Doug Schaeffer Email & Phone Number

Pittsburgh, Pa, Us

San Antonio, Texas, Us

Vericast - Formerly Harland Clarke

Woburn, Massachusetts, Us

Business development hunter engaging with senior leaders in the financial lending space. Volly’s award winning, cloud-based SaaS capabilities drive CX rich experiences and engagements throughout the prospect and customer journey of lending for the mortgage and banking industry. Already working with several of the top 20 mortgage lenders in the nation, Volly’s deep history and expertise in the mortgage space has proven attractive to lenders of all sizes in delivering against their acquisition, conversion, and retention related goals.The fully-integrated, Soc2 Type II compliant solutions offering includes CRM, POS, Portfolio Retention, Marketing Automation, Direct Mail, Digital & Email marketing and Custom Website integrations.

San Antonio, Texas, Us

* Displaced in enterprise-wide COVID-19 restructuring. Business Development team was eliminated.Sales “Hunter” acquiring new logos/clients in the financial space for Harland Clarke. Consulted with C-level/senior leadership at banks and credit unions throughout east coast developing strategic plans for enhanced customer engagement throughout the entire relationship lifecycle and customer journey. Leveraged Harland Clarke's payment, marketing, customer experience (CX) and SaaS based fintech and martech services to drive customer engagement and CX across channels to increase acquisition, improve activation, deepen relationships and retain them for the long term on both the deposit and lending side of the business of banking.- Exceeded first year, onboarding performance stretch-goal on qualified sales pipeline and sales by filling funnel at more than twice the velocity rate required to meet volume goal by designated time milestone. Began selling efforts with zero base of business in selling assignment. - Secured qualified engagements with 31 of 110 targeted, new logo prospect accounts - majority with multiple, new solution opportunity, sales cycles started. Majority of accounts had generally not had business with Harland Clarke within last 5-10+ years.- Work featured in training material rolled out to entire sales force nationally - sold multi-channel campaign solutions at C-level (new account acquisition campaign combining DM with Display Advertising) was first-of-its-kind proposal for team. Later became preferred solution sell across sales org.Product solution sets sold or with sales/prospect engagement cycles included, Acquisition CX - direct mail & digital display, Loan Engine - prescreen credit offers marketing, Checks CX, Onboarding CX, CSP Voice of Customer (VoC) program, Conversion CX - high-impact customer conversion event call center support, Yext Listings – website optimization/ single source of truth, brand facts

Subject matter advisory services: sales, marketing, product strategy, go-to-market product launches, pre-screen credit offers and risk mitigationCareer Credentials:- Sales Excellence: 18 consecutive years of meeting or exceeding sales territory growth goals in professional B2B sales capacity. Excel at opening new logos/ territories, expanding underperforming territories and growing established accounts. - Product Management: Launched largest single initiative ever undertaken by PNC Bank in the education lending space. Led 30+ member cross-functional team in end-to-end execution of PNC Education Refinance Loan - from charter to go-to-market. Three-year project succeeded against strong internal headwinds. New refinance product volume projected to surpass total of entire core product set volume annually. - Marketing Leadership: Transformed PNC Bank Student Lending marketing strategy, and team, from primary role supporting B2B field sales efforts to direct revenue-producing, multi-channel B2C acquisition. Leveraged data mining and analytics to inform, optimize and drive campaigns. Grew business share generated from B2C direct marketing channel from 8% to 40%.

Pittsburgh, Pennsylvania, Us

Selected for unique dual role on both product and marketing efforts for PNC Bank’s Consumer Lending education loan business. Represented asset class to senior executive governance committees. Managed cross-functional teams as subject matter expert (SME). Established vision, developed strategy, consistently exceed goals and directed cross-functional teams to deliver new products and product enhancements to market (asset portfolio> $11B). Set marketing go-to-market strategy. Led all multi-channel lead generation campaigns and consistently achieved year-over-year increases in loans originated through marketing channels. -Launched largest single initiative ever undertaken by PNC Bank in the education lending space. New refinance product volume projected to surpass current total of all core product volume annually. Simultaneously delivered, new loan origination framework, new best-in-class product risk mitigation enhancement and first credit prescreen campaign ever for asset class.-Championed all product development with CX mindset as SME. Managed and directed cross-functional tactical teams, guided by research data analytics, to drive execution of product improvements across product lifecycle from marketing acquisition to origination, credit underwriting and performance to affect positive P&L.-Grew business share from B2C marketing channels consistently - from 8% 2011 to 40% by 2017. -Developed methodologies recognized by legal, compliance, regulatory and risk SMEs within bank regarding best practices established.Key

St Paul, Mn, Us

Sold third-party loan origination and portfolio management services at the executive level to banks, student loan lenders, loan servicers and schools. Participated as part of team that created new business model. Executed hunter sales strategy and focused efforts on marketing new SaaS, service-based offering. Introduced pipeline of new opportunities, personally closed first major $7M+ contract on a new SaaS product with large, super regional bank. Key

St Paul, Mn, Us

Marketed student loans on behalf of this nonprofit student loan program managed by NorthStar to east coast medical, dental and law schools. Directed growth in personal selling assignment (largest sales territory for company) achieving $320M in loan volume sales. Simultaneously, grew east and south region business as regional manager to $736M in loan volume sales. Key

Pittsburgh, Pennsylvania, Us

Pittsburgh, Pennsylvania, Us

Chicago, Illinois, Us