Steve Caldwell Email & Phone Number

Plano, Texas, Us

Executive responsible for data and analytics solutions and support for the agency, managing a team of 65 analysts, engineers, data specialists, and consultants.- Led the consolidation of siloed data business units, increasing team collaboration, standardizing tools and technology, promoting knowledge sharing and innovation, and enabling broader role and client support.- Developed a new client file health benchmark reporting solution, identifying shifts in giving norms post-COVID, which was featured in The Chronicle of Philanthropy in April 2023.- Managed the audit of existing disparate systems, reporting, and procedures to identify key opportunities and weaknesses; and to establish a new data environment architecture.

Warrendale, Pa, Us

Executive overseeing the data and analytics practice for an omnichannel direct marketing agency. Led a cross-functional team of analysts, engineers and data scientists to transform agency analytics and data operations by modernizing data technology, restructuring roles, streamlining procedures, and developing new products and revenue streams.- Established new modern data stack to support centralized development of reporting, analytics, and data operations for the agency - leading to radical improvements in work efficiency, improved data governance with democratized data access, increased capabilities, and new revenue streams for the business.- Centralized the report development function, forming the marketing analyst role and reorganizing data and technology roles to support a sustainable data ops practice.- Pioneered a new machine learning segmentation product line - GPS (Giving Potential Scores) - delivering consistent net revenue lift for clients, streamlining internal targeting decisions, improving forecast accuracy, and bolstering new business wins in key market sectors.- Leveraged new data partnerships to expand the efficacy of predictive data science products and enrich the reporting toolset with demographic profile insights.

Poulsbo, Wa, Us

Analytics practice leader and principal analyst, leading a multi-disciplined team of analysts, statisticians, engineers, and data specialists supporting client projects, business intelligence, ad hoc reporting, predictive modeling, and campaign data processing. - Principle consulting analyst for agency client relationships supporting strategic engagements, experiment design, and data-driven product solutions.- Partner with cross-functional teams to deliver insights, regular reporting, and ad-hoc analysis.- Led the development and implementation of a new machine learning segmentation approach, adopted agency-wide and leading to consistent performance improvements for all clients, including double-digit lifts in net revenue for most organizations and increased effectiveness in donor reactivation and retention.- Expanded segmentation product line with targeting solutions for recurring gift recruitment, major gift upgrades, and planned giving lead generation.- Designed campaign and revenue forecasting tools for strategic planning and budget development.- Established and managed 3rd-party data partnerships that supported targeting improvements, audience profiling, and persona development.- Influenced major changes to best practices around media mix, call-to-action techniques, lapsed reactivation, strategic planning with long-term value, and email segmentation.- Led regular company-wide training and forums on performance trends and insights that contributed to the rapid adoption of new test ideas and wins across clients.

Columbia, Md, Us

Drive marketing strategy and analytic solutions for direct marketing programs. Responsible for establishing budget forecasts, developing campaign marketing plans and strategic recommendations to improve campaign performance and optimize customer value. Develop campaign targeting methods including complex segmentation matrices and predictive models. Monitor campaign performance and communicate performance trends and KPI's to clients using regular dashboard and tracking reports and ad hoc analysis. Analyze customer behaviors and campaign performance trends to use for continuous improvement to marketing strategies. Manage a team of analysts.

Columbia, Md, Us

Developed reports and analyzed results to identify opportunities and threats to client revenue growth. Played a significant role in reengineering BI reporting, client coding schema, and data mapping, while identifying strategies that contributed to major wins for clients (e.g. doubling the number of 2nd gifts from new donors).

Columbia, Md, Us

Managed and maintained CRM databases including daily incremental updates, campaign file preparation, quality assurance, and standard reporting. Trained clients and internal staff to use CRM software.

B.S. Marketing, Business Management And Marketing

Music Education And Theory

Music Education And Theory