JASON PATZ

4850 SOUTHWEST 45TH AVENUE, PORTLAND, OREGON 97221

(858) 349.2501
jasonpatz@yahoo.com

SENIOR EXECUTIVE

Experienced and strategically oriented Executive with progressive background in

developing and strengthening companies to be well positioned to capture market s
hare positions with focus on creating shareholder value and long-term profitabil
ity. Exhibits strong ability to quickly access primary success factors and make
both short-term positive impacts and long-term strategic decisions. Demonstrates
exceptional experience in analytical, market-driven product / market strategy d
evelopment, as well as excellent communication skills. Exemplifies sound judgmen
t and decision-making skills; demonstrates commendable leadership in constructin
g strategic vision, generating financial success, and delivering positive result
s across multiple organizational functions.
- Technology Based Startups
- Strategic Planning & Tactics
- Sales & Marketing Management
- Business Plan Development
- Analytics & Business Intelligence
- Operations Management
- Financial Planning & Analysis
- Software Product Development
- Systems Analysis
- IT Management
- Capital Sourcing & Management
- Solar / Green Energy Products

PROFESSIONAL EXPERIENCE
PRESIDENT / CHIEF EXECUTIVE OFFICER ~ 2006-2010
MARKETSMART ~ San Diego, CA
Designed business plans, prepared operating agreement and investor solicitation
documentation, and generated $2.5MM through angel and venture capital funding. P
rovided proactive leadership to 15 employees and oversaw more than 1000 direct n
ational account customers.
- Developed and implemented a SaaS-based marketing software and services platfor
m company that rendered integrated multi-channel CRM and marketing automation ca
pabilities to its clients
- Developed the core product and relationships with key strategic partners and v
endors
- Established initial customer relationships with two of the largest franchise i
ndustry conglomerates
- Established and maintained strong association with two value-added reseller (V
AR) channel partners with sales in excess of $400MM
- Led the negotiation to acquire a business competitor
- Relinquished the business to the Chief Operating Officer and assumed an active
role on the Board of Directors to allow for my relocation to Portland, OR.
CHANNEL MANAGER ~ 2003-2005
SOLATUBE INTERNATIONAL ~ San Diego, CA
Oversaw a solar / green energy product manufacturer’s largest sales channel ($18MM a
nnually) consisting of over 200 franchised dealers and distributors throughout U
nited States and Canada. Directed all aspects of channel development initiatives
, including dealer recruitment and training, sales development programs, CRM and
other marketing, retail business applications, national installation certificat
ion program, and other dealer development programs.
- Successfully obtained 18% annual sales growth and 10% dealer count growth thro
ugh the implementation of innovative dealer/distributor recruitment programs as
well as developing and implementing sales and marketing best practice, customer
lifecycle management practices, and other best practice operating techniques acr
oss the dealer/distributor network.

SENIOR DIRECTOR PRODUCT DEVELOPMENT ~ 2001-2003

AUTOBYTEL INC. ~ Irvine, CA
Administered all activities in support of product / program development, operati
ons, sales, and marketing. Supervised operational support departments, including
graphic design, digital print, email and call center fulfillment, analytics, re
porting, and other related functions.
- Retained by Autobytel, a global leader in automotive marketing service solutio
ns, to direct the design, development, instigation, and operation of a multi-cha
nnel CRM / marketing automation platform offering retention performance marketin
g (RPM)

DIRECTOR PRODUCT DEVELOPMENT & OPERATIONS ~ 1998-2001

NEWGEN RESULTS CORPORATION ~ TELETECH, INC. ~ San Diego, CA
Developed the company’s business plans and ensured complete implementation. Designed
operating practices and integrated them into the company’s existing call center, cu
stomer service, account management, digital print, and other operational divisio
ns.
- Actively involved in the establishment of a subsidiary company within Teletech
resulting in the automotive retail industry’s first SaaS-based marketing services p
latform
- Spearheaded the development of the company’s core software product offering
- Assumed full responsibility in administering functional operations from concep
tualization until the company was sold in March 2001 with more than 1200 new-pro
duct subscribers and numerous manufacturer endorsements generating more than $4M
in annual revenues

EARLIER CAREER
SOFTWARE PROJECT MANAGER | BUSINESS AND SYSTEMS ANALYST | IT ASSET MANAGER
24-HOUR FITNESS CORPORATE ~ Carlsbad, CA ~ 1996-1998
SALES AND MARKETING DIRECTOR
PACIFIC MATRIX, INC. ~ Portland, OR ~ 1994-1996
SENIOR CONTRACTING OFFICER
DEPARTMENT OF DEFENSE ~ Boise, ID ~ Okinawa, Japan ~ 1991-1994

EDUCATION
MASTER OF BUSINESS ADMINISTRATION, University of Phoenix ~ Phoenix, AZ (In Progr
ess)
BACHELOR OF ARTS IN BUSINESS MANAGEMENT, University of Phoenix, Phoenix, AZ (200
3)
CERTIFICATIONS
Project Management Institute (PMI) Certificate
Several American Management Association (AMA) Certificates
Sandler Sales Institute Certificate
Private Pilot Certificate

AFFILIATIONS
International Franchise Association, Member and Speaker
Direct Marketing Association, Member and Speaker

AWARDS / RECOGNITIONS
- Airman of the Year
- Air Force Achievement Medal
- Air Force Outstanding Unit Award
- National Defense Service Medal