Chief Innovation & Marketing Officer
Gold River, California, Us
CEO, Anthony Romano, Recommendation: “... (Jim is) one of the most innovative and creative marketing minds I've ever worked with (and I've worked alongside RE Tech and Fin Tech CMO's for decades). His ability to understand a market and develop winning programs is extraordinary. He can also double-click and work on campaigns, tactics, lead attribution, and more. He brings 100% commitment and an exceptional work ethic.” Anthony Romano, CEO-Founder. B2B FinTech SaaS platform. Commercial Real Estate Due Diligence.Direct Contribution Highlights:• Full Rebrand & Story Development: Led naming concept, creative team management, logo design, trademark registration, and complete brand rollout.• Product Innovation: Collaborated with product development teams to bring new products to market, enhancing our competitive edge.• Marketing Technology & CRM Integration: Spearheaded the implementation of a new CRM system (HubSpot), resulting in significant efficiency gains in sales processes and deeper ROI insights. Managed both external tech firms and in-house teams to seamlessly (well, not really seamlessly but it sounds good!) integrate systems with our proprietary OrderTracker. Developed lead scoring, distribution workflows, and custom ROI dashboards.• Team Development & Strategy Execution: Built an internal "agency" model, supported by specialized contractors for SEO, trade shows, CRM data management, and ROI reporting. Oversaw all strategy and service delivery.• National Marketing & Advertising: Drove product-market fit and brand launches while executing direct sales campaigns, field marketing, trade shows, and ABM initiatives.Results :• Added 3,500 new B2B platform users from the financial and corporate sectors• Partnered with Sales to develop a $20M+ pipeline and raised $9M in capital• Trained and supported a 12-person sales team on the new CRM system• Established an in-house video production studio for social media and training content creation