Example of a completed career history and goals template

1. CAREER HISTORY AND GOALS
NAME PHONE eMail
DIRECT MARKETING / KNOWLEDGE MANAGEMENT EXECUTIVE
Seasoned Direct Marketing and Knowledge Management/Marketing Research Executive with 17+ years of experience working with B2C and
B2B companies in the advertising, banking, catalog, consulting, fund raising, insurance, publishing and telecommunications industries.
Experience includes development and management of acquisition and cross-sell marketing campaigns as well as Knowledge Management and
Continuous Improvement projects with entrepreneurial divisions of Fortune 100 and smaller companies. Proven track record of leveraging
knowledge to drive improvement and results that achieve profitable growth and enhanced customer relationships. MBA in Direct Marketing.
KEY AREAS OF EXPERTISE
• Advertising and Consulting Client Service
• Business Development and Contract Negotiation
• Campaign, Channel and Contact Strategy Management
• Continuous Improvement - Certified Green Belt
• Customer and Partner Relationship Management
• Leadership and Team Building
• Left Brain Marketing Planning
• Performance Optimization
• Program, Project and Personnel Management
• Strategic and Business Planning
SUCCESSES TARGET POSITIONS
• VP/Director of Direct or • Senior Marketing Channel
Database Marketing Director
• Direct/Database Marketing • Direct or Database
• Planned and successfully launched a “free gift with Account Supervisor Marketing Consultant
consumer checking” acquisition and cross-sell
marketing program. Results exceeded forecasts
TARGET INDUSTRIES
and doubled accounts expected for “Business as
Usual”. • Direct/Database Marketing • Knowledge Management
• Designed, sold and/or managed over $3 million in • Business Services • Mail Order Catalog
Knowledge Management/Research, Program • Financial Services • Management Consulting
Performance Optimization (PPO) and database • Insurance • Not-for-Profit
modeling projects, and direct response programs. • Marketing Research • Publishing
• Re-engineered client satisfaction measurement
program that enabled more timely, unbiased and
cost-effective measurement and allowed company
TARGET CONTACTS
management to focus on systemic issues. • CEO / President
Reduced costs by 30%. • Chief Marketing Officer (CMO)
• Led two Continuous Improvement (CI) teams in • Vice President or Director of Marketing
award-winning programs and earned a Continuous • Vice President or Director of Sales and Marketing
Improvement Green Belt based on Six Sigma
principles. Reduced agent attrition (voluntary)
TARGET COMPANY PROFILE
by 20%+ and increased profit by 42%.
• Partnered with operations team to implement a • Progressive organizations that welcome fresh ideas,
response model for a key telecommunications dedication, experience, integrity and dependability as well as
client. Use of model and optimized calling plan proactive planning and implementation ability.
resulted in a 35% lift in sales and a 600%+ • Companies interested in starting-up or enhancing their
increase in profit. direct/database marketing and/or knowledge management
• Planned and directed 30+ integrated marketing capabilities.
campaigns to 10+ million bank customers for 10 • Entrepreneurial companies that are in growth mode and have a
partners and 14 product lines. Generated $19 family or team-oriented culture and value collaboration.
million in premiums, $4.5 million in fee income and
• Companies that reward calculated risk-taking and fact-based
700K new policyholders. Improved NIBT by 40%.
decision making.
• Customer-driven companies focused on ensuring excellent
customer experience and enhanced satisfaction and loyalty.
• Organizations that embrace need for continuous improvement.
CORPORATE HISTORY

2. CAREER HISTORY AND GOALS
• AmTrust Bank
• Convergys Corporation
• Wells Fargo Insurance Services
• Sprint Integrated Marketing Services
• Hogan & Associates Direct Response Advertising Agency
TARGET COMPANIES
• Bridgestone America • Hyatt Legal Plans • Summit Racing Equipment Company
• BFS Credit Services Company • Little Tikes • Synergy Direct Marketing
• Cardinal Health • Nationwide Insurance • Westfield Insurance
• Enterprise Rent-a-Car • Precision Dialogue • Wyse Direct