Executive Advisor + CRO | CEO
Jim Tax
EXECUTIVE OPERATOR WITH DEEP MARKETING ROOTS
Jim has led marketing strategy and operational planning for some of the most respected brands in insurance and financial services where he drove profitable and sustainable growth. Following a nearly 20-year run in that space, he bought his own company and through repositioning, demand generation, product expansion and M&A, grew topline 3x and generated an ROI of over 550%. He is passionate about helping brands grow and is highly adept at full-funnel evaluation from value proposition and product fit through retention and cross-sell.
expertise
Experience
Industry Expertise
Strategic & Operational Planning
Value Proposition Development
Persona Development and Segmentation
Full-Funnel Analysis and Action Planning
Mergers and Acquisitions
Entrepreneur Experience
FirePit Holdings Corp (3 Servpro franchises)
Owner & COO
Executive experience
USAA| VP, Global Supply Chain & CPO
USAA | VP, Client Management (Marketing, Sales & Service)
Bank of America | SVP, Integrated Channels Marketing Executive
Countrywide Insurance Services | Chief Marketing Officer
SALES + MARKETING EXECUTIVE ADVISORS
OUR POWERHOUSE TEAM TRANSFORMS REVENUE TRAJECTORIES
Our team is a powerhouse of experts who work together seamlessly to transform revenue trajectories. We trust each other to deliver outstanding results, and our combined experience and expertise have created a force for positive change that goes beyond just a group of individuals.
