Jonathan Shultz Email & Phone Number

• Set strategy and manage the book of business/forecasting for 800 clients in the financial institution sector. Work collaboratively with 4 direct reports, 8 indirect reports and multiple departments on developing.
• Department produced 59M pieces of marketing collateral in 2019
• Created new revenue stream by introducing website development and email campaigns for clients
• Generated more than $750k in revenue from new website/email campaign implementation
• Each piece of collateral results in an average of $1.14 in revenue
• Helped transition over 3000 clients from Transamerica to Minnesota Life via marketing material

• Managed a team of managers and marketing specialists who developed direct mail campaigns. Collaborated with multiple teams which included strategy, database management, graphics, compliance and sales, as well as.
• Increased department productivity by transitioning from a paper environment to fully automated by creating workflows and implementing Salesforce as the company CRM tool

• Managed a sub-set of clients which included larger institutions and clients who required more detailed/custom marketing material. Oversaw a team of 4 direct reports, providing training, performance reviews and.
• Handled some of the company’s largest clients

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor'S Degree, Marketing