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A seasoned leader with a track record of supporting companies in their growth journey. Skilled in driving delivery in service organizations and software development to attract and retain users. Known for quickly understanding customer needs, aligning goals, prioritization, and optimizing resources to achieve business objectives. Strategic, creative, and committed to delivering tangible value to customers and stakeholders.Business Operations and Strategy:Experienced in Product and Business Strategy, adept at leading diverse teams, optimizing Revenue Operations, facilitating Buyer & Sales Enablement, proficient in Analytics & Reporting, and skilled at nurturing Partner Relationships.Product Management:Product leader certified in Scrum, with strong stakeholder management skills, adept in Lean Methodologies, AGILE/Scrum practices, roadmap planning, product backlog management, SaaS metrics analysis, and subscription management.B2B and B2C Marketing:Brand Development & Strategy, leverages Market Intelligence/Insights for informed decision-making, and is skilled in CRM and Marketing Automation for enhanced customer engagement and retention strategies.Change Management:Guides and navigates organizational change during challenging transitions. Foster's continuous improvement for the successful adoption of new processes.
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Sr. Revops StrategistClevyrOklahoma City, Ok, Us
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Chief Operations OfficerBridgerev | An Elite Hubspot Partner Feb 2023 - PresentOklahoma City Metropolitan AreaBridgeRev is a HubSpot Elite Solutions Partner who specializes in helping high-growth B2B mid-market organizations achieve their business goals through the HubSpot platform. Many of our clients are migrating from other platforms and CRMs. Our goal is to help our clients migrate their data, integrate their key tech stacks, configure the Hubs to meet specific business needs, train users, and help ensure adoption. The bottom line, we help companies shorten their time-to-value with their HubSpot purchase.My role as COO, encompasses working with HR, Accounting, Marketing, Technical Solutions, and Client Services. Sure, all of these have technology and processes - but for me, it starts with the right people in the right seats.Some highlights:- Led the pivot from an Inbound Marketing Agency to HubSpot Technical Solutions Partner. This required strategic thinking and prioritization, attracting and recruiting amazing, experienced talent that can elevate our team and propel our company forward. - I've had to stretch my 'leadership' chops in leading leaders; while fostering a more positive and inclusive environment. I've ensured that the people management layer in place is one we can all be proud. We want our team members to feel valued, supported, and motivated to do their best work.I realize every company says this, but—we really are trying to do something special here. -
Vice President, MarketingComma Insurance May 2021 - Jan 2023Corporate Hq: Oklahoma City, OklahomaI led the team accountable for marketing outcomes for both B2B (Agency Growth) and B2C. Accomplishments:- End-to-end audit of all agency owner touchpoints and experiences - Created a new social media strategy for B2C- Contributed to recruiting/talent acquisition with new Welcome Pack, social, Linkedin marketing- New process in place to facilitate marketing operations with Google My Business, Branch pages on websites, etc.- Created assets and coordinated three trade shows and three additional events- Launched a SWAG store for field sales with apparel and resources -
Vice President, Marketing & OperationsWhiteboard Crm Apr 2016 - May 2021Oklahoma City, Oklahoma AreaUpdate: Whiteboard was acquired by DailyAI.io in January 2022Named one of 100 most innovative companies by HousingWire Tech100 for multiple years, WHITEBOARD CRM is a SaaS provider of CRM software specifically created for lenders and their teams in the mortgage industry. Helped position Whiteboard for acquisition by increasing Sales and decreasing Churn. Accomplishments:- Championed transition from a traditional software company to a SaaS company.- Led the transition from Cash to Accrual (GAAP Compliant).- Contributed to increasing revenue by 288% in two years.- Led Customer Success to decrease Churn by 88%.- Increased visitors/traffic with SEO content by 60%.- Increased new Sales Qualified Leads by 50%.Responsibilities included:- Human Resources: led talent recruitment, staff development, and supervised HR contractor.- Operations: led transition and initial training from Waterfall to SCRUM- Marketing: Led team that supported the sales pipeline through lead acquisition, Nurturing, and sales enablement.Roles:VP, Marketing & Operations March 2017-May 2021Marketing Director: April 2016-March 2017 -
Marketing Manager, Appraisal SoftwareA La Mode, Inc. May 2016 - Sep 2016Oklahoma City, Oklahoma AreaCreated strategy, tactics, and campaigns to meet revenue goals. Created marketing content: mailers, postcards, video, emails, blogs, and social media postsSee: www.alamode.com -
Product Owner, Xsites Network DirectoriesA La Mode, Inc. Oct 2015 - May 2016Oklahoma City, Oklahoma AreaUsing SCRUM, led product development on a suite of directories to increase customer website visits and leads. Implemented customer-focused design, built multiple MVP’s designed to validated business models. The project included monetizing featured listings, designing configuration wizards and billing. See: www.xsitesnetwork.com
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Marketing Manager, Mortgage (Pipeline Roi, A Division Of A La Mode, Inc.)A La Mode, Inc. Apr 2015 - Oct 2015Oklahoma City, Oklahoma AreaUsing Inbound/Content marketing, led marketing efforts that increased sales. Created ebooks, landing pages, and emails and created automated drip/nurture campaigns in Marketo. Implemented new analytics, reporting, benchmarks, and testing for digital ad spend. Increased leads, MQL’s, SQL’s, and increased closed deals. See: www.pipelineroi.com
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Director Of CommunicationsImpacttulsa Apr 2014 - Nov 2014Tulsa, Oklahoma AreaLed by former Tulsa Mayor, Kathy Taylor, ImpactTulsa is a partnership of local community leaders from Education, Business, Civic, Non-Profit, Philanthropy, and the Faith Community, including school districts that represent 90% of Tulsa area students. My role was to help launch the new organization by creating the brand, key messaging, and communications with partners. -
Director, Brand ManagementYouth Specialties (A Division Of Real Resources) Aug 2011 - Aug 2013Minneapolis, MnAcquired by Real Resources, Youth Specialties creates national, regional, and local training events and resources for adults who work with students in churches across the US. Led realignment of Business, Marketing, Digital, Sales, and Customer Service. Implemented new operational processes and technology support and CRM. Introduced Inbound Marketing and marketing automation. -
Owner / Marketing Strategist / Creative DirectorA440 Interactive: Brand | Strategy | Communication Feb 2008 - Aug 2011San Diego, CaA440 Interactive focused on brand development and strategy. We helped traditional SMB's transition and implement social media strategy/tactics. Assessed client's needs and directed branding, positioning, and implementation. Prepared comprehensive marketing plans. Delivered strategic analysis, competition, positioning, messaging, tactics, and budget.
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Trade Book Marketing: Youth Specialties/Invert LineZondervan Publishers Mar 2008 - Feb 2009El Cajon, CaYouth Specialties/Zondervan (a Division of HarperCollins, Owned by NewsCorp)Led the development of Trade Book Marketing Strategy to achieve defined business objectives across the Youth Specialties and the Invert product lines. -
Sr. Marketing Director: Youth Specialties/Invert LineYouth Specialties / Zondervan Publishers May 2006 - Mar 2008El Cajon, CaAcquired by Zondervan Publishers (a Division of HarperCollins, Owned by NewsCorp). Developed and implemented brand and marketing strategy for new and existing products and events. Included campaign development, digital, PR, and Social Media. Managed and supervised multi-department staff and contractors.
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Marketing DirectorYouth Specialties Nov 2002 - May 2006El Cajon, CaMarketing Manager 2002-2004Marketing Director 2004-2006Developed and executed successful marketing strategies and tactics. Created copy, creative, and collateral: including video, brochures, print ads, direct mail pieces, rave cards, and event websites. Provided art direction, and retail point of sale materials.
David Welch Skills
David Welch Education Details
Frequently Asked Questions about David Welch
What company does David Welch work for?
David Welch works for Clevyr
What is David Welch's role at the current company?
David Welch's current role is Sr. RevOps Strategist.
What is David Welch's email address?
David Welch's email address is da****@****crm.com
What is David Welch's direct phone number?
David Welch's direct phone number is (866)-333*****
What schools did David Welch attend?
David Welch attended Southern Nazarene University, Oklahoma City University.
What are some of David Welch's interests?
David Welch has interest in Education, Economic Empowerment.
What skills is David Welch known for?
David Welch has skills like Marketing Strategy, Brand Development, Social Media, Marketing, Digital Marketing, Integrated Marketing, Lead Generation, Leadership, Email Marketing, Marketing Communications, Strategic Planning, Copywriting.
Who are David Welch's colleagues?
David Welch's colleagues are Ryan Robinson, Erich Keil, Jessica Ichien, Tyler Gorshing, Adrian Townsend, Geena Jackson, Kenzie Williamson.
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David Welch
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David Welch
Salt Lake City, Ut2utahwd.com, 7oaksgroup.com -
David Welch
Delivering Human Solutions To Business Problems Through Learning And Change.Carrollton, Tx3infosys.com, gmail.com, verizon.net
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