William Wagner

William Wagner Email and Phone Number

VP of Marketing @ OnePlan
California, United States
William Wagner's Location
San Francisco Bay Area, United States, United States
About William Wagner

As an accomplished professional with extensive experience in driving global sales pipeline and ARR growth, I specialize in implementing innovative marketing strategies that deliver tangible results. My career is marked by a proven track record of expanding pipelines and generating revenue across a variety of business verticals, with a particular focus on B2B marketing, brand, and sales enablement.I excel in orchestrating brand elevation and enhancing digital presence, leveraging platforms like HubSpot, Salesforce, Pardot, Gong, HighSpot, Outreach, and ZoomInfo to integrate sales enablement tools effectively. My strategic leadership has been instrumental in achieving three successful exits and one recapitalization, underscoring my ability to drive growth and execute profitable acquisitions.Known for my adaptability, I thrive on tailoring marketing tactics to diverse regional markets, consistently elevating companies to market leader status. My commitment to team development, meeting EBITDA targets, and maintaining brand consistency across large organizations underscores my dedication to fostering a cohesive and high-performing work environment.

William Wagner's Current Company Details
OnePlan

Oneplan

View
VP of Marketing
California, United States
Website:
oneplan.ai
Employees:
140
William Wagner Work Experience Details
  • Oneplan
    Vp Of Marketing
    Oneplan
    California, United States
  • Patra Corporation
    Vice President Marketing & Inside Sales
    Patra Corporation Oct 2019 - Present
    El Dorado Hills, California, Us
    Design and implement robust marketing and inside sales strategies aimed at meeting revenue objectives and increasing market share. In 2022, I revamped the corporate website and spearheaded a brand elevation initiative that engaged over 6,500 employees worldwide. This effort included a complete overhaul of corporate collateral and the development of a new brand and digital asset library, enhancing brand consistency and strengthening market positioning.* My team consists of graphical designers, video content creators, content marketing, event managers, lead generation managers, as well as multiple business development managers.* Devised and executed the US and Canadian marketing strategy, driving lead and demand generation efforts, contributing to 40-45% of the overall pipeline.* Implemented key sales enablement platforms, including Hubspot, GONG, HighSpot, and ZoomInfo, and played a pivotal role in adopting the MEDDPICC sales methodology.* Fueled four consecutive years of double-digit revenue growth, increasing ARR, and directly influenced a $147M growth capital investment in 2022.* Successfully expanded the marketing and inside sales team from two to nine members while consistently achieving EBITDA targets over the past four years, demonstrating strong leadership and financial stewardship.* Boosted social media visibility by 181% and increased website traffic by over 61%, achieving a website lead conversion rate of 4.89%, significantly enhancing the company's online presence and lead generation capability.* Elevated brand recognition, securing the company's position as a Major Contender in the Everest BPS Peak Matrix (2022 & 2023) and the Everest DPAS Peak Matrix (2022), as well as earning the title of Market Leader in the Insurance Intermediary Peak Matrix (2023).
  • Q2
    Vice President Of Marketing & Inside Sales
    Q2 Dec 2016 - Sep 2019
    Austin, Tx, Us
    CloudLending (acquired by Q2) Developed and implemented inside sales strategies to boost lead generation, customer acquisition, and revenue growth. These efforts positioned the company to secure eight prestigious industry awards in 2017 and 2018, including recognition from RedHerring, FinTech, and CIO Magazine, significantly enhancing the company's reputation and market positioning.* Utilized GTM strategies across four regions, driving a significant ARR pipeline increase from $2.7M in January 2017 to $14M by year-end, and from $14M to $26M in 2018.* Exceeded the SaaS revenue target by 148% and maintained performance at 109% of the 2019 pipeline plan.* Enhanced digital marketing efforts across social media, search, email, and ad management, resulting in a 60% increase in click-to-action rates over 12 months by optimizing keywords, content syndication, and on-site metadata.* Organized over 20 global events, generating over $1M in net-new pipeline. Elevated brand visibility by moderating and speaking on industry panels, discussing business, technology, and industry trends.* Developed a Partner Program, expanding business development and channel opportunities, and increased the partner pipeline contribution from 4% ARR to 15% ARR within 12 months.* Led strategic alliances with Salesforce ISV (Global) and Fujitsu (APAC) to drive joint GTM strategies.* Implemented AI-driven sales enablement and automation software, dramatically increasing outbound email traffic from approximately 14K emails per quarter to over 70K, achieving a 0% SPAM rate.* Established and scaled an SDR team to support inbound and outbound lead generation across North America, ANZ, India, and the EU/UK, leading to a substantial improvement in the MQL-to-Opportunity conversion rate, increasing from 5.6% to 10.2% within the first 12 months.* Boosted SDR call volumes from 60 to over 300 dials per day and automated outbound lead sequence workflows, leading to a 288% increase in outbound emails.
  • Prysm Systems
    Vice President Of Marketing
    Prysm Systems Mar 2015 - Nov 2016
    Milpitas, California, Us
    Kaybus Inc. (acquired by Prysm, Inc.) I led market research and analysis to uncover new opportunities, consumer behavior trends, and competitive threats. I successfully repositioned products from the ground up and crafted a go-to-market strategy that secured seven clients within the first 90 days of launch. In addition, I managed four sales enablement partners, optimized Salesforce workflows, conducted 250 demos and briefings with top industry analysts, and developed a sales partner portal to drive efficiency and engagement.* Crafted and executed a product positioning strategy for demand generation across digital platforms.* Launched Kaybus for Salesforce on AppExchange in under nine months, leading all ISV Partner and Pricing requirements and boosting visibility through SEO/SEM, webinars, and marketing content.* Developed a new website within three months, overhauled the go-to-market strategy, introduced a real-time deployment model, and developed a Hybrid Cloud offering and two new products.* Led company-wide messaging via HubSpot and Salesforce, achieving a 40% increase in web traffic and a 359% rise in social followers in the first year.
  • Recommind Is Now Opentext
    Senior Marketing And Product Manager
    Recommind Is Now Opentext Jun 2012 - Mar 2015
    San Francisco, Ca, Us
    I oversaw the entire product lifecycle from concept to launch, including market research, product development, and go-to-market strategies. I led new product initiatives, working closely with development teams in the US and Germany, and collaborated with OEM partners to ensure successful product execution and market entry.* Launched OEM product OpenText IGC, reducing annual spending by 400%, and smoothly deployed in seven months.* Implemented enterprise BI platform Axcelerate via Qlik® Sense, overseeing vendor evaluation, contract negotiations, and revenue share agreements. Took the platform to GA in eight months, boosting top-line revenue by 18%.* Developed an internal 360° customer view and NPS system for executives, managing the marketing oversight of sales pipelines, bookings, and client engagement through Marketo and Salesforce CRM.* Advanced data transformation and automation for on-premise clients to Recommind Cloud via AWS, reducing costs, minimizing compliance risks, and ensuring legal oversight.
  • Casecentral (Acquired By Guidance Software)
    Director Of Marketing And Product Management
    Casecentral (Acquired By Guidance Software) May 2008 - Jun 2012
    I established the product vision, strategy, and roadmap to align with company objectives and market needs. I worked closely with engineering, design, and other teams to ensure timely and successful product delivery.* Led a $2.55M, 18-month product initiative and oversaw major UX redesign and new features from MRD to GA.* Excelled in a lean startup environment with no staff or consultants, using offshore engineering and QA to rigorously assess product direction and manage costs through due diligence and financial modeling.* Managed $17M in ARR (60% of total) and a $1M marketing budget, achieving 110% of pipeline targets by launching the first cloud-based SaaS eDiscovery product in 2008.* Doubled the company's market presence by bringing two new products to market: Early Case Assessment and Connector for Symantec Enterprise Vault.
  • Wells Fargo Bank
    Vice President Of Product Management
    Wells Fargo Bank May 2004 - May 2008
    San Francisco, California, Us
    Responsible for product vision and new product design for the Small Business Division. Designed and deployed automation marketing and sales platform proving 23-33% revenue growth over 3 years across 10,500 bankers; owned and managed 3 separate major initiatives helping increase account growth from 17% to 33% in Y1.
  • Financial Engines Inc.
    Senior Manager Product Management
    Financial Engines Inc. Apr 1998 - May 2004
    Sunnyvale, Ca, Us
    Built out product management consulting team delivering $1.5M annually in services revenue; designed data aggregation and trading platform for over 20 money management firms and 75 F500 clients across 3M users.
  • Merrill Lynch
    Product Manager
    Merrill Lynch Jun 1997 - Apr 1998
    New York, Ny, Us
  • Barclays Global Investors
    Securities Trader
    Barclays Global Investors 1996 - 1997
    New York, Ny, Us

William Wagner Skills

Product Management Saas Cloud Computing Analytics Strategy Start Ups Cross Functional Team Leadership Management Business Analysis Product Development Program Management Software Project Management Enterprise Software Product Marketing Leadership Business Development Project Management Software As A Service E Commerce Process Improvement Marketing Business Strategy Business Requirements Salesforce.com Business Intelligence Software Development Digital Marketing Strategic Partnerships Marketing Strategy Professional Services Lead Generation Crm

William Wagner Education Details

  • University Of California, Davis
    University Of California, Davis
    Economics

Frequently Asked Questions about William Wagner

What company does William Wagner work for?

William Wagner works for Oneplan

What is William Wagner's role at the current company?

William Wagner's current role is VP of Marketing.

What is William Wagner's email address?

William Wagner's email address is wi****@****inc.com

What is William Wagner's direct phone number?

William Wagner's direct phone number is +165027*****

What schools did William Wagner attend?

William Wagner attended University Of California, Davis.

What skills is William Wagner known for?

William Wagner has skills like Product Management, Saas, Cloud Computing, Analytics, Strategy, Start Ups, Cross Functional Team Leadership, Management, Business Analysis, Product Development, Program Management, Software Project Management.

Who are William Wagner's colleagues?

William Wagner's colleagues are Amy Cornell, Jose Levy, Linda Hurlbut, Clinton Van Wyk, Mohamed Abdo, Katlego Ledwaba, Amg Cayenne.

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