David Shopmaker

Director, Account Management @CreativeOne

Mission, KS, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2022 — Present

Director, Account Management @CreativeOne

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Overland Park, KS, US

Lead the account management team. • Develop and nurture relationships with new & existing clients.• Build marketing strategies, managing projects from conception to final execution• Work closely with clients to identify their needs and provide solutions for their marketing. • Support and provide leadership to the sales team to complete strategic marketing plans for our existing clients.• Operate as the lead point of contact for any and all matters specific to financial advisors marketing.• Serve as liaison between the sales team, marketing department and the client. • Manage the Marketing Credits Program including maintaining the marketing rate sheet. • Send out quarterly emails to advisors updating them on their marketing credits.• Consulting with and contributing marketing ideas to the advisors.• Follow up with clients to ensure satisfaction after project implementation.• Prepare project update reports on a weekly basis.• Assist with outsourcing of print projects.

EDUCATION

2005 — 2009

Baker University

Business, Marketing, Management

ABOUT DAVID SHOPMAKER

With over 10 years of experience in marketing, I am a passionate and driven leader who strives to deliver exceptional results for my clients and my team. I have a strong background in digital marketing, customer relationship management, and online marketing, and I am certified in Google Adwords and Analytics. I am currently the Director of Account Management at CreativeOne, a leading financial services marketing organization that helps advisors grow their business and brand. In my role, I lead the account management team and develop and nurture relationships with new and existing clients. I work closely with them to identify their needs and provide solutions for their marketing challenges. I also support and provide leadership to the sales team to complete strategic marketing plans for our existing clients. I manage the marketing credits program and serve as the liaison between the sales team, the marketing department, and the client. I am proud of the impact that I have made on the client satisfaction, retention, and revenue growth at CreativeOne.

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