Matt Case Email & Phone Number

Phoenix, Arizona, Us

Indianapolis, Indiana, Us

C-suite executive leader with enterprise responsibility for all aspects of marketing strategy and execution, including brand and message strategy, PR and communications, demand generation and sales development, content development, events, product marketing, market research and competitive intelligence, and sales enablement. Establish and maintain the organizational structure, processes, budget and workflow of a multifunctional team of highly skilled marketing professionals and outside resources. Act as the company's chief storyteller. Ensure the integrity and understanding of Zipari’s brand in the industry and within the company. Lead the planning and oversee the execution of all marketing and advertising campaigns. Author, edit and approve copy, content and design. Lead the development of sales enablement and training initiatives. Lead monthly Operating Report development for the board of directors. Lead M&A marketing strategy. Support executive and high-profile external/client communications and engagement. Served as VP, Marketing with same duties in first year (10 staff, $4M budget)

Denver, Co, Us

Senior leader with enterprise responsibility for B2B2C product marketing and sales enablement across healthcare payer, pharmacy, employer, provider and public markets. Translate and articulate the value of complex portfolio of products, services and solutions with compelling marketing content and execution. Launch and manage multi-channel campaigns to drive lead generation, cross-sell/up-sell, and market awareness. Develop and maintain value-based messaging, use case stories and buyer/user personas. Lead the design, development and delivery of sales training (in-person, distance-based, eLearning). Create and maintain sales enablement materials and tools (collateral, pitch, web content, video, resources). Lead the commercialization of new products and services, including go-to-market plan execution. Collaborate with partners and resellers to drive revenue through new and existing markets. Lead work planning and prioritization. (3 staff, no direct budget)

Westminster, Co, Us

Senior leader with enterprise responsibility for the strategic direction and oversight of training, quality management, auditing, fulfillment, appeals, and client payroll services. Developed and implemented strategy and plan to integrate formerly separate functions. Led the design and development and commercialization of the company’s future-state service delivery model and structure. Engaged with clients and consultants to improve quality and operational excellence. Developed go-to-market strategies for value-add services. Trained global organization on integrated systems. Supervised +$12M+ in monthly client payroll, including for eight of the Fortune 50. (70+ staff, $7M budget)Significant Accomplishments:• Designed and developed quality and training program for Amazon (largest account)• Procured an enterprise Learning Management System and developed initial ReedGroup University design• Established design and program plan for new comprehensive Quality Management System

Westminster, Co, Us

Led governance framework, communication and engagement strategies following a major competitor acquisition. Built enterprise Transition Management Office with 10 cross-functional programs and supporting infrastructure. Engaged senior and executive leaders to develop and execute roadmaps for the integrated company. Developed new company vision, mission and strategic communications and training.

Aurora, Colorado, Us

C-Suite executive leader with enterprise responsibility for strategic planning and business development, sales and marketing, training and communications, partnership development and community outreach. Led long range strategic planning and program design and execution. Served as Chief Marketing Officer, overseeing all B2C and B2B marketing and communication development and execution for all lines of business. Developed extensive market and competitive analysis, as well as plan design and benefit configuration for Medicare Advantage and ACA/Exchange health plans. Designed and implemented a strong brand platform and positive statewide presence through multi-channel marketing campaigns and outreach. Represented the company in the public media (TV, newspaper, radio). Managed executive and board communications. Led change management, process optimization, culture development and employee engagement initiatives. Performed other duties as assigned by the CEO, including briefly serving as COO. (45+ staff, $10M budget)Significant Accomplishments:• Increased Medicare Advantage business by 58% in two years; improved growth trend by 700%.• Designed and launched commercial health plan and achieved 39% statewide brand awareness in first year• Designed and implemented enterprise technology solutions for relationship, workflow and content management.• Led the development of new agent/broker sales distribution channels for public and private health plans.• Implemented online consumer shopping, enrollment and broker management solutions.• Led company-wide culture-building collaborative that engaged employees of all levels in strategic plan.• Led the creation and launch of new corporate identity, logo, vision, mission, and core values.

Indianapolis, Indiana, Us

Led enterprise marketing operations and served as the chief of staff for commercial marketing management for 15 health state/national health plans. Led marketing planning, financial management, strategic initiatives, communication, reporting, and staff engagement. Led strategy for marketing and sales production, process optimization, communication programs, fulfillment, telesales support, supplier management, and translations. Led the optimization of content management, lead distribution, material ordering, and presentation management. Developed marketing technology and automation strategies and implemented solutions to promote business growth and retention. Oversaw system administration and support of workflow management tools. (140+ staff, $75M budget)Significant Accomplishments:• Reduced cost and increased efficiency by more than 30% through consolidating 11 separate functions.• Accomplished a 20% decrease in material libraries by converting to 70% electronic delivery.• Uncovered $6M (20%) in direct savings and $2M cost avoidance through business process optimization.• Achieved a $10.5M reduction in production spending across all business lines in two years.• Achieved turnaround of low performing business units into high performing, results focused teams.

Indianapolis, Indiana, Us

Led the operations of company-wide, group-based insurance sales and marketing operations and technology, including training, proposal development, provider network analysis, sales force automation and business process optimization. Transformed organizational structures, culture, processes, tools, and talent. (110+ staff, $15M budget)Significant Accomplishments:• Contributed to #1 national ranking for national accounts business and 116% membership increase.• Directed the creation of company-wide “sales university” learning platform for commercial business.• Led the formation of a multi-dimensional, award-winning sales on-boarding and training program.• Achieved a 40% average win rate for national account RFPs and 25% across all RFPs.• Led $60M strategic design and implementation of Siebel sales force automation / CRM system.• Directed business support for automation platforms in seven markets, covering 23+ million members.• Led enterprise strategy and standards for instructional design, e-learning and training delivery.• Achieved turnaround of low performing business units into high performing, results focused teams.

Indianapolis, Indiana, Us

Led value articulation and storytelling for specialty products (dental, life, vision) Designed, developed, delivered and measured national training, onboarding and certification programs. Designed and implemented company-wide “sales university” learning platform. (10+ staff, $4M budget)Significant AccomplishmentsDirected the creation of company-wide “sales university” learning platform for specialty business. Contributed to 10% increase in sales close ratios for specialty products across all plans.

Charlotte, Nc, Us

Directed learning services at Countrywide Financial. Led the design and development of training and documentation. Led support of sales automation, CRM and process optimization. (30+ staff, $12M budget)Led the design, development and launch of an award-winning 6-month “sales university” on boarding platform

Oakland, California, Us

Led sales process optimization. Conducted business and technical analysis. Designed and delivered training and communications on workflow, contract management, and CRM. Managed improvement plans.

New York, Ny, Us

Led the design, development, and implementation of online data dictionary and references to the architecture, methodology, data design, stored procedures, maintenance, and other elements of a nationwide contact and collections management system. (for IntelliRisk which became AIG)

Sunnyvale, Ca, Us

Led the business and systems analysis, technical writing, and instructional design for multiple products, applications, and process initiatives. Researched, designed, and authored process, product, and operations-based documentation and curriculum for search marketing tools and software. Managed operational policies and procedures.

Thousand Oaks, Ca, Us

Led e-Learning design and training development functions, supporting a Seibel-based CRM and multiple ancillary applications. Researched, designed, authored, and produced e-Learning. Researched, authored, edited, and managed user guides for seven products. Managed communication for a data management application suite and developed a Web portal and improvements to marketing communications. Designed marketing materials and multimedia presentations to promote new initiatives and products.

Houston, Texas, Us

Managed a writing team for ~$20M multi-year telecommunications testing project with major service provider. Designed, authored, edited, and managed process documents, test plans, technical and interface specifications, business requirements, reporting matrices, user guides and curriculum. Developed central website for team status and tracking.

Designed, developed and implemented application and concept training for internal and external associates, including sales, marketing, and other ERP software roles. Led e-Learning implementation and design. Researched, designed, authored, and produced e-Learning for company intelligence and Enterprise Software (including SAP and Oracle).

Analyzed internal systems and business processes to develop documentation, on-line help, and training for an enterprise contracts and content management system. Developed and managed project plans. Authored business and system requirements documents and developed documentation templates and standards. Developed curriculum for new product releases.

Owned and operated a technical consulting firm, overseeing all aspects of business development, marketing, operations and financial affairs. Contributed as Principal Consultant and senior project manager, designer, writer, and trainer on all time-and-material projects. Placed technical business consultants on client engagements. Projects included corporate identity, marketing, training program development, and documentation. Clients included: - Ameritech Health- MobilExxon- Pizza Hut- Frito Lay- McAffee- Financial Directions- MCI WorldCom- Ultrak Security- Digi-Net Technologies- PriceWaterhouseCoopers- Schlumberger/GeoquestHired, trained, coached, developed and managed performance. Staff: ~15 – Budget: ~$1.2M

New York, Ny, Us

Developed and managed documentation and training. Developed curriculum standards and templates. Authored and conducted leadership training for senior and executive leadership. Conducted extensive internal and external business analysis to develop improvement plans for documentation, training, and employee morale.

Basking Ridge, Nj, Us

Led the development and delivery of training for MCI’s Quality Monitoring Center where nationwide service calls were monitored and evaluated. Created analysis portfolios for call centers and implemented national call handling procedures. As a multiple-award-winning Customer Service Representative, resolved inbound customer service calls, assisted with product training and classroom assignments, and mentored new employees.

Radio Broadcasting

Bliblical Arts