Kinective is a one of the largest fintech providers of connectivity, workflow, and analytics software for over 2,500 financial institutions. A PE-backed company through OceanSound Partners and TA Associates, created in June 2023 to unite CFM, NXTsoft, and IMM into a single parent brand. 3x Fintech Product of the Year recipient 2X SourceForge Winner for Outstanding Customer ReviewsTop 50 Most Innovative Companies to WatchServed as EVP of Marketing. Led all marketing and… Show more Kinective is a one of the largest fintech providers of connectivity, workflow, and analytics software for over 2,500 financial institutions. A PE-backed company through OceanSound Partners and TA Associates, created in June 2023 to unite CFM, NXTsoft, and IMM into a single parent brand. 3x Fintech Product of the Year recipient 2X SourceForge Winner for Outstanding Customer ReviewsTop 50 Most Innovative Companies to WatchServed as EVP of Marketing. Led all marketing and sales support with aggressive revenue targets. Consistently achieved bookings growth with tracked Marketing Generated Revenue performance. Key Achievements:• Successfully integrated branding and marketing efforts, processes, and systems through three company acquisitions• Led new brand and product name/identity for parent-brand company. Built brand awareness among internal and external stakeholders• Supported company transaction and additional PE investment from TA Associates, one of the largest US-based private equity companies • Tripled revenue growth through multi-channel, demand-gen campaigns targeted towards net-new, upsell, and cross-sell markets• Developed new messaging (including internal mission, vision, values), external positioning, sales playbooks, selling tools, and channel sales programs• Successfully launched Customer Advisory Board, internal eNPS (Employee Net Promoter Score), and external NPS customer program to expand market research and customer insights • Developed & executed market research associated with brand awareness/perception, purchasing process, customer satisfaction, messaging/positioning, and competitive intelligence• Built, analyzed, and reported on key KPIs and funnel metrics to Board of Directors• Supported a national sales team of 40+ reps with Account-Based Marketing and Sales programs• Drove lead generation across 40+ conference/tradeshows per year • Managed and optimized entire marketing budget and spend through data-driven analysis Show less

Led due diligence, transition, and incorporation of all marketing functions following acquisition.

Led due diligence, transition, and incorporation of marketing functions following acquisition.

CFM is one of the largest banking integration platforms enabling more efficient, modern, and connected retail experiences. 2x Fintech Product of the Year recipient 2x Inc. 5000 winner3x Future Branches Innovator of the Year recipientServed as Chief Marketing Officer and led key business initiatives to drive growth and brand awareness for two sister companies (CFM and DBSI). Part of the executive team that secured investment from a private equity firm.Key… Show more CFM is one of the largest banking integration platforms enabling more efficient, modern, and connected retail experiences. 2x Fintech Product of the Year recipient 2x Inc. 5000 winner3x Future Branches Innovator of the Year recipientServed as Chief Marketing Officer and led key business initiatives to drive growth and brand awareness for two sister companies (CFM and DBSI). Part of the executive team that secured investment from a private equity firm.Key Achievements:+ Managed all aspects of marketing strategy and execution. Successfully ran multi-channel campaigns to drive brand awareness, demand generation, and revenue growth+ Built and developed a consistent brand, story, and voice across all marketing channels+ Led and managed a team of content marketers, graphic designers, marketing automationspecialists, and external agencies in the production of 225+ content pieces a year+ Created marketing plan to drive revenues of approximately $75MM/year+ Initiated an Account-Based Marketing/Selling program to drive alignment betweenmarketing and sales, turning 30% of target accounts to opportunities+ Consistently generated a content marketing strategy to increase thought leadership anddrive revenue growth on average of 99% YOY+ Led production of all sales collateral and tools, including development of client pitch decks,RFP library, videos, brochures, case studies, landing pages, and website pages+ Supported national sales team of 20+ field reps with training & collateral+ Oversaw internal culture development, including the execution and strategy of corporatemessaging, events, company awards, and recognition programs Show less

DBSI is a leading financial transformation firm specializing in design-build, digital signage, experiential marketing, service, and equipment.Served as Head of Marketing. Oversaw all marketing strategies and execution for two companies to gain prospect and customer attention, increase demand, and win sales.Key Achievements:• Drove a consistent company brand, story, and voice across all marketing communications. Ensured our voice maintained a unique and conversational tone to… Show more DBSI is a leading financial transformation firm specializing in design-build, digital signage, experiential marketing, service, and equipment.Served as Head of Marketing. Oversaw all marketing strategies and execution for two companies to gain prospect and customer attention, increase demand, and win sales.Key Achievements:• Drove a consistent company brand, story, and voice across all marketing communications. Ensured our voice maintained a unique and conversational tone to stand out from the typical banking industry norm of corporate, boring jargon• Led and managed a team of content marketers, graphic designers, marketing automation specialists, and external SEO partners in the production of 225+ content pieces a year• Created strategic marketing campaigns, branding, tradeshow, and acquisition/retention programs to drive revenues of approximately $80MM/year• Initiated an Account-Based Marketing/Selling program to drive alignment between marketing and sales AKA “smarketing” to move 30% of target accounts to opportunities• Consistently generated a content marketing strategy to increase thought leadership and drive revenue growth on average of 99% YOY• Led production of all sales collateral and tools, including development of client pitch decks, RFP library, videos, brochures, case studies, landing pages, website pages, etc.• Oversaw internal culture development, including the execution and strategy of corporate messaging, events, company awards, and recognition programs Show less

Brought on to establish a content marketing strategy, online presence, and drive demand.Key Achievements:• Implemented and managed the use of marketing automation and CRM software tools to drive a content marketing strategy that increased demand over 2400% (Hubspot, Marketo, Salesforce.)• Increased email marketing database from 1,000 to over 40,000 active contacts• Launched a new website and blog that averaged approximately 50,000 page views a year•… Show more Brought on to establish a content marketing strategy, online presence, and drive demand.Key Achievements:• Implemented and managed the use of marketing automation and CRM software tools to drive a content marketing strategy that increased demand over 2400% (Hubspot, Marketo, Salesforce.)• Increased email marketing database from 1,000 to over 40,000 active contacts• Launched a new website and blog that averaged approximately 50,000 page views a year• Responsible for driving client visits and developing the story for the Ideation Center – a place where over 1000+ financial institutions have visited to learn the latest in banking trends. Assisted in a 89% visit-to-client win rate• Developed all new sales collateral for 6 lines of business to ensure consistency of messaging, proper tools to close deals, and deliver client proposals to obtain customers• Managed all PR efforts, including press releases, winning over 25 industry awards, published in 35+ industry magazines, and completed 6 research-based reports Show less

Recruited to establish and grow marketing efforts of a fast-growing software company named 8x times to the Inc. 500/5000 list (2006 through 2013) from the ground up by implementing comprehensive marketing campaigns, strategies, and protocols. Managed all internal and external communications of the company, which included development of print and digital literature, public relations, social media, newsletters, email campaigns, webinars, website, and partner communications. Instrumental in… Show more Recruited to establish and grow marketing efforts of a fast-growing software company named 8x times to the Inc. 500/5000 list (2006 through 2013) from the ground up by implementing comprehensive marketing campaigns, strategies, and protocols. Managed all internal and external communications of the company, which included development of print and digital literature, public relations, social media, newsletters, email campaigns, webinars, website, and partner communications. Instrumental in securing private equity funding through Vista Point Advisors in 2012Key Achievements: • Developed strategic direction for annual marketing campaigns, brand awareness, and customer acquisition/retention programs • Increased demand generation by 150% over a 3 year period through the use of marketing automation tools and online marketing initiatives. Spearheaded the use of marketing automation throughout the marketing department. • Increased web traffic 325% by implementing SEO, social media, and content marketing strategies. • Elevated sales to a 3 year growth rate of 60% by helping to lift the brand image and marketing reach • Responsible for all email marketing campaigns, messaging, and strategies • Successfully ran the content marketing strategies for the company, included promoting and running webinars with an average registration number of 1500 registrants Show less

• Responsible for creating new marketing campaigns that included planning and designing brochures, marketing slicks, and website material• Generated all promotions, communications, and sales material for Channel Partners• Sold product directly to law firms, including the AMLaw 500. This included in-person and WebEx presentations, creation of proposals, and pre-and post sales follow up calls • Devised annual marketing plan and timeline for items such as frequency of… Show more • Responsible for creating new marketing campaigns that included planning and designing brochures, marketing slicks, and website material• Generated all promotions, communications, and sales material for Channel Partners• Sold product directly to law firms, including the AMLaw 500. This included in-person and WebEx presentations, creation of proposals, and pre-and post sales follow up calls • Devised annual marketing plan and timeline for items such as frequency of contact, type of contact, promotions, articles for printed technical publications, newsletters, email blasts• Customized and maintained Salesforce to create various marketing reports used directly in selling and managing client contacts• Managed entire facet of tradeshows: organizing, booking, pre-show marketing, attending• Collaborated with PR Firm to develop press releases, articles, and other various materials Show less

Ran all operations for three locations and managed a team of 20+ staff to support vacation ownership sales team.• In charge of reporting and forecasting of sales, customer trends, and monthly traffic• Accountable for operations of employees in three departments including training and administering new programs throughout the staff• Responsible for payroll and scheduling