Patti Johnson Email & Phone Number

Des Moines, Ia, Us

Des Moines, Iowa, Us

In this role I partnered with business leaders, researchers, data scientists, and technology professionals to develop and activate marketing strategies that drive business growth and increase engagement among employer and individual customers. My team and I delivered integrated marketing campaigns across customer journeys. These omni-channel campaigns and programs were designed to drive employer customer engagement, confidence in managing the retirement plan, and adoption of retirement plan products and services. For example:• I led an initiative to increase adoption of automatic plan features including marketing campaigns and equipping client-facing teams with data-driven insights. Our collective work resulted in a 27% increase in adoption of automatic plan features within nine months. • I championed the development of a model to quantify the correlation of individual customer engagement on retirement savings rates, demonstrating how targeted education and engagement strategies improve plan health. Client-facing team members leverage this model in setting participant education goals and in client retention efforts.

Des Moines, Iowa, Us

In this role I developed and executed innovative marketing strategies to support business growth and retention goals through driving brand awareness, customer engagement and customer experiences. When Principal acquired a competitor’s retirement plan block of business, I directed a comprehensive customer communication strategy for the transition and onboarding of those retirement plan customers representing $150B in assets. In this role I also managed a team of two customer experience strategists dedicated to customer journeys and discovery of primary drivers of satisfaction and loyalty.

Des Moines, Iowa, Us

I developed marketing campaigns and strategies to drive employer customer retention and engagement with retirement plan products and services. I expanded investment platform brand-building efforts by launching investment services, including a 3(21)/3(38) fiduciary service, and by repurposing market volatility and economic outlook content across business units. In partnership with the market research team, I forged a multi-year exclusive partnership with an industry market research firm, building brand credibility through sponsored insights and content for target audiences. I also contributed to servicing efficiencies, revenue, and client retention through driving adoption of products and services, including a 71% increase in electronic participant notices delivery adoption in one year.

Kansas City, Missouri, Us

I learned the “art + science” of marketing at American Century through developing and activating strategies and integrated, multi-channel campaigns, managing campaign budgets and a rigorous results reporting framework. • Generated $61M new purchases in one year for the Kansas 529 Education Savings Program through an integrated strategy across youth soccer and minor league baseball sponsorships, SEO, direct mail campaigns and paid media.• Managed the positioning and launch of a Rollover IRA service, resulting in $250M - $300M Rollover IRA new sales annually through targeted, event-triggered campaigns. When a large employer client was terminating their retirement plan, I led an integrated multi-channel campaign of direct mail and email, webinars, outbound call campaigns and hosting events in hub cities to educate impacted individuals about their options. This effort generated $145.9M in nine months, exceeding campaign goals by 22%.

New York, Ny, Us

I wrote public training seminars and leader guides in the areas of sales, marketing and customer service.I conducted interviews, surveys, and secondary research to determine market and training needs; I managed contract developers and multiple projects and deadlines.

Master Of Arts, Communication

Bachelor Of Arts (B.A.), Communication Arts