R.J. Smith Email & Phone Number

Carlsbad, CA, US

Carlsbad, California, United States

At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. We offer investments, services, and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced.

Carlsbad, California, United States

• Assist families to plan for and protect their financial future
• Improve clients financial literacy through education
• Create customized roadmaps for clients based on comprehensive needs analysis

Carlsbad, California, United States

• Support healthcare and consumer package good clients through new product commercialization ideation and framework, including go-to-market strategies, training approach, and execution plans.
• Assist with new market insights and voice of customer (VOC) gathering efforts for clients to guide user requirements.
• Conduct product portfolio assessment analysis and provide guidance on product roadmap plans.

Carlsbad, California, United States

• Recruited by CEO (prior manager) into a newly created role to lead the sales organization for the Bracing and Supports division of Dynatronics and Customer Experience team, with full P&L accountability and strong.
• Generated $2M in annual revenue and profit growth, which was over 200% to goal, through customer price increases in the first half of 2022 by focusing on value of product portfolio and company service.
• Optimized the Independent Sales Representative (ISR) program, including setting budgets, improving sales and commission reporting, and enhancing working relationships, leading to 15% year over year sales growth for.
• Successfully negotiated supplier agreements with high-profile customers including hospitals, health systems, and Integrated Delivery Networks (IDNs) following data-driven analyses, resulting in over $1.5M in annual.
• Developed and implemented new product sales launch plan based on voice of customer feedback that generated awareness and demand for an innovative new product, leading to new strategic partnerships.

Carlsbad, California, United States

• Guided and revamped the customer experience team that provided remarkable customer service at Dynatronics, playing a key role in turning around organization from nine years of losses to six consecutive quarters of.
• Acted as main customer advocate within the organization executing optimal customer experience initiatives to drive revenue growth.

Carlsbad

• Promoted to create and lead a new training and education team for a $300M medical products company, including launching training programs based on business insights and feedback, leading to increased employee.
• Developed and implemented new sales process and sales methodology program for 300 direct and independent sales representatives and sales management team, upskilling sales performance contributing to long term sales.
• Increased employee engagement and satisfaction while boosting performance by developing and implementing a companywide training program, with 69% of employees agreeing program improved their quality of work.
• Created virtual training sessions for critical organizational onboarding programs, including Culture of Accountability, Situational Leadership, and sales training, contributing to better prepared and engaged employees.

Carlsbad, CA

• Promoted to optimize $175M product portfolio through portfolio enhancements, life-cycle management, S&OP process alignment, and global new product launches to healthcare professionals and direct-to-patients to drive.
• Generated over $20M in annual revenue by launching new soft goods line allowing for business expansion.
• Led product marketing team that drove multiple global product launches of class I and class II (510k clearance) products, including implementing new go-to-market strategies and training approaches, resulting in over.
• Drove $5M in revenue while saving $750K annually in costs by cultivating, negotiating, and launching strategic relationship with new third-party vendor, securing the partnership from a prime competitor.
• Developed and implemented a product rationalization initiative that reduced sku's by 33% (from 24k to 16k), eliminated need for 10% (15K sq. ft) of facility space, decreased inventory costs by $800K and improved gross.
• Owned the product portfolio at Breg, including developing global product strategy and 36-month product pipeline and roadmap with identification of optimal cadence for new product launches of next generation products.

Carlsbad, California, United States

• Promoted to lead a product marketing team responsible for global product strategy, life-cycle planning, and new product launches of class I and class II (510k clearance) products, including implementing new.
• Managed the brand marketing team that developed and executed go-to-market plans, advertising, and new product promotion and conducted market research contributing to the growth of $150MM orthopedic product portfolio by.
• Achieved the key profit results by forecasting financial results, managing marketing OPEX budgets, deploying spending to support business needs, and recommending budgetary spending to support revenue and profitability.
• Led events team that planned and executed sales meetings for over 300 sales representatives and coordinated company presence at large scale industry tradeshows and events, resulting in maximum participant satisfaction.
• Drove the initiation and launch of new brand marketing campaign that supported product portfolio, product launches, and Breg brand through team leadership and working with key stakeholders, resulting in stronger brand.

Carlsbad, CA

• Promoted to develop and implement marketing plans and programs, processes, training, and operational procedures covering patient insurance billing and reimbursement, exceeding performance metrics for new business.
• Launched the Breg Claims System (BCS) patient insurance billing system to commercial organization via in-person and remote training sessions and provided operational support that grew to more than 50K monthly claims.
• Drove new growth through creation of training materials and marketing programs related to healthcare reimbursement landscape, billing requirements, and revenue cycle management as part of business expansion for Breg.
• Spearheaded the integration of a functional teamwork stream and streamlined billing operations during major organizational merger with chief competitor.

Carlsbad, CA

• Hired to own the Functional Knee Bracing and Post-Op orthopedic product categories at Breg, driving significant year over year growth and achieving business results, focusing on both upstream marketing and downstream.
• Drove more than $15MM in revenue by launching several flagship orthopedic products in Knee and Hip categories to healthcare professionals, leveraging customer insights, innovative marketing campaigns and programs, and.
• Led the development and launch of an orthopedics re-brand that drove $25M in revenue.
• Managed Surgeon Advisory Board partnership that led to developing and commercializing an innovative new product, including identifying user requirements and collaborating with R&D on end-user needs and product.
• Developed and launched innovative cold therapy and bracing products by partnering with Sales, R&D, Quality/Regulatory, and other cross-functional teams, as well as delivering on voice of customer (VOC) and partnering.

Carlsbad, CA

• Selected to build long-range, scalable marketing and business framework for new strategic business expansion. Accountable for $3M operating budget, drove annual planning process, and marketing plan development.
• Catapulted market share 200% by re-launching brand under Callaway name leveraging long-format commercial advertising, merchandising, packaging, and customer communication.
• Drove retail sell-through 35% and shipments 11% while slashing excess inventory $500K by creating and executing end-of-lifecycle strategy plans.
• Generated 2K+ new distribution locations through customer communication, promotional and pricing programs.

Carlsbad, CA

• Recruited to drive Odyssey brand sales, with a focus on maintaining its leading market share position. Accountable for $4M operating budget and $50M P&L target.
• Extended #1 market share position in putter category and positioned brand for long-term growth through strategic approach to rebranding and consumer-minded promotions.
• Achieved 5% year-over-year market share growth through brand and consumer demand generation campaigns, including advertising, merchandising, trade marketing, and sales planning.
• Boosted forecast 18% through launch campaign for new product, accounting for 6.4% market share in Year 1 of launch.
• Added 15K+ new consumers to database and drove brad awareness by launching integrated consumer promotion feature retail collateral, merchandising elements, and purchase incentives.

Morris Plains, NJ

• Promoted to drive development and market position of the $90M Visine brand through media and advertising development, consumer promotions, trade marketing and sales promotions.
• Drove launch of new product via integrated marketing campaign leveraging point-of-sale material and promotional programs capturing $5M in revenue in year 1.
• Increased sales by $1M through developing and launching product line extension following data analysis and business opportunity investigation. Secured senior management approval for additional investment and partnered.
• Held sole brand accountability and grew annual sales $2.4M during period of leadership transition.
• Responsible for all base business activities, including media, consumer promotions, forecasting, key trade marketing/sales promotions programs and new opportunities.
• Led all aspects of a new product launch, including advertising development, packaging development, and promotional planning.

Morris Plains, NJ

• Promoted to direct the development and implementation of marketing strategies and programs, including developing messaging and collateral, to primary care physicians for multiple consumer healthcare brands.
• Drove professional marketing campaign for an Rx-to-OTC product switch, including developing messaging, professional sales aids, and marketing collateral, directly contributing to reaching sales targets.
• Launched a direct to patient marketing program featuring new targeted messaging and marketing collateral. Secured $1M incremental funding to expand program scope after developing and presenting business case and.
• Enrolled over 1K primary care physicians into Continuing Education (CE) program through an online medical education program.

Greater Los Angeles Area

• Promoted to develop roles and responsibilities for newly created position among sales leadership team, working closely with Regional Sales Director, including leveraging data analytics, sales training, and talent.
• Developed and implemented award-winning, data-driven sales strategies throughout the sales region and partnered with sales leadership to track and monitor sales performance.
• Facilitated hiring and led sales training for more than 20 new sales representatives.
• Served as Interim District Sales Manager for 6 months, with full accountability for 10 territory managers, including hiring, training, and performance management. Led district to achieve sales results.

Greater Los Angeles Area

• Selected to lead sales and manage a territory of medical and dental professionals for major Pfizer Consumer Healthcare products.
• Achieved all sales targets for four years and consistently recognized among top sales representatives companywide.
• Supported the development of new sales representatives through coaching, mentoring, and best practice sharing to assist with new hire sales training.

Certificate In Strategy Execution

Certificate In Business Strategy, Complete

Masters Of Business Administration, Management, Marketing

Activities and Societies: Beta Gamma Sigma National Honor Society

Bachelor Of Science, Biology, With A Marine Sciences Concentration

Activities and Societies: Sigma Phi Epsilon fraternity, UCLA Lacrosse Team, UCLA Field Research Quarter conducted at Hawaii Institute of.