial services company with more than $19 billion in assets. As one of the first branchless banks in the U.S. Axos is recognized as the oldest and most trusted pioneer in the online banking industry. Axos Bank's low-cost infrastructure allows them to operate efficiently without the high costs inherent in a traditional bank infrastructure. This means that they can offer higher interest rates on consumer deposit and business banking products and lower rates on loan products including personal and auto loans and home mortgages distributed through retail, correspondent, and wholesale channels. Axos also provide financing to small to mid-sized businesses through a variety of loan products. As SVP, Head of Marketing, I was responsible for the following: • Leading a marketing team of approximately 30 including digital marketing, affiliate marketing, content, analytics, SEO, marketing operations, and account management functions • Supporting consumer deposits, small business deposits, and consumer loan business units including mortgage, auto, personal loans, and other products • Supporting additional business units within the organization including third-party originations (TPO) and warehouse departments • Overseeing growth strategies to grow the consumer and small business deposit base as well as consumer loan and mortgage originations. • Leading Axos's efforts on customer segmentation/persona and customer journey strategy in collaboration with the data science team and marketing automation teams • Leading marketing rebranding and integration efforts with three acquisitions including Nationwide Bank • Developing go-to-market strategy for Axos Invest managed portfolio product • Contributed to overall growth of AUM from <$10B to $15B

Atlanta, Ga

ValueOne understands how important it is for business owners to get access to the critical financial products and services that are essential to growing their small and mid-sized businesses. And we know how challenging it can be to find the right partners...partners you can trust. ValueOne makes it easy by assembling those essential products and services in one place. Whether it's property and casualty insurance, working capital, payroll processing, or merchant processing services, we have you covered.Our mission is to provide small and mid-sized businesses honest advice, exceptional value, and outstanding customer service. As Chief Marketing and Sales Officer, my responsibilities include developing and executing the marketing and sales strategy for ValueOne including: • Generating qualified leads utilizing paid search, retargeting, social and content marketing, SEO, telesales, email, and database marketing• Developing the operations and marketing budget and revenue projections for operating unit• Securing partnerships with lenders across the full credit and product spectrum from merchant cash advance to term loans, lines of credit, invoice financing, equipment financing, SBA, and others• Branding, thought leadership, and PR strategies that position the company as an industry leader• Cultivating relationships with strategic accounts including corporations and enterprise partners to generate new clients in a cost-effective way• Analytics to thoroughly understand our customers, our competitors, and market position • Building and managing high-performing sales team and managing pipelines• Developing and tracking key metrics to measure actuals against goals across all stages of the funnelSpecialtiesBusiness property and casualty insurance, Working capital, Small business loans, Merchant processing, HR and payroll processing, Business owner policies, Workers comp, Merchant cash advances, Business lines of credit, and Business term loans

Wilmington, Delaware, Us

As Chief Marketing and Sales Officer, in addition to marketing, business development, and public relations, I have the added responsibility of managing the inside sales teams which includes call center business development representatives and senior lending specialists. Sales management responsibilities include the following: • Establish weekly, monthly, and quarterly funded volume and unit targets • Top and bottom of funnel pipeline management • Liaise with operations departments to ensure seamless movement of loans through the funnel • Provide visibility into key sales metrics including conversion at each stage of funnel • Implement client retention programs to increase lifetime value of portfolio • Support call center and inside sales teams to ensure monthly and quarterly targets are met • Provide weekly coaching and pipeline review to maximize efficiency and output • Most importantly, maintain a highly collaborative yet competitive and fun environment where team members are rewarded for giving our clients the best experience possible

San Diego, California, Us

VP of Acquisition Marketing responsible for the development and execution of a multi-channel marketing strategy plan aimed at growing our C-level membership base at double-digit annual growth rates. Marketing tactics include the following: • Direct mail • Print advertising • E-mail acquisition and drip marketing • SEM and display • Social media • Event marketing • Business development • Partnership marketing • Market research and analytics • Salesforce CRM • Database marketing/customer segmentationA disciplined approach that combines creativity with strong analytical skills and financial acumen enables our team to constantly challenge, innovate, and test, while keeping our eye on the proverbial bottom line. With more than 17,000 members globally, Vistage International is the world’s foremost chief executive leadership organization and the largest "for-profit" peer advisory organization. Vistage’s Executive Leadership Program provides unparalleled access to new ideas and fresh thinking through monthly "Advisory Board" peer groups, private business coaching, speaker presentations from hundreds of top industry experts, social networking and an extensive online content library of articles, best practices, podcasts and webinars. Vistage was founded as The Executive Committee (TEC) in 1957 and operates in 15 countries.

Irvine, California, Us

Initially hired as a consultant to develop, project manage, launch, and oversee company's public web site and B2C acquisition marketing efforts. Coordinated with creative team, web developers, and outside vendors to launch world-class web site in less than 4 months. Wrote all web site copy as well as scripting and production for 20+ video tutorials. Developed initial marketing plan, budgets, and provided overall support and management of various initiatives including the company's intranet, SEM, e-mail marketing, affiliate marketing, and SEO. Developed and authored business requirements for company's Customer Contact (Client Path) and lifecycle strategy.

Managed all sales and marketing functions for B2C mortgage broker and lender specializing in refinance, home purchase, and home equity loans in 25+ states. Developed marketing strategy, marketing and operations budgets, and online and offline marketing programs that resulted in industry-leading response rates.

Charlotte, Nc, Us

Recruited as employee #6 for company that grew to 2000 employees in 3 years. Responsible for all online and offline marketing, branding, lead generation, retention, PR and communications initiatives • Built and managed a high-performing marketing team that consisted of direct-response online and offline marketers, SEO/SEM strategists, affiliate and e-mail marketing, copywriters, public relations, graphic designers, database analysts, and web developers• Developed overall marketing and PR and communication plans, go-to-market strategies, budgets, KPIs and reports • Conceived and implemented a B2B lead generation channel resulting in a CPL reduction of 50%• Devised and implemented operational changes to the direct mail process resulting in savings of 20%.• Devised and implemented an improved method of tracking information resulting in data capture improvement from 30% to over 80%• Led the revision of web site customer capture structure resulting in a 30% improvement in click to capture of lead information• Devised and implemented a method of tracking and controlling expenditures resulting in sustained departmental operation cost averaging 10% under budget.• Implemented a system to optimize communication and data sharing between marketing and sales departments resulting in increased accountability and improved conversion rates• Responsible for public website and landing pages

Us

Initially responsible for personal sales production, then management of a 15-person sales team within one year, and the next year responsible for all marketing and business development for pioneer direct lending company.• Provided training, support and coaching to sales team members resulting in all members meeting or exceeding sales objectives.• Led the transformation of the marketing and selling operations of a traditional brick-and-mortar company to an online direct lending model resulting in the company meeting all organizational and revenue growth objectives.• Developed and implemented a highly-effective marketing plan that resulted in achieving company growth and revenue objectives while managing an annual budget of almost $10M.• Developed online and offline customer acquisition marketing strategies and implemented innovative processes for efficient lead generation resulting in a cost saving of 25%.• Secured strategic alliances that produced lower-cost customer acquisition revenue streams

Bachelor Of Arts, Political Science

Education record