Brand Strategist | I position challenger B2B brands for lasting growth with audits and strategic workshops | Strategy @ SHFT Agency

I've been in the game for over a decade, exploring the marketing industry supply vertical, working with clients of all sizes to design brand strategies and work that deliver business growth and cultural impact.

A strategic storyteller obsessed with turning data into insights, I craft narratives that give brands a
voice worth hearing.

But to get good, I needed to embark on a journey to do things worth living.

I explored rich cultures from all five continents, learned five languages, and tried as many foods as I could. I sweat buckets in jungles, swam in oceans, watched the opera and stared at the Mona Lisa.

I now help Levoit—a billion-dollar company and #1 seller of air purifiers in the US—build their brand.

I also run my own shop, BAM BAM, where me and other brand and creative hustlers help startups and in-house leaders ditch template thinking to build and activate positioning that drives impact.

—

My capabilities include:

🟠 INSIGHTS: Market audit, category mapping, competitive analysis, customer interviews, action and desktop research.

🟠 STRATEGY: Positioning, category creation, value proposition, go-to-market, customer journey maps, briefs.

🟠 CREATIVE: Naming (brand/product/service), verbal identity, touchpoint design, creative briefs, integrated and tactical campaigns, social content, ongoing support for roll out.

Need any of this? Send me a DM. 📩

BAM BAM—Bring Your Own Brain

👊

Steph Egger

Sabbatical

Working on my doctoral dissertation and spending more time with my wife and kids

Sabbatical break to work on my doctoral dissertation

ShareBuilder 401k

•	Led Sales, Marketing, Customer Service, Product, Finance, HR, Accounting, IT Infrastructure, & Facilities

•	Crafted a $200M acquisition of a competitor that has generated more than $25 million in profit

•	Drove M&A event from Capital One with an on-time closing, final price 50% under budget, & $3M in year 1 profit

•	Achieved more than 4X EBITDA/Net Income goal for fiscal 2020, 2021, 2022 & 2023

•	Grew assets at a compounded annual growth rate (CAGR) of more than 35%

•	Piloted sales increases of more than 20% annually

•	Created a customer success organization that saw FinTech SaaS renewals at a 99% rate

•	Constructed handbooks, manuals, & plan documents in house saving over $2 million at startup

•	Vetted & contracted all vendors (Insurance, HRIS, Payroll, VPN, Security, Salesforce, Five9, Jira, Meraki, etc.)

•	Oversaw modernization of all technological systems savings of more than $3 million annually while leading to greater efficiency, risk mitigation, & business continuity

•	Distilled brand partnership efforts to concentrate on affinity, ISV, strategic, and influencer efforts to dive a 12% increase in partner leads and 12 new national partner agreements

Chief Operating Officer (COO)

Capital One

•	Collaborated with 8 Director teams across 6 sites to create the rhythm of the business (ROB), resulting in improved execution alignment for 850+ associate stakeholders including Sales, Presales, Sales Operations, Partners, Marketing, Services, & Customer Success, 52% Y/Y pipeline growth, & an 11% reduction in account whitespace within 9 months

•	Directed cross-functional teams, bringing together small & mid-size (SMB) business customer data, expanding whitespace customer interaction opportunities by 30%, & driving an increase in SMB product penetration by 23%

•	Public relations media spokesperson for radio, TV, & events (SXSW, GROWCO, Dreamforce, etc.)

•	Grew revenue by 32% compounded annual growth rates (CAGR) over 8 consecutive years

•	Increased assets under management (AUM) by 35% CAGR over 8 consecutive years

•	Boosted customer acquisition by 18% CAGR over 8 consecutive years

Vice President, Business Strategy, Acquisition & Retention

•	Saved over $100M in annual spending by moving Capital One from 26 instances of Salesforce to 2 (Business & Consumer) while also increasing whitespace business customer opportunities by 47%

•	Mentored startup founders on business fundamentals, financial discipline, & the FinTech landscape as an advisor in Capital One Lab’s startup accelerator. Three advised companies generated $300 million in profit for COF

•	Delivered on aggressive sales growth of $500M & $750M Y/Y

Senior Director, Business Development & Retention

•	Led a cross-functional cohort to craft Capital One's first diversity, inclusion, & belonging mission (later DE&I)

•	Expanded external sales team to 6 regions capturing $1.5B in mid-market and enterprise accounts over 3 years resulting in $10M in new recurring annual revenue

•	Initiated business banking referral program including crafting all messaging, training, & program details to increase customer whitespace opportunities by 78%

Director, Sales & Customer Services

•	Pushed external sales team to 3 regions & captured $180M in new SMB & enterprise sales in the first 12 months
 
•	Began managing call center customer service teams, quickly solving customer issues & driving an increase in Net Promoter Score (NPS) from +11 to +42 over 12 months

•	Created a Fee Fighters superhero campaign (piggybacking on the superhero movie craze) where employers & employees could receive social badges by uploading newly legislated fee disclosure documents increasing upmarket leads by 29

Senior Manager, Sales & Customer Service

•	Initiated & led a multi-year partnership with Costco resulting in a 57% annual increase in sales

•	Established external sales role to push "upmarket” resulting in the company's first $1M, $2M, $5M, & $10M sales

•	Segmented sales roles by customer type & associate experience creating 5 sales roles & 8 customer archetypes resulting in sales gains of 13% Y/Y & increased revenue of 26%

•	Led partnership acquisition strategy (affiliate, affinity, cross-marketing, distribution, influencer, ISV, strategic, referral, & white label) resulting in 47 agreements in the first 12 months and a 27% increase in qualified leads

•	Launched a reseller program, collaborating with external firms as authorized resellers to increase product reach resulting in a sales boost of 19%

Senior Manager, Sales & Marketing

•	Refined sales process & technique to increase sales by 234% in 12 months

•	Crafted dynamic customer journeys resulting in a 94% conversion increase & a 56% gain in sales Y/Y

•	Reformed product marketing messaging & voice driving a 187% increase in leads, 119% increase in opportunity creation, & a 62% increase in sales Y/Y

Manager, Sales & Marketing

AutoNation

•	Built, optimized, & refined sales processes & engagement framework for internet sales departments across multiple regions & then nationwide, reducing engagement time from days to minutes, resulting in sales increases of 387%

•	Designed & deployed Microsoft Dynamics, Customer Relationship Management (CRM), increasing revenue by 7% & earnings by 15%

•	Led product team that evaluated paper processes for digitization, eliminated $30M in annual spending, & increased on-time financial EOM close by 26%

•	Developed positioning, messaging, & campaign materials to propel AutoNation's $21 billion revenue, including messaging, pitch decks, creative, & datasheets.

Director, Sales Process & Operations

Younger Kitchens

Founder/Owner

People Leader | COO | CRO | CEO | Creating Efficiency | Accelerating Growth & Revenue | Satisfying Customers | Change Management | GTM Strategy | Fintech | Capital One | ING | AutoNation | Founder

An inclusive hands-on executive focused on finding talented people, optimizing processes, and disrupting markets with winning strategies. This is an approach that has equaled 20 years of explosive sales growth, brand-loving customers, and huge increases in revenue and earnings. Always examining challenges with a creative entrepreneurial approach while also applying business fundamentals through a rigorous financial lens. Utilizing Organizational Change and Leadership expertise acquired through doctoral studies at the University of Southern California to achieve impactful and lasting change!

Known for:

✓ Ability to Get Things Done
    • Always Meeting Deadlines & Quota
    • Providing Targeted Problem-Solving
    • Influencing Cross-Functionally Throughout Organizations

✓ Leading Initiatives that Spark Significant Gains in: 
    • Efficiency
    • Productivity
    • Operational Effectiveness

✓ Leveraging Interpersonal Acumen & Superior Communications Skills to Establish Relationships of Trust that Drive Growth & Exceed Objectives

✓ Bringing Extensive Enterprise SaaS sales, Go-To-Market, Product Marketing, Business Development, Customer Success, Finance, Accounting, & Partnering Expertise to Ignite Transformational Growth

✓ Being an Intellectually Curious Problem-Solver who is Successful in Identifying & Overcoming Business Obstacles

✓ Creating Diverse & Inclusive Cross-Functional Cultures that Empower and Instill a Shared Vision – Aligned with Aggressive Business Objectives & Goals

✓ Managing by the Numbers by Directing the Creation of Ambitions, Concrete, & Aligned OKRs/KPIs to Create Action-Oriented Achievement

✓ Being an Excited Father, Dedicated Husband, Early Adopting Technology Enthusiast, Sports Junkie, Whiskey Connoisseur, Indulgent Epicurean, & Flawed, but Ever-Evolving Man

Specialties: Revenue Growth | Strategy | Profit Optimization | Go-To-Market Leadership | Technology Solution Innovation | Account Management | Growth Strategy | Major Project Management | Sales and Marketing | B2B | B2C | Multichannel | Executive Vision | Organizational Development | Business Turnaround | Customer Acquisition | Customer Retention | Operations | Operational Excellence | P&L | Strategic Planning | Tactical Execution | Digital Transformation | Global Go-to-Market Planning | GTM Leadership | Continuous Improvement | Customer Success Management | Process Engineering | Digital Channels | Brand Strategy | Team Building | Analytics | Business Development | Client Relations

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The Battle

Steph Egger

Robert Younger

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