Patti Johnson Email and Phone Number
Patti Johnson work email
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Patti Johnson personal email
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I’m an experienced marketing leader with proven success in delivering customer-first integrated strategies that drive engagement and adoption of products, services and experiences in the financial services industry. I have a proven track record of building trusted partnerships, transforming insights into action, and driving business value through customer engagement. I believe great strategy is grounded in Brilliant Basics.My Brilliant Basics:• Advocating for customers requires an insatiable curiosity and ongoing commitment to understanding their needs.• Fostering authentic relationships demands shared accountability and respect.• Driving alignment across diverse stakeholder groups starts with intentional listening.• Delivering results with integrity and reliability is based on clear (and shared) objectives, critical thinking, willingness to take risks, and a dose of humility.• Leadership is built on open communication, empowerment, and commitment to bringing out the best in others. I excel in strategic planning and connecting market and customer insights to develop customer-first strategies that drive results. I thrive in fast-paced environments, leveraging a disciplined approach to manage multiple projects simultaneously. I have a track record of adaptability and achieving results with integrity and reliability in a matrixed organization.Special emphasis: customer engagement, creating and executing marketing strategy, integrating marketing, customer experiences, relationship building, critical thinking, sales/service enablement, intentional listening, product marketing, B2B and B2C.
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Director, Workplace MarketingEdelman Financial EnginesDes Moines, Ia, Us
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Marketing DirectorPrincipal Financial Group Mar 2021 - Nov 2024Des Moines, Iowa, UsIn 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. -
Assistant Director/Marketing ManagerPrincipal Financial Group Mar 2014 - Mar 2021Des Moines, Iowa, UsIn 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.
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Sr. Marketing Strategist/Marketing StrategistPrincipal Financial Group Jun 2005 - Mar 2014Des Moines, Iowa, UsI 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.
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Marketing Strategist/Sr StrategistAmerican Century Investments Jan 1999 - Jun 2005Kansas City, Missouri, UsI 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%. -
Training DeveloperAmerican Management Association Nov 1997 - Jan 1999New York, Ny, UsI 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.
Patti Johnson Skills
Patti Johnson Education Details
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University Of Northern IowaCommunication -
Dordt UniversityCommunication Arts
Frequently Asked Questions about Patti Johnson
What company does Patti Johnson work for?
Patti Johnson works for Edelman Financial Engines
What is Patti Johnson's role at the current company?
Patti Johnson's current role is Director, Workplace Marketing.
What is Patti Johnson's email address?
Patti Johnson's email address is pj****@****way.com
What is Patti Johnson's direct phone number?
Patti Johnson's direct phone number is +191342*****
What schools did Patti Johnson attend?
Patti Johnson attended University Of Northern Iowa, Dordt University.
What skills is Patti Johnson known for?
Patti Johnson has skills like Marketing Strategy, Marketing, Strategic Planning, Direct Marketing, Training, Strategy, Marketing Communications, Investments, 401k, Retirement, Integrated Marketing, Email Marketing.
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