David Phelps

Work History

Work History
Sep 2006 - Present

Vice President Sales and Marketing

Helvey and Associates
  • Exceeded sales goals set by CEO and Board by 20% in an effort to expand bottom line profitability
  • Developed sales training and setting sales rep specific goals and targets to achieve the above stated goal
  • Creation of complete marketing strategy for the firm, including DMDR, Event Marketing, Online Tools, Channel strategies, communications plan, and other related programs
  • Creation of channel marketing strategy / program and began recruiting new partners
  • Expanding target markets into new vertical spaces with a focus on Healthcare, Financial Services, Call

            Centers, and Manufacturing

  • Management of Client Services organization focused on expanded customer service support, upsell and cross sell initiatives into current base, driving increased revenues within our current customer portfolio
  • Lead on strategic planning team designed to develop 5 and 10 year direction for company
Mar 2006 - Jul 2006

Vice President Marketing Programs and Social Marketing

Mercury Payment Systems
  • Developed social networking business plan for ProfitStreams, sister company to MPS, including creation of business plan, portal development, and marketing strategies
  • Charged with development of complete Partner Marketing strategy and programs including incentives, sales and marketing tools, portal enhancements, customized collateral, training, etc. with increased lead and revenue goals as targets
  • Creation of channel specific “Fast Start” programs to shorten time to market when penetrating new channels and recruiting new partners
  • Revamped communications plans, customer interactions, and channelization of support models
  • Lead on the project team tasked with enhancing the customer facing deliverables including portal usage, report structures, commission state usability, etc.
Apr 2005 - Mar 2006

Sr. Product Marketing Manager

  • Led marketing team responsible for developing focused marketing collateral and sales tools/programs in support of worldwide MPLS convergence and VoIP solutions
  • Developed complete co-marketing campaign between Cisco Systems® and Verizon Business designed to drive demand generation and awareness of their partnership and co-developed VoIP solutions
  • Created vertical marketing strategies for increased demand generation including event strategies, co marketing programs with strategic partners, vertical briefs and case studies
  • Began the data mining initiatives designed to develop cross-sell/upsell programs to penetrate existing client base with advanced products and services within the VoIP space
Oct 2003 - Mar 2005

Vice President of Marketing

Wandara Consulting
  • Leader of Marketing Consulting firm designed around core competencies in the areas of demand generation, event management, eCommerce, advertising, channel development, and creative design
  • Launched NewRoad Software, Inc. marketing programs by developing complete brand strategy, web / press strategy, product content, and overall marketing plans
  • Launched Autobahn® software for NewRoad Software. Activities included analyst tours, press releases, website development, sales tool development, brand development, channel recruitment, etc
  • Built various social networking programs for B to C and B to B clients
  • Developed successful lead generation strategy for Enterprise Computer Solutions around DMDR, email, webinar and event campaigns; including redesign/re-launch of the ECS brand and the ECS website
Aug 2002 - Aug 2003

Director of Channel Marketing and MarCom

  • Developed and delivered vertical channel programs in support of Partner and Direct sales force focused on industry specific sales goals of software assisting in achieving the annual revenue goal of $70 million
  • Led all online and print media strategies for worldwide marketing managing a budget of $15 million, major focus on brand building, re-branding of GoldMine product suite, and positioning of FrontRange Solutions
  • Product launch responsibilities including price modeling, industry review and analysis, and competitive intelligence gathering
  • Channel lead responsible for recruiting new partners, developing partner programs, and growing channel revenues by 22% - worked with various databases and tools to insure quality levels exceeded expectations
  • Managed design and development shops responsible for all sales tools/collateral, brand development, advertising pieces, Intranet/Extranet/Internet sites, and eStore
  • Director for all public relations and analyst relationships focusing on brand expansion, increasing sales opportunities, and market leadership
  • Supported Business Development to define Technology Partner requirements including channel modeling & competitive analysis
  • Overall domestic lead generation responsibilities tied to 100% of sales review for the US based corporation using DMDR, email, telemarketing and other campaigns while implementing D&B, Lexis-Nexis and Harte Hanks for data scrubbing and lead qualification
  • Events management including all FrontRange tradeshows, road shows and conferences
  • Developed first training tools for the sales force to insure they had the ability to exceed sales goals
Aug 2001 - Aug 2002

Director of Channel Marketing

  • Developed demand generation programs to insure revenue attainment goals of $1 billion were met by the Direct and Indirect sales forces, including promotions/contests, new product rollouts, and DMDR focused on core product revenue objectives
  • Developed internal sales campaigns focused on driving the companies core product suite through the generalsales force and achieving the revenue goals of more than $1 billion
  • Retention program manager exceeding churn reduction goals on a state by state basis including trend  analysis & reporting, program management, and data modeling based on database analysis
  • Managed a group of Channel Marketing Managers and Analysts responsible for tracking the success of our promotions, contests and communications strategies for ongoing program enhancement & Channel growth
  • Chaired strategic team that revamped sales compensation plan and forecasting for both entire sales forces
  • Lead for Technology Partner program insuring appropriate mix of technologies and services brought into the company insuring the right solutions delivered to our sales channels
  • Coordinated marketing campaigns with Corporate Communications to drive consistent internal and external focus on similar products and services that were the company’s focus
  • Managed training programs to insure sales force was prepared to meet and exceed sales goals
Apr 2000 - Aug 2001

Sr. Manager Product Marketing

  • Developed world wide demand generation programs to insure revenue attainment goals of approx. $4 billion are met across Network Services, Internet., Web and Professional Services product sets
  • Lead on all sales development projects including building training campaigns, sales tools, and integrated partner solutions to insure the Direct and Indirect sales channel met their revenue goals
  • Developed and coordinated roll out of DMDR and advertising campaigns designed to meet revenue goals utilizing various data warehouses for lead qualification and targeted marketing activities
  • Managed product marketing group of 15 managers and individual contributors tasked with launching various new e-Solutions, VPN, and data product suites, as well as sales programs
  • Developed marketing campaigns with corporate marketing and advertising organizations to achieve nationwide brand awareness for Qwest within the IP, e-Solutions, local and long distance, and data communications space; while re-branding USWest to Qwest and driving awareness
  • Lead interface during merger between Qwest and US West product groups working to integrate and re-launch complete suites of data, IP, DSL, voice, Web and Professional Services both internally and externally
Sep 1984 - Apr 2000



Sr. Product Marketing Manager Jun '97 to Apr ‘00

Regional Channel Marketing Manager – IP & DataFeb '96 to Jun '97

Sr. Manager of Product DevelopmentJan '93 to Feb '96

Business Services Training ManagerJan '92 to Jan '93

Sales and Service Manager - Account ExecutiveSep '84 to Jan '92


Sep 1983 - Dec 1986


University of Texas
Sep 1981 - May 1983



Experienced marketing and sales professional with international and domestic experience. Enthusiastic team player dedicated to organizational success and professional development. Proven leadership, adaptability and demonstrated sales success from the SMB to Enterprise space. B to B and B to C marketing experience in the software, telecom/data/Internet and financial services industries, with a focus in social networking and viral marketing. Possesses strong quantitative and analytical skills focused on data mining, competitive analysis, pricing development, ROI models, and industry analysis. Management of cross-functional teams; focus on brand building and re-branding, advertising and channel strategies. Technology expert with a track record of successfully meeting and exceeding yearly revenue goals and market objectives. Successful demand generation experience in the areas of telemarketing, direct mail, email, and online marketing. Training expert with 15 years of experience in sales and product training assisting both sales and technical groups. Proven success in remote management situations.


Worldview focused on improving living conditions in third world countries. Currently working with Integrated Community Development, International in a key strategy role. ICDI (http://www.icdinternational.org/) on well drilling worldwide.

Board of Directors at Grace Village Retirement Community (http://www.gracevillage.org/)

Lead member of infancy stage micro-economic development project with Grace College (http://www.grace.edu/) designed to develop small/medium business opportunities in third world countries.