Experience

Deluxe Marketing Solutions

• United States
• Financial Services
• 1 - 100 Employee

• Executive Director of Marketing Strategy

  • May 2018 - Present

  Reporting to CMO responsible for all marketing activities for Deluxe’s suite of digital services that empower small businesses to market themselves more effectively. Reporting to CMO responsible for all marketing activities for Deluxe’s suite of digital services that empower small businesses to market themselves more effectively.



Merrill Corporation

• Vice President Marketing

  • Apr 2015 - Dec 2017

  Reporting to the CMO, leads Merrill's overall marketing strategy and operational execution. Responsible for key corporate initiatives including branding, strategic planning, budgeting ($18M+ annual budget), business intelligence and analytics, market intelligence, competitive intelligence, customer lifecycle management (buyer journeys), marketing operations (digital infrastructure and strategy) and demand generation.

• Chief Marketing Officer (interim)

  • Aug 2014 - Apr 2015

  Responsible for managing the strategic, tactical and operational execution for Merrill's marketing function globally. Work collaboratively with senior business leadership to ensure alignment between business and marketing strategies, activities and outcomes as a means of driving business performance.Championed Merrill's corporate rebranding and digital transformation initiatives. Team of 80+ FTEs

• Senior Director of Marketing, DataSite New Markets

  • Apr 2011 - Aug 2014

  Responsible for entry of Merrill DataSite, the industry leading virtual data room, into new industry verticals through the identification of high potential markets and/or product applications. Once identified and defined responsibility extends to marketing strategy development, execution, analytics and sales enablement



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Director, Litigation SBU Marketing

  • Apr 2009 - Apr 2011

  Reporting to VP and General Manager of the Litigation SBU, concentrating on turning new product lines, litigation software and services, into market leadersEnvisioned, designed and created the first-ever litigation support service offering within Thomson Reuters- Westlaw Litigator Services • Designed Westlaw Deposition Services marketing to ensure an integrated approach incorporating new: naming, branding, positioning, pricing/model, communication and distribution – resulting in year-over-year revenue growth of 60%. Also increased: market awareness, channel leads, client appointments and bookings • Undertook an analysis of existing marketing, competition, sales and distribution in the core market. Changed how the service was marketed and sold resulting in business growth in a declining market, and the first new sales goal attainment in 2 years. Year-over-year business growth of 87% from 2009 to 2010 • Integrated Westlaw Round Table Group acquisition into Thomson-Reuters. Designed and lead: business process improvement project, re-branding, sales distribution and client management, and aggressive evaluation and extension of eMarketing – focusing on SEO, PPC, social media (Twitter, Facebook) and integrated e-mail campaigns. Emphasis placed on direct to customer marketing and sales. Managed and grew litigation software product line - Westlaw Litigator Solutions• Identified obstacles to early West Case Notebook sales success in the Large Law segment. Diagnosed causes, created and executed a mitigation plan with key partners resulting in significant new sales growth – 4th quarter 2009 sales exceeded results from previous 3 quarters combined• Proactively explored pre-and-post sale customer touch points and decision making processes. Designed and advocated a complex solution sales model now being explored as the way to sell all West/Westlaw offerings

• Director, Integration Product Management and Marketing

  • Oct 2006 - Apr 2009

  Reported to VP of Integration, led entire integration effort with staff of 3 and budget of $1.5 million concentrated on turning acquisition into the cornerstone for a new, strategic growth vectorDeveloped and launched next generation software application, Westlaw Case Notebook, significantly exceeding first-year business case projections- 5 year projection in sales achieved in year 1• Collaborated internally to redesign distribution channels to effectively sell software applications. Created new pre-and-post sale support roles and processes. Significantly increased both new sales and product retention- 89% increase in new sales and 18% increase in subscription retention Integrated LiveNote Inc. acquisition within Thomson including: operations, customer service, technical support, sales, marketing and product development • Grew revenue from $6.5 million in 2007 to $17 million in 2008; board paper has generated excess value of $75 million• Created internal mindshare and championed systemic change enabling new software and service success resulting in 60% year-over-year revenue growth from 2006 through 2009• Executed the first successful transition from a traditional software sales model to a monthly subscription sales model in the legal industry ensuring a stable, high-profit revenue stream

• Director, Product Strategy and New Product Introduction

  • Dec 2005 - Oct 2006

  Collaborated with Product Development to bring 5 new, customer driven solutions to market• Introduced the first customer work-flow based software products driving $2.1 million in incremental sales in 2006 • Developed and launched non-traditional legal research offerings with incremental sales of $15 million in 2006 • Piloted the West Monitor suite in Solo-Small Law Firm space. Determined that the fit and timing were not optimal, foregoing $350 thousand in launch expenses

• Manager, Practice Area Marketing and Development

  • Jun 2000 - Dec 2005

  Lead strategic marketing activities for high-growth West initiatives• Developed and launched Westlaw Practitioner ($14.5 million in 2004, $100 million + to date)• Re-defined how Thomson-West incorporated front-end customer strategy into the development process. Earned the 2004 Award of Excellence (highest Thomson corporate award)• Re-invented how Thomson-West went to market and trained sales professionals to sell non-traditional products• Increased immigration revenue 58% in 2001 ($5 million increase) and bankruptcy revenue 23% in 2002 ($3.6 million increase)