Matt Davis Email & Phone Number

San Diego , Ca, Us

Dallas, Texas, Us

Avantax is a unique community within Cetera Holdings.

Dallas, Texas, Us

"Here to Help the Helper's" video has received 9 Marketing Industry Awards.• Rapidly formed relationships with both the Professional Sales Leadership and Sales Team to deliver support that, in their words, has “really helped my efficiency.”• Created a strategy to revamp the existing TaxAct ProAdvance website to increase engagement and provide better content for our professionals. The site launched in the Fall of 2020 and provided a clear path for our professionals via segmentation.• Quickly built relationships with large CPA Associations, resulting in new engagement and business opportunities.• Implemented a FastTrack onboarding program aimed at increasing retention for year-two customers and creating a more seamless path to getting started with TaxAct Professional software. The email series is averaging an open rate of 62% and a click rate of 15%, while our normal emails see averages of 29% and 3%, respectively.• Owned the Small Business Product marketing for TaxYear 20 and realized a 20% year over year growth in revenue and finished the season 15% over plan.• Received recognition from the Product Team on the implementation of the FastTrack Onboarding Series.• Produced 13 new videos to engage current customers and drive new business with over 12,000 views to date.• Served as the keynote presenter for our TaxAct Professional Education forums in Miami, Santa Monica, and three other virtual events.

Metropolis, an Adaptive Medical Partners company, is an intelligent web-based recruiting solution connecting metropolitan healthcare organizations directly to metro-minded candidates - confidentially and without a placement fee.

Irving, Texas, Us

Working with CEO/Founder to get manufacturing and marketing up and running while seeking my next opportunity.

Treasure Island, Florida, Us

Lead development efforts for the new Finance and Insurance portfolio. Added CMOS from companies like USAA, Quicken Loans, Principal Financial and Tax Slayer.

Plano, Texas, Us

IRIO - Technology with a human touch.We pride ourselves in delivering proven SMS/MMS technology backed by the best customer service in the business. Start to finish, we’re here when you need us.

Walnut Creek, Ca, Us

• Support 36 independent sales representatives nationwide.• Project Manager implementing the Clark Consulting 2010 Forum and Leadership Exchange. The Forum was a sold out 3-day conference with 300+ corporate executives in attendance. Managed a $700,000 event budget and ensured a flawless event execution. • Developed a National Event Marketing Strategic Plan with the intent of shifting client focus from banking to corporations.• Created plans to develop a 3rd party distribution channel. This would have allowed partner sales representatives nationwide to offer Clark products and services to their clients.

Mclean, Va, Us

Develop regional marketing strategy, tactics, and execution including product management, marketing services, customer service, B to B marketing, event marketing, sponsorship negotiation and activation, constituency marketing and retail marketing for a company with $110 billion deposit portfolio and currently the 8th largest bank in the country with marketing budgets exceeding $100M. Spearhead strategic product planning, consumer research, sales/expense planning and reporting, and promotion analysis. Part of the core regional team and manage multiple agency/vendor relationships along with interfacing with local executive teams for consumer, small business and commercial segments. Identify, develop, and evaluate marketing initiatives, strategies, and programs through consumer research, competitive/trends analysis, and creation of internal metrics and management reporting.Key Achievements: Created and piloted marketing promotion that increased deposit accounts by 120% over prior year contributing in bankers hitting the $1 Billion deposit goal. Recently rolled out promotion across banking footprint currently measuring a 300% return on investment. Designed integrated opening marketing programs for branch network that contributed to branches reaching profitability within a one to three year timeframe (initially expected to reach profitability within a 5 year timeframe). Pioneered regional marketing entry into viral marketing by leading formation of E-based capabilities including promotion centered website creation and the use of social site marketing such as facebook and Twitter.Improved customer retention and lowered attrition year over year through development of customer retention management strategy and launch of new loyalty based product set. Reduced marketing POP costs 10% by negotiating vendor contracts and managing production, shipping, printing and efficiencies.

Mclean, Va, Us

Responsible for sales and growth of bank branch.

San Francisco, California, Us

Sales of credit card processing. B to B

Waco, Texas, Us

Bba, Marketing

Advanced Marketing Program Certificte, International Marketing