Simon Montgomery, Mba Email & Phone Number

Lead a cross-functional innovation team to intentionally and systematically validate and build new businesses.

Colorado, United States

Nederland, Colorado, United States

Act as a "mini-COO/CFO", partnering with the General Manager and key stakeholders to help solve complex business matters and chart the future of the onX Offroad vertical.- Monitor and assess current business trends to help make sure we are tracking toward various operational metrics and to identify when these trends start to accelerate, slow, or change direction- Lead long-range planning (5-year) target setting and annual strategic operating plan processes- Create insightful analyses and recommendations

Boulder, Co

Lead the marketing and strategic expansion efforts for Colorado Mountain School, a mountain education company helping climbers, skiers and alpinists ignite their passion.Customer Insights, Market Intelligence & Product Development– Inform product positioning, segmentation and targeted messaging through web analytics, A/B testing, shopper insight dashboards and customer satisfaction survey analysis– Supervised three associates in conducting competitive, market and stakeholder assessments (e.g., 5 Forces, PEST, qualitative/quantitative research– Lead product development, commercialization and go-to-market for digital product transformation to fend off low-market disruption while increasing adoption & marginsMarketing Management & Integrated Marketing Communications– Developed annual marketing strategies, engagement plans & technology roadmaps– Directed 360 marketing across email, social, SEM, print, PR, direct & mobile channels– Negotiated & managed partnerships with 12 local, national & international sponsors– Established revenue management & pricing strategies, elevating gross margin of second largest product by 15%– Reduced paid search Cost-Per-Acquisition by 34.8% while increasing conversions by 50.6%– Increased client retention by 20.7% in 2019 by creating automated customer journeys– Manage digital agency, creative media relationships and marketing associates – Create, measure and report on annual marketing budget and KPI’sCorporate & Business Strategy– Directed financial profitability initiatives, resulting in a 13.7% YoY net income swing (-5.6% to 8.1%) while raising revenue by 6.1% – Direct due diligence, integration planning & communications for a successful acquisition– Lead organizational restructure to drive innovation and performance, including hiring and managing a Director of Operations and forming an executive decision-making committee– Act as Chief of Staff to CEO, presenting business cases for strategy, growth and scalability

Boulder, Colorado, United States

- Managed customer segmentation and marketing plans of the go-to-market plan for Uplight’s 2021 eMobility platform pilot, a Step Change Labs incubator project– Created AdWords campaigns and testing strategies– Crafted standalone and drip email campaigns for pilot launch

Boulder, Co

The Research Institute of Sports Engineering, or R.I.S.E., provides independent, scientific evaluations of how sporting equipment and apparel impact athletic performance and comfort. Our Ph.D biomechanics scientists do this through human subject testing using state-of-the-art measurement equipment and heavy data analysis. We then provide this information to sports equipment manufacturers to improve product design, marketing efforts, and ultimately consumer performance.As Director of Marketing, I create and execute marketing strategy and new customer (client) acquisition plans for R.I.S.E, and act as the liaison between clients and our biomechanics research team. On a day-to-day basis, I'll find myself creating sales and marketing materials, prospecting, generating client reports, and managing general business operations.

Boulder, Colorado, United States

- Led Simple Energy’s Black Friday/Cyber Monday task force, directing department leads and executives, accomplishing:• $6.2M in Gross Merchandise Value (166% YoY increase), increasing annual sales by 64% in just 12 days• Over 18M emails delivered across 13 energy utility clients• Enhanced website load capacity, handling 356% more web sessions• Scaled inventory and fulfillment, achieving 137% more orders• Increased customer support resources, supporting a 273% lift in CSR tickets without significant impact on satisfaction scores- Audit digital marketing touch points and recommend improvements for engagement and conversion, including social marketing, eCommerce conversion funnel tactics, email best practices, A/B testing and online user experience.- Plan, execute and analyze cross-channel marketing campaigns (e.g. email, social, paid, etc.)- Research and present best practices, case studies and recommendations for implementing new marketing programs/tactics (e.g. influencer marketing)- Provide UX/UI feedback and recommendations for improvement for eCommerce storefronts- Run online A/B tests to optimize the user experience and improve conversion rates using Google Optimize, Google Tag Manager and Google Analytics

Boulder, Colorado

One of two founding members of the “Energy Marketplace”, utilizing JIRA and agile methodology to commercialize an eCommerce SaaS platform and digitally transform utility-consumer relationships– Designed B2B2C marketing plans and consumer engagement strategies for 13 utility clients across the country, such as Xcel Energy– Implemented an end-to-end content strategy, including segmentation, A/B testing, calendar planning, execution and analysis across email, social, search, referrals, print, etc.– Develop and manage all aspects of web analytics and consumer/shopper insights related to eCommerce and ensure accurate measurement of ROI, including delivering said insights and recommendations to clients– Optimize all aspects of the customer experience including product pages and customer checkout flow to maximize conversion rate– Work with sales and client engagement teams to ensure that new utility customers are onboarded properly

Boulder, Co

– Translated sales vision into compelling sales presentations– Managed RFP response and proactive proposal processes– Designed and executed event marketing campaigns– Lead sales ops with sales summit planning, Salesforce CRM administration, lead qualification and CRM data analysis

Greater Minneapolis-St. Paul Area

Within the Olson 1to1 marketing and new business development teams, I focus on growth opportunities for existing and potential clients. Responsibilities include:- Present market research and strategic recommendations to Account Directors and directly to clients with a concentration on customer engagement, CRM, loyalty and retention strategies.- Create case study and thought leadership content; focusing on strategy, technology and analytics. - Research, present recommendations for and execute a repositioning strategy for Olson 1to1. - Plan, execute and track lead marketing communications including targeted email campaigns, event collateral web content.- Copywrite, track and revise SEO content via WordPress plug-ins and Google Analytics.- Assist with sourcing, building a database and qualifying new business opportunities.- Lead the internal process for business development and ensure all timelines and content are managed accurately and strategically.- Direct the creation of RFI/RFP responses and presentation pitches; utilizing creative, analytics, strategy and account management teammates.

Greater Minneapolis-St. Paul Area

My overall focus was managing partner marketing communications on a national account in the travel & hospitality industry. Day to day responsibilities include campaign management, strategic planning, partnership evaluations, performance analysis, competitive analysis, writing creative and execution briefs, holding creative kick offs, managing communications between our client and partners, and more. Some notable achievements:- Co-managed a network of 27 program partners through planning and campaign management.- Planned and executed up to seven online, email and social media campaigns at any one time.- Maximized email ROI and decreased audience fatigue using a “return on exposure” analysis. - Tested email best practices with one test resulting in a 5.8% incremental improvement in open rates and a 5.6% incremental improvement in click-through rates.- Presented clients with semi-annual strategy evaluations and recommendations for improvement.

Minneapolis, Minnesota

Consulted for companies in the greater Twin Cities area by conducting primary and secondary research and recommending areas for high growth. - Specific duties include analyzing markets for new business development opportunities in 3M’s Energy and Advanced Materials Division, discovering, evaluating and ranking strategic growth initiatives for Logic PD, and recommending areas for potential growth in the medical industry for Mayo Clinic’s Center for Innovation.- Working with graduating MBA students and real clients on consulting projects has given me insights that would take years in the workplace to accommodate. Additionally, supplementary classes taught by a Director in the Carlson School of Management MBA program gave insight to ideation techniques, critical analysis and venture capitalist/angel investor funding principles.

Greater Minneapolis-St. Paul Area

I have always had a passion for giving back to the community and teaching has been a great channel to share what I have learned through personal, professional and academic experiences. My duties as a Marketing Peer Assistant included holding individual and group sessions with students who are early in their marketing careers, evaluating student performance, leading sections of classes and more.

Greater Minneapolis-St. Paul Area

Operations Intern - Created a nation-wide execution guide describing implementation techniques of the company’s most profitable promotional programs. - Researched and recommended a company-wide promotional activity designed to increase awareness and induce purchase. Learning and Development Intern - Performed a needs analysis of senior level department managers to pinpoint opportunities for improvement in the regional manager training program. - Identified trends and areas for improvement in the new manager training program through designing, implementing, and analyzing online surveys.

- Developed and oversaw a committee system to run the functions of the fraternity.- Acted as a motivational leader for 51 members by setting and completing goals.- Created and implemented a plan that improved chapter performance by increasing the average Chapter G.P.A. by .33 over a year span.

Master Of Business Administration - Mba, Business Administration And Management, General

Specializing in Business Analytics, Entrepreneurial Management and Strategic Innovation.

Other; Certificate In Disruptive Strategy With Clayton Christensen, Complete

Disruptive Strategy with Clayton Christensen is a 6-week, 30-hour online certificate program from Harvard Business School. Disruptive.

Bachelor Of Science - Bs, Entrepreneurship/Entrepreneurial Studies

Double majored in Entrepreneurial Management & Marketing. Minored in International Business

International Business & Entrepreneurship

Studied abroad for six months in Dublin, Ireland at the Quinn School of Business. Apart from my studies, I was also exposed to many.