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 marketing material, setting annual marketing calendar for all clients, email campaigns, and building out client websites. Team produced an average of 2,500 mail campaigns with 4,500 creative versions in 2019 alone. Relied upon to identify cost savings, process improvements, new revenue streams and overseeing the management of multiple large-scale projects in tandem. Managed teams annual marketing budget. • 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• Conducted time study, which resulted in removing “broker” & reducing production by a week • Developed/implemented new and improved match process resulting in 500K more annual mailers

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 clients. Had responsibility for setting marketing strategy, developing clients annual marketing calendars and ensuring all 150+ monthly marketing campaigns were delivered on time and under budget. Managed teams annual marketing budget. • 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 development. Developed relationships with clients, created client marketing strategies and ensured all campaigns were delivered on time and under budget. • Handled some of the company’s largest clients

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

Bachelor'S Degree, Marketing