Experienced leader with a proven track record in strategic planning, marketing, and client relationship management, driving significant growth at Marquis Software Solutions. Specializes in innovative revenue generation tactics and data analytics to enhance client engagement. Focused on building strong partnerships and delivering impressive sales results.
Overview
2026
2026
years of professional experience
Work History
VP, Marketing Strategy and Relationship Management
Marquis software solutions
Plano, TX
2018 - 12.2025
Transformed $400,000 contracts into deals ranging from $1,200,000 to $2,000,000.
Engaged challenging clients, generating 400% ROI on investments.
Partnered with SaaS and non-software clients to develop and implement effective growth strategies.
Served as subject matter expert for financial services, accelerating client growth and enhancing marketing outcomes.
Led cross-functional team of analytics programmers and creative professionals to drive alignment with business objectives.
Developed and executed strategic plans aligning with organizational vision.
Directed budget management and resource allocation to optimize project outcomes.
Mentored team members on revenue generation and client relationship management.
Increased portfolio value by 456% in three years through cross-sales and additional service spend.
Consultant
Raddon Financial Group
Lombard, IL
2009 - 2017
Generated 50% to 69% of annual consulting revenue within a four to six-person team, driving financial performance.
Developed and delivered 80% of consulting projects for a four-person team.
Executed solutions that enhanced profitability and client retention through targeted cost management.
Created eight fully scoped solutions in one month to drive sales and fulfill contracts.
Delivered marketing strategies yielding positive ROI for every client engagement.
Managed two fulfillment agencies, achieving 40% markup on additional revenues and optimizing resource allocation.
Developed tailored financial strategies addressing diverse client needs to improve overall financial outcomes.
Collaborated with clients to develop action plans to address specific challenges and objectives.
Strategic Advisor
Raddon Financial Group
Lombard, IL
2002 - 2009
Delivered strategic presentations to board of directors and executive managers, leading to development of eight to ten key initiatives each quarter.
Provided strategic recommendations to organizations, improving program effectiveness and uncovering new product sales opportunities.
Renewed 96% of contracts for high-risk clients over seven years, surpassing company average of 82%.
Presented insights on customer loyalty, service quality, and operational efficiency at regional and national seminars.
Served as lead presenter at regional workshops, showcasing successful sales models.
Communicated with top-performing clients to extract success stories, shared with attendees to inspire similar achievements.
Relationship Manager
Raddon Financial Group
Lombard, IL
2000 - 2002
Cultivated strong client relationships, resulting in increased satisfaction and loyalty.
Established long-term partnerships with lucrative clients through effective communication.
Identified customer needs and developed customized solutions to drive business growth.
Provided advanced technical and strategic guidance to 70 clients as primary contact.
Educated clients on product utilization and marketing techniques based on specific triggers, leading to higher engagement.
Delivered insightful instruction on service execution and software development strategies.
Collaborated with developers to deliver turnkey matrix mailing solution, enhancing user experience.
Education
Bachelor of Science (BS) - Marketing and Management