Sales Manager

Jim Bolton . Corporate Communications

***** ***** **** *****, ***********, VA 20120 . *********@*****.*** . 703-***-****

Summary Outstanding creativity, editorial, and management skills.

Advances an organization's market-position through development

of a wide range of strategically-distinctive communications

and media. Produces unique branding that reinforces executive

vision and ensures consistency of corporate message. 15 years

in administration, marketing, and public relations. Possesses

wide-ranging capabilities as found in diverse external

agencies but consolidated in a single resource in-house.

Seeking an organization that regards the excellence by which

ongoing messaging is produced to be a strategic factor.

History EbixExchange - A Division of Ebix, Inc. 11/07 to 11/09

Manager, Marketing & Communications - Supported corporate and

divisional operational communications and marketing/sales

initiatives for global public insurance systems company, Ebix,

Inc. (NASDAQ: EBIX).

. Conceived name and logo design for EbixExchange October 2007.

. Produced rush messaging / collateral critical to corporate

strategic interests (relationship of Park City, UT / Herndon,

VA offices November 2006; EbixExchange launch November 2007).

. Work Ethic, Professionalism, Composure throughout a

dynamically-changing post-acquisition / post-merger corporate

environment:

o Recognized by division head / senior executive for efforts

critical to client retention; ensured consistent quality of

corporate communications during an extensive and

challenging merger transition period.

o Reported directly to 5 different senior executives over the

course of 2 years. Maintained quality production /

initiatives regardless of continuous change. With annual

revenues increased to a record $25mm, in early 2009 it was

announced internally that EbixExchange had become the

leading division within Ebix.

. Helped produce proposals that led to $1.5 million systems

implementations at insurance and broker/dealer distributor

groups of Fidelity and US Bank February-September 2009.

. Trained and supervised MARCOM associates. Provided extensive

editing and production of technical documentation, numerous

large-scale sales proposals, daily client communications,

press releases, brochures, video presentations, and eblast

marketing campaigns in support of sales initiatives.

Finetre Corporation 09/04 to 11/07

Manager, Marketing & Communications - Improved branding and

communications to successfully promote the sale of this

private corporation and leading developer of annuity/life

insurance online exchange platforms. Finetre's AnnuityNet and

LifeSpeed platforms are in production environments today at a

wide range of major US financial services firms.

. Acquisition of Finetre by Ebix for $16 million in October

2006 validated Jim's efforts 2004 - 2006 in repackaging

Finetre and improving its communications.

. Introduced new efficiencies through extensive project

management. Oversaw RFP and subsequent implementation and

training of salesforce.com CRM, Vertical Response,

iCentera.com, and GoToMeeting online platforms. Reduced the

speed at which client communications and documentation were

distributed from 3-4 hours to a matter of minutes.

Streamlined data management of client contact information.

. Helped Finetre overcome marketplace skepticism:

o Quelled a provocative / inflammatory challenge published in

a public client email by quickly responding to the

distribution with polish and poise - while relying solely

on personal judgment and discretion - just months after

arriving at Finetre.

o Revamped Finetre's user group meeting and served as group

event emcee and client point of contact.

. Created a whimsical, interactive game - Annuity Craps -

that shifted marketplace perception of Finetre from high-

priced monopoly to compliance solutions provider.

Extensive campaign collateral included promotional mailers

that contained invitations to play Annuity Craps, Finetre-

branded dice, alternative dice games, and value-statement

messaging. The campaign, used by Finetre at industry trade

o shows and client meetings from 2005 through 2006, helped

disarm and charm clients and broke the ice for renewed

conversations and improved client relations.

. Streamlined Finetre's internal workflow by which daily client

operations memorandums were produced. Created corporate

style guide; achieved branding consistency in everything from

proposals to presentations. Personally oversaw design /

development of new company Web site, 12-page glossy brochure,

new tradeshow booth, and all supporting collateral.

Coordinated numerous large technical proposals, created a key

graphical icon used throughout the company's collateral, and

oversaw all tradeshow logistics for 20+ conferences annually.

Oversaw annual media operations budget of over $400K.

Lynchval Systems Worldwide Inc. 11/94 to 08/04

Media Operations - Advertising, marketing, and sales support

for this actuarial pension software firm providing software /

systems consulting services to narrow-niche market (defined

benefit pensions) comprised of Big 5 accounting, major

insurance companies and money managers, and international

pension clientele.

. Upgraded company's staid image and improved client relations

through dynamic custom promotions and improved quality of

annual user group meeting.

o Set company apart at industry-cornerstone annual conference

through a series of dynamic, highly-customized campaigns.

o Increased attendance at Lynchval's annual user group

meeting by over 200% through creation of new meeting

format: Established Lynchval as the first private

commercial pension software vendor to offer CPE-credit

sessions acknowledged by The Joint Board for the Enrollment

of Actuaries (IRS/DOL). Geared sessions to attendees'

current interests; collaborated with subject matter experts

and nurtured/enforced polished, well-rehearsed

presentations - that included detailed supporting technical

materials; brought in guest speakers; introduced new

meeting amenities.

. Supported development of technical proposals, exhibit /

meeting / event management, editing of technical

documentation / newsletters, CRM database and Web site

administration, video production.

Education George Mason University, Fairfax, VA

. B.A., English, January 1993

. M.A., English, Professional Writing & Editing,

May 1995

Environments Presentation and Communications Media:

. Brochures/collateral development

. Business process project management / administration

. Campaign theme / advertising development

. Client user group meeting logistics / administration

. Corporate style guide

. CRM administration

. eBlasts

. Office / facilities administration

. Proposal development

. Tradeshow display design / event administration

. Supervision of administrative staff

. Video/soundtrack design / production

. Web Site design / maintenance

. Writing / Editing ad copy, client memos, newsletter, press releases,

technical documentation, white papers

Capabilities Technical/Computer Skills:

. Windows XP; MS Office 2003/2007; SharePoint; Team Foundation Server

. Adobe CS2 (Illustrator, Photoshop, InDesign); FrontPage

V4.0; Camtasia; SnagIt; Digital photography; Cakewalk

ProAudio 8 (professional MIDI/digital audio sequencing)

. Administrator role for CRM and other platforms: Salesforce.com

(Professional Edition); MS Dynamics CRM V4; Vertical Response;

iCentera; Business Wire; Webex; Citrix GoToMeeting and GoToWebinar

References C-level references / portfolio samples available upon request.

Contact this candidate