Patrick Masterson Email and Phone Number
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Director of Channel Marketing with expertise in Saas/Cloud Computing, Small Business, and Driving Growth.SaaS Marketing – Strategic Vision – Innovative Marketing Initiatives – Thought LeadershipI am a distinguished marketing leader offering an exemplary track record in delivering year over year sales growth through innovative strategy development and implementation. I have close to 10 years of progressive promotions leading teams within SaaS, building collaborative partnerships with cross-functional teams, and leveraging Lean testing to create new opportunities and drive business and market expansion. • Recognized as a thought leader, conceiving tactical initiatives that widen the channel funnel. • Skilled in listening to the customer and translating customer needs into new product developments. • Strong leader with a record in converting underperforming teams into top ranking, target focused cohesive groups. • Adept at managing sales budgets and maximizing ROI, consistently surpassing targets and delivering exceptional sales results.
Symplr
View- Website:
- symplr.com
- Employees:
- 201
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Performance Marketing Director - GrowthSymplr Mar 2024 - PresentHouston, Texas, UsAs the Performance Marketing Director, I focus on data-driven marketing strategies to optimize ROI from paid media and organic channels and achieve business objectives in the Healthcare Operations B2B space. My expertise in digital marketing and analytics supports effective campaign targeting and performance measurement. I play a pivotal role in driving customer acquisition, reducing churn, increasing conversion rates, and maximizing marketing efficiency.Key responsibilities include:* Creating and executing performance marketing strategies for paid search, paid social, and programmatic ad channels.* Developing and managing digital prospecting and retargeting campaigns aligned with our ABM methodology.* Developing growth-focused Ideal Customer Profiles (ICPs).* Managing paid media agency execution and tracking progress against KPIs.* Optimizing campaign spend across digital channels to drive ROI and efficient CAC.* Developing analytics and retention marketing strategies to reduce churn and enhance LTV.* Implementing A/B testing and conversion rate optimization for all channels and landing pages.* Identifying and testing new channel opportunities to meet or exceed critical metrics.* Collaborating with management, Product Marketing, and Marketing Ops to improve funnel conversion and share insights.* Staying updated with the latest performance marketing trends and technologies.
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Director Of Lifecycle Customer Marketing / Product Marketing / GrowthEvernote Apr 2019 - Feb 2023Redwood City, California, UsI lead a team responsible for driving bookings revenue and usage growth, collaborating across product, engineering, marketing (growth), support, finance, and analytics teams to deliver results.* Lead promotional campaigns monetizing free users, ultimately responsible for X% of recurring bookings.* Drove Evernote's first effort at Paid User Acquisition at scale.* Global retention marketing based on high-velocity experimentation driving lifts in Weekly Active Usage* Activation experience optimization driving engagement and expanding active customer base through iterative testing and analysis. -
Director Of Sales And Channel MarketingEvernote Sep 2017 - Apr 2019Redwood City, California, UsB2B SaaS-focused sales enablement and sales leader. Stood up Evernote's first sales team with consultants focused on SMB, Mid-Market, and Enterprise segments.
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Senior Channel Marketing Manager, Quickbooks Retail And E-TailIntuit Sep 2015 - Sep 2017Mountain View, California, UsLed tactical planning and innovative strategies applying digital marketing expertise and insight for QuickBooks Desktop, QuickBooks Online and QuickBooks Self Employed within Retail Channel, focusing on e-tail while optimizing brick and mortar sales. Delivered 432k units; 105 index vs. 2017 Fiscal Plan. • Improved Search Engine Marketing ROI results 49% with focus on Product Listing Ads (PLAs)• Introduced programmatic display remarketing with two retailers generating 3x ROI of traditional SEM • Successfully launched QuickBooks Enterprise Solutions mid-market subscription offer in the retail channel, enabling social proof validation with Amazon Reviews. Piloted QuickBooks Self Employed SaaS product at Apple Retail stores and at Staples.com -
Senior Product Marketing Manager, Quickbooks OnlineIntuit Sep 2014 - Sep 2015Mountain View, California, UsPlayed a lead role in defining and implementing strategies, fostering rapid and sustained growth ofsmall business online ecosystem. Strategy included targeting customer migration to SaaS platformand incorporated integrated campaigns across key influencer channels such as accountants, relationship marketing, channel marketing, in-product discovery, online acquisition and web properties. • Successfully steered cross-channel integrated marketing campaign, engendering dialoguebetween customer segments highlighting benefits of migrating to QuickBooks Online.• Delivered innovative solutions to challenges presented by technological constraints, includingidentifying a product solution, and working collaboratively with product, sales, operations, pricingand corporate accounting review teams on testing, delivering 10% increase in sales.• Masterminded tactical marketing by shifting focus to in-product discovery channel, minimizingcost and optimizing target segment sales opportunities. • Achieved impressive growth of 165% on previous year gaining 110K new subscribers.
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Senior Channel Marketing ManagerIntuit Aug 2010 - Sep 2014Mountain View, California, UsLed tactical planning and innovative strategies applying expertise and insight to substantially increase acquisition of customers for QuickBooks Online, QuickBooks Desktop and QuickBooks POS for small businesses within Retail, Telesales and Emerging Channels as a Senior Marketing Manager within these channels. • Played a leadership role transitioning to new sales model for QuickBooks online, offering free trail without credit card, expanding sales funnel and driving increased customer engagement. • Created and delivered training and marketing materials to sales channels, increasing ability to qualify clients for QuickBooks Online and the benefits, leading to 90% sales channel’s conversion. • Established innovative initiatives including launching personalized email marketing campaign that drove an increase in conversions to QuickBooks Online, equating to $800K annually.
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Channel Marketing ManagerIntuit Nov 2008 - Aug 2010Mountain View, California, UsEstablished well defined marketing and channel strategies driving acquisition and retention of customers for Intuit’s Checks and Supplies business for Telesales channel and substantially increasing revenue and marketing efficiency.• Significantly increased revenue per call by conceiving, designing and implementing a sales compensation plan combining agent behavior and reward to business needs. • Collaborated and played a key role as member of a team launching a commercial innovation in the checks business, increasing average sale price by 11% through the addition of a higher tiered security option, equating to added annual value of more than $10M.
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Sales Coach/SupervisorIntuit Jun 2006 - Nov 2008Mountain View, California, UsHeaded a high performance Sales Team consisting of 15-20 sales professionals, managing small business call types, driving increased business generating customer lifetime value by up-selling Checks, Supplies and add on products.• Lifted the sales team from lowest ranking to the highest by delivering focused training and coaching and applying data driven strategies to identify and direct sales focus.
Patrick Masterson Skills
Patrick Masterson Education Details
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University Of Mary WashingtonMaster Of Business Administration (Mba) -
Cornell UniversityMarketing
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University Of Mary WashingtonComputer Science
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University Of Virginia
Frequently Asked Questions about Patrick Masterson
What company does Patrick Masterson work for?
Patrick Masterson works for Symplr
What is Patrick Masterson's role at the current company?
Patrick Masterson's current role is Senior Marketing Leader | Expertise in SaaS, B2B, B2C, and Growth Marketing.
What is Patrick Masterson's email address?
Patrick Masterson's email address is pm****@****umw.edu
What is Patrick Masterson's direct phone number?
Patrick Masterson's direct phone number is +165094*****
What schools did Patrick Masterson attend?
Patrick Masterson attended University Of Mary Washington, Cornell University, University Of Mary Washington, University Of Virginia.
What skills is Patrick Masterson known for?
Patrick Masterson has skills like Saas, Product Management, Multi Channel Marketing, Strategy, Enterprise Software, Product Marketing, Go To Market Strategy, Salesforce.com, Strategic Partnerships, Account Management, Crm, Cloud Computing.
Who are Patrick Masterson's colleagues?
Patrick Masterson's colleagues are Marianne Furbush, Katherine Weaver, Tanya Quetant, Kathy Cota, Sourav Kumar Choubey, Anne Chiles, Lnha, Cdp, Jill Schot.
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